Stop being the bottleneck in your own business.
Operations consultant and fractional COO for small and midsize companies. We build the systems, software, and AI that run your business, so you can focus on growth.
Two exits. One company taken public.
Scope your projectEverything still runs through you.
The project that keeps slipping. The system nobody has time to build. It all lands on your desk, and it stays there.
- You're the bottleneck and you know it, but there's no one to hand it to.
- Tools don't talk to each other, so people re-key data and things get missed.
- Projects start and stall because no one owns them past kickoff.
Two exits. One company taken public.
Bootstrapped to a seven-figure exit.
No investors, no money. Built sale by sale on cash flow, reinvested every dollar, and sold four years later. See the result
From idea to a company taken public.
Investment, product development, and go-to-market execution. See the result
Double-digit growth, month over month.
A brand-new fitness studio, a Lockhold client. See the result
Real-world experience. Now paired with AI.
Hand it off. We build it and run it until it's done.
A missing operator.
You need someone running operations, but not a full-time hire yet.
Fractional COO services →02Work AI could be doing.
Intake, follow-up, reporting, and AI agents that run in your business.
AI automation →03An operations mess.
Processes, tools, fulfillment, and reporting rebuilt to work without you.
Operations consulting →04A stalled build.
The launch, product, website, or store that keeps slipping.
CRM & software implementation →05The deck, the plan, the thing you keep putting off.
You know the one.
Everything we take on →06Not sure which it is?
Most owners aren't. Tell us what's stuck and we'll tell you honestly if we're the right fit.
Scope your project →We don't do recruiting, high-level tax planning, or legal work.
Three steps. A fixed price before any work starts.
Intake
Tell us what needs to get done in a few lines. We read every one ourselves, and if it's a fit, Joe reaches out personally.
Scope and fixed quote
A written scope: what we deliver, by when, and what it costs, agreed before any work starts.
Build until it runs without you
We do the work, with plain, regular updates. It's done when it runs without you and your team knows how to keep it that way.
The AI & Operations Teardown
A paid, two-week look at how your business actually runs. We find where AI and better systems take work off your plate first. You get a written plan, plus a build scope and a fixed quote. If you go ahead with the build, the Teardown fee is credited toward it.
- About two weeks
- Written plan you keep
- Build scope and fixed quote
- Fee credited toward the build
Joe and Ro. You work with us directly.

Joe
FounderJoe founded companies from $0 with no experience and ran every part of them himself, from cash flow to manufacturing to sales.

Ro
Partner & Client ExperienceRo brings the heart. She catches the details others miss and makes sure every client feels looked after.
Straight answers.
What does an operations consultant do?
An operations consultant fixes how a business runs day to day: processes, systems, tools, fulfillment, and reporting. Lockhold also does the implementation, so the fix ends up running, not just written down. More on operations consulting.
Is Lockhold a firm or a solo consultant?
Lockhold is a small operations consulting firm, owned and operated by Joe and Ro since 2019. Joe works each engagement directly. Capacity is limited on purpose.
How is Lockhold priced?
Every engagement starts with a conversation, then a fixed scope and quote agreed before work starts. Most start with the AI & Operations Teardown, and its fee is credited toward the build. No open-ended hourly billing.
What doesn't Lockhold do?
Recruiting, high-level tax planning, and legal advice. Most other things an owner gets stuck on are in scope, including systems, AI automation, launches, websites, and decks.
Do you only work in one industry?
No. The work is the same in every industry: cash flow, systems, operations, sales, and finishing. It applies to product, service, and software businesses.
How do I start?
Choose Scope your project and tell us what needs to get done in a few lines. We read every intake ourselves. If it's a fit, Joe reaches out personally.
We take on a few engagements at a time.
Tell us what needs to get done. If it's a fit, Joe reaches out personally.
Scope your project