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Operations OS

Operations OS & custom dashboards

Run the whole business from one place, built around how you operate

We bring sales, marketing, delivery and finance data into one operating system: the dashboards, views and internal tools your team needs, on the tools you already use or as a custom-built app.

Plan my operations OSWhat’s included

Overview

What this service does for you

When the numbers live in five tools, leadership spends the week asking for updates and nobody trusts the totals. We define the metrics that matter for your business, connect the sources (HubSpot, Monday.com, ad platforms, spreadsheets and other systems) and build one place to see and act on them.

Depending on what fits, that's a set of Monday.com or HubSpot dashboards, or a custom web app with your own logins, permissions, pipelines and reports. Either way it's shaped around how your team works, documented, and owned by you.

  • One view of pipeline, delivery and performance
  • Less time compiling reports, more time acting on them
  • A system shaped around your process, not the other way round

Signs you need this

Problems we fix

  • “Weekly reporting means exporting and stitching spreadsheets together”
  • “Each team has its own version of the numbers”
  • “Off-the-shelf tools force your process into someone else's shape”
  • “Leadership can't see pipeline, capacity and delivery in one view”

Deliverables

What’s included

  1. 1Metrics workshop: the numbers and views each role needs
  2. 2Data connections from your CRM, project, ad and finance tools
  3. 3Leadership, team and client-facing dashboards
  4. 4Custom internal tools where off-the-shelf falls short: intake, approvals, pipelines
  5. 5Roles and permissions so people see what they need
  6. 6Documentation and team training

How we work

Clear scope first. Then we build.

  1. 1Free · 30 minutes

    Strategy call

    We look at what you're running today, where it breaks, and whether we're the right team to fix it.

    An honest read on your biggest gaps, even if we're not the right fit.

  2. 2Fixed fee

    Audit & blueprint

    We review your accounts and tracking, then hand you written findings and a prioritized plan. Yours to keep.

    Written findings, a prioritized plan and a quote for the build.

  3. 3Fixed scope

    Build & launch

    We build and connect what the plan calls for (boards, CRM workflows, automations, dashboards, tracking, campaigns), then train your team.

    A connected, documented system your team knows how to use.

  4. 4Monthly

    Run & improve

    We run your ads and keep improving the system, and report on pipeline and revenue in plain English.

    A monthly review of cost per qualified opportunity, pipeline and revenue.

Get a free strategy call

No long commitment to start: the call is free and the audit is a one-off, fixed fee.

FAQ

Operations OS & custom dashboards: common questions

Keep exploring

Works well with

Free 30-minute strategy call

Find out where your system is leaking time and budget.

Tell us what you're running today, and we'll reply within one business day to set up the call. No obligation.

  • We review your setup together in 30 minutes.
  • You leave with the biggest gaps and a clear recommendation, even if it’s not us.

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We reply within one business day. No newsletters, no sharing your details.