HOOK STREET CONSULTING — SERVICE FRAMEWORK

Last updated: April 19, 2026
Status: Draft — refined through Eden Gardens engagement

New small-offer lane: docs/revenue/youth-financial-literacy/ contains Youth Money Map, a family/youth financial literacy package for bar mitzvah-age children and parents.

Cash-priority board: docs/revenue/CASH_ACTION_BOARD_2026-05-13.md translates current cash pressure into collection, revenue, STR, and obligation loops before new builds or trading changes.

WHAT HOOK STREET ACTUALLY DELIVERS

AI-augmented fractional operations for mid-size organizations stuck between founder-led chaos and "too small to hire a COO."

Not consulting in the slide-deck sense. Execution in the "here's the system, here's the register, here's the dashboard" sense.

POSITIONING

• Not a big consulting firm (no overhead, no partners)
• Not a software tool (you get a human who uses AI, not an AI that replaces one)
• Not a coach (deliverables, not reflection)

One-liner: Fractional COO delivered through an AI-augmented system — same-day turnaround on deliverables, no big firm overhead.

90-DAY SKELETON ENGAGEMENT

Phase 1 — Assessment & Stabilization (Weeks 1-4)

Deliverable 1: Operational Audit Report (by end of Week 2)
- Current state: governance gaps, spend controls, vendor relationships
- Interviews with key people
- Risk register — what's on fire, what's smoldering

Deliverable 2: Org Chart + Interim Role Assignments (Week 3)
- Who owns what today
- Who should own what
- Where the vacancies are and interim coverage plan

Deliverable 3: Quick Wins List (Week 4)
- 5-10 immediate improvements executable in 30 days
- Owner + deadline on each

Phase 2 — Systems & Structure (Weeks 5-8)

Deliverable 4: Revenue & Cost Model (Week 5)
- Real P&L vs. what's assumed
- Unit economics
- Lane architecture (Eden Gardens pattern: Rentals/Compliance, Facilities, Programs, Long-term)

Deliverable 5: Action Register (Week 6)
- Every open item with owner, due date, status
- Stale-item detection (14+ days untouched)
- Lives in shared Google Sheet, exported weekly

Deliverable 6: Decision Queue (Week 7)
- Decisions that need to be made and by whom
- D1, D2, D3 format with deadline
- Escalation path when blocked

Phase 3 — Handoff & Systems (Weeks 9-12)

Deliverable 7: Dashboard + Monthly Reporting Cadence (Week 9)
- KPI dashboard, refreshed weekly
- Monthly written update to ownership
- Quarterly review structure

Deliverable 8: Vendor & Contract Register (Week 10)
- Every third-party relationship documented
- Renewal dates, key terms, who owns relationship

Deliverable 9: Transition Plan (Week 11)
- Path from fractional COO to internal hire (if applicable)
- Training plan for incoming lead
- What stays with Hook Street as advisor

Deliverable 10: Final Report + 12-Month Roadmap (Week 12)
- What was done, what worked, what didn't
- Recommendations for next 12 months
- Option to continue as advisor or monthly retainer

FEE STRUCTURES

Option A: Skeleton 90-Day ($15-20K flat)

• Above deliverables 1-10
• Weekly calls (30 min)
• Unlimited email/Slack during engagement
• No more than 10 hours/week from Hook Street

Option B: Monthly Retainer ($5K/month)

• Ongoing after Phase 3
• 2-3 deliverables per month
• 5-10 hours per month
• Paused/resumed on 30-day notice

Option C: Project-Based (custom)

• Single deliverable or short engagement
• Example: "Audit only" for $5K, 2 weeks
• Example: "Org chart only" for $3K, 1 week

Option D: Youth Money Map ($750-$2,500)

• Youth/family financial literacy setup for bar mitzvah-age children
• Private Google Sheet owned by the family
• No account access, no investment advice, no custody of funds
• Setup session plus optional twice-a-year review
• See docs/revenue/youth-financial-literacy/README.md

WHAT MAKES THIS DIFFERENT

1. Speed — deliverables in weeks not months. AI-augmented means drafts in hours.
2. No overhead — direct operator, no juniors to train, no hourly creep
3. Sheets-based — nothing proprietary, client keeps everything
4. Dashboard culture — weekly numbers, not quarterly slides
5. Hebrew/Jewish context — works in observant communities, mikvah/shul/kollel ops comfortable, knows the dynamics

IDEAL CLIENT PROFILE

• $500K - $5M revenue
• 2-10 employees, growing
• Founder/owner is operational bottleneck
• Has a VA or admin but no COO
• Willing to use Google Sheets (not rebuild on Salesforce)
• Values speed over polish

Not a fit:
- Large corporate
- Pre-revenue
- Regulated financial services (needs specialized compliance)

SALES PROCESS

1. Referral or intro call (30 min, free)
2. Follow-up: one-page proposal with scope + fee
3. 50% deposit, 50% on completion
4. Kick-off call (1 hr) with key stakeholders
5. Weekly check-ins during engagement
6. Final delivery + 30-day post-engagement support

ACTIVE ENGAGEMENT (as of Apr 2026)

Eden Gardens — Huvie + Eli Steinhardt
- Month 3 of 90-day skeleton
- $65K total engagement
- Invoice 20028 ($20K installment 2) — status unclear, needs chase
- Lane architecture implemented: EG Lane 1-3 + Long-term
- 21 action items tracked in BOS ops summary
- VIP Commercial verbal green light for 331 Lady Alice (Mar 26)
- Aron Kessler flagged as Shul Ops Lead candidate
- Yanky owns mikvah + marketing

NEXT STEPS FOR PACKAGING

• [ ] Build one-page PDF for website (hookstreetservices.com)
• [ ] Draft proposal template (Word doc, fillable)
• [ ] Case study from Eden Gardens (anonymized if needed)
• [ ] LinkedIn positioning post
• [ ] Intro email template for warm leads
• [ ] Fee sheet standalone (for quick quotes)