The Operating System Show

The Operating System Show

By Matt DixonBusinessManagement
Download on the App Store

The Operating System Show episodes

  • Nobody Knows Who You Are | Graeme Barlow on Finding the One Constraint That Matters
    Graeme Barlow sold a company at 16 and grew Iversoft from 7 people to more than 50. Today he oversees growth across the AI companies at Martell Ventures, coaches about a hundred companies, and runs FounderLink, a community of more than 2,000 founders.
    His rule for finding the bottleneck is simple. Every business is held back by customers, cash, or delivery. Figure out which one is yours, then attack that one thing instead of spreading your effort across everything.
    Then he turns the question on Matt, gets an answer, and hands him a challenge: two hours a day, one to create content and one to post it, for sixty days.
    ## In this episode
    - How a growth contest in 2014 started his work with Dan Martell
    - The client debt he flew across the country to collect
    - What default to action looks like when you also have to keep the team
    - Why firing the people who break things kills innovation
    - What organizational debt looks like in a real company
    - The technical leaders who refused to let agents write the code, and what happened to them
    - Why distribution is now harder than building
    - Why he built FounderLink
    - Hacker, hustler, hipster, and what AI changes about design
    - Customers, cash, or delivery, and how to tell which one is yours
    - A deal done in a day and a half
    - Bringing a camera to every event
    - The chief of staff agent he thinks every owner should set up
    ## Timestamps
    00:00 Intro
    00:59 How Graeme met Dan Martell
    02:08 The client debt that turned into stock
    03:30 Running growth at Martell Ventures
    03:50 What default to action really looks like
    05:46 Firing the people who break things kills innovation
    06:15 Rewarding experiments over end results
    07:26 What organizational debt looks like
    09:39 Matt's background
    11:58 The AI tools they use
    14:17 Technical leaders who will not adopt AI
    18:12 Where he will not build
    20:01 What engineers ask about their careers
    23:27 Distribution is the new moat
    26:03 Why he built FounderLink
    27:22 Hacker, hustler, hipster
    29:40 AI and designers
    30:35 Customers, cash, or delivery
    32:04 The offer problem that was a volume problem
    33:54 Pick the one thing and attack it
    34:58 A deal done in a day and a half
    37:07 What are you doing in the next two hours?
    38:16 Graeme coaches Matt on his constraint
    40:20 Two hours of content a day for sixty days
    42:40 Bring a camera to every event
    43:46 Set up a chief of staff agent
    45:50 Where to find Graeme
    ## About Graeme Barlow
    Graeme Barlow has spent 24 years building, scaling, and exiting technology companies. He sold a company at 16, cofounded ProPet Software, and grew Iversoft, a software development agency, from 7 people to more than 50. He oversees growth across the AI companies at Martell Ventures and founded FounderLink, a curated community for founders, with a mission to help 1,000 entrepreneurs reach $1 million in revenue.
    Website: https://www.graemebarlow.com/
    FounderLink: https://founderlink.com/
    LinkedIn: https://www.linkedin.com/in/graemebarlow/
    Listen: https://feeds.transistor.fm/the-operating-system-show
    Be a guest: https://crm.frontrangesystems.com/discovery
    47 min
  • Cheap Code Is Not Cheap to Keep | Mishka Kofman on Technical Debt in the Age of AI
    Mishka Kofman has been writing software for 28 years, from Madden at EA to AWS. Today he runs Paracorp and builds ARC, a platform that modernizes legacy software by pulling out every business rule and rebuilding the system around them.
    His warning for owners: AI made code cheap to write, and it did nothing to make code cheap to keep. Teams are shipping faster than ever and creating debt faster than ever, and most leaders cannot see what it is costing them.
    His rule for build versus buy is simple. Buy what is not central to you. Build what holds your business rules and gives you an edge.
    ## In this episode
    - Why he left steady employment to build Paracorp
    - What AWS and EA each taught him about how teams should run
    - Why every decision should be written down, and what that does for AI
    - Whether a product owner should read the team's retro notes
    - Technical debt in the AI era, and why cheap code is not cheap to keep
    - The house that keeps adding rooms while the foundation moves
    - Rebuilding software from its business rules
    - What he finds in every legacy codebase he opens
    - Build versus buy, and keeping what holds your business rules
    - How he wins over engineers who do not want AI touching their code
    - Who should not modernize right now
    ## Timestamps
    00:00 Intro
    01:08 Why he started Paracorp
    03:19 What AWS and EA taught him
    05:30 Teams that run without top down orders
    07:12 Why every decision gets written down
    08:57 Should the product owner read the retro notes?
    12:36 Technical debt in the AI era
    14:20 Cheap to write, not cheap to keep
    16:48 The house that keeps adding rooms
    20:04 What ARC does
    23:27 Business rules are the software
    24:37 How you avoid breaking things
    27:40 What he finds in every legacy codebase
    29:40 Build versus buy now
    32:17 Merging three apps into one
    33:43 Adding features during a modernization
    35:37 Dev teams that do not want AI touching their code
    38:57 Who should not modernize right now
    40:44 What is next for Paracorp and ARC
    44:05 Where to find Mishka
    ## About Mishka Kofman
    Mishka Kofman is the founder of Paracorp and the builder of ARC, the Architecture Refactoring Coordinator. He has spent 28 years in software, including Madden at EA and AWS, and runs workshops on using AI to write predictable, maintainable code.
    Paracorp: https://paracorp.io/
    ARC: https://try-arc.com/
    Listen: https://feeds.transistor.fm/the-operating-system-show
    Be a guest: https://crm.frontrangesystems.com/discovery
    46 min
  • Only 5% Have Mapped Their Real Process | Jordan Fleming on Redesigning Your Business for AI Agents
    Jordan Fleming bootstrapped smrtPhone from Poland, with the technical team in Romania, to just under 10 million dollars and nearly 60 people. Along the way it went from a phone system built for Podio to what he now calls an agentic conversation platform. He has since moved from CEO to chairman.
    His argument is that most companies spending on AI are not seeing growth from it. They drop very capable agents into processes designed around human limits, and those processes are full of invisible work that people quietly cover. Only about 5 percent of the companies he has worked with have mapped their processes the way the work actually runs.
    That is the subject of his book, The AI Workforce: redesign the business, one process at a time, around work shared between agents and people.
    ## In this episode
    - Four owners, distinct roles, and disagree and commit when they can't agree
    - Why they built in Eastern Europe, inside the EU legal and IP framework
    - The happy accident of building a phone system for Podio, and growing with almost no marketing
    - How every product update now flows into a company brain that updates help docs and agents
    - An agent that made 220,000 calls in three and a half weeks
    - Why AI spend is not turning into growth
    - The invisible work that never makes it onto the process map
    - Business structures built for one kind of labor, and what changes now
    - Hiring a role based AI agent and onboarding it to your company
    - Why voice agents built software first sound great in demos and fail in execution
    ## Timestamps
    00:00 Welcome
    01:01 Four owners, and stepping up to chairman
    02:15 Splitting the roles so nobody deadlocks
    03:43 Why build the company in Eastern Europe
    05:18 From a PhD in music to Poland
    06:08 Bootstrapping a phone system for Podio
    08:09 From VoIP company to agentic conversation platform
    08:45 How AI changed the way they build
    09:40 220,000 calls in three and a half weeks
    10:15 Why AI spend is not turning into growth
    12:08 Only 5 percent map their real process
    13:52 Redesigning process after process
    14:42 The AI Workforce, his book
    16:08 The four zones of AI
    16:39 Business structures built for one kind of labor
    18:47 The next 24 months
    20:06 What broke as they scaled
    22:05 Hiring role based AI agents
    23:27 Onboarding an agent: property maintenance
    25:01 Latency, and why telecom first matters
    26:43 Who smrtPhone is for
    28:14 Where to find Jordan and the book
    ## About Jordan Fleming
    Jordan Fleming is the cofounder and chairman of smrtPhone, an agentic conversation platform for voice and text, built for companies of 10 to 500 users. He is the author of The AI Workforce, a framework for redesigning a business around shared execution between AI agents and people.
    The AI Workforce, free executive briefing for listeners: https://thefutureworkforce.ai/p/os-show
    smrtPhone: https://smrtphone.io
    Listen: https://feeds.transistor.fm/the-operating-system-show
    Be a guest: https://crm.frontrangesystems.com/discovery
    30 min
  • 300,000 Transactions, Under 50 People | Bryan Clayton on Building GreenPal to Run on Systems
    Bryan Clayton started mowing yards in high school and grew it into a Tennessee landscaping company with about 150 people and 90 trucks. Fifteen years in, it was organized chaos every day, and he was the scaffolding holding it up. He never took a vacation longer than two days.
    After he sold it, he set out to build the opposite: a business with a system for almost every problem. That became GreenPal, a marketplace for lawn mowing that has handled about 300,000 transactions with fewer than 50 people, no offices, and no lawnmowers.
    We get into what he refused to repeat the second time, the difference between hard work and difficult work, how GreenPal keeps quality high with vendors it does not employ, and where he draws the line on what AI should never touch.
    ## In this episode
    - Why his first company was built as scaffolding around the founder
    - Every problem you solve unlocks five more, and why that is the job
    - Running a marketplace as a never ending series of experiments
    - From fragile to antifragile: weekly loops that make the business better on their own
    - Hard work versus difficult work, and the partner who wore 15 hour Sundays as a badge
    - What breaks in a remote first company, and why even Zoom has an office
    - The carrot and stick system that keeps independent lawn pros showing up
    - How AI gave a state school founder an MIT data scientist at the table
    - Why the founder should still do an hour of customer support every day
    - "Stop being lazy and ask Claude," and why AI makes everyone busier
    ## Timestamps
    00:00 Intro
    00:49 Under 50 people, 300,000 transactions
    02:35 What he did differently the second time
    05:45 Landscaping versus software
    08:21 A never ending series of experiments
    10:01 150 employees, 90 trucks, and a mechanic shop
    11:44 From fragile to antifragile
    14:19 Hard work versus difficult work
    16:57 Running a remote first company
    18:46 Quality from vendors you do not employ
    21:53 How GreenPal uses AI
    24:42 Who should not build a marketplace
    26:25 The four zones of AI
    27:59 Why the founder should do customer support
    29:28 Messy data and "stop being lazy and ask Claude"
    32:16 Why AI makes everyone busier
    33:26 What is next: a million users
    34:11 Where to find Bryan
    ## About Bryan Clayton
    Bryan Clayton is the cofounder and CEO of GreenPal, a marketplace that connects homeowners with local lawn care pros. Before GreenPal he built and sold a landscaping company in Tennessee.
    GreenPal: https://www.yourgreenpal.com/
    Listen: https://feeds.transistor.fm/the-operating-system-show
    Be a guest: https://crm.frontrangesystems.com/discovery
    36 min
  • Fix the Data Before the AI | Jay Bourgana on Buying the Business in the Owner's Head
    Jay Bourgana took a real estate brokerage from zero to 350 million dollars in sales volume in four years, then sold 70 percent of it to a much larger firm in 2018. Since then he has been on both sides of about 30 acquisitions, buying plumbing, HVAC, and IT companies. Today he runs Foresight Partners.
    His favorite deals are what he calls flywheel businesses: no website, no marketing, customers who keep calling anyway, strong margins, and a founder who carries the whole operation in his head. Before he even signs a letter of intent, he starts pulling that knowledge out.
    His warning for owners racing toward AI: fix the data first. Most companies run on duplicate records, spreadsheets stitched together by hand, and reports that arrive a month late. Put AI on top of that and it just moves faster in the wrong direction.
    ## In this episode
    - How a manufacturing mindset built a brokerage that answered new leads in seconds
    - The cold email he almost deleted, and selling 70 percent of his company 30 days later
    - Why he buys businesses that only work because the founder is inside them
    - The three engines he maps before closing: clients, talent, and capital
    - Why owners grow to five million, hate it, and shrink back to three
    - People, then process, then technology, and why speeding up the machine shakes everything loose
    - Data before AI: closed loop companies and the cost of lagging numbers
    - Why middle managers become the human in the loop for AI agents
    - Who should sell to him, and who should not
    - Kids Business School, teaching entrepreneurship to kids 7 to 17
    ## Timestamps
    00:00 Zero to 350 million in four years
    00:52 Bringing manufacturing thinking to real estate
    03:22 How owners can use data better
    06:41 Speed to lead, then and now
    09:11 The cold email that sold the company
    10:43 Retiring, then getting back in
    12:02 What he does first when he buys a business
    14:02 When everything lives in the owner's head
    16:11 Buying to own forever
    17:12 Why owners shrink back to three million
    20:00 People, process, technology, and the shake
    21:01 How he uses AI and why data comes first
    23:07 The four zones of AI
    24:53 Why middle managers become the human in the loop
    28:13 75 states in a 50 state CRM
    31:46 If you need Excel, something is wrong
    32:35 The company that could not tell him its churn
    34:06 Who should sell to him, and who should not
    37:50 What is next, and Kids Business School
    39:39 Where to find Jay
    ## About Jay Bourgana
    Jay Bourgana is the founder of Foresight Partners, which buys and operates founder led home services and professional services businesses. He built and sold a real estate brokerage, has been on both sides of about 30 acquisitions, and is building Kids Business School, an entrepreneurship program for kids 7 to 17.
    Acquisitions Collective: https://acquisitionscollective.biz/
    Kids Business School: https://kidsbusinessschool.com/
    Listen: https://feeds.transistor.fm/the-operating-system-show
    Be a guest: https://crm.frontrangesystems.com/discovery
    41 min
  • Stop Hiring Only A Players | Craig Wahl on Building a Leadership Team That Scales
    Craig Wahl coaches CEOs and founders whose companies got bigger, faster than they expected. He runs Njorth, works as a fractional COO for tech companies, and is finishing his first book, The Walk.
    His core reframe for CEOs: your job isn't to make all the decisions. It's to make sure they get made, by the right people, and that someone is accountable for them.
    He learned most of it scaling a team fast. He chased A players and found a team of solid B and C players was just as strong. He watched long documented processes go unused and swapped them for simple checklists the team actually ran, then tracked everything and kept iterating.
    ## In this episode
    - Why CEOs need a safe place to talk, and who they can't talk to inside the company
    - Your job isn't to make the decisions, it's to make sure they get made
    - What founders refuse to hand off, and what the CEO should be doing instead
    - Why hiring only A players is a fool's errand when you're scaling
    - The Sherpa on Everest: stop yelling down the mountain
    - A process nobody follows isn't a process
    - Trust is boring, and how leaders shortcut it
    - The Walk, his practical guide to the long middle of leading people
    - Why "use AI more" is one of the most dangerous things an executive can say
    - The question to ask anyone selling you AI: have you ever run a business?
    ## Timestamps
    00:00 The show open
    00:30 Meet Craig Wahl
    01:14 The three things Njorth does
    02:20 You don't call an electrician for a leak
    02:55 Why CEOs need a safe place to talk
    06:30 Make sure the decisions get made
    07:33 What founders refuse to hand off
    08:55 The leadership triangle
    10:25 Can anyone sell as well as the CEO?
    12:45 What breaks when the team gets big
    13:23 Why hiring only A players is a fool's errand
    14:49 The Sherpa on Everest
    17:25 A process nobody follows isn't a process
    18:36 Simple checklists, track everything
    20:45 Trust is boring
    23:10 How leaders shortcut trust
    25:06 The Walk
    27:14 A master's in leadership and a junior manager
    29:38 What do you want people to remember about you?
    30:20 How he uses AI in his own business
    32:25 Why "use AI more" is dangerous
    34:24 Have you ever run a business?
    35:10 The four zones of AI
    35:46 What error rate will you accept from AI?
    38:43 Ten salespeople, selling 80% of the time
    39:36 Who should hire Craig
    39:59 What's next for Njorth
    40:39 Where to find Craig
    ## About Craig Wahl
    Craig Wahl is a leadership architect and CEO advisor at Njorth. He coaches founders and CEOs, runs leadership alignment workshops, and works as a fractional COO, mostly for tech companies scaling from Series A to Series C. His first book, The Walk, comes out in spring 2027.
    Website: https://njorth.ai
    Listen: https://feeds.transistor.fm/the-operating-system-show
    Be a guest: https://crm.frontrangesystems.com/discovery
    42 min
  • Hit Every Metric, Missed the Number | Chris Mader on Running EOS Inside His Own Business
    Chris Mader was drafted by the Chicago White Sox, spent four years in the minors, then built a business career that ran all the way to chief revenue officer. Today he runs MTA Consultancy and implements EOS inside companies doing 10 to 50 million a year.
    His company is named for the sign that hung over his college baseball coach's desk: Son, make the adjustment. The bad news, he tells owners, is that you are probably the problem in your business. The good news is that you are also the solution.
    He runs EOS inside his own company too. Last year he hit every metric on his scorecard and still missed his revenue goal. So he took a hard look at the metric itself, doubled his weekly prospect conversations, and watched revenue climb.
    ## In this episode
    - Why he runs EOS inside his own business, and what his scorecard told him when revenue fell short
    - EOS as the way in, and why he teaches the team to run the weekly meeting without him
    - Building your company as if you were selling it, even if you never will
    - Revenue is vanity: profit, EBITDA, and the leverage of having the choice to sell
    - The finance and technology seats most growing companies are missing, and when fractional beats full time
    - Coach Mader AI, the digital twin he trained on thousands of his own coaching calls
    - Do you want to be right, or do you want to win
    - Who EOS is not for, and who should call him
    ## Timestamps
    00:00 From the White Sox to EOS
    01:08 Son, make the adjustment
    02:45 You are the problem, and the solution
    03:12 Inspirationally irritating
    04:12 Running EOS inside his own business
    04:57 Hit every metric, missed the revenue goal
    06:44 EOS as a Trojan horse
    08:43 Teaching the team to run it without him
    09:55 Getting the founder out of the way
    11:15 Build it like you will sell it, even if you won't
    12:52 Revenue is vanity, profit is fuel
    15:06 Buyers won't pay for a business that is you
    16:46 The chef who wants one restaurant
    18:36 Why finance and technology are the missing seats
    20:23 Fractional or full time
    21:47 Where fractional work is headed
    23:45 Coach Mader AI, his digital twin
    25:55 The four zones of AI
    26:39 The one person who knows everything
    28:27 Do you want to be right, or do you want to win
    29:50 Who should not use EOS
    31:06 Who is a great fit
    31:51 What is next for MTA Consultancy
    33:02 Where to find Chris
    ## About Chris Mader
    Chris Mader is the founder of MTA Consultancy, an EOS implementer, executive coach, and the author of Make the Adjustment. A former professional baseball player, he spent more than a decade leading revenue teams in corporate America, rising to chief revenue officer, before starting his own firm. He works with founders who want to grow, scale, and eventually exit.
    Website: https://www.mtaconsultancy.com
    Instagram: https://www.instagram.com/chrismadermta/
    LinkedIn: https://www.linkedin.com/in/chrismadermta
    Listen: https://feeds.transistor.fm/the-operating-system-show
    Be a guest: https://crm.frontrangesystems.com/discovery
    34 min
  • You Can't Scale Complexity | Derek Fredrickson on What a Fractional COO Actually Builds
    Derek Fredrickson left Wall Street in 2008 to run operations for his wife's coaching company, which she describes as having been built on toothpicks and band aids. Sixteen years later he runs The COO Solution, putting fractional COOs inside founder led companies between seven figures and twenty million.
    His rule for all of it: you can't scale complexity, but you can scale simplicity. The work is making a business process driven instead of people driven, so the founder can stop white knuckling the day to day and move from the operator seat into the owner seat.
    He is also living it himself. He runs every sales call for his own company from France, into a US market, and he knows exactly when that turns him into the bottleneck.
    ## In this episode
    - Why he reads every business in the same order: marketing, sales, operations, then finance
    - Where the fractional model fits, and why it spreads too thin above twenty million
    - Done for you, then done with you, then done by the team, so the COO never holds the keys
    - Drive by delegation, and the questions that make a founder sell themselves on their own idea
    - What AI is actually doing for his clients right now: filling in the weekly scorecard nobody wanted to update
    - Fixing the problem versus solving the issue that caused it
    - Who should not hire a fractional COO, including the owner who could not picture it working remotely
    - His ten year, three year, one year plan, and handing off his own sales seat
    ## Timestamps
    00:00 A show for founders who are done being the bottleneck
    01:03 Leaving Wall Street in 2008 for his wife's business
    02:02 Toothpicks and band aids
    03:22 Where fractional fits, seven figures to twenty million
    05:15 Marketing, sales, operations, finance, in that order
    07:30 You can't scale complexity
    08:29 Process driven, not people driven
    10:35 Three things on the menu
    12:15 Where the founder still sits in the business
    14:58 Letting go of the sales seat, including his own
    16:58 Founders love the hunt and skip the fishing
    18:28 Does the system survive after the COO leaves
    20:46 Done for you, done with you, done by the team
    23:23 Drive by delegation
    24:35 Make the founder sell themselves on the idea
    27:22 AI starts with the use case
    28:52 The scorecard AI fills in for you
    31:26 A dashboard nobody can hide from
    32:42 Fix the problem or solve the issue behind it
    33:40 Who should not hire a fractional COO
    36:01 The owner who could not picture a remote COO
    37:38 What is next for The COO Solution
    39:28 Where to find Derek
    ## About Derek Fredrickson
    Derek Fredrickson is the founder and CEO of The COO Solution, which places fractional COOs with founder led companies. He spent sixteen years as a second in command, first scaling his wife's business coaching company past seven figures, then as a fractional COO for other growing companies. He hosts The COO Solution Podcast.
    Website and podcast: https://thecoosolution.com
    LinkedIn: https://www.linkedin.com/in/derekfredrickson
    Listen: https://feeds.transistor.fm/the-operating-system-show
    Be a guest: https://crm.frontrangesystems.com/discovery
    41 min
  • 600 Clients on a Team of 16 | David Salerno on Why He Will Not Hire to Fix a Problem
    David Salerno built Solpak into one of Canada's most recognized packaging companies. Six hundred food sector clients across the country, on a team of sixteen people.
    He did not get there by being efficient after the fact. He decided early that headcount was a vanity metric and ran the business that way for twenty years. Zapier for a decade, now Claude. The current policy at Solpak is that nobody gets hired unless the leadership team can make a business case for the hire over automating the work.
    The moment it became visible to him was a banker sitting across from him for two hours. Numbers growing, obvious activity everywhere, and in two hours the phone never rang and nobody came to the door. The banker could not explain it. David could not either, until he tried, and what came out of that is the Sherpa Method he now coaches other owners through.
    ## In this episode
    - Why he treated headcount as a vanity metric for twenty years, and what that bought him
    - The banker who sat in his office for two hours and could not explain the quiet
    - Three challenges, three steps each, and the twenty seven questions behind the Sherpa Method
    - Why he thinks owners have a clarity problem rather than an effort problem
    - Giving a single number to a single person, and the prefab roof problem that dissolved once someone owned it
    - The hiring standard at Solpak: no new hire without a business case against automating the work
    - Where AI does not belong, and the call he made to a friend's AI receptionist trying to trick it
    - The retreat where a team member asked to stop answering the phone, and what it revealed
    - Who should not try to build a self managed business
    ## Timestamps
    00:00 A show for founders who are done being the bottleneck
    01:04 Six hundred clients on a team of sixteen
    01:30 Why he treated headcount as a vanity metric
    02:05 The frameworks that hold the ratio together
    02:56 Ten years of Zapier, and what comes next
    03:39 The phase where David was the company
    04:19 What he took from corporate, and what he refused to rebuild
    05:23 The banker who could not explain the quiet office
    06:40 Growth, sustainability, and everything after
    07:27 What makes a discipline stick when a framework does not
    08:00 Give the number to a person and watch what happens
    09:12 The prefab roof, the five whys, and a problem that dissolved
    10:55 Ninety seven percent would recommend, and the alignment behind it
    12:48 The failure point he sees coaching owners
    13:06 Founders do not have an effort problem
    14:05 Three challenges, three steps, twenty seven questions
    15:00 The mindset shift nobody gets to skip
    15:55 Build the business as the product
    16:30 Claude at Solpak, and no hire without a business case
    18:03 The four zones of AI
    19:35 Calling a friend's AI receptionist to try to trick it
    22:23 The retreat where a team member asked to stop taking calls
    23:37 Who should not build a self managed business
    25:09 Buy Back Your Time, and the thousand dollar hour
    25:54 Who the Sherpa Method is actually for
    27:02 What is next for Solpak and Entrepreneur Sherpa
    28:01 Where to find David
    ## About David Salerno
    David Salerno founded Solpak, a Quebec based packaging company serving hundreds of food sector clients across Canada, and now works with it as a mentor and guide after selling part of the business to two partners. He wrote Built for Freedom and coaches owners through Entrepreneur Sherpa, built on three pillars, grow, sustain and serve. He is Vice Chairman of the Montreal Economic Institute.
    Website and free first chapter: https://davidsalerno.com
    Entrepreneur Sherpa: https://entrepreneursherpa.co
    LinkedIn: https://www.linkedin.com/in/davidvsalerno/
    ---
    The Operating System Show is for founders who are done being the bottleneck in their own business. If you want to be a guest: https://crm.frontrangesystems.com/discovery
    30 min
  • Your Team Says They Are at 140% Capacity | Kati Peterman on What a Fractional Operator Actually Fixes
    Every founder Kati Peterman meets says a version of the same sentence. I'm just not there yet.
    Not there yet for a COO. Not there yet for a real operator. And she has come to believe that sentence almost never means what it sounds like it means. It is rarely about the money. It is that a visionary founder cannot picture what that person would actually do all day, so a big salary looks like a bet on a job description they cannot see.
    Her answer is to go find the money first. Outstanding collections, billables, how clients pay and when, merchant services. Unglamorous operational leakage sitting there in almost every company. Fix that in the first weeks and the fractional executive has paid for herself, and the founder stops arguing about whether operations deserves funding.
    ## In this episode
    - What fractional actually means now that the word has gone hot, and what it buys a company not ready for a full time hire
    - I'm just not there yet, and why that sentence is usually about understanding rather than budget
    - The quick win that funds the role, starting with money the business has already earned and not collected
    - A better question than calling a founder a control freak: where does my founder have fear right now
    - Placing the right person versus installing the system, and why the operator has to actually enjoy the work
    - Education as the thing that makes a system stick after the operator leaves
    - Where she refuses to let AI go, including refunds and cancellations, and why the sales conversation is burning leads
    - Teams running at 120 to 140% capacity, and what it takes to get back to 70
    - Who should not hire a fractional executive
    ## Timestamps
    00:00 A show for founders who are done being the bottleneck
    01:10 What fractional actually means, and why the word got hot
    03:11 The first COO offer, and the gap she kept seeing
    05:04 I'm just not there yet, and what founders really mean by it
    08:05 Outstanding collections, billables, and money already on the table
    09:10 Founders get a bad rap as control freaks
    09:54 The better question: where does my founder have fear right now
    14:41 Why the operator has to actually enjoy the work
    16:59 Education is true empowerment, and what makes a system stick
    23:12 Teams at 120 to 140% capacity, and getting back to 70
    24:35 Zero AI in refunds and cancellations
    26:08 The thing that is not up for debate: response time
    28:50 Who should not hire a fractional executive
    30:01 Why franchisee owners became the favorite client
    31:40 Where to find Kati
    ## About Kati Peterman
    Kati Peterman came up as a chief of staff and integrator inside seven and eight figure companies, then founded FRX, a national bench of fractional executives placed into small and mid sized businesses. She is also COO of Empire Operating System.
    FRX: https://yourfrx.com
    LinkedIn: https://www.linkedin.com/in/katipeterman/
    If your team is at 140% and hiring is not on the table, that is the conversation: https://crm.frontrangesystems.com/discovery
    33 min

About The Operating System Show

From the publisher's feed

Everything your business knows walks out at 5pm. You rent it back every morning. And every time someone leaves, you lose a piece of how the place runs.