COMPANYOS BY MODERN OPERATORS
We build your company’s operating system. Then we stay to keep building it.
Your operations partner for a founder-led business.
CompanyOS puts your vision, roles, processes, numbers and AI in one place, built in Notion. We build it with you in about 90 days. After launch, your Modern Operators operations architect keeps adding workflows, dashboards and AI agents as your business grows.
15 minutes. Leave with your top 3 bottlenecks mapped, whether we work together or not.
ONE CONNECTED COMPANY • BUILT IN NOTION
Vision
Where we’re going
People
Who owns what
Knowledge
How we work
CompanyOS
One shared source for your team and your AI
Daily work
Projects, tasks & workflows
Live numbers
Metrics & dashboards
Shared AI
Answers, agents & automation
Your existing tools stay. CompanyOS connects the work between them.
THE OFFER
A system that runs the business. An architect who keeps it growing.
COMPANYOS
01 / The system
One home for your vision, team, processes and data. Your team and your AI both work from it.
YOUR OPERATIONS PARTNER
02 / The architect
A member of our team sets priorities with you every month and keeps building. Every month, the system covers more of how your company runs.
The system gives your company structure. The architect keeps that structure growing as fast as your business does.
HOW TO THINK ABOUT IT
Your company has the apps. This is the operating system.
The layer underneath
Your phone runs dozens of apps that work together because of the operating system underneath. Your company has Slack, Drive, a CRM and a project tool. Without a connecting layer, the founder becomes that layer: remembering, connecting and approving everything. CompanyOS gives your tools, team and AI one place to work from.
The blueprint that keeps evolving
Buildings keep changing after move-in day. Teams grow, departments get added and the layout has to keep up. Your operations architect knows the blueprint and keeps building on it, one project at a time.
OUR PHILOSOPHY
Your systems should carry the business, so you don’t have to.
Context before AI
AI is only as useful as the context you give it. Give it your whole company.
Adoption is our job
A system only matters if your team uses it every day.
Built around reality
We start with how your business actually runs, then improve it through real usage.
Move with your market
Your operations should move as fast as your opportunities.
One shared source
Your team should use AI together, not in disconnected chat windows.
Always keep building
Your operating system should expand as your company grows.
THE SYSTEM
One home for how your whole company runs.
Not another disconnected tool. A connected operating layer, built around your business.
01
Vision and planning hub
Your 3–5 year vision and 1-year targets, connected to quarterly goals and this week’s work.
02
Brand and identity
Your ICP, positioning, offers and customer journey, so AI knows who you serve.
03
Roles, owners and metrics
Every seat has a purpose, clear responsibilities and owned numbers.
04
Planning rhythms
Annual, quarterly and weekly planning cycles, built in.
05
Meetings and knowledge base
Every meeting in one place, with AI summaries filed automatically.
06
SOP library
Searchable processes that your team and your AI both pull from.
07
Projects and tasks
The daily operating layer, tied back to your company’s goals.
08
Department dashboards
Marketing, Sales, Product, Fulfillment and Finance each get a home for key projects and metrics.
09
Priority workflows
Your 1–2 core value-delivery workflows, built and loaded with real data at launch.
10
Connected tools
Slack, Google Drive, Gmail, Calendar, your CRM and project tools, connected without being replaced.
COMPANY CONTEXT, NOT JUST PROMPTS
Brilliant AI. Properly onboarded.
AI with no context is like hiring someone brilliant and never onboarding them.
Right now, everyone using AI may be working in their own chat window, with their own prompts and none of the company’s context. Results vary by person, and nothing builds on itself. Inside CompanyOS, Claude and ChatGPT work from the same source: your goals, roles, SOPs, meetings and numbers.
COMPANY KNOWLEDGE
Goals + roles + SOPs + meetings + numbers
CompanyOS shared context
YOUR SOPs
A new hire asks…
“How do we handle a client escalation?” AI can answer from your actual process.
YOUR NUMBERS
You ask…
“Which quarterly goals are behind?” AI can work from the company’s current data.
Agents for real work
Content in your voice. Weekly reporting and summaries. Answers from your SOPs. Custom agents aimed at your biggest bottleneck.
Voice profiles for key people
Brand voice inputs help AI-drafted content sound like the people behind your company, not a generic chatbot.
THE BUILD
About 90 days. From diagnosis to daily use.
We build with you, load real data and train the team. Launch means people are using it.
Days 1–15
Audit and foundation
60–90 minute interviews with you and key team members. We map decisions, bottlenecks and knowledge gaps, review your tools and establish the Notion foundation.
WHAT YOU GET
A written diagnosis and Implementation Plan: architecture, priority outcomes, first workflows, team rollout and AI agent plan.
Days 15–60
Build
Roles and ownership, the knowledge base, projects and tasks, and your 1–2 priority workflows. Built and loaded with real data.
WHAT YOU GET
Connected tools, full-team access and AI groundwork, including voice inputs and a structured company knowledge base.
Days 60–90
Adoption, training and AI
Two live team workshops, role-based walkthroughs, quick-start docs and video tutorials. We refine workflows through real usage.
WHAT YOU GET
AI agents deployed and tuned, handoff documentation, admin training and a post-launch review call.
Built with you. Not left for you to figure out.
We’ll map the interviews, key decisions and team participation your build needs during planning.
YOUR OPERATIONS ARCHITECT
Launch is the beginning. We keep building.
The same system, expanded month after month around your highest-priority work.
Strategy
A monthly 45–60 minute session turns your vision into quarterly and monthly focus. We rank priorities together and give input on decisions between sessions.
Continuous building
One active workflow, dashboard, AI agent, automation or integration at a time. Each request is sized upfront and finished before the next begins.
Support and training
A direct support channel, answered within one business day. Every build ships with a live walkthrough, a Loom in your knowledge base and reference docs.
Monthly
Strategy session · 45–60 minutes
Every two weeks
Ops sync · 45 minutes
Ongoing
Support · answered within one business day
Continuous
One active build
Your running wishlist lives in your workspace. Re-rank it anytime. Small builds take days; larger ones take a couple of weeks. Choose three quick wins or one major build. A monthly recap shows what shipped, what’s in progress and what’s next.
Your architect builds and runs the system that gets the work done. Requests outside that are named and scoped separately.
WHAT CHANGES
Four things should be true 90 days from now.
Faster decisions
The information and numbers your team needs are in one place. Decisions stop waiting on you.
An aligned team
This week’s work connects to company goals. Every role has an owner and metrics.
More time to lead
Less searching, remembering and routing work. More space for the decisions only you can make.
AI used together
The whole team works from the same company context, rather than starting from scratch.
And it compounds: knowledge stays when people leave. The next hire doesn’t mean another layer of chaos. You build more room for a real vacation, a succession plan or a stronger exit.
THE RIGHT FIT
For founders ready to stop being the operating system.
We’re a fit if…
You lead a profitable, growing company with 5+ employees, but decisions and delivery still run through you. You’re ready to centralize the work and give your team real ownership.
Probably not a fit if…
You’re pre-revenue, already have enterprise-level ops and IT, want to stay in every detail, or aren’t willing to bring your team into one shared system.
IN PRACTICE
Real businesses. Connected operations.
See how CompanyOS is already helping founder-led teams work differently.
EXECUTIVE COMMUNITY
From 10% to 100% focused on growth
A connected workspace and two AI agents helped an executive community stop searching and start scaling.
GLOBAL NONPROFIT
Decades of knowledge, no longer in people’s heads
A global nonprofit brought institutional knowledge into a searchable hub, helping a distributed team find answers and prepare for the future.
The system we used ourselves.
Our founders scaled a coaching company from zero to $12M and an e-commerce brand from $3.5M to $30M, with two eight-figure exits. CompanyOS brings that systems-first approach to your business.
BUILT ON NOTION
Keep your tools. Connect your company.
Connected, not replaced
Slack, Google Drive, Gmail, Calendar, your CRM and project tools plug into the operating layer.
The right access
Separate access for leadership and staff keeps the right information with the right people.
Where your team works
A shared home for company knowledge and daily execution, accessible on mobile.
YOUR NEXT STEP
Let’s map what’s keeping the business dependent on you.
Book a CompanyOS strategy call. We’ll identify your top 3 bottlenecks and where a connected operating system could make the biggest difference.
15 minutes. Clear next steps, whether we work together or not.