Not every company needs leverage.
But if you’ve outgrown disconnected tools, you probably do.
HoldCos & Acquisition Entrepreneurs
You’ve acquired companies. Now unify how they operate.
Profile:
You’re managing 3-15 companies – each with their own tools, workflows, and reporting delays. Everyone’s asking for updates, but no one’s looking at the same truth. Your team is capable, but your system is fragmented. The deeper you grow, the more invisible your operations become.
We help you consolidate visibility, automate follow-ups, and install real-time signal systems across your entire portfolio.
What We Install:
Portfolio-level dashboards (group + company-level KPIs)
Cross-company process templates and SOP mapping
Cash flow visibility across entities
AI agents for delay alerts, trend monitoring, and risk flags
Outcome Quote:
“Now I make better decisions faster – with fewer meetings and less noise.”
Operationally-Heavy SMEs
Too many moving parts. One system to align them all.
Profile:
You’ve grown from one to five, ten, maybe hundred branches – pharmacies, grocery stores, auto centers, or logistics hubs. But growth came with complexity. Procurement is reactive. Inventory is inconsistent. Staff are duplicating work. You’ve outgrown your spreadsheets, but not yet found a system that fits.
We install your operating backbone – connecting the data, people, and processes across your entire business.
What We Install:
Unified dashboards across departments and locations
Inventory + supplier workflows with status flags
Staff task automation + async shift coordination
KPI tracking + exception-based alerts
Outcome Quote:
“The chaos didn’t disappear – the system just made it irrelevant.”
Digital Service Companies
Your delivery is solid. Your backend is duct tape.
Profile:
You’re running an agency, a fractional team, or a growing SaaS ops unit. Client onboarding, project delivery, reporting – all managed across too many tools. You’re losing hours to manual follow-ups, and you can’t scale without cloning yourself.
We install a lean, invisible backend that systemizes delivery, tracks performance, and buys you back time.
What We Install:
Client workflow automation (onboarding → delivery → feedback)
Task pipelines with async handoffs
Real-time dashboards for ops, revenue, and delivery capacity
Signal agents that surface drop risks, missed SLAs, or margin leaks
Outcome Quote:
“We doubled our client volume without doubling our team — or burning out.”
Multi-Unit Franchise & Chain-Based Businesses
You’ve scaled the brand. Now scale the system.
Profile:
You run multiple branches, locations, or franchise units – maybe in food, beauty, health, or retail. But growth has made things harder, not easier. Updates come late. Inventory goes missing. Teams execute differently across locations. You’re still the central nervous system – and it’s exhausting.
Whether you’re a founder, franchisor, or regional operator, you’re juggling tools, people, and processes – with no unified visibility or enforcement layer.
What We Install:
Centralized dashboard for all locations (revenue, inventory, issues)
Franchisee performance tracking + SOP compliance tools
Staff onboarding automations and async shift coordination
Inventory and procurement workflows across branches
Early-warning agents for low stock, overdue tasks, and margin drift
Outcome Quote:
“Now I see issues before they happen. I’ve finally pulled myself out of day-to-day ops.”
Different industries. Same chaos.
Behind every growing company is a scramble to connect tools, teams, and tasks.
We install leverage infrastructure – adapted to your context, but powered by one core system:
The Leverage Engine™.
Designed to deliver. Not drag.
No two companies are the same - but our systems are battle-tested.
Leverage Audit
“You can’t scale what you don’t understand.”
What it is:
A full diagnostic of your current operating system: tools, workflows, teams, and reporting structure. We map both the visible friction (e.g., delayed reports, manual work) and the invisible bottlenecks (e.g., founder dependencies, tool misalignment, siloed data).
Why it matters:
Most businesses run on a patchwork of duct-taped systems. This audit reveals your leverage gaps – where you’re wasting effort, duplicating processes, or flying blind.
Output:
A diagnostic map showing:
Critical inefficiencies
Missed automation opportunities
Visibility blind spots
Team over-dependence
Custom Blueprint
“We show you where you are, where you’re going, and the system that gets you there.”
What it is:
We translate your audit into a Leverage Blueprint – your business’s operating map across four core layers: Clarity, Automation, Intelligence, and Leverage. It defines your future-state architecture: what your workflows, dashboards, automations, and decision systems should look like.
Why it matters:
This is where you start seeing the systemization vision: not just goals, but what the infrastructure to achieve them must be. It prevents you from falling into another tool or automation rabbit hole – this is architecture before execution.
Output:
Visual workflows of current vs ideal state
Recommended toolstack alignment
Clarity on dashboards, AI use cases, and automation routes
Owner-specific role shifts or delegation targets
TLE Install
“We don’t just consult/advise – we build and install your operating system.”
What it is:
Over 8-12 weeks, we implement your customized version of The Leverage Engine. This includes:
Unified dashboards for visibility
Workflow automations for handoffs and compliance
AI-powered alerts or recommendations
Operating rhythms and team triggers
It’s the technical and operational install that turns the blueprint into a living, breathing system.
Why it matters:
Most businesses stall at diagnosis. You don’t need another strategy deck – you need actual infrastructure. This is where we stop the guesswork and start delivering working systems.
Output:
Live dashboards and data pipelines
Cross-team automations
AI-enhanced decision systems
SOPs and training modules embedded
Optimize or License
“System in place. Now, choose your scaling path.”
What it is:
After install, you have two options:
Stay on retainer – We continue to optimize, expand the system, and train your team. Ideal for portfolio operators who want ongoing system evolution.
License & train – We train your internal operators to run The Leverage Engine themselves. Best if you want full control with long-term ownership.
Why it matters:
The leverage journey doesn’t stop at install. This step ensures your system doesn’t degrade, and your team doesn’t revert back to the old way. Whether you scale with us or solo, the goal is a self-sustaining, founder-light engine.
Output:
Retainer: Continuous improvements, AI/automation expansion, C-suite decision dashboards
License: Full playbook, system ownership transfer, team upskilling, optional support tie
Ready to install your business OS?
Start with a Leverage Audit. We’ll walk through your current systems, spot what’s broken, and show you exactly how we’d rebuild it.