Insights
Research, playbooks and briefings on growth and operations in fintech and healthcare. Written by the people who do the work.
Fractional COO or embedded operations team? How to choose at Series A
The two models solve different problems. Here is how to tell which one your company has, and what each costs you in time and control.
· Sep 23, 2026 · 7 min read
Six AI workflows for business operations
Six named AI workflows, from KYC intake to monthly close support, each with the metric it moves, the data it touches and the human checkpoint that stays in place.
How to calculate channel payback and unit economics
A CAC number that only marketing believes is not a finance number. Here is how to calculate channel payback so both teams work from the same model.
DORA for marketing and operations teams
What the EU Digital Operational Resilience Act changes for teams outside IT: vendor registers, incident reporting and who owns compliance without a CISO.
The compliance layer under fintech marketing operations
A fintech marketing agency can build campaigns. It cannot own the compliance review, the KYC drop-off or the multi-market licensing rules that decide whether a lead ever becomes a customer.
Fractional CFO vs finance operations: which gap do you actually have
A fractional CFO is a person. Finance operations is a system. Most companies searching for one are missing the other, or both.
Fractional CMO: what you get, and what has to exist underneath
A fractional CMO brings strategy and judgment. Without reporting, CRM hygiene and a named owner per number, the engagement produces a slide deck instead of a system.
The operations layer behind healthcare patient acquisition
Ads and search bring the request in. What happens between the click and the booked, attended visit decides whether the spend paid off.
What HIPAA compliant marketing actually requires
What HIPAA covers in a marketing stack, what the 2024 court ruling changed, and how to measure campaigns without moving protected health information.
How to choose an AI automation partner
Most results for this search teach you to run an AI agency, not to hire one. Here is how to scope an engagement, question a vendor and test the work on your own data before you sign anything.
The marketing operations audit checklist we run in week one
Twenty-four questions across five areas, each with a pass condition, so a marketing team can score its own operations before calling in outside help.
How to test AI patient intake triage in two weeks
How a clinic can test AI triage of incoming patient requests in two weeks without touching clinical decisions, covering the baseline, the human checkpoint and HIPAA and GDPR duties.
What a revenue operations manager actually owns
Pipeline definitions, CRM hygiene, forecasting and the handoffs between marketing, sales and success. What the role covers, and how it differs from sales ops.