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Providing you with clarity and structure

We help growing teams turn chaos into systems.

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Our Core Offerings

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Strategic Planning

Solidify your vision, define your objectives, and create your action plan.

We help executives and business owners focus on what matters most.

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Process Optimization

Process begins and ends with people - we design processes people actually want to use.

Clarify your operations through our smart process development.

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Customer Success

Boost your renewal revenue and reduce churn rates with our done-for-you customer success service.

We help our clients create customers for life.

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Project Proposals

A good proposal tells a story - we'll help you craft a clear message with strong supporting analysis.

Our expert team has helped executives secure over $30MM in funding - find out how we do it.

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Our Clients Know Best

I feel like I have a team of Navy SEALs behind me

The problem with most consultants is that they have a very ‘hands-off’ mindset. They don’t want to get their hands dirty. I needed someone who would get their hands dirty, get involved, and be an actual member of my team.

CoLo has the perfect mix of experience; they’ve worked with enough C-suite leaders to understand the strategic vision for a company and can also do the dirty work. The biggest benefits they provide are structure and peace of mind.

Stop thinking about it and just work with them.
Erica Plybeah
Founder/CEO, MedHaul

CoLo was well-versed in our business within days

CoLo Consulting brought tremendous rigor, structure and attention-to-detail for a process optimization and documentation project with Covera Health.

They facilitated excellent workshops with many stakeholders and were well-versed in our business within days.

I would highly recommend working with CoLo Consulting.
Akhil Shah
COO, Covera Health

I can't recommend CoLo highly enough

I engaged CoLo Consulting to drive the strategy and oversee the implementation of a new user engagement feature.

In just five months, they built a beautiful MVP for the website, launched an accompanying iOS app with stunning efficiency, and gathered the data needed to make critical decisions about a digital marketing campaign.
Neil Herriot
Founder/CEO, Vouch Tutors & PearlBridge Partners

Whenever we have a need for consulting services, our initial outreach is to CoLo

When our organization identified a need to assist the implementation team, CoLo immediately came to mind.

The CoLo team was able to get up to speed quickly and were making process improvement recommendations within two weeks of the start of the engagement.  

Their extensive experience and knowledge in the Care Management space is nothing short of impressive.
Sheela R. Datta
Chief Client Officer, VirtualHealth

The quality of their work and advice is on par with the best consulting firms in the world

The CoLo team came onboard to help our ad agency make sense of our processes.

The quality of their work and advice is on par with the best consulting firms in the world. The remote nature of our engagement never got in the way.

On top of that, they’re professional and easy to work with. CoLo is now my go-to process consulting firm. Highly recommended.
Boo Umaly
Founder/CEO, Fundamental PPC

Do not hesitate to engage CoLo

CoLo synthesized key organizational information and put together a very detailed proposal which was simply bang on.

The team did market research, understood the key challenges, offered comprehensive solutions which went well beyond the technology, but also looked at the various other transformation aspects.

Do not hesitate to engage CoLo Consulting, they will add tremendous value to your business.
Rajeev Shroff
Founder/CEO, Cupela

Working with CoLo was a dream

CoLo immediately understood the challenges we were facing and put together a plan to deliver the results we needed.

Their communication throughout the project was unmatched and we couldn’t be happier with the final product.

If you need an expert team for your next high-priority initiative, look no further than CoLo Consulting.
Sven Schulte
Founder/CEO, Pezula Projects & Experts

CoLo's final product was actionable and very well thought out

CoLo worked comfortably in the ever-changing start-up environment and crafted an approach and deliverables that met our unique needs.

CoLo's final product was actionable and very well thought out.

I would highly recommend working with CoLo Consulting.
Danielle Sykora
VP Provider Partnerships, Covera Health

We're now completely ready to expand in the coming years

Our processes were a complete mess until the CoLo team came in and brought sanity, order, and structure to our business.

We went from flying by the seat of our pants to being in control and having a clear picture of how our business operates.

We're now completely ready to expand in the coming years.
Kit Whelan
Founder, 7in7 Co.

Our Collaboration Stack

As a fully distributed team, we are collaboration tool experts.

Because we use them ourselves, we help our clients choose the right combination for their needs. If you are looking at Asana, we are "Certified Pro" and ready to help you with your implementation.

Our Stats

More than 25 projects completed in 2 years.


Client partners

Our "True Believers"


Industry verticals

HealthTech, EdTech, AI, Machine Learning, CPG, Media & Entertainment


of projects completed Remotely

Request Your Free Consult

Drop us a note to schedule a introductory call.

Even if we aren't the right fit, we'll help point you in the right direction.

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