Your internal operating system for scale.
The Leverage Engine™
We don’t build dashboards. We install a full-stack business OS - across visibility, automation, intelligence, and leverage - so your company runs like the asset it was meant to be.
Clarity Layer
Purpose: Business visibility
What we install:
Unified dashboards (finance, operations, builds, performance)
SOP tracking tools
Real-time reporting for founders and teams
“Instead of asking people for updates, you see the truth in real time.”
Automation Layer
Purpose: Execution without follow-up
What we install:
Workflow automation (handoffs, tasks, approvals)
Operational triggers (e.g., invoice overdue → reminder sent)
Compliance checks (e.g., project late → flagged for ops)
“If a thing should happen without you asking – we automate it.”
Intelligence Layer
Purpose: Decision support
What we install:
AI agents trained on your company data
Predictive insights (what’s likely to slip, where attention is needed)
System feedback loops (e.g., error frequency → pattern detection)
“You don’t just get data. You get signals. Built into your workflow.”
Leverage Layer
Purpose: Margin and scale
What we install:
Growth infrastructure (referral systems, performance alerts, offer ops)
Delegation systems (internal tooling for handoffs and async ops)
Founder extraction workflows (what you do manually → playbook + system)
“This is where your business stops needing you for every single thing.”
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
Why This Works
Most founders are operating on effort, not infrastructure.
They scale through hustle – then hit a wall of chaos. Disconnected tools. Manual updates. Team confusion.
The Leverage Engine™ turns that chaos into clarity, and your operations into a system that runs without friction.
This isn’t an automation stack.
It’s the infrastructure behind your next stage of growth.
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.