BOS Installation
(90-Day Engagement)
Turn clarity into momentum — and momentum into predictable growth.
Your Business Operating System (BOS) is the foundation for predictable growth, operational consistency, and scalable systems. The 90-Day BOS Installation is where we implement your customized roadmap uncovered in the BOS Diagnostic and build your engines for long-term success.
This is a fast, focused, done-with-you installation designed to transform your business in the next 90 days — not the next 9 months.
What We Build With You in 90 Days
Your diagnostic results become a prioritized, actionable roadmap. We implement that roadmap with you—week by week, engine by engine—so your team isn’t left staring at another slide deck. We install the engines that actually move the needle.
You’ll leave the 90 days with:
✓ Full BOS Roadmap Implementation
Your diagnostic results are converted into a clear, prioritized implementation plan.
✓ 3 Engines Fully Activated
We help you implement the engines your diagnostic calls for, with access to:
- Demand Engine (CMO+)
- Delivery Engine (COO+)
- Systems Engine (Tech + AI)
✓ Weekly Working Sessions
A dedicated strategist works with your team every week to install systems, processes, and tools.
✓ Leadership Alignment & Accountability
Roles, responsibilities, and rhythms to ensure the work sticks.
✓ Documented Processes & Systems
Working SOPs, automations, dashboards, and scorecards.
✓ Your First 12-Week Quarterly Plan
A crystal-clear quarterly execution plan and weekly rhythms that drive results.
By the end of 90 days, your company will run on a real operating system instead of siloed activities.
How the 90-Day BOS Installation Works
Phase 1 – Alignment & Clarity (Days 1–30)
Turn the diagnostic into a clear path forward.
In the first 30 days, we take your BOS Diagnostic results and translate them into a focused roadmap your leadership team can execute.
What we do in Phase 1:
Review diagnostic findings in detail
Define priorities across the 3 engines
Establish leadership roles & responsibilities
Identify your fastest wins
Create your 12-week Quarterly Plan
Confirm KPIs, scorecards, and reporting cadence
Deliverables:
BOS Roadmap (finalized)
12-week Quarterly Plan
Engine activation checklist
Initial KPI dashboards and scorecard structure
Phase 2 – Engine Activation (Days 31–60)
Implement the changes that move the business forward.
In this phase, we activate the engines that matter most based on your diagnostic. That may include Demand, Delivery, Systems—or all three.
Demand Engine (CMO+)
Messaging and offer clarity
Marketing plan + demand strategy
Sales scripts + process optimization
Lead handling + follow-up workflows
First campaign launched or optimized
Delivery Engine (COO+)
Workflow mapping
Production / ops improvement
Capacity and throughput planning
Customer journey improvements
Role clarity + handoff systems
Weekly ops rhythm established
Systems Engine (Tech + AI)
Process automation
AI-enabled SOPs and playbooks
CRM cleanup and optimization
AI agent deployment in key workflows
Reporting dashboards
Document organization and access
Deliverables:
Engine upgrades implemented
SOPs, playbooks, and automations
Updated dashboards and tools
Weekly cadence installed across the team
Phase 3 – Execution & Optimization (Days 61–90)
Make it stick, then make it better.
The final 30 days are about locking in execution, optimizing what we’ve built, and preparing you for the next quarter.
What happens in Phase 3:
Review KPIs and performance
Optimize installed systems and workflows
Resolve bottlenecks and friction points
Improve efficiency and handoffs
Align leadership around next steps
Build your next 12-week plan
Prepare for ongoing BOS Advisory (optional)
Deliverables:
Fully operational BOS rhythm
Functioning engines across Demand, Delivery, and Systems
Leadership reporting system
Next quarter roadmap
Handoff into Advisory (if selected)
What We Improve in 90 Days
Demand Engine (CMO+)
We make your growth efforts more predictable and easier to manage.
Lead flow consistency
Messaging clarity
Conversion processes
Sales follow-up and nurture
Campaign execution and reporting
Delivery Engine (COO+)
We help you deliver more, better, and faster—without burning out your team.
Production and operations efficiency
Customer experience quality
Throughput / capacity
Team performance and accountability
On-time delivery and SLA adherence
Systems Engine (Tech + AI)
We turn your tools and data into a real operating system.
Automation of repetitive work
Data organization and hygiene
Visibility and reporting
AI-enabled workflows and assistants
Tool consolidation and simplification
What Working Together Looks Like Each Week
We operate on a simple, dependable weekly rhythm. Your team always knows what’s happening, what’s next, and who owns what.
Leadership Sync (15 minutes)
Quick review of KPIs, wins, and blockers so leadership stays aligned.
Deep Work Session (60 minutes)
Working session where we install systems, processes, campaigns, or workflows—not just talk about them.
Documentation & Follow-Up
You receive updated deliverables, to-dos, and progress tracking to keep momentum between calls.
Email Support
Access to support for questions, clarifications, and small adjustments throughout the engagement.
Who the 90-Day BOS Installation Is For
This engagement is designed for leadership teams who want structure, speed, and support—not another binder on the shelf.
The 90-Day BOS Installation is ideal for companies that:
Want clarity, structure, and execution immediately
Need better marketing, operations, or systems—but don’t know where to start
Want to install AI + automation intelligently (not randomly bolt tools together)
Have a growing team that lacks alignment
Want to scale without adding chaos
Investment
The BOS Installation is a 90-day fixed engagement. Pricing varies based on the depth required in each engine (Demand, Delivery, Systems) and the complexity of your current environment.
Every project begins with the BOS Diagnostic. That diagnostic creates the roadmap we install in the next 90 days.
You’ll know the scope, focus, and investment before we begin.