We automate your business processes. You own the platform.
Company OS is a 90-day engagement where we study how your business runs, identify the 5-6 processes eating most of your team's time, and automate them into a single platform - custom-built, AI-powered, fully yours. Your team logs into one place. Everything runs faster.
Agencies, SaaS, travel, HR - we automate the processes that run your business.
Your team is doing work that should happen automatically.
A lead comes in. Someone copies it into the CRM. Someone else assigns a follow-up. Nobody checks whether it happened. Three weeks later the lead is cold. This isn't a tool problem - it's a process problem.
Your CRM doesn't move deals forward. Your task board doesn't escalate overdue items. Your reports don't assemble themselves. Every handoff between your tools is manual, and every manual handoff is where things fall through the cracks. You're paying for digital filing cabinets - not automation.
The compounding problem: AI can't automate what isn't connected. Your tools each see one slice of your business - your email, OR your CRM, OR your task board. Until your processes live in one place, automation can't reason across the full picture.
What changes when your processes run themselves.
Your team stops doing process work and starts doing the work that matters.
- -Someone copies it into the CRM manually
- -Someone else assigns a follow-up
- -Nobody checks if it happened
- -Three weeks later - the lead went cold
- +AI scores and classifies by fit
- +Routed to the right person automatically
- +Follow-up sequence triggers on schedule
- +Dashboard shows deals needing attention
Your processes. Automated end to end.
We map your operations, identify the highest-friction processes, and automate them into a single connected platform - customized for exactly how your business runs. You own the code, the database, and the deployment.
Sales Pipeline
Leads scored, routed, and followed up automatically. Deals move through your pipeline based on real activity.
Contact and deal tracking, pipeline management, activity logging, automated follow-up sequences.
Replaces: HubSpot, Pipedrive, Salesforce
Prospect Discovery
AI surfaces and scores qualified leads against your ideal customer profile while you sleep.
Automated scraping, AI-powered lead classification, scoring rules, CRM integration.
Replaces: Apollo, ZoomInfo, manual research
Delivery Operations
Tasks route to the right person. Overdue items escalate. You see what everyone is working on without asking.
Kanban boards, client/project hierarchy, process types, time logging, escalation rules.
Replaces: Monday, Asana, ClickUp
Content Production
AI drafts in your brand voice. Content moves from idea to publish with approvals at each stage.
AI drafting engine, template management, draft-to-publish workflow, brand voice training.
Replaces: Jasper, manual content ops
Business Intelligence
Reports assemble themselves. AI reads incoming data, flags anomalies, and surfaces what changed.
Automated PDF processing, Gmail integration, AI-powered analysis, trend comparison.
Replaces: Manual reporting, custom scripts
Performance Visibility
Real-time dashboards across all your data sources. One view, always current.
Interactive visualizations, multi-source data views, automated refresh.
Replaces: Databox, Google Data Studio
Team Knowledge
SOPs, client lore, decision history - structured so your team finds answers instead of asking you.
Structured storage, search, web scraping, AI-powered retrieval.
Replaces: Notion, Confluence
Client Comms
Template-based campaigns triggered by pipeline events. Follow-ups happen on schedule, not when someone remembers.
Email templates, automated sequences, event triggers, deliverability monitoring.
Replaces: Mailchimp, ActiveCampaign
Need something not on this list? We build client-specific automations for HR, ticketing, SEO monitoring, and more. We'll scope it on the discovery call.
90 days. Four phases.
A platform your team is actually running on by the end.
Discover
90-minute kickoff call. We don't ask what tools you use - we ask how your business actually runs. What happens when a lead comes in? What's the process for kicking off a new client? We map the real workflows, not the ideal ones, and identify where the manual bottlenecks are. From that, we select the 5-6 processes that will save the most time when automated.
A scope document showing exactly which processes get automated and why - plus your branded login screen and first automated process visible within 2 weeks.
Build
We build your platform. 5-6 process automations, AI features integrated, database with row-level security, your branding throughout. Every week, you get a 30-minute demo call showing real progress on your real data - not mockups, not "imagine this."
A working platform taking shape in front of you, validated against your actual workflows as we go.
Launch & Migrate
Data migration from your existing tools - HubSpot contacts, Airtable records, Monday boards, spreadsheets, whatever you're leaving behind. Team accounts set up, 2 training sessions (60 min each), live testing with real workflows.
Your data migrated, your team trained, real workflows running through the platform.
Optimize & Embed
Usage review, iteration based on team feedback, workflow refinement, performance tuning. Full cutover from legacy tools. By the end of this phase, your team operates entirely on the platform.
A fully adopted platform. Old tools retired. Manual processes automated. One system running your operation.
Two guarantees. Zero risk.
The 14-Day Platform Preview
After the Discovery phase, we show you an interactive prototype with your branding, your selected process automations, and sample data. If you don't see exactly how this platform will replace your current manual workflows, tell us within 14 days of kickoff and we refund 100%, no questions. You keep the scope doc and discovery deliverables.
The Ship-It Guarantee
If by Day 90, we haven't delivered a fully functional, deployed platform with all agreed process automations live, your team trained, and your data migrated, we keep building at zero additional cost until it ships. No timeline extensions that cost you more. No surprise invoices.
Conditions: You provide branding assets within 7 days of request, attend weekly check-in calls, and give feedback on demos within 48 hours. That's it.
Frequently Asked Questions
Your business has processes that should run themselves.
Book a 30-minute discovery call. We'll map your highest-friction processes and tell you honestly whether Company OS is the right fit - or if another solution makes more sense.
Limited availability each month. Book a call to check the next open slot.