CEO
"How do I turn intent into momentum without becoming the bottleneck?"
- Strategic imperatives & OKRs
- Executive operating cadence
- Board narrative & materials
- CEO office & CoS architecture
Levels Consulting partners with the five executives building the operating engine of a scaling company: CEO, COO, CMO, CPO, and CLO. We bring rigor, cadence, and momentum to the organizations they lead.
We work shoulder-to-shoulder with the executives who own the operating engine of a scaling company. Each role asks a different question. Our job is to answer it with frameworks tested in the room, not borrowed from a textbook.
"How do I turn intent into momentum without becoming the bottleneck?"
"How do I make the company run without holding it up myself?"
"How do I move from line item to leverage, and prove it?"
"How do I build the company the company is becoming?"
"How do I make capability, not headcount, the unlock?"
Whatever the organization, our work follows the same arc: diagnose where it lives today, design the structure it needs to run, build the operating system that holds the structure in place, and embed the capability so the team can keep running it after we leave.
We meet the organization where it actually is, not where the org chart says it is. A structured diagnostic surfaces the level your organization operates at today, the level it needs in 18 months, and the operating moves that bridge the two.
The line between an org chart and an operating company. We design the structure, role architecture, and reporting topology that lets the strategy actually run. Informed by value-chain analysis, span-of-control discipline, and the unromantic question of who decides what.
The unglamorous orchestration that turns intent into momentum: OKRs that survive Q2, QBRs that aren't theater, eStaff calendars that actually drive decisions, and the cross-organizational interlocks that make the chart on the wall behave like a team.
We don't leave behind a binder. We leave behind a team that can run the playbook without us. Through embedded coaching, framework adoption, manager development, and the kind of training that actually changes Monday morning.
Most organizations don't fail because they're bad. They fail because they're scaling the wrong level. The Levels Framework gives leadership a shared language for where an organization actually is, where it should be in 18 months, and the operating moves that bridge the gap. It applies across the C-suite. Marketing was just the version we polished first.
We size the engagement to the question, not the other way around. What stays constant: a senior operator in the room, written deliverables that survive the quarter, and a clean exit when the work is done.
Two weeks of structured discovery, stakeholder interviews, and document review. Output: a written diagnostic on the organization's current level, prioritized recommendations, and a 6-month roadmap your team can execute against.
Embedded advisory across one or two quarters. We sit inside the operating cadence: weekly with the leader, biweekly with the team, monthly with the board sponsor. Built for transformation, not theater.
An on-call relationship for CEOs, C-suite leaders, and incoming Chiefs of Staff who need a senior operator on speed dial. Quarterly business reviews, narrative coaching, and the difficult conversations before they're meetings.
We measure ourselves by what's still in place six months after the engagement ends. The frameworks below are still operating inside the companies that adopted them.
"Levels gave my team a shared language and a roadmap. Six months in, my board stopped asking what the organization does. They started asking how to fund more of it."
A $400M ARR public SaaS company with a strategic organization operating at Level 2. Reactive culture, no shared definition of contribution, and an operating cadence borrowed from the CRO's calendar.
An eight-week diagnostic, a quarterly operating-cadence rebuild, and an embedded operating-partner motion across two quarters. Frameworks, QBR templates, and capability programs that became the company standard.
The organization moved from Level 2 to Level 4 within four quarters. Contribution to the operating plan tripled. The QBR cadence is now used by three other organizations, and three other CXOs have hired us since.
Levels was founded on a simple bet: companies don't need more frameworks. They need one trusted operator who has actually run the organization, sitting next to the leader who has to deliver it.
Thirteen years across Spencer Stuart, CircleCI, Five9, GreenBiz Group, and Generate Capital. The through-line: building the operating infrastructure that didn't exist yet. EA to Project Manager at one of the top-four executive search firms in the world. Acting Chief of Staff to the CMO at Five9 through the scale from $250M to nearly $1B in revenue. First Chief of Staff at GreenBiz. Senior Operations at a $9B+ sustainability platform. Now running Levels Consulting as a fractional operating partner for the leaders navigating that same inflection.
The Levels Framework started as an internal maturity model for a single organization. It became the spine of how I think about scaling any C-suite seat. Not as a calendar of work but as an operating system, with discrete levels, observable signals, and the right move at each.
I work with companies between $50M and $500M ARR, usually at the moment when "we've outgrown the way we've been doing this" becomes louder than the comfort of doing it the way we always have.
Long-form pieces written from inside the work. Read three before you reach out. You'll know whether we'll get along.
Tell us a bit about your situation. If we're the right fit, we'll schedule a 30-minute conversation. If not, we'll tell you that too.