Strategic Planning & Execution
+ Translate founder vision into clear, actionable quarterly roadmaps and OKRs
+ Define measurable milestones for course launches, membership programs, and wellness products
+ Create frameworks for scaling content, group coaching, or client programs
+ Develop rollout plans for new initiatives, including marketing, operations, and tech requirements
+ Conduct competitive benchmarking and market analysis to inform strategy
+ Track and report progress using dashboards tailored to leadership needs

Financial Systems & Forecasting
+ Set up bookkeeping systems and integrate with online payment gateways and accounting platforms
+ Build cash flow models for recurring programs, memberships, and product launches
+ Forecast revenue from courses, workshops, and coaching servicesTrack profitability per program, course, or product line
+ Optimize pricing, subscription models, and upsell funnels for maximum ROI
+ Implement budgeting tools and reporting for investor or board review

Process, Systems & Workflow Optimization
+ Document SOPs for course creation, client onboarding, and program delivery
+ Standardize workflows across marketing, content, operations, and support teams
+ Automate email sequences, scheduling, and membership access
+ Optimize student/user journeys for retention and upsell opportunities
+ Implement project management systems (Asana, ClickUp, Trello) tailored to course and business operations
+ Establish reporting systems to monitor operational efficiency and course engagement

People & Organizational Design
+ Define roles, responsibilities, job descriptions, policies and team structure for scalable growth
+ Recruit, onboard, and train team members for content creation, coaching, marketing, and operations
+ Create performance tracking and accountability systems aligned with company goals
+ Design compensation frameworks and incentive structures for course/program success
+ Facilitate leadership development for small teams and educators scaling into multi-coach operations
+ Build team culture, communication rituals, and cross-functional alignment

Regulatory & Sustainability Compliance
+ Ensure business entity compliance: state/country registrations, tax IDs, licenses, and permits
+ Maintain audit-ready records for investors, partners, or regulatorsImplement policies for HR, payroll, and employee safety compliance
+ Track and ensure adherence to privacy, data protection, and cybersecurity regulations (GDPR, HIPAA, CCPA)
+ Navigate industry-specific regulations for health, wellness, online education, or digital products
+ Support ESG, sustainability, or certification requirements for products, programs, or services
+ Implement risk management protocols and internal controls to mitigate operational, financial, or reputational risk
+ Monitor and adapt to evolving compliance requirements across operations, finance, HR, and product/service delivery

Tech Stack & Systems Integration
+ Implement and optimize CRMs (HubSpot, Kajabi, Kajabi Memberships, Circle, etc.)
+ Integrate payment processors, membership platforms, and automation tools
+ Streamline project management tools with internal and client-facing workflows
+ Build dashboards for KPIs, course engagement, and financial metrics
+ Customize and implement apps for student engagement, course delivery, or habit tracking
+ Ensure seamless integration between content, operations, and marketing tools

Marketing & Brand Operations
+ Build and maintain content calendars for courses, programs, and campaignsImplement workflows for email marketing, social media, and community engagement
+ Ensure consistent branding across all digital touchpoints
+ Coordinate launches, webinars, and marketing funnels for courses and workshops
+ Manage marketing automation and campaign reporting
+ Optimize messaging, copy, and positioning for new programs or product lines

Investor Relations & Fundraising
+ Prepare pitch decks and data rooms for investors or partners
+ Build dashboards tracking KPIs, revenue, and operational health
+ Conduct due diligence support for funding rounds or strategic partnerships
+ Align operational and financial reporting with investor expectations
+ Manage investor communications, updates, and follow-ups
+ Support grant applications, sponsorships, or strategic funding for wellness initiatives

Product Development Operations
+ Design and implement course frameworks, membership programs, and coaching programs
+ Build launch timelines, checklists, and cross-functional execution plans
+ Manage content production, delivery schedules, and quality assurance
+ Coordinate packaging, digital product setup, and distribution logistics
+ Optimize course modules, onboarding, and engagement sequences for retention
+ Support product iteration using student feedback, surveys, and data metrics

Customer Experience & Retention
+ Map customer/student journeys from lead acquisition to retention
+ Design onboarding sequences that increase engagement and reduce churn
+ Implement feedback loops for continuous improvement in programs or services
+ Track and report key metrics: retention, completion, engagement, lifetime value
+ Build loyalty programs, referral systems, and membership perks
+ Manage customer support workflows to maintain satisfaction and trust