Decision Assurance · For fractional COOs and strategic advisors

Run every client like you never left — even at one day a week.

Four clients. Four operating cadences. One of you.Every day on starts with a context re-load.Every deliverable gets rebuilt from scratch.And every renewal asks the same question: what did the retainer buy?

movó is the operating companion for fractional COOs and strategic advisors. It carries each client's decisions, metrics, board prep, and follow-ups between your days on — so you walk in warm, leave a clean record, and can show every retainer exactly what it bought.

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The film · 1 min 50 s

Watch one advisor run every client warm.

What you get

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

  • Monday portfolio view.
    Every client's status, pending decisions, and due dates on one screen — before your first call of the week.
  • Walk-in-warm brief.
    What changed since your last day on — per client, cited from the materials they already share with you. No context re-load.
  • Decision log with outcomes.
    What was decided, by whom, when — and what changed afterward. Searchable across every client. Your engagement, provable at renewal.
  • Board- and investor-ready deliverables.
    Operating reviews, board memos, funder updates — assembled from the client's own numbers, each line traceable to a source they approved.
  • Follow-up queue.
    Every open thread, every owner, every due date. Nothing waiting in your inbox or your head.
  • Send/hold gate.
    Client-bound communications cleared by you. Nothing reaches their board, their investors, or their funders without your sign-off.
One client · sample brief

A client you serve, ready before the next meeting.

This is the operating brief for one of your clients — what moved, what's in the way, what's at risk, what needs your decision, and what still needs a source. Carry more clients without more chaos: one of these per client, ready before you walk in.

Fictional sample — Aspen Community Health Partnership is not a real client. Every client's brief stays private to your engagement.

Aspen Community Health Partnership · Live operating brief
Example only — not a real organization
Evidence a funder can see today
40%

Of the 5 publicly-stated priorities for their next foundation renewal, 2 are backed by public evidence on your organization today. The other 3 are the gaps to close before the next report.

Example only. These five priorities and the evidence behind them are fictional — a stand-in for what a real client engagement would show.

What this client can show today

  • Community reach — last quarter’s program numbers are documented and ready for the renewal narrative. Documented
  • Program outcomes — 12-month retention, with a public-source benchmark to compare against. Documented

What’s in the way before renewal

  • Board approval for the Q3 grant strategy is pending — the meeting moved to Tuesday. Documented
  • The foundation application is waiting on the final outcomes table from the program team. Documented

What’s at risk before renewal

  • Three priorities the funder named don’t have evidence on file yet — worth closing before the renewal call. Estimate

What needs your decision

  • Apply for the supplemental grant now, or wait for the larger renewal cycle — your call before Friday. Documented
  • The funder follow-up email is drafted and waiting for your sign-off. Documented

What this client still needs to document

  • Workforce capacity — staffing changes since the last board meeting aren’t documented yet. Not documented yet
  • Financial health — the current-year budget picture has no source on file yet. Not documented yet
  • Community trust — partner and participant feedback isn’t captured anywhere yet. Not documented yet
Sample brief — fictional client. A real engagement is built from the client’s own records: every figure links to the document behind it, and nothing goes out without their approval.
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.
The boundary

Your client relationships stay yours.

movó accelerates your work. It does not insert itself between you and your clients.

What you keep
  • The client relationship.
  • The judgment calls.
  • The trust your client has in you.
  • The decisions that leave the building.
What movó adds
  • Cited assembly from scattered sources.
  • Audience-aware versions: board, funder, internal.
  • Decision log + follow-up tracking, kept current for you.
  • Cross-client patterns — only when you choose.

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?
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