Fractional Operations and Customer Success
Cleardesk Ops embeds with startups and small businesses to build the systems, onboarding programs, and client experiences that let lean teams grow without breaking.
Clients are coming in but the handoff is messy. Processes live in someone's head. Nothing is documented and everything is manual.
Your best people are stuck in the inbox, chasing tasks, and reinventing the wheel every week instead of doing the work that drives growth.
A senior ops or CS person costs $80k to $120k. You need the expertise without the overhead. Cleardesk Ops gives you a fractional partner at a flat monthly rate.
Process
No long ramp-up. No guesswork. We learn your business, your clients, and your goals then we build and run the systems that move things forward.
We learn where you are, where you're headed, and what's getting in the way. From there, we scope a specific engagement project, retainer, or both and get aligned before anything starts.
Depending on scope, we audit your current state, map the gaps, and build the systems CRM setup, onboarding playbooks, SOPs, or CS frameworks tailored to how your team actually works.
For retainer clients, we stay embedded and keep things running. For project work, we deliver clean documentation and a full handoff so your team can own it. Either way, nothing is left half-built.
Services
Whether you need a one-time build, ongoing fractional support, or customer success leadership, we scope each engagement to what you actually need not a generic package.
3-month minimum. Month-to-month after that with 30 days written notice. Loyalty discount of 10% at 6 months and 15% at 12 months.
No system, or a broken one you need working fast. CRM or ops tool setup, SOPs for 1 to 2 core processes, a client onboarding workflow, and basic reporting. Deliverable: working system + full handoff doc.
Scaling and need it built right the first time. Full CRM or PM tool build, onboarding program design, SOPs across 3–5 workflows, team training, and go-live support.
Something's broken and you need it handled. We audit existing systems, identify failure points, implement fixes, and document everything changed and why. Fast turnaround, clear outcomes.
You're acquiring customers but the handoff is inconsistent. We map the full onboarding journey, build the playbook, configure the tooling, and create the materials your team needs to deliver a repeatable experience.
CS leadership without the full-time hire. We own the post-sale experience onboarding oversight, health scoring, renewal prep, escalation handling, and team coaching. Embedded, not advisory.
Need lighter-touch CS coverage alongside an existing retainer? This add-on covers customer check-ins, health monitoring, renewal support, and escalation triage on a part-time embedded basis.
What You Get
We don't deliver decks and disappear. We embed, we build, and we leave your team with systems they can actually own.
Everything we build is designed for a team, not just the moment. Documented, transferable, and ready to hand off to a future hire when the time comes.
Direct access to your point of contact via a shared Slack channel or async communication tool of your choice. No email threads, no delays, no chasing for updates.
Every engagement produces written SOPs and process docs so your operations don't live in someone's head. You own everything we create.
One person who knows your business, your clients, and your preferences. No ticket queues, no rotating support reps, no re-explaining yourself.
Every engagement starts with a mutual NDA and a written service agreement covering scope, access, and confidentiality. Signed before anything begins.
We bring systems and process experience not just admin support. We can design workflows, configure tools, and build programs, not just follow instructions.
Get In Touch
We work with a focused number of clients so every engagement gets real attention. Send us a note and we'll follow up within 24 hours to schedule a discovery call.
Prefer email? Reach us at hello@cleardeskops.co