Become the COO who runs the company on AI rails — not the one running between fires.

The CEO wants 30% lower opex. Sales wants RevOps to keep up. Customers want SLAs that never break. In 12 weeks, you'll rebuild ops around AI-native workflows — and the dashboards to prove the redesign worked.

★ Founding Cohort — 7 Seats12 Weeks5 Anchor Outputs + 1 Live Ops AI WorkflowDemo Day

The Reality Check

Ops is the function being asked to absorb every other team's productivity expectation — without growing headcount.

You're a senior operations leader: COO, VP of Operations, Head of BizOps or RevOps. Every other function expects you to scale their work without adding people.

You've trialed Zapier, n8n, Lindy, Glean. You've drafted the ops automation roadmap twice. You've watched two tickets get re-opened because the bot got it 90% right.

But you can't afford to keep stitching together tools that don't talk to each other. And you can't be the COO whose org becomes the bottleneck the moment ARR doubles.

You need to redesign the rails. Not keep patching them.

The Opportunity

Close the AI Operational Gap.

Operations leaders who rebuilt their workflows around AI agents are running 40–60% lower cost-to-serve, faster cycle times and clearer SLAs. The ones still automating one task at a time are watching their unit economics drift in the wrong direction.

Boards now ask COOs about opex per employee and AI-leverage ratios before they ask about gross margin. And a small cohort of ops leaders has gone further, building portfolio careers as fractional COOs and ops advisors — on the back of the AI ops systems they shipped.

This program makes you more valuable inside your current role first. Then it gives you optionality.

The Solution

The AI-First COO Operational Excellence OS

A 12-week peer advisory program for sitting COOs, VPs of Ops, BizOps and RevOps leaders. One goal per week, five tasks per goal, 12 live sessions, and 5 anchor outputs — plus one live AI ops workflow running on real ops data.

1

Build Without Engineering Help

You don't need a developer. Using Claude Code, n8n, Lindy and a curated tool stack, you'll ship working ops workflows: ticket triage agents, vendor renewal scorers, SLA monitors, ops review generators.

2

Ship Tangible Ops Artifacts

You won't leave with just slides. Every cohort member ships five anchor outputs + one live AI workflow — the kind you can demo in a board call or to a CEO 1:1.

3

Cross-Pollinate in a Private COO Room

Pressure-test your ops playbook in a curated, NDA-protected room of fellow ops leaders. Peer pairs, weekly check-ins, no vendor pitches.

4

Build Portfolio Optionality

Learn the sequence to make yourself indispensable where you are — and, when you're ready, to secure fractional COO mandates.

The Five Anchor Outputs

No COO leaves with just notes. You leave with the ops OS.

#
Output
Ships
1
Ops DiagnosticCost-to-serve, cycle time, SLA hit rate, and AI-leverage ratio scored. One page.
Week 3
2
Ops Second BrainClaude Code + Notion querying SOPs, vendor contracts and ops runbooks. The infra your ops AI workflows run on.
Week 4
3
Workflow Automation MapTop 20 ops processes scored against the Substitute/Augment/Elevate framework. Roadmap your team will execute.
Week 6
4
Ops DashboardCost per ticket, cycle time, automation ratio, vendor spend. Live, queryable, board-ready.
Week 7
5
Vendor & Stack AuditVendor consolidation plan with named contracts to renegotiate or sunset. ROI math attached.
Week 9
Live Ops AI WorkflowOne AI workflow running on real ops data — ticket triage, renewal scoring, or weekly ops review.
Week 11
🎤
Demo DayPresent 5 anchors + live workflow to the cohort and sign your 90-day plan.
Week 12

Who This Is For

This room is intentionally curated.

Senior Ops Leaders

COOs, VPs of Operations, Heads of BizOps, RevOps and CX Ops at Series B+ startups, scale-ups and mid-market enterprises.

Proactive Operators

Tired of being asked to do more with less, every quarter. Ready to redesign the rails — not keep patching them.

Non-Technical Builders

You don't code, and never will. You want a structured environment to put AI agents to work — not another vendor demo.

Not for: Ops coordinators early in career, project managers, or anyone looking for a generic 'intro to automation' course. This is an ops-leadership room.

Your Guide

Forward Achieve Faculty

Forward Achieve Faculty

Veteran COO · Ops Leader · Forward Achieve Partner

Your guide has scaled ops at two venture-backed companies through Series C, cut cost-to-serve by 50%+ using AI workflows, and currently runs a fractional COO practice powered by the same systems the cohort will build. The curriculum draws on the Forward Achieve ops library, the Beast Score diagnostic and a library of unlisted COO interviews.

What to Expect

Designed for a working COO's calendar.

Duration12 weeks · Starts [START DATE]
CadenceLive sessions [DAY] at [TIME + TIMEZONE]
Time Commitment2–3 hrs most weeks; ~5 hrs in build weeks (Weeks 4, 7, 11).
FormatLive sessions (60–90 min) · Peer pairs · Async build sprints
Learning TracksPick Read OR Listen each week — your call
ToolingClaude Code, n8n / Lindy, Notion / Obsidian, ops dashboard stack
CommunityPrivate Circle space + office hours
Cohort Cap7 seats
InvestmentFounding-cohort pricing starts at [$X]. Final fit and price confirmed on a short intro call.

Frequently Asked

The questions every COO asks first.

Do I need engineering support to ship the workflows?

No. The stack is no-code and AI-assisted. Every workflow is shippable without filing an eng ticket.

Will this conflict with my current ops systems?

No. We build on top of what you have — not a rip-and-replace. Your real Zendesk, your real Salesforce, your real n8n.

How much time will this take?

2–3 hours most weeks, ~5 in the three build weeks. If your calendar can't hold that, we'll say so on the call.

Is this for RevOps or general ops?

Both. The room is curated so each archetype has peers, and the workflows generalize across BizOps, RevOps and CX Ops.

How is this different from a typical ops course?

Most ops courses teach frameworks. This one ships AI workflows on your real ops stack.

What if it's not for me?

Ship Anchor 1 by Week 3 and decide it's not delivering — tell us and we'll refund. [CONFIRM refund terms.]

The Full Syllabus

Curious about the week-by-week?

Three stages. Twelve weeks. Click any stage to expand.

Week 1

The Snap and the Score

Run the Ops Beast Score. Diagnose your AI Ops Gap. Draft your 12-week target.

Session 1 · 90 min · Cohort orientation.

Week 2

Reading Your Ops Stack

Map your 20 most-touched processes against Substitute/Augment/Elevate.

Session 2 · 60 min · Task-stack clinic.

Week 3Anchor 1 ships

Ship the Ops Diagnostic

Score cost-to-serve, cycle time, SLA, and AI-leverage. Ship a one-page diagnostic.

Session 3 · 90 min · Diagnostic clinic.

Week 4Anchor 2 ships

Build Your Ops Second Brain

Install Claude Code + Notion. Load SOPs, vendor contracts, ops runbooks. Query your own KB.

Session 4 · 60 min · Build session.

Week 5

AI Skills Sprint: Ops Edition

Move from AI Operator to AI Translator. Ship one production prompt for ticket triage.

Session 5 · 90 min · Prompt lab.

Week 6Anchor 3 ships

Ship the Workflow Automation Map

Top 20 ops processes ranked. Roadmap signed by your CEO.

Session 6 · 60 min · Map clinic.

Week 7Anchor 4 ships

Ship the Ops Dashboard

Dashboard live in session. Cost per ticket, cycle time, automation ratio, vendor spend.

Session 7 · 90 min · Dashboard shipped.

Week 8

Choose Your Automation Bet

Pre-score 3 candidate automations. Run the Filter Test. Lock your anchor.

Session 8 · 60 min · Automation clinic.

Week 9Anchor 5 ships

Ship the Vendor & Stack Audit

Sharpen consolidation plan + ROI math. Send three renegotiation emails in week.

Session 9 · 90 min · Vendor role-play.

Week 10

Org Design in the AI Era

Ops squad shapes that work post-agent. Decide on a 90-day org-design experiment.

Session 10 · 60 min · Org audit.

Week 11System ships

Build the Live Ops AI Workflow

Ship one workflow live — triage, renewal scoring, or weekly review. Runs end-to-end on real data.

Session 11 · 90 min · Workflow built live.

Week 12Demo Day

Demo Day + 90-Day Plan

Present 5 anchors + live workflow. Sign 90-day plan.

Session 12 · 90 min · Demo Day.

Apply

First cohort. 7 seats. Founding-member status.

This is the inaugural run of the program. Pricing, access, and the seat at the table all reflect that — and won't repeat in future cohorts.

Founding Pricing
Materially below what future cohorts will pay.
Direct Access to Your Guide
A 7-person room means real 1:1 time every week.
Shape the Curriculum
Your feedback locks in v1. Future cohorts inherit it.

Seven seats deserve a conversation, not a form — so there's one step:

Internal: Sales playbook — ICPs, Apollo search & 5-touch sequences ↗

If you're a sitting COO, VP Ops or Head of BizOps/RevOps ready to redesign your rails — let's talk.