The Business Operating System
The Business OS is a five-layer framework that turns your service business into a system your team can actually run.
A Complete Operating System, Built for Your Business
Done-for-you. Fully bespoke. Ready in 90 days.
Most service businesses reach a point where the work is good but the systems holding it together are not keeping up. Things get missed. Handovers are inconsistent. The founder ends up being the glue for everything.
The Business Operating System fixes that. Over 90 days, I build you a complete operational infrastructure across five layers: Pipeline, Delivery, Reporting, Finance, and Knowledge. Every layer is connected, every process is documented, and your team knows exactly what to do without asking you first.
This is the most comprehensive service I offer. It is the right fit if you are ready to stop running the business from your head and start running it from a system.
The Business Operating System – Five Layers
Why Every Business Needs a Business Operating System
Growing a service business is one thing. Building one that runs without you being the answer to every question is something else entirely.
Most businesses at this stage are not badly run. They are just running on people rather than systems. The founder holds the client relationships, the team relies on Slack messages for context, and delivery quality depends on who is having a good week.
That works up to a point. Then it stops working. Clients notice inconsistency. Good team members leave because there is no clarity. The founder cannot step back because nothing runs without them.
A Business Operating System changes the foundation. It takes the knowledge, processes, and workflows that currently live in people’s heads and builds them into a structured system that anyone on the team can follow and that you can actually see in real time.
The five layers cover everything: how you sell, how you deliver, how you track progress, how you manage money, and how your team accesses the knowledge they need. Each layer is built in the right tool for the job, automated where it makes sense, and documented so it keeps working after I leave.
The Business Operating System
What Your Business Operating System Includes
Every Business Operating System is built across five layers. Each one is scoped to your business, built in the right tool, and documented so your team can use it without you explaining it every time.
Layer 1 – Pipeline: A sales system that captures every lead, tracks every deal, and follows up automatically. No more leads going cold because someone forgot to chase.
Layer 2 – Delivery: Project and task management built around how you actually deliver. Clear ownership, consistent processes, and nothing falling through the gaps.
Layer 3 – Reporting: Dashboards that pull the numbers together for you automatically. You see what is happening across the business without pulling it all together yourself.
Layer 4 – Finance: Financial visibility that is accurate and up to date. You always know where the money is and where it is going.
Layer 5 – Knowledge: A central knowledge base so the business knows how to do things, not just the people in it. SOPs, playbooks, and onboarding all in one place.
All five layers are connected using Make.com or Zapier automations and AI Workflows where needed. The result is a business that runs on systems, not memory.
The Business Operating System – How It Works
This is Bespoke, Not a Template
Every Business Operating System I build is specific to the business I am building it for. I start by understanding how you actually work, where time gets lost, and what decisions you are currently making that a system should be making instead.
From there, I design the architecture, build each layer, connect the automations, and document everything. By the end of the 90 days, your team has been trained, the system is live, and you have a business that can run without you being the answer to every question.
This is not a workshop. It is not a course. It is a done-for-you build that you keep and use every day.
How the Business Operating System Framework Works
We follow a clear four-phase process over 90 days:
1. Discovery and Mapping – I spend time understanding your current workflows, where the bottlenecks are, and what the system needs to do.
2. System Design – I map out the architecture for your Business OS across all five layers before a single thing gets built.
3. Build and Automate – I build each layer in the right tool (Pipedrive, Asana, Notion, Make.com), connect everything, and set up your automations.
4. Training and Handover – I train your team, hand over all documentation, and make sure everything is running properly before I step back.
This is a high-touch, done-for-you service. Your input is needed at key moments but I handle everything in between.
What You Walk Away With
At the end of 90 days, you have a fully operational Business OS running across five layers. The practical result:
– Every lead is tracked and followed up automatically
– Every client project runs to a consistent process
– You can see what is happening across the business in real time
– Your finances are visible and up to date
– Your team can find what they need without asking you
Who This Is For
This service is right for you if:
- You run a service business and want a complete operational system built and handed over
- You are the single point of failure in your business and want to change that
- Your team is growing and needs clear processes to work from
- You want all five layers built at once rather than one tool at a time
- You have tried to build systems yourself but want an expert to do it properly
What Is Included
Every Business OS build includes:
- Discovery session to map your workflows and priorities
- Full build across all five layers:
- Pipeline (Pipedrive)
- Delivery (Asana)
- Reporting (Notion + Make.com)
- Finance (reporting and automation)
- Knowledge (Notion)
- All Make.com automations connecting your tools
- JotForm setup where needed for intake and data capture
- Complete SOP and process documentation
- Live team training sessions and recorded Loom walkthroughs
- One month of post-launch support by email
- Optional ongoing monthly support after that
Testimonials
We’d learnt about Make.com and had a few attempts to link our CRM to our Project Management tool. We just couldn’t get the final steps to work. Chris not only solved the problem, but showed us why it was failing and how we could avoid similar issues on our other workflows..
Chris created a workflow for a task we had being doing manually for months. We must have saved around 8 hours per week by having him automate this for us.
Frequently Asked Questions
How long does the build take?
The full build takes 90 days from the initial discovery session through to training and handover. This covers all five layers: Pipeline, Delivery, Reporting, Finance, and Knowledge.
What businesses is this right for?
This service works best for service-based businesses where the founder is currently the single point of contact for most decisions. It is most suited to businesses with at least one or two team members and enough client work to make a full operational system worthwhile. If you are not sure whether it is the right fit, book a free call and I will tell you honestly.
How much time do I need to put in during the build?
Minimal. Your main involvement is the discovery session at the start, feedback at key milestones, and the training session at the end. I handle the design, build, documentation, and setup throughout. Most clients find the time commitment is around two to three hours across the full 90 days, outside of the sessions themselves.
Is everything built specifically for my business?
Yes. Every Business OS is built from scratch around how your business actually works. I do not use templates and then rename the fields. I start with your workflows, your delivery process, and your reporting needs, and build accordingly. If you do not have your processes documented yet, that is fine. Part of what I do is help you work out what they should be.
What happens after the 90 days?
You leave with a fully operational system, complete documentation, and a trained team. One month of email support is included as standard. After that, optional monthly support is available if you want ongoing help to optimise, expand, or troubleshoot as your business grows.
What tools are used in the build?
The five layers are built using Pipedrive (sales pipeline), Notion (reporting dashboards and knowledge base), Make.com (automations connecting everything), and JotForm where intake forms are needed. If you are already using some of these tools, I work with what you have and build from there. If you have alternatives in place and they are working for you that’s great.
Do you train my team as part of the service?
Yes. Training is built into the handover phase. This includes a live session with your team and a library of recorded Loom walkthroughs covering each part of the system. Your team will know how to use everything before I step back.
Can you start with just one or two layers instead of all five?
Yes. If you are not ready for the full build, I offer earlier-stage services that focus on specific parts of the system. The Automation Audit, Business Diagnostic, and Operations Blueprint are all designed to get you to a clear starting point before committing to the full OS. Book a call and we can work out which stage makes sense for where you are now.
Ready to build the system your business runs on?
Book a free call and I will tell you honestly whether this is the right fit for where you are now.
The Finance Layer of a Business Operating System – Part 5/6
Most business owners have a rough sense of their revenue. A rough sense isn’t enough to make good decisions. Layer 4 of the Business OS is about building financial visibility that’s accurate, up to date, and automatic. you always know exactly where the money is.
The Reporting Layer of a Business Operating System – Part 4/6
Most business owners find out something’s gone wrong after it’s gone wrong. A project runs over, a client is frustrated, the numbers are off, and you only hear about it once it’s already a problem. Layer 3 of the Business OS is about seeing everything in real time, without having to pull it all together yourself.
The Delivery Layer of a Business Operating System – Part 3/6
If some clients become raving fans and others just quietly drift away, the difference is almost never the quality of your work. It’s the experience around the work (the communication, the clarity, the consistency). In this video I cover Layer 2 of the Business OS: Delivery. How to build a system that gives every client a consistently excellent experience.
The Pipeline Layer of a Business Operating System – Part 2/6
Most lost deals aren’t lost because the price was wrong or the timing was off. They’re lost because the follow-up didn’t happen, the proposal sat in a folder, or the lead just quietly went cold while you were busy with existing clients. In this video I cover Layer 1 of the Business OS:
What is a Business Operating System – Part 1/6
Most consulting businesses grow fast and organise slowly. The result is scattered information, duplicated effort, and a founder who becomes the single point of failure for everything. In this video I walk through what a Business Operating System actually is…
3 Signs your business is about to break
Your business is growing, but your systems are starting to feel heavy. If you are juggling client messages across WhatsApp and email, tracking renewals in spreadsheets, and switching between tools just to understand one client’s status, your business is outgrowing its systems.
International Clients
My client base is international covering all continents. All of my work is conducted online through remote connection and Teams/Zoom/Hangouts sessions. I’ve been working remotely for over 12 years so understand the strengths and weaknesses of working this way.