Build Ops
Purpose-Built Operations Systems
Does growth feel like it hurts? Your team is busy, your to-do list is filled to the brim, and yet the same problems keep reoccurring. Through years of testing with small to medium sized businesses, we developed Build Ops — each one purpose-built to solve a specific problem. After a one-month implementation, our customers saved time, got more done, made better decisions, and grew their bottom line. You can keep fixing the same reoccurring problems, or contact us and we'll review the right Build Op to enable your team.
Sales CRM
✳︎
Contract Management
✳︎
Finance Tracking
✳︎
Client Onboarding
✳︎
Project Management
✳︎
Customer Service
✳︎
Sales CRM ✳︎ Contract Management ✳︎ Finance Tracking ✳︎ Client Onboarding ✳︎ Project Management ✳︎ Customer Service ✳︎
How It Works
Your Team Is a Crew. Stop Rowing in Different Directions.
Right now, every member is rowing an oar. A Build Op switches those oars out for a
mast and sails. Same course, same crew, but the boat moves on its own power.
1
Meet
Together we will review your desired Build Op and how it will strengthen your hull.
2
Develop
We build the system in your own accounts, rigged around how your team actually works.
2
Launch
Your team takes the helm, the system is yours, and they are sailing faster than ever.
2025
THE BUILDS
Six Builds. One Connected Team.
Every Build Op solves a specific, recurring problem. Seal the hole that's leaking the most water and reinforce the hull for good.
Build 01
Sales CRM
A sales system should support your team in closing the deal, not give them more busy work.
System includes an automated deal pipeline connected to your contact records and communications system.
Build 02
Contract Management
Don't make your next customer wait for the legal paperwork to be drafted.
System includes contract organization, automated drafting, and PDF extraction.
Build 03
Finance Tracking
Never have to ask “how did we do this month” again.
System includes synchronized records from your accounting system and automated invoice management.
Build 04
Client Onboarding
Is it taking your client too long to go from signed paper to value?
System includes onboarding tracking, automated notifications, and project setup.
Build 05
Project Management
Are you wondering if projects are on track?
This system includes an organized project workspace with manager and team level views with time tracking and budget tracking.
Build 06
Customer Service
Because customers can ask a lot of interesting questions, and they are depending on you.
This system organizes tickets and provides your service team with everything they need so customers receive answers before time runs out.
Included with Every Build
Human-in-the-Loop Design
Every system keeps your team in control of the decisions that matter. Automation moves the work; your people make the calls.
Executive Dashboard
The Executive Dashboard takes shape as your builds are set up, with every build feeding it automatically. Like the telltales on a sail, it shows at a glance how the whole business is trimmed — consolidated activity, financials, KPIs, and unassigned work, ready when you are.
Don’t See What You’re Looking For?
We offer custom builds! Tell us the problem your team keeps hitting and we'll design a Build Op around it.
Add-Ons
Stackable Onto Any Build
Platform Migration
Data and workflow migration from existing tools — Asana, Monday, Trello, spreadsheets, and more.
AI Enablement
AI agent deployment within the build for automated triage, enrichment, summarization, or task routing.
Bundles
Most Popular Bundles
Builds are designed to link together — bundle them and the handoffs, and the savings, compound. These are the combinations our customers choose most, but you're free to build your own.
Every bundle — suggested or one you build yourself — takes 15% off the final price. One implementation, connected handoffs, real savings.
Builds 1–3
Revenue Fleet
The full lead-to-cash pipeline. No dropped handoffs from first contact to money in the bank.
Builds 3, 5
Operations Fleet
Real-time project expense tracking with time approvals feeding directly into billing. Every hour tracked, every dollar accounted for.
-—15%
Builds 2, 4, 5
Service Delivery Fleet
Everything a services firm needs from signed deal to delivered work.
All Builds
The Full Fleet + Command View
The whole crew sails as one. Every handoff connected. Every metric flowing to the helm.
Account Ownership
All systems are built within the client's own accounts. The client owns the finished product.
Security
All systems used maintain a minimum of SOC 2 security compliance.
Stop Fixing The Same Problems
If you're interested in working with us, complete the form to let us know the builds you would like to launch.