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Operations System

Run the whole operation on one system. Lead-to-cash across sales, ops, and admin — many workflows, real dashboards, and the entire team working from the same source of truth.

$12,000–$30,000

one-time setup fee

$2,500–5,000 / mo

care · cancel anytime

Best if

You’ve outgrown single automations — you want growth that doesn’t mean another hire every time.

You own the tools and pay AI + hosting at cost. USD, indicative — we lock the exact number on a call.

What it is

An Operations System connects the work across your departments into one operating layer. Sales hands to ops without a dropped ball; ops triggers billing; everything reports into one place. The spreadsheets, the group chats, and the six disconnected tools collapse into a single system the whole team works in.

This is for companies where the constraint has become coordination — where every bit of growth used to require onboarding another person. The Operations System turns capacity into a function of the system, not the size of the team, and gives owners visibility they’ve never had.

What’s included

Exactly what you’re getting.

Many connected workflows across sales, ops, and admin
Multi-department dashboards and live reporting
Automated handoffs, approvals, and exception routing
Integrations across the tools you already run — one source of truth
Role-based access for the whole team
Onboarding, documentation, and training
Monthly care, monitoring, and roadmap reviews
You own the system, the data, and the infrastructure

What it’s worth to you

Measured in outcomes, not features.

More revenue

Faster lead-to-cash and zero dropped handoffs mean more deals close and fewer stall in the cracks between teams.

Less overhead

Automate the repetitive layer across departments and grow output without growing the payroll line.

More accuracy

Every step is logged and governed — approvals, exceptions, and status are visible, not buried in inboxes.

One source of truth

Sales, ops, and reporting all work from the same live system instead of fighting six tools and a chat thread.

In the real world

A multi-location service business, unified.

Intake, scheduling, dispatch, billing, and reporting used to live in different tools and several inboxes. The Operations System ties them together: a lead becomes a job, a job becomes an invoice, and the owner sees pipeline, capacity, and revenue across every location in one dashboard — without anyone re-keying a thing.

The ROI

Capacity that compounds — not a payroll line that does.

Every workflow the system absorbs is one you never hire for again. Median AI payback lands around four months for customer-facing work, and the system scales the day demand spikes — not three months after you start recruiting.

37%

productivity lift from AI vs 12% traditional

6.4 hrs

saved per person per week, median

~4 mo

typical payback on customer-facing work

Do the math on your business

2
$4,600

$9,200 / mo

$110,400 a year saved

That’s about 3× the $3,500/mo care fee, and clears the $18,000 setup in ~2 months.

Illustrative — drag the sliders to your own numbers. Not a guarantee, just the shape of the math.

FAQ

Good questions.

Will this replace our existing tools?+

Usually not — we connect what you already run into one source of truth rather than forcing a rip-and-replace. The goal is fewer silos, not another one.

How is it delivered?+

A scoped teardown, then a phased build — prove the highest-friction workflow first, expand once it’s delivering. Billed as we deliver.

Do we keep control?+

Yes. You own the system, the data, and the infrastructure, with a full audit trail and human gates where you want them.

Outgrowing this already? The next step up is Custom AI Agent.

Custom AI Agent

Ready for Operations System?

Book a quick call. We’ll confirm the scope, lock the exact price, and show you the numbers for your business — no jargon, no surprises.