Free playbook

The Fractional COO Engagement, Installed

The Umbrex fractional COO framework, translated into a working six-stage pipeline you can build in Salesforce, HubSpot, or Pipedrive this afternoon.

One email, the playbook, no drip sequence. If it is useful, tell me. If it is wrong, definitely tell me.

Umbrex published one of the best public frameworks for running a fractional COO engagement. The milestones are specific and the cadence is proven. The gap is that the playbook tells you what good looks like at Day 30, 60, and 90, and never tells you how to wire those milestones into the CRM you actually run your practice on.

This document closes that gap. It translates the engagement arc into six stages with entry criteria, task templates, deliverables, and one exit gate each, then maps every piece to the native objects in Salesforce, HubSpot, and Pipedrive. Read it once, build it in your CRM in an afternoon, and clone it for every new engagement.

What is inside

  • The whole arc on one page: six stages, two phases, the 90 plus 90 rhythm
  • Stage-by-stage entry criteria, task lists, deliverables, and exit gates
  • Translation tables that map each stage to native objects in Salesforce, HubSpot, and Pipedrive
  • Three guardrails that protect the engagement: the hour cap, the strategic ratio, the budget swing cap

Framework credit: The Fractional Executive Playbook by Umbrex (umbrex.com). The pipeline translation, task templates, stage gates, and CRM mappings are Torchrunner's work.