Systematize Your Business
Five interlocking systems that turn founder-dependent chaos into scalable operations. Achieve founder independence with systems that run without you.
5Core systems
2-6Weeks to deploy
100%Ownership transferred
Which system do you need?
How the systems connect
Most companies start with Genesis OS (the foundation), then add specialized modules based on their biggest bottleneck.
Genesis OSFoundation
Sales Pipeline OS
Delivery OS
Ops Dashboarding
Automation LayerOnly after manual process is stable
Core System
Genesis OS
Outcome:From chaos to weekly operating rhythm in 2-6 weeks
The foundational operating system for your business
What's included:
- BOS Map — visual map of all workstreams, owners, and meeting cadences
- WBS + 30/60/90 — execution roadmap with clear milestones and owners
- SOP Library — 15-30 documented processes your team can follow
- KPI Dashboard — weekly scorecard with the 5-7 metrics that matter
- Tooling Baseline — cleaned up Sheets/Docs/CRM with naming conventions
- Automation Backlog — prioritized list of what to automate in Phase 2
What's NOT included:
- Custom software development
- Ongoing execution (that's the Retainer)
- Hiring or HR systems
Sales Pipeline OS
Outcome:Know every deal's status and next action at a glance
Complete sales infrastructure from lead to close
What's included:
- Pipeline Stages — clear definitions for Lead → Qualified → Proposal → Negotiation → Closed
- Lead Scoring — criteria to prioritize who gets attention first
- Sales Playbook — talk tracks, objection handlers, email templates
- CRM Setup — fields, views, and automations configured correctly
- Conversion Dashboard — stage-to-stage conversion rates and velocity metrics
What's NOT included:
- Cold outreach campaigns
- SDR hiring/management
- Sales training delivery
Delivery OS
Outcome:Consistent delivery quality without founder oversight
Client delivery system that runs without you
What's included:
- Project Templates — standardized workflows for each service type
- Client Onboarding — automated welcome sequences and kickoff processes
- Status Tracking — real-time visibility into every active project
- Quality Checkpoints — built-in review gates before client delivery
- Capacity Planning — workload visibility across team members
What's NOT included:
- Project management tool licenses
- Dedicated project managers
- Client-facing reporting portals
Ops Dashboarding
Outcome:Weekly decisions backed by real data, not gut feeling
Real-time visibility into what matters
What's included:
- KPI Framework — identifying the 5-7 metrics that actually drive outcomes
- Data Integration — connecting your tools to a central source of truth
- Weekly Scorecard — at-a-glance view of leading and lagging indicators
- Alert System — notifications when metrics go off track
- Meeting Dashboard — purpose-built views for your weekly team meeting
What's NOT included:
- BI tool licenses (Looker, Tableau)
- Custom data warehousing
- Advanced analytics/ML
Automation Layer
Outcome:Hours back per week from eliminated manual work
Eliminate manual work after process is stable
What's included:
- Process Audit — identifying highest-ROI automation opportunities
- Workflow Automation — Zapier/Make flows for repetitive tasks
- Form Processing — automatic data capture and routing
- Notification System — smart alerts that reduce checking behavior
- Integration Layer — connecting your tools to talk to each other
What's NOT included:
- Custom API development
- AI/ML implementations
- Enterprise RPA tools
GENESIS INSTALL [BETA]
Founding Partner Offer — Q1 Only
SPRINT
$5,000 – $12,000
1–2 weeks
Targeted system build for a single function.
- Single system focus (Sales OR Delivery OR Ops)
- 5-10 SOPs
- One dashboard
- Team training session
Best for:$20K-$50K/mo revenue
INITIALIZE SEQUENCEINSTALLMOST POPULAR
$15,000 – $35,000
2–6 weeks
Complete Genesis OS installation.
- Full BOS mapping
- All core SOPs (15-30)
- Company-wide dashboard
- Weekly operating rhythm
- Automation backlog
- Team onboarding
Best for:$50K-$250K/mo revenue
INITIALIZE SEQUENCERETAINER
$5,000 – $10,000/mo
Ongoing
We operate, optimize, and automate alongside your team.
- Weekly ops review
- SOP updates as needed
- Dashboard maintenance
- Automation implementation
- Slack/async support
Best for:Post-install optimization
INITIALIZE SEQUENCENot sure which fits? The Systems Audit will clarify.
Book Systems AuditLimited to 3 installs per month.