The Business Operating System – Automation and AI
The Business Operating System
Systemise Your Business, Scale Without Chaos
Custom Business Automation for Service Providers
Are you running a successful service business but feel overwhelmed by the day-to-day tasks?
The Business Operating System is designed specifically for service-based businesses who are ready to scale without burning out.
This 90-day, done-for-you service transforms your operations from reactive and disorganised to calm, structured, and scalable. I will build you a fully customised operating system using tools like Notion or Airtable, tailored to your unique workflows.
You’ll gain clarity across critical areas like marketing, sales, client onboarding, service delivery, operations and customer support. With automated processes, streamlined dashboards, and clearly documented workflows, you reclaim your time, reduce stress, and create the foundation for sustainable growth.
Whether you’re a consultancy, agency business, or creative entrepreneur, the Business Operating System helps you scale with confidence. Say goodbye to team confusion, dropping the ball and manual tasks. and say hello to a business that runs smoothly, so you can focus on what truly matters.
The Business Operating System – Workflow Automation
Why Businesses need an Operating System
Every growing business eventually hits a tipping point where success brings complexity and complexity leads to chaos. Without streamlined systems in place, even the best service-based businesses can struggle with missed deadlines, team miscommunication, and mounting inefficiencies.
The day-to-day grind of managing everything manually, from client onboarding to project delivery, leaves little room for strategy, growth, or even breathing space for the founder.
This is where the Business Operating System becomes so valuable. By centralising your operations into a tailored, easy-to-use platform, it gives you the clarity and structure to scale sustainably. Automating repetitive tasks, organising workflows, and aligning your team are more than just operational upgrades, they’re the foundation for long-term growth and profitability.
When your business runs smoothly, your clients feel the difference. They experience seamless onboarding, clear communication, and consistent delivery of services. Your team feels empowered, knowing exactly what needs to be done and when. Most importantly, everyone can regain control of their time and the ability to focus on driving the big-picture vision.
The Business Operating System isn’t just about efficiency, it’s about transforming chaos into calm and creating a business that thrives without burning out its people.
The Business Operating System
The Solution, How I Help, What’s Included
This service is fully tailored to your business. Over the course of 90 days, I will build and implement:
Marketing workflows: Campaign planning, lead tracking, and content pipelines
Sales systems: CRM setup, lead follow-up, scheduling, and proposals
Client onboarding: Milestone tracking, automated handovers, client comms
Delivery operations: Team task management, project flow, review systems
Customer support: Ticketing, issue tracking, lessons learned
SOPs and documentation: Clear step-by-step instructions for repeatable tasks
Dashboards: Team and founder dashboards built in Notion or Airtable
Automation: Custom automations to reduce repetitive admin
Team training: Live training sessions and a Loom video library
Handover & support: Structured rollout with optional support beyond the 90 days
The Business Operating System – Workflow Automation
The Businesses Operating System Framework
The Business Operating System, a custom-built operating system designed specifically for service-based businesses. Over 90 days, I work closely with you to map, design, and implement a tailored system in tools like Notion or Airtable that organises every key area of your business: marketing, sales, onboarding, delivery, operations, and customer support.
This isn’t a one-size-fits-all template; it’s a fully bespoke solution that aligns with your unique workflows, automates repetitive tasks, and centralises processes into a clear, actionable structure. I handle the heavy lifting, from system design and build to documentation and team training, ensuring you can reclaim your time and focus on growth.
By simplifying your operations, I help you reduce stress, empower your team, and create the clarity needed to scale sustainably while delivering exceptional client experiences.
How It Works
We follow a clear 4-phase process:
1. Discovery & Mapping – I analyse your current business processes, bottlenecks, and goals.
2. System Design – I design a blueprint of your ideal business workflows.
3. Build & Automate – I implement your custom operating system using Notion or Airtable.
4. Training & Handover – I train your team, provide full documentation, and support your rollout.
This is a high-touch, done-for-you service requiring only light input from you, I we handle the heavy lifting.
The Outcome
You walk away with a central operating system that organises and automates every core area of your business in one place. The result?
– Fewer missed opportunities
– A team that knows exactly what to do
– Clients that feel supported
– More time for strategy, growth, or life outside work
Business Operating System
🧩 Who It’s For:
- Businesses / Teams at >$10K/month
- Businesses requiring a full overhaul
- People who want fast clarity and traction
- Those requiring a Full System implementation
🔧 What It Includes:
- Strategy call to map out systems and priorities
- Setup of core systems:
- Client onboarding
- Delivery workflow
- Task/Project management
- Custom Notion dashboard
- All Automations (e.g., form-to-task, status updates)
- Recorded walkthroughs and Training Session(s) Video
- Email support for 1 month post-launch
- Optional monthly support available
Business Operating System Lite
🧩 Who It’s For:
- Solo founders or small teams at $5K–$10K/month
- Businesses not ready for a full overhaul
- People who want fast clarity and traction
- Early-stage scale-ups who plan to “graduate” to full systems later
🔧 What It Includes:
- Strategy call to map out systems and priorities
- Setup of 2–3 core systems:
- Client onboarding
- Delivery workflow
- Light task/project management
- Custom Notion dashboard (semi-bespoke from framework)
- 3-4 simple automations (e.g., form-to-task, status updates)
- Recorded walkthroughs and Training Session(s) Video
- Email support for 2 weeks post-launch
- Optional monthly support available
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 it take to implement the Business Operating System?
The entire process takes 90 days, including discovery, design, building, and training.
Is this service suitable for my business size or industry?
The service is designed for service-based businesses with 5 or more full-time or part-time staff, regardless of industry.
How much input or involvement is required from me during the process?
Minimal input is required, I handle the heavy lifting. Your role is to provide insights about your workflows and how you deliver your service(s) to clients as well as give feedback during key milestones. You can of course be involved in all the details should you wish.
Can the system be customised to fit my unique business workflows?
Absolutely. The system is fully bespoke and tailored to align with your specific processes and goals. If you don’t have everything documented in detail I can help with this too.
What happens after the 90-day implementation period?
You’ll have a fully operational system, along with training and documentation. Optional post-implementation support is available if needed. I can also help optimise, evolve, or expand your system as your business grows.
Do you provide training for my team?
Yes, I include live training sessions, custom Loom video walkthroughs, and comprehensive documentation to ensure your team can use the system effectively.
What kind of automations are included in the system?
Automations are built to reduce manual, repetitive tasks, such as task creation from forms, status updates, and workflow triggers, all tailored to your needs. I can also help you set up your automation accounts if you don’t already have them in place.
What’s the ROI of this service?
The ROI includes time saved, improved team alignment, reduced operational chaos, and the ability to scale your business sustainably. Specific metrics, such as hours saved or revenue growth, depend on your unique operations, but typically I would expect a 5x ROI.
Let’s talk about how a Business Operating System can work for you.
Book a free Consultation and Improve your Workflow
The Beginner’s Guide to Automating Your Business
So you’re new to Pipe Drive and automations and you’re just starting to get into automating Pipe Drive and one of the things that you’ll be asked is to input your deal ID, and then you think I wonder where that is
Pipedrive Setup
Pipedrive Setup Simplicity through technology London, Phnom Penh, Prague, RarotongaNeed help with your Pipedrive Setup? Let me help you. Looking for a Pipedrive Consultant? - You've landed on the right page. Here you can: Understand the Pipedrive and Sales Process...
How to Automate your business and save 10+ hours a week
So you’re new to Pipe Drive and automations and you’re just starting to get into automating Pipe Drive and one of the things that you’ll be asked is to input your deal ID, and then you think I wonder where that is
Hire Pipedrive Consultant
Hire Pipedrive Consultant Simplicity through technology London, Phnom Penh, Prague, RarotongaLooking for a Pipedrive Consultant? - You've landed on the right page. Here you can: Understand the Pipedrive and Sales Process issues I can help with Learn about what I can...
Workflow Automation Agency
If you’re firefighting every day, drowning in admin, or patching together a bunch of tools that don’t talk to each other—this is for you. Most businesses hit a point where the cracks start to show. The work increases. The systems don’t keep up. And everything slows down. That’s where automation steps in. When done right, it smooths the rough edges, reduces mistakes, and gives your team room to breathe.
Pipedrive Implementation Agency
Pipedrive Implementation Agency – Are you like so many clients who come to me. Losing Deals, wasting time on handing over leads, generating reports. Losing deals or missing opportunities due to poor workflow management. Using multiple tools that don’t talk to each other, your CRM, Email or Sales tools.
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.