For fractional COOs and strategic advisors

Give every client a weekly operating brief without rebuilding the whole story yourself.

Too many clients.Too many follow-ups.Too much context switching.Too many deliverables living in your head.Too many decisions without a clean record.

movó helps fractional COOs and strategic advisors turn client reports, decisions, blockers, follow-ups, and board/funder updates into cited briefs that are ready before the next meeting.

Talk to the team

What you get

Client-by-client operating brief. Decision log. Follow-up queue. Proof-backed deliverables. Send/hold recommendations.

—Client-by-client operating brief.
One page per client, ready before the next meeting. Cited from the materials you already share with them.
—Decision log.
What was decided, by whom, when, and what changed afterward. Searchable across every client.
—Follow-up queue.
Every open thread, every owner, every due date. Nothing waiting in your inbox or your head.
—Proof-backed deliverables.
Board memos, funder updates, internal recaps — each line traceable to a source the client approved.
—Send/hold recommendations.
A clear read on which client communications are ready to go and which still need one more source.

Friday brief · sample

What do you want movó to prepare before the next client meeting?

Fictional sample brief — Aspen Community Health Partnership. Real client briefs stay private to your engagement.

(FICTIONAL CLIENT)

Aspen Community Health Partnership · Weekly operating brief

Friday brief · A Friday brief your CEO can read in 90 seconds.

Open blockers

Board approval for the Q3 grant strategy is pending — meeting moved to Tuesday.· Board agenda, advisor-confirmed
Foundation TA application waiting on the final outcomes table from the program team.· Foundation portal, client CRM
CRM migration is 78% complete — the two remaining program teams need transition support.· Client CRM, weekly status

Decisions logged this week

CEO approved the new outcomes framework. Owner: Director of Programs. Status: rolling out next week.· Friday standup minutes
Board moved the budget review from June to July. Owner: Treasurer. Status: confirmed.· Board minutes, advisor-confirmed
Approved hiring the new outreach coordinator (Year-1 grant funded).· HR system, client-shared
Decided to apply for the supplemental TA grant rather than the larger renewal cycle.· Decision log, advisor-confirmed

Funder follow-up due

Two questions outstanding from the program officer review. Due: end of week.· Funder email, advisor-summary
Site visit prep for the regional foundation. Date: Thursday next week.· Calendar, advisor-confirmed

Cited evidence ready for client review

12-month retention numbers, with public-source benchmark comparison.· Public 990 + client outcomes ledger
Program reach by community partner, last quarter.· Client CRM, advisor-confirmed
Workforce capacity changes since the last board meeting.· HR system, public salary disclosures

What changes for next week

Board meeting Tuesday — focus on Q3 grant strategy and outcomes framework rollout.
Funder follow-up email goes out Friday. Draft attached.

How advisors use movó

One workflow. Every client. Each one private.

Cross-client patterns surface only when you choose. Default: each client siloed.

Step 1

Capture

Reports, exports, meeting notes, voice notes.

Step 2

Ask

What changed, what is missing, what should happen next.

Step 3

Review

Cited findings, decisions, blockers, follow-ups.

Step 4

Approve

Pick the audience version. Edit. Confirm.

Step 5

Send

Board, funder, internal — each version ready.

Trust by default — Each client stays private by default. Portfolio views are deliberate, not automatic.

Start here

Tell movó what you rebuild every week.

Each client stays private by default. Portfolio views are deliberate, not automatic.

movó · 1 of 6

What do you rebuild every week?

Talk to the team →