What you actually get.
Software, methodology, IP, lead flow, and a peer network — bundled into a single license you can run under your own brand. The deliverable is a working installed system in your practice, not a binder of frameworks.
The credential
What you're certified on.
The Vector Certified Advisor™ credential is issued on five core modules, taught and assessed as one integrated system. You don't earn standalone module certs — the credential is on the whole, because the Fractional COO and Operational Advisor role requires all five working together.
TBH Diagnostic
The Total Business Heuristic — find the single constraint capping growth.
Symmetrical Strategic Planning
Annual and quarterly planning the team actually executes against.
Sort Don't Sell / SQR
Replace pursuit‑selling with a structured qualification motion.
Story Stack
Layered messaging that lands across every channel and buyer stage.
Vector OS Implementation
Install the OS in your practice — and in your clients' — and run it.
Once certified, the Library of thirteen productized programs is yours to deploy — five of them are the same modules packaged as turnkey sellable engagements, eight more are productized applications built on top. Master five. Deliver the entire library.
The centerpiece
Day one, your business runs on Vector OS™.
Before you ever sell the OS to a client, it installs in your own practice — CRM, pipeline, proposals, delivery, finance, AI agents — on the same software platform your top clients will eventually run on. The OS isn't a thing you buy. It's the system you run. This is layer one of the two‑install model: first the OS runs your practice, then your practice sells the OS.
The Vector OS™ — for your business first
Day one, we install Vector OS™ in your own consulting practice: CRM, pipeline, proposals, delivery, finance, AI agents. You operate the OS yourself before you ever sell it. Then — if and when you choose — the same system installs into a client's Notion workspace in under two hours.
Day‑1 lead routing
Vector accepts no new direct‑service clients. 100% of our inbound demand is routed to the Vector Certified Advisor™ network. Public positioning: "Vector is full — served exclusively through our network."
Vector Foundations™ rev‑share
When you bring a client into Vector Foundations™, we deliver and you stay account owner. You keep 30% of the engagement value — every month, for the lifetime of the engagement. Source it once. The recurring revenue keeps coming.
Community + ongoing support
Weekly office hours, monthly clinics, peer Slack, quarterly business reviews, and the annual Vector Summit. The peer network you don't get going solo.
What changes in your practice
Day one, this is your practice.
From the moment the OS is installed, every process in your own practice — proposals, pipeline, delivery, finance, client follow‑up — runs on Vector OS™. The benchmarks below are what an installed Advisor practice looks like next to the consulting practice most independents are running today.
These are common benchmarks — not the full list of processes the OS touches.
A practice running on Vector OS™ outperforms a conventional consultancy 3–10× its size — on speed, cost, quality, and capacity.
The productized content
The Library — productized programs across 3 tracks.
Every Vector Certified Advisor™ also gets the full Library — thirteen productized programs that run on top of the OS, sorted into three deployment tracks. When a client has a bottleneck, you know exactly which engagement to bring. Five of the thirteen programs are the same modules you certified on; eight are productized applications built on the same foundation.
Programs across three tracks
The Library is what makes Vector different from a methodology license. You're not just trained — you receive a full library of productized programs, each one a complete, sellable engagement. Deploy them in any order, in any combination, depending on what your client needs next.
Strategy & Architecture
Deploy when the client is unclear on their model, planning is ad‑hoc, growth has plateaued, or the leadership team is making big bets without a shared framework.
Business Design™
Diagnose the model, find the misalignment, redesign for leverage.
Geometric Strategy™
A decision framework for narrowing focus and committing to the bet.
Symmetrical Strategic Planning™
Annual and quarterly planning the team actually executes against.
TBH™ — Double Your Revenue
The Total Business Heuristic — find the single constraint capping growth.
Revenue & Demand
Deploy when demand is the bottleneck — the offer isn't differentiated, sales is artisanal and unrepeatable, messaging doesn't land, or marketing is one‑off rather than systematic.
Offers & Pricing™
Productize the offer. Set price to what the work is actually worth.
SQR™ — Sort‑Don't‑Sell
Replace pursuit‑selling with a structured qualification motion.
Story Stack™ messaging
Layered messaging that lands across every channel and buyer stage.
Content Production™
A repeatable content engine the founder doesn't have to run.
Platform Assets™
Owned channels, lead infrastructure, and the digital surface area to scale.
Operations & Scale
Deploy when delivery is the bottleneck — the team is overloaded, ops is held together by the founder's memory, the firm is going remote, or the client is ready to go AI‑native.
The Vector OS™
The full platform — CRM, pipeline, delivery, finance, AI agents.
Operating Rhythms™
Weekly, monthly, and quarterly cadences that hold the firm together.
Distributed Team™
Make remote work — across any role and any time zone.
Transformational AI™
Deploy AI agents into the running business — not as a sidecar.
Ships turnkey on day one.
Each program in the Library is a complete, sellable engagement — not curriculum you have to package yourself. The full asset bundle is in your hands the moment you're certified.
Run them however fits your practice.
Every program in the Library is yours to deploy three different ways. You pick the path that matches each client engagement — or each phase of your own firm's growth.
Turnkey under the Vector brand
Use the Vector mark and the full asset library as‑is. Fastest path from certification to first paid engagement, and the simplest sell.
White‑label and integrate with your SME
Run them under your own firm name. Blend with your methodology, your IP, your voice. Clients never see the Vector mark unless you want them to.
Run them inside your own business
Use the programs to operate and grow your own practice. Don't sell them at all if you don't want to — most Advisors find this alone justifies the license.