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Is it bad luck… or is your environment allowing misfortune?

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GET THE FREE OPERATIONAL SELF-AUDIT

Self-Audit

Find exactly where your execution breaks down.

  • 11 pages. 5 stages.
  • Before you spend another dollar on a hire, a tool, or a consultant — know exactly what’s broken.
  • Map the exact stage where your execution is breaking down
  • Written exercises — you leave with clarity, not just checkboxes
  • Most clients work through this before their first TRACE call

Free means free. No strings, no credit card, now or ever. We trade your email for the Operational Self-Audit so we can share updates before anyone else hears about them. We want you to have the tools and methods that have helped us thrive. If this Operational Self-Audit helps you and you have questions, email connect@tracestrategies.com.

After you submit: We’ll send you a verified email with a secure link to download the Operational Self-Audit. It usually arrives within a few minutes. Check spam if it hasn’t shown up within 10 minutes. (That delay rarely happens.)

Discovery: five-question fit check

Five questions, under a minute. We use your answers to route you to the right next step. Whether that is booking time directly with our team, or starting with the Operational Self-Audit, which most clients work through before our first call anyway.

Complete the verification below, then submit. We use your answers to route you to the right next step - usually within seconds.

Intelligence OS

Bundled in Enterprise · Add-on for Custom

Reads your market every day — the forums, threads, and newsletters where your buyers describe their pain out loud — and turns what they’re saying into your morning brief and your content queue. You wake up knowing what your buyer said yesterday. You click once to draft the post.

Bundled in Enterprise — 3 months free ($4,491 retail value), configured for your market during the 8-week engagement. Optional add-on for Custom engagements, priced per scope. Not sold standalone — the value comes from the engagement that installs it.

Custom

Scoped per project

Your situation doesn’t fit a fixed window. Different toolstack, AI-driven solutions, a full-time embedded engagement, or a scope that needs to be defined before it can be priced. Starts with a free 30-minute intro call. If we’re a fit, we schedule a second call to scope it properly — then we talk numbers.

No standard pricing. No retainer required to start. Scoped per project after we talk.

TRACE ENGAGE

TRACE Strategies

Full-Service Transformation Services 2 to 8 Week Transformation Journies

We build the operating system your company can defend under scrutiny and act on when opportunity shows up.

Protected on risk. Actionable on opportunity.

Team in a boardroom: one person shows a colleague market charts on a phone while the same dashboard appears on the wall display; others collaborate at the table.

Our Experts Have Served:

T.R.A.C.E. Target, Roadmap, Automation, Culture, Evolution

TRACE builds the operating system your business needs to run without you in every decision — so the next hire succeeds, the next contract doesn’t break you, and you can finally see what’s actually getting done.

Spot progress that isn’t tied to real work.

Commit only what your team can actually deliver.

Stop rebuilding the same exports every week.

Standards that hold without constant policing.

The system improves instead of degrading.

An Executioner uses data to find someone to blame.
An Execution Artist uses data to find opportunities to improve.
Team in a boardroom: one person shows a colleague market charts on a phone while the same dashboard appears on the wall display; others collaborate at the table.

Built from 15 years installing operating discipline at enterprise scale — Wells Fargo ($4B+ architecture portfolio, 13 lines of business, 500+ architects), Charter Communications, and 31 SMB clients before that. Sized for founders who don’t have a $4B budget but have the same execution gaps.

Founders who’ve already paid $30K–$100K for help that didn’t help Founders who can’t step away without the wheels coming off Operators drowning in dashboards that hide the real blockers Leaders done watching frameworks dissolve six weeks after launch

Ready For Hands-On Help?

Run the five-question fit check — see if your situation matches what we build for.

Not ready to talk?

Don’t take our word for it What Our Clients Say

TRACE Strategies led an enterprise architecture transformation across a 500-plus organization. They hand-selected the leadership layer, established the backlog, and produced product management reporting and dashboards that managed OKRs effectively. Big-picture strategic thinking, true change agency, and the ability to thrive in organizations of any size. They roll up their sleeves and bring a positive attitude to every challenge.

TRACE Strategies brings order and organization to the most chaotic environments. They architect scalable solutions, work through red tape, and treat every person around them with dignity and respect. If you want a partner who lifts everyone up while delivering, this is the one.

TRACE Strategies showed phenomenal leadership across multiple concurrent roles. They coordinate, facilitate, track workflow, and remove impediments while still hitting acceptance criteria on every delivery. They are humble enough to ask for help when they need it, and that combination of strong leadership and genuine humility is rare.

“I was running 700 properties across four states out of my head. Andrew didn’t just tell me what to fix — he built the system that fixed it. My team runs the operation now. I don’t have to be in every decision.”

TRACE Strategies’ energy and authenticity is infectious. They build candid relationships and create the kind of people-first environment that makes a team better than the sum of its parts.

TRACE Strategies guidance moved our team from 12-plus month software releases to bi-weekly delivery. They created a safe and supported environment, encouraged us to challenge stale processes, and removed impediments faster than we knew was possible. Every engineer could finally focus on the actual work.

TRACE Strategies coached me through a Waterfall-to-Agile transition with patience and clarity. They are reliable, innovative, and the kind of partner who supports a team through real change.

TRACE Strategies synthesizes solutions faster than any team I have worked with. Their communication, stakeholder management, and tenacity are why complex programs actually scale. I would recommend them for any operational engagement.

TRACE Strategies brings energy, business acumen, and the people skills that highly technical projects demand. They handle complexity across personalities and technical layers without breaking stride. Genuine Jira experts.

TRACE Strategies arranged everything quietly so daily work was as productive as possible. They made me feel like part of the team while I was working remotely. Their team-building skills are real.

TRACE Strategies was one of the first to help me get oriented in a new program. Attentive, flexible, and personable. They make sure every issue has a clear plan forward.

TRACE Strategies worked with our automation testing team and brought structure without friction. Their work ethic, leadership, and dedication made them an asset to the team.

TRACE Strategies is proactive and easy to work with. Their Jira boards kept our team aligned and made daily delivery measurably easier.

TRACE Strategies removes impediments and surfaces issues earlier than most. The result is a team with high accountability, clear communication, and a culture where people feel supported.

TRACE Strategies manages a full slate of projects while remaining hands-on and available to every team. They listen first and take suggested process improvements seriously. That balance of capacity and availability is what every team actually needs.

TRACE Strategies brings a rare mix of communication skills and technical fluency. They pick up new environments quickly and translate them into something the team can actually use.

Collaborative Service Engagements Want To Work With Us?

Every engagement leaves the system running after we’re gone. Not a slide deck of recommendations. Not a training that fades in three weeks. A working system your team runs without us — that’s the only standard we build to.

What Engage IS

Senior TRACE operators in working sessions with your team — auditing what’s broken, installing the methodology, and using the tools you already run. No software adoption required.

Who it’s for

Founders and operators who want the TRACE method applied to Jira, Asana, Monday, Notion, spreadsheets — whatever your team is already in. The methodology, on your stack.

How it flows

Audit → action plan → optional build and handoff. Scopes range from two-week audits to multi-month embedded work. We scope to your situation, not a fixed tier.

No standard pricing. Engagements vary too widely — a focused audit and a six-month embedded install aren’t comparable. We scope on the call, then we talk numbers.



See if we’re built for your situation

Engage is full-service: we audit, build, and hand off the operating system. If you’re not a fit, we’d rather you know before a call.

Likely a fit

  • 25–300 people; founder is still the bottleneck despite ops hires
  • Already tried EOS, a fractional COO, or similar—it didn’t stick
  • Can name three specific operational pains (not “we need to scale”)
  • Can move on a meaningful engagement without a committee; ready in weeks, not six months

Probably not yet

  • Under 10 people (not enough scar tissue yet)
  • Want the software adoption story — TRACE CMD is the better door
  • First question is price before context
  • Six-month decision cycle, or booking without reading what we do

Ready For Hands-On Help?

Run the five-question fit check — see if your situation matches what we build for.

Not ready to talk?