The Business OS
Great sellers deserve better operations.
A second brain for your business.
The technology advisor channel is full of brilliant sellers running valuable books on operations held together with tabs, memory, and heroics. The selling scaled. The running never did. Until now, the only fix was hiring. There is a better one.
A note for Steve
Steve, this started with your two systems that do not talk to each other. On Friday we fix your morning. This page is what comes after that. Share it with anyone who should see it.
The Idea
One assistant in front of everything
A Business OS is one AI assistant sitting in front of the tools you already run. Monday.com, Salesforce, HubSpot, the custom CRM someone built you in 2019. Nothing migrates. Everything talks.
You ask one place what needs your attention today, and it answers. It watches your commissions, your renewals, your customers, and your providers while you sell. The work a first ops hire would do, running before breakfast.
What It Looks Like
Tuesday morning, on the Business OS
This is a morning brief for a fictional advisory firm, Ridgeline Technology Advisors: 60 customers, 14 suppliers, no ops staff.
Commission variance
Velocity Cloud's statement came in $1,840 light. Three accounts are missing from the residuals report. A dispute email is drafted for your review.
Renewal risk
Harper Logistics renews in 90 days and seats are down 22% since March. Suggest a check-in call before the renewal conversation.
Provider outage
Meridian Networks has an outage in the Southeast. Three of your customers are affected. A status note is drafted for each.
Thursday call prep
Two deals in your pipeline have not moved in 14 days. The briefing doc for Thursday's sales call is ready.
None of this replaced the seller. All of it replaced the scramble.
The Path
How it grows
- 1
Start with one win
A morning view, an end-of-day sweep, call prep that builds itself. One automation you feel in the first week.
- 2
Grow the OS
Commission watch, renewal radar, customer and provider monitoring. Structure instead of headcount.
- 3
Scale it across a platform
For rollups and multi-firm groups: the same operating layer over every acquired book, without forcing a single tool migration.
The Rate Card
Ways to work together
Single sessions
$250 / hour
Book as we go. Good for a targeted fix.
Prepaid bundle
$900, four hours prepaid
Covers your first three wins. Friday counts as hour one.
6-week cohort for your clients
$15,000, up to 15 seats
The group version for the advisors you work with. Everyone builds a working assistant in week one and ships their own dashboards by week six.
Sign Off
Pick your path
Two ways to start. Pick one, sign below, and we are officially underway.
See you Friday.
9am Mountain, 10am Central. Bring the messiest task list you have got.