Holt Walti

A service offer

Fractional COO.

Operational leadership for companies that ship physical product.

Somewhere between $2M and $20M, the thing that breaks isn't sales — it's everything behind it. Orders, inventory, distributors, fulfillment, and the CRM all start disagreeing with each other, and the founder becomes the integration layer. I take that layer off your desk and build the operating system that replaces it.

Based in Orange County, CA · remote-friendly Medical device · distribution · B2B manufacturing

Who it's for

Founders who've outgrown doing it themselves.

This is built for $2M–$20M companies that move physical product — medical device manufacturers and distributors, specialty B2B suppliers, and e-commerce or channel-driven businesses where operations, not demand, is the constraint.

The pattern is consistent. Revenue is real and growing. But quoting takes too long, inventory and backorders are tracked in someone's head, distributor onboarding is inconsistent, the CRM has drifted from reality, and nobody can produce a number anyone trusts without a day of spreadsheet work. Every fix routes through the owner.

I've run exactly that surface area — sales operations, CRM and marketing automation, product and bundle configuration, distributor and channel programs, e-commerce and web infrastructure, order and fulfillment coordination — for a medical device manufacturer selling direct and through distribution. Not as an advisor. As the person who owned it.

Scope

What I actually own.

  1. 01 The operating cadence A weekly leadership meeting with a real agenda, a scorecard of the eight to twelve numbers that matter, and quarterly planning that produces decisions instead of documents.
  2. 02 Revenue operations & CRM Quote-to-cash that works end to end — pipeline, quoting and configuration, order entry, invoicing handoffs, and a CRM that reflects reality instead of contradicting it.
  3. 03 Channel & distribution Distributor agreements, pricing tiers and margin structure, onboarding and enablement, and marketplace programs — built as a repeatable motion rather than a set of one-off relationships.
  4. 04 Supply, inventory & fulfillment Reorder points, backorder and allocation policy, supplier communication, freight and export handling, and the visibility to stop learning about a shortage from an angry customer.
  5. 05 Systems & automation The integration work that removes manual re-entry between CRM, accounting, fulfillment, and the website — plus practical AI-assisted tooling where it genuinely saves hours.
  6. 06 Reporting you can defend Monthly reporting a lender, board, or acquirer can read without a translator — margin by product and channel, operational KPIs, and a forecast that has held up before.

Pricing

Priced by committed days per week.

A flat monthly retainer on a 6- or 12-month term, billed monthly. No hourly billing and no scope-creep invoices — you are buying committed time and ownership of outcomes. Annual prepay gets a 10% discount, and a 30-day exit clause kicks in after month three.

Tier 1

One day a week

~8–10 hrs/week · one workstream

$8,000 / month
  • Weekly leadership meeting
  • KPI scorecard build & upkeep
  • One owned workstream end to end
  • Monthly written reporting
  • On call for real decisions

6-month: $48K

12-month: $86.4K prepaid

Tier 3

Three days a week

~24–30 hrs/week · near-embedded

$12,000 / month
  • Everything in Tier 2
  • Leadership team oversight
  • Hiring input & org design
  • Supply chain & vendor negotiation
  • Board- or lender-ready reporting
  • Transition plan to a full-time hire

6-month: $72K

12-month: $129.6K prepaid

Add-ons

  • Operations audit (month 1): $6,000–$10,000 one-time. Two weeks inside the business, ending in a written diagnosis and a costed 12-month plan. Stands alone if you'd rather start there — and it's credited in full if you engage within 30 days.
  • Systems build: quoted per project. CRM migration, quote-to-cash automation, or distributor portal work that runs alongside the retainer rather than consuming it.
  • Placement fee: 15–20% of first-year base if I help you hire the full-time operations leader who takes over.

How it works

The first 90 days.

Week 1–3

Diagnose

Ride along with every function — sales, order entry, fulfillment, finance. Trace a real order end to end and find where it stalls. You get a written audit: what's breaking, what it costs you, and the sequence to fix it.

Week 4–8

Install the cadence

Stand up the weekly leadership meeting, the scorecard, and the reporting. Fix the one or two workflows bleeding the most time. Early wins fund the trust needed for the harder structural work.

Week 9–12

Rebuild the spine

Quote-to-cash, channel programs, and systems integration. By day 90 the operating rhythm runs whether or not I'm in the room, and you have numbers you'd be comfortable showing a lender.

FAQ

Fair questions.

Your title was never COO. Why should I hire you as one?

Fair, and worth answering directly. My titles have been in sales and revenue operations. What I actually ran at a medical device manufacturer was considerably wider than that: CRM and marketing automation, product and bundle configuration, distributor and channel programs, e-commerce and web infrastructure, order and fulfillment coordination, and phone and communications systems. At companies of this size, that collection is the COO job regardless of what the business card says. If you want someone with the title from a $500M company, hire them — they will cost more and have run a very different business than yours.

How is this different from a management consultant?

Consultants produce recommendations. I produce a working system and then run it. I'm in your CRM, your quoting tool, and your fulfillment process building the thing — not writing a deck about who should build it.

Why not hire a full-time COO?

Eventually you should. A full-time operations executive runs $200K–$350K all-in before equity, which is difficult to justify below roughly $10M in revenue. Fractional gets you senior operating judgment in week one rather than month four, at a fraction of the cost — and part of my job is telling you when you've outgrown the arrangement and helping you hire the replacement.

Do you only work with medical device companies?

That's where my depth is — including the regulatory and distribution particulars that catch generalists out. But the underlying problem is the same across distribution, specialty manufacturing, and channel-driven B2B. If you move physical product and operations is your constraint, the work translates.

What if it isn't working?

A 30-day exit clause kicks in after month three. The first ninety days are diagnosis and rebuild, and both sides need that runway to judge anything fairly. After that, if the scorecard isn't moving, you shouldn't be paying me.

How many clients do you take at once?

Two, occasionally three at the lightest tier. Committed days per week only mean something if the days actually exist.

Get in touch

Let's find a time.

Send a short note with your revenue range, headcount, and the operational problem that prompted this. I'll come back within the day with a couple of times for a 30-minute call.