The Orgbuild partnership

Working with us in practice.

Six defined stages. Every partnership follows the same operating rhythm — from day-one setup to the founder finally stepping back without sacrificing growth.

Stage 01Kickoff
Step 1 of 6

Onboarding call & workspace set-up.

You meet your dedicated account manager, walk through the current state of the business and the goals for the partnership, and get shown the working dashboard we'll run everything from.

  • Kickoff call with your dedicated account manager
  • Current-state review: revenue, team, ops, bottlenecks
  • Goal setting for the 12-month engagement
  • Live walkthrough of the shared Notion workspace
Orgbuild × Client Workspace
Share
🏗️Client Workspace
📊Partnership Dashboard
Live
🎯Goals & KPIs
Q1
🧭Hiring Roadmap
12mo
🧾Meeting Notes
Weekly
🗂️Candidate Pipeline
Kanban
📈Reality Report
Draft
Shared Notion workspace we run the partnership from
Stage 02Communication
Step 2 of 6

Slack channel onboarding.

You get added to a shared Slack channel with your team and ours — 1-2 dedicated recruiters, founder Jack, and your dedicated account manager. This is where ongoing communication, candidate pipelines and meeting logistics all live.

  • Shared channel with client team + Orgbuild team
  • 1-2 dedicated recruiters assigned end-to-end
  • Founder Jack + dedicated AM in every conversation
  • Central pipeline for candidates, feedback and scheduling
orgbuild-x-client· 8 members
Slack
J
Jack (Orgbuild)9:02
Welcome in 👋 We're all set. Here's this week's shortlist for Head of Growth.
S
Sarah (Recruiter)9:04
3 candidates attached. All ex-DTC, all doing $10M+ P&Ls. Loom walkthroughs inside.
F
Founder9:31
Amazing — booking calls with #1 and #3 today.
A
AM (Orgbuild)10:12
Reality report draft in Notion 🔗 — 22 pages. Let's walk it Wed 3pm.
Message #orgbuild-x-client
Live shared Slack channel between both teams
Stage 03The reality report
Step 3 of 6

Company reality screening.

We screen every employee across the business in a data-mining process that paints a full picture of culture, leadership styles, wins, bottlenecks and challenges. It gets compiled into a 20+ page report full of insights and action items — quick wins, crucial hires, process optimisations. Arguably the most valuable part of the entire process.

  • 1:1 screening interview with every employee
  • Culture, leadership, wins, bottlenecks & challenges mapped
  • 20+ page Reality Report delivered to the founder
  • Action items: quick wins, key hires, process fixes
1:1 ScreeningREC ●
Head of CX
Ops Lead
Growth Mgr
Founder
32 / 48
Reality Report
p. 04 / 22
Culture & Leadership
Bottlenecks
  • Founder as CX escalation point
  • No hiring rhythm
  • Ops → Marketing hand-off
Quick Wins
  • Weekly ops standup
  • CX tier-2 lead hire
1:1 screening calls + Reality Report snapshot
Stage 04Ongoing · 12 months
Step 4 of 6

A-Player installation.

We build out the organisation across the whole partnership. The roles you knew you needed, the roles the diagnosis exposed, and the leadership layer required to remove the founder as the key bottleneck. Hiring runs the full 12 months and is optimised by the reality report. No role is off-limits.

  • Every role across the org — no restrictions
  • Leadership hires to remove the founder as the bottleneck
  • Hiring plan driven by Reality Report findings
  • Continuous placement over the full 12-month engagement
Org build-out · Month 6+7 hires
Founder
COO
Head of Growth
Head of CX
Ops Mgr
Perf Lead
Creative Lead
CX Lead
The organisation being built out, tier by tier
Stage 05Ongoing · 12 months
Step 5 of 6

Consultation & implementation.

Your account manager constantly reviews company processes, systems and team performance to keep the build on track. They combine the Reality Report with consulting calls to identify process improvements and operational complexity — then hand back direction and actionable resources to fix each business function.

  • Rolling review of processes, systems and team performance
  • Reality Report + consulting calls drive the roadmap
  • Direction and resources handed over — not just advice
  • Weekly, monthly and quarterly operating cadence
Process improvementsRolling 90d
CX process auditShipped
Weekly ops rhythmShipped
Attribution setupIn progress
Creative testing SOPIn progress
Finance dashboardsQueued
Weekly
AM sync
Monthly
Ops review
Quarterly
Org health
Rolling operations & implementation cadence
Stage 06The outcome
Step 6 of 6

The end goal.

Real structure in the business — so the founder can finally take a step back without sacrificing growth. Key hires made, leadership in place, processes optimised and a proven A-Player acquisition system that keeps supporting growth from here forward.

  • Cash-cow the business — work ON it, not IN it
  • Start new ventures with a horizontal scale strategy
  • Sell the business at a materially higher EBITDA multiple
  • Every path unlocked by real org structure
Founder position
Optional
in the business
Real leadership · Optimised processes · A-Player engine live
💰
Cash cow
Work ON, not IN
🚀
Next venture
Horizontal scale
🏦
Sell
Higher EBITDA multiple
Three founder exits — all unlocked by the same build

Ready to run this playbook on your business?

Start with a 30-minute diagnostic. We'll walk you through what stage one would look like inside your company.

Book a diagnostic