ELEVATEOPERATIONS ADVISORY

YOUR NEXT STAGE STARTS WITH STRUCTURE

Scale the business.
Strengthen
the leader.

You’ve built a business with potential.
Let’s build the operations that help it grow.

Fractional operations leadership for small-to-midsize businesses ready for clearer accountability, stronger systems, and more room to lead.

Built for businesses with 20–120 employees
and $2M–$100M in revenue.
Sandy Davis, founder of Elevate Operations Advisory
SANDY DAVISFounder & Fractional Operations Leader
EXPERIENCE. CLARITY. EXECUTION.
A practical partner for what comes next.

EXPERIENCE THAT
TRANSLATES INTO IMPACT

Built through years of
hands-on operations leadership.

$300K+

Annual cost savings delivered

20%+

Productivity gains achieved

25+

Years in operations & leadership

Results from Sandy’s prior operations leadership roles. Outcomes depend on each business and engagement.

WHEN GROWTH OUTPACES STRUCTURE

Your business has grown.
Has the way it works?

The systems that got you here may be asking too much of you now. We find the friction, rebuild what matters, and help your team carry the business forward.

01

Every decision still comes to you.

Clear ownership and decision-making give your team the confidence to move.

02

Your team is busy. Capacity is unclear.

Practical workflows, reporting, and KPIs show where time and resources go.

03

Growth keeps exposing the same gaps.

Build the structure to support consistent execution, accountability, and client delivery.

SMALL-TO-MIDSIZE BUSINESSES. REAL OPERATIONAL COMPLEXITY.

Commercial real estateLaw & accountingFinancial advisoryProfessional services

THREE WAYS TO MOVE FORWARD

The right support.
For your next stage.

Start with clarity, build the changes, or bring an experienced operator alongside you.

01 DIAGNOSE & PRIORITIZE

The Core

Operations Clarity Intensive

$3,250 one-time

30-day engagement

For the owner who knows something needs to change and wants a clear place to start.

  • Workflow & structure review
  • KPI visibility & capacity analysis
  • Executive findings & 90-day roadmap
  • Up to four strategy sessions

You leave with: a prioritized plan.

03 LEAD & SUSTAIN

The Partner

Fractional COO Advisory

$5,000 / month

Ongoing partnership · 6–12 months

For the founder who needs senior operations leadership as the business grows.

  • Fractional COO-level partnership
  • Organization design & KPI oversight
  • Capacity forecasting & project oversight
  • Leadership support & growth infrastructure

You gain: a partner in execution.

All pricing in USD. We confirm priorities, deliverables, and fit before an engagement begins.

Not sure where to begin?

LET’S MAKE THE NEXT STEP CLEAR

Where does your
business need support?

A few questions to point you toward the right level of help. Your answers stay in this browser and are never submitted.

About one minute. No email required.

A PRACTICAL WAY FORWARD

See the whole business.
Fix what moves it forward.

Every engagement connects the way your business operates with the way your people lead.

01

Understand

Listen to your people, trace the work, and find the structural issues behind recurring problems.

A CLEAR PICTURE
02

Build

Clarify ownership, redesign priority workflows, and create useful measures of performance.

A BETTER OPERATING STRUCTURE
03

Make it stick

Support implementation, align leadership, and establish a rhythm your team can sustain.

CONFIDENT, CONSISTENT EXECUTION

TRUST BUILT THROUGH THE WORK

The structure lasts.
So does the impact.

Perspectives from a client and colleagues who have experienced Sandy’s work firsthand.

Sandy is one of the few operations leaders I’ve worked with who can step into a complex, high-performance environment and immediately bring structure, clarity, and execution. Much of our success in expanding our presence across the region can be attributed to the operational foundation she helped build.

Anthony DeLorenzoVice Chair · CBRE

Sandy brings a strong operational and strategic lens to complex business challenges. Her ability to cut through noise and provide clear, actionable direction was incredibly valuable. What stands out most is her ability to connect high-level strategy with practical execution — she doesn’t just offer ideas, she provides a structured way to move forward.

Cathy LeddyCo-Founder · Quandris

Inheriting Sandy’s processes made my own transition significantly smoother. That’s the mark of someone who builds with intention and with the next person in mind. Sandy combines a sharp operational mindset with the courage to lead through discomfort.

Duy NgoInvestment Sales Manager · CBRE

Sandy brought a level of structure, clarity, and leadership that made a meaningful impact on our day-to-day operations. She created an environment where expectations were clear, communication was consistent, and our team felt supported. I would work with her again without hesitation.

Patty UchytilSr. Client Service Specialist · Colliers
Sandy Davis, operations executive and advisory founder
BUSINESS EXPERIENCE.
HUMAN PERSPECTIVE.

MEET YOUR OPERATING PARTNER

I’m Sandy Davis.
I turn complexity
into forward motion.

I’m an operations executive and the founder of Elevate Operations Advisory, with 25+ years of operations and leadership experience, including 20 years in commercial real estate and an earlier foundation in investment banking.

At Colliers, CBRE, and SRS Real Estate Partners, I’ve led regional offices, supervised large administrative teams, managed multimillion-dollar operating budgets, and executed major office buildouts and relocations. That work has delivered $300K+ in annual savings and 20%+ productivity gains.

Experience has taught me that disciplined operations connect people, process, financial accountability, and performance. I look across the whole business to see where unclear ownership, outdated workflows, and limited visibility are holding a team back, then build the structure that helps it move forward.

Today, I bring that executive perspective to small-to-midsize businesses through fractional, COO-level operations leadership. I work alongside owners and executive teams to strengthen accountability, support execution, and make room for better decisions. The goal is to scale the business and the leader, with an operating model that can support both.

OPERATIONS EXPERIENCE INCLUDES

Colliers · CBRE · SRS Real Estate Partners

$42MOperating budgets managed
5Office relocations with zero downtime

Clear priorities. Honest conversations. Follow-through.

Let’s talk about your business
THE ELEVATE ECOSYSTEMSandy Davis, founder of Leadership Advisory by Elevate Within

Elevate Operations scales the business.
Leadership Advisory scales the leader.

LEADERSHIP ADVISORY BY ELEVATE WITHIN

Scale the
leader within.

Your responsibilities have grown.
The way you learned to lead may not have grown with them.

Private advisory for women and men who lead, own businesses, and make decisions. We identify the patterns shaping how you decide, delegate, communicate, set boundaries, and lead, so your way of operating fits the responsibility you carry today.

Bring the underperformance, conflict, difficult relationship, burnout, or decision you’re carrying. Leave with greater clarity about the pattern and a practical way forward.

Find your leadership support

THE FOUNDER WITHIN FRAMEWORK™

A practical structure for changing the way you lead.

  1. 01Identify
  2. 02Map
  3. 03Redesign
  4. 04Reinforce

The four-session reset includes your Leadership Operating Blueprint: the pattern, the new approach, and how to keep applying it.

TWO WAYS TO WORK TOGETHER

Support for the decision in front of you.
And the leader you’re becoming.

FOR ONE IMMEDIATE CHALLENGE

Private Advisory Session

$450 / session

One private 90-minute session

A focused conversation for an immediate leadership challenge, a difficult conversation, or a decision you’re struggling to make.

A good place to start: you need space to think clearly and decide how to move forward.

FOR A DEEPER SHIFT IN HOW YOU LEAD

Founder Operating Reset

$1,800 / four sessions

Four private 90-minute sessions

Work through Identify, Map, Redesign, and Reinforce using the Founder Within Framework™, with your Leadership Operating Blueprint to carry the work forward.

A good place to start: a recurring pattern is affecting your decisions, delegation, relationships, or capacity.

LET’S START WITH THE PATTERN

Begin with a complimentary
30-minute Pattern Call.

Book your Pattern Call

A FEW THINGS YOU MAY BE WONDERING

Clarity starts
with a conversation.

Ask Sandy a question
How do I know which service fits?

Choose The Core when you need diagnosis and a prioritized roadmap. The Reset is for rebuilding workflows, accountability, and reporting with implementation support. The Partner provides ongoing fractional operations leadership. You can use the offer finder above or discuss the fit in a 30-minute conversation.

Do I have to start with The Core?

No. We choose the engagement around your business and the support you need. If priorities are already clear and you’re ready to implement, The Reset may be the right starting point.

What does fractional operations leadership mean?

It gives your business access to an experienced operations leader for an agreed scope and cadence. With The Partner, Sandy works alongside leadership on operating priorities, accountability, capacity, and execution.

Who is this best suited for?

Small-to-midsize businesses, typically with 20–120 employees and $2M–$100M in revenue, where the owner needs stronger systems and accountability to support growth. Sandy brings deep commercial real estate experience and serves law, accounting, financial advisory, and related professional-services firms.

Are the results shown from Elevate clients?

The $300K+ in annual savings and 20%+ productivity gains reflect Sandy’s work in prior operations leadership roles. They show the experience she brings to Elevate. The needs and results of every engagement are different.

Can I get support just for my leadership?

Yes. Leadership Advisory by Elevate Within is a separate service for leaders, owners, and decision-makers. It focuses on decisions, delegation, communication, accountability, and leadership patterns. Explore Leadership Advisory and its two offers, or start with a complimentary 30-minute Pattern Call.

YOUR BUSINESS HAS A NEXT CHAPTER

Build the structure.
Make room to lead.

Let’s talk about what’s getting in the way
and what moving forward could look like.

Book a 30-minute conversation sandy@elevateopsadvisory.com

CHOOSE YOUR LEVEL OF SUPPORT

Three paths. One stronger business.

Start where your business needs you to start.

Compare Elevate Operations Advisory services
Your engagementThe CoreThe ResetThe Partner
Investment$3,250 one-time$6,000 total$5,000 / month
Time frame30 days90 days6–12 months
Primary needFind the friction and prioritizeRebuild and implementLead operations as you grow
Core outputAssessment and 90-day roadmapWorkflows, roles, SOPs, and KPIsOngoing operating structure and leadership
Working cadenceUp to four strategy sessionsBiweekly calls and implementation supportAgreed to suit your priorities
Best fitYou need a clear starting pointYou’re ready to make the changesYou need an ongoing operating partner
Talk through the fit

A LASTING OPERATIONAL FOUNDATION

A recommendation
from Duy Ngo.

I had the privilege of working with Sandy at CBRE, where she served as Senior Investment Sales Manager and was instrumental in bringing me onto the Capital Markets team in 2017. When she transitioned out in 2021, I stepped into her role — an experience that gave me a firsthand appreciation for the foundation she had built.

Sandy's most lasting contribution was implementing Workfront, which brought much needed structure and visibility to a fast-paced environment. Years later, our team continues to rely on it — and as we've doubled in both headcount and business volume since 2017, that infrastructure has only become more valuable. The data it generates has given us meaningful business and operational insights that continue to shape how we work.

Her ability to organize complex workflows, manage competing priorities, and keep the team operating at a high level was evident every day. But what set Sandy apart wasn't just her operational instincts. She has a rare ability to challenge complacency — asking the right questions, pushing for honest conversations, and creating an environment where difficult discussions aren't avoided but embraced. That kind of leadership is harder to build than any system, and its impact is just as lasting.

Inheriting Sandy’s processes made my own transition significantly smoother. That’s the mark of someone who builds with intention and with the next person in mind. Sandy combines a sharp operational mindset with the courage to lead through discomfort. She has the natural ability to bring order to complex environments. An organization needing growth would benefit from Sandy’s rich insights.

Duy NgoInvestment Sales Manager · CBRE

ELEVATE OPERATIONS ADVISORY

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