LeadOps AI is a platform. But behind it are 25 years of real operational experience — running locations, scaling brands, fixing broken systems, and building the processes that let great operators grow. If you need more than a platform, we’re here for that too.
You’re deploying LeadOps AI across a portfolio or franchise system and you want expert help structuring your knowledge base, organizing your SOPs, and ensuring the platform is set up for maximum impact from day one — not just technically live.
You have an operational challenge that goes deeper than knowledge access. Workflow friction, leadership misalignment, inconsistent performance across locations, a post-acquisition integration that isn’t going to plan. That’s where 25 years of multi-unit ops experience applies directly.
You’re preparing a portfolio company or franchise system for a transaction — a recapitalization, a sale, a new franchisee growth phase — and you want the operational systems story to be airtight before the process begins.
We structure, organize, and upload your operational documents into LeadOps AI so the platform is optimized from day one — not just connected. Recommended for every Operator and Enterprise deployment.
You’re going live with LeadOps AI and want it built right the first time, not patched over time.
Applied multi-unit operations expertise, scoped to your specific situation. Workflow analysis, process design, performance gap identification, and system-level recommendations grounded in 25 years of real operating experience across 400+ locations and Fortune 500 brands.
You have an operational challenge — underperforming locations, post-acquisition integration, inconsistent execution — that needs a practitioner, not a generalist consultant.
On-site or virtual. Full-day or half-day. Designed to align your leadership team around operational standards, knowledge infrastructure, and the systems that separate high-performing locations from the rest. We run the session; your team leaves with a clear framework and an implementation plan.
Your leadership team knows something needs to change but hasn’t aligned on what or how. Or you’re rolling out LeadOps AI across a system and want the leadership buy-in to match the technology deployment.
Monthly engagement for operators, PE firms, or franchise systems who want continuous access to operational expertise alongside their LeadOps AI deployment. Includes monthly check-ins, SOP review, platform optimization, and strategic guidance as your operation evolves.
You’re scaling, integrating acquisitions, or building toward a transaction and want a seasoned operator at the table on a consistent basis — not just when a crisis hits.
Operators with 10+ locations who want expert help structuring their knowledge base, improving cross-location consistency, or addressing specific performance gaps that go beyond what a platform alone can solve.
PE firms deploying LeadOps AI across a portfolio who want dedicated implementation support, ongoing operational oversight, or pre-transaction systems work. One engagement, multiple portfolio companies.
Franchisors rolling out LeadOps AI system-wide who want help structuring their brand standards, training the franchisee network, and ensuring consistent deployment across every unit from day one.
LeadOps AI advisory is led by Ben Coarde — 25 years in multi-unit operations, 400+ locations, Fortune 500 brands — and supported by James Lindsay’s expertise in AI implementation and business performance. When you engage LeadOps AI advisory, you’re working directly with the people who built the platform and who have operated at the scale you’re trying to reach.