Product, Strategy & Operations Consulting

The product & operations leader
your company needs —
without the full-time hire.

I embed with PE-backed operators and high-growth startups to build the operational infrastructure that drives performance — using AI to move faster and at lower cost than a traditional hire.

Book a 15-Min Call See what I offer

Ops

15+

Years in product & operations

14 days

Avg. time to first system live

"We saved $10,000 a month by automating work that was previously handled by contractors. Aaron was easy to work with throughout the entire project." Director of Operations · Operator-Backed Business

Who I Work With

You're growing fast.
Your infrastructure
isn't keeping up.

The gap between where your business is and what it needs operationally costs you in missed revenue, wasted hours, and decisions made without the right data. I help close that gap — using AI as the accelerant, not the product.

PE-Backed Service Businesses

Portfolio companies that need to professionalize operations quickly after acquisition. You're standardizing workflows across locations, reducing labor overhead, and need someone who speaks EBITDA — not just technology.

Early-Stage Startups

Seed to Series B founders who need a product and operations leader but aren't ready for a full-time hire. You want someone who can think at the strategic level and still roll up their sleeves and build. Results, not decks.

Revenue Teams at Series B+ Companies

Sales, marketing, and operations leaders at growth-stage companies who know automation can unlock scale but don't have the technical depth to implement it confidently. You need a builder, not another consultant with a slide deck.

What I Offer

Choose your entry point.

Every engagement is scoped to your situation. If you're not sure where to start, the Audit is designed for that.

For Operator-Backed & Growth-Stage Companies

AI Agent Systems

Custom AI workflows for lead intake, qualification, follow-up, and routing — built to run without hand-holding. Especially effective for PE-backed operators standardizing processes across locations or portfolio companies to drive EBITDA.

For Teams Ready to Move Fast

Fractional Product & Operations Lead

Embedded 1–2 days per week. I act as your senior product and operations partner — setting strategy, running implementation, and aligning your team around what's working. The impact of a full-time hire, without the overhead or commitment.

Start Here — Not Sure Where to Begin

AI Operations Audit + Build

A focused 4–6 week engagement. I map your highest-friction workflows, identify the 2–3 automations with the clearest ROI, and build them. You walk away with working systems, documentation, and a team that knows how to use them.

All engagements are scoped to your situation — pricing discussed on our first call.

The Process

No 90-day discovery.
Results in the
first two weeks.

Every engagement follows a tight, proven structure. You always know what's happening, what's next, and what it's producing.

Discovery Call (15 min)

We talk through your situation — what's working, what isn't, and where the biggest operational drag is. No pitch, no pressure.

Operations Assessment

I map your current workflows, identify the highest-ROI automation opportunities, and present a clear prioritized plan with expected outcomes. You receive a ranked action plan with estimated time-to-value for each item — before we build anything.

Build & Integrate

We build the agreed systems using your existing tools where possible. No unnecessary tech stack, no vendor lock-in.

Handoff & Optimize

Your team takes ownership with clear documentation and training. I stay available for questions and iteration as your business evolves.

Results

What clients say.

"We saved $10,000 a month by automating work that was previously handled by contractors. Aaron was easy to work with and took feedback really well throughout the entire project."

Director of Operations

AI Agent Development · Operator-Backed Business

"Aaron built an AI Agent workflow that automated our lead prospecting and outbound emailing. We reached thousands of leads with personalized emails that we never could have done before."

Head of Sales Operations

AI Agent Development · B2B SaaS

"As a startup we're very lean and Aaron was able to align our marketing goals with our sales operations. We look forward to working with him again as we continue to grow."

Chief Marketing Officer

Product Consulting · Early-Stage Startup

Aaron Lupo · Founder

About

15 years of product thinking. Applied to your operations.

I spent over a decade building and scaling digital products in ad tech and financial services — environments where operational failure is expensive and speed is everything. I saw firsthand how the gap between strategy and execution costs companies real money, and I built Lupo Advisory to close it.

My work is practical and production-ready. I don't hand off a roadmap and disappear — I build the systems, train the team, and stay accountable to the outcomes. Whether you're a PE operator standardizing across a portfolio or a founder who needs to move fast without breaking things, the approach is the same: clear thinking, fast execution, no unnecessary complexity.

15+ years in product management across finance, ad tech, and consumer platforms

Built and shipped automation systems across finance, AdTech, and B2B SaaS — all still running in production

Focused on no-fluff, production-grade AI automation — not demos or experiments

Worked with PE-backed operators to standardize workflows and reduce EBITDA drag through automation

Based in the US · serving clients nationwide

Get Started

I take on 2–3 new clients
per quarter.

If you're thinking about it, now is the right time to reach out. The call is 15 minutes, there's no pitch, and you'll leave with a clear picture of your highest-ROI automation opportunities — and whether we're the right fit to pursue them together.

The product & operations leaderyour company needs —without the full-time hire.

You're growing fast.Your infrastructureisn't keeping up.