Home Services
Websites + Digital Infrastructure
Website Design + DevelopmentWebsite Migration + ModernizationWebsite Care + MaintenanceSEO + GEO AuditSEO + GEO Visibility Monitoring
AI + Custom Technology
Quick AI Builds + WorkflowsCustom AI Employees + AI DepartmentsCustom Apps + Internal Tools
Business Systems
Business OSAI Implementation PartnershipAI Maintenance + Optimization
Operations Leadership
Fractional Operations Leadership Work + Projects About Start a Conversation
Services / Systems

Business OS

CM Business OS brings your core systems, workflows, and information into a cleaner operating environment built around the way your business actually works.

Focused Business OS builds start at $15,000.

CRMBookingInvoicingEmail + campaignsAutomationsDashboards
What’s included
  • CRM + lead managementKeep contacts, conversations, opportunities, and follow-up in one place.
  • Forms + intakeCapture information and move it directly into the right workflow.
  • Booking + schedulingManage appointments, reminders, and scheduling without disconnected tools.
  • Proposals + paymentsMove from proposal to invoice to payment in one connected process.
  • Client managementKeep client information, activity, documents, and next steps organized.
  • Projects + workflowsTrack work, responsibilities, handoffs, and progress across the business.
  • Dashboards + reportingSee what is happening, what needs attention, and what comes next.
  • Documents + knowledgeGenerate, store, and organize the information your team relies on.
  • Automations + AIAutomate routine work and add AI where it meaningfully improves the process.

Why Build a Business OS?

Fewer Disconnected Systems

Reduce the number of tools, logins, and handoffs your team manages every day.

Better Visibility

Bring important information, workflows, and reporting into a clearer operating view.

Less Manual Work

Connect processes and reduce duplicate entry, repetitive steps, and unnecessary handoffs.

Built Around Your Business

Design the system around the way your company actually operates.

Clayton Method OS dashboard

Why I Built This

I built my own Business OS after realizing how much complexity had accumulated across software, subscriptions, and disconnected systems.

By consolidating and replacing what no longer made sense, I cut my software costs by more than $15,000 per year while improving visibility and control.

Start a Conversation

How It Works

01 Review

We review the tools, workflows, subscriptions, and bottlenecks already in place.

02 Simplify

We identify what should stay, connect, consolidate, or be removed from the system.

03 Architect

We design the Business OS around the way the business operates day to day.

04 Build + Test

We build the approved system and test it against the business’s real workflows.

05 Launch + Train

We launch the finished system and train your team to use it with confidence.

What Changes When It Works

  • Fewer tools
  • Fewer subscriptions
  • Less duplicate work
  • Clearer workflows
  • Better visibility
  • More centralized information
  • Stronger automation
  • Better operational control

Investment

OS Strategy + Architecture Intensive
$1,500

For businesses that need to define the right Business OS before implementation begins.

Includes:
  • Current-state review
  • Tool assessment
  • Workflow assessment
  • Recommended OS structure
  • Core modules
  • Required integrations
  • Build priorities
  • Preliminary investment range

The $1,500 is credited toward implementation when the build is booked within 30 days.

Book an OS Strategy Intensive
Custom Business OS Build
Starting at $15,000

For businesses ready to build the approved Business OS around their operating needs.

May include:
  • Core modules
  • System integrations
  • Data migration
  • Workflow automation
  • User permissions
  • Reporting
  • AI functionality
  • Testing + launch

Final pricing depends on the approved scope and complexity of the build.

Start a Business OS Build

Ongoing OS Care

OS Care may include:
  • Monitoring
  • Technical support
  • Minor updates
  • Workflow adjustments
  • Maintenance
  • Troubleshooting
  • Quarterly review
  • Ongoing optimization

Frequently Asked Questions

Still have questions? Let’s talk.
Book a fifteen-minute intro call.

Start a Conversation
Do I have to switch everything at once?

No. Business OS goes live module by module, in the order that relieves the most pain first.

What happens to my existing data?

It comes with you. Migrating contacts, history, and records is part of the rollout.

Is this a subscription I'm locked into?

The opposite. The goal is replacing rented tools with a system you own, with care available if you want it maintained for you.

Build a Business That Needs Fewer Tools

A Business OS gives you a clearer operating foundation with fewer disconnected systems, less manual work, and better visibility across the business.

Focused Business OS builds start at $15,000.