Install the operating system your business runs on.
In 60 days, I turn the workflows living in your founder's head into documented systems, automated handoffs, and one clear source of truth for the team.
From chaos to calm, in 60 days.
Operational chaos
Every process lives in someone's head. Things get dropped. Nothing is documented.
Endless manual work
Your team copies data between tools, re-enters information, and chases updates manually.
Tool sprawl
Twelve subscriptions that don't talk to each other. No clear owner. No clear purpose.
Clear, documented workflows
Every process is mapped, owned, and easy to hand off. New hires get up to speed fast.
Automated handoffs
Data moves between your tools automatically. No copy-paste. No dropped leads.
Single source of truth
One place to see pipeline, tasks, and customer status. Your team always knows the answer.
Architect and install your business infrastructure.
Most small teams have the right ambition but the wrong scaffolding. The Business OS Setup gives you a complete operating layer: mapped workflows, integrated tools, automations, and AI where it actually saves time.
For SaaS startups and agencies of 3–20 people scaling without adding coordinators to manage the mess.
See Full Offer Details →60-Day Structured Engagement
Everything you need to make your business run cleanly, without you in every loop.
Five deliverables. Yours to keep.
Every engagement ends with documented & implemented systems that your team owns and can build on.
Business Systems Map
A visual audit of every workflow, tool, and handoff point in your business.
Tool Stack Architecture
A clean, justified recommendation for exactly which tools to use and why.
Automation Layer
Live automations connecting your tools: lead capture, CRM updates, onboarding triggers.
AI Workflow Layer
AI installed where it saves real time: meeting summaries, support drafts, reporting.
Docs and Training
Written SOPs and a live walkthrough so your team can operate the system independently.
See exactly what you receive.
Every engagement starts with a Business Systems Map like this: a visual audit of every workflow, tool, and handoff, with the gaps and bottlenecks called out.
Four phases, 60 days, clear outcomes.
A structured process means no ambiguity about what happens when.
Discover
Audit your tools, workflows, and pain points. Build the systems map.
Design
Architect the stack. Define the automation logic. Get your sign-off.
Implement
Build the automations, AI workflows, and documentation. Test everything.
Train
Walk your team through the new system. Hand off cleanly. You're operational.
Find the workflow leaks before you hire another coordinator.
For qualified SaaS teams and agencies, I will review your current sales, onboarding, reporting, or internal ops flow and identify the 3–5 places where work is getting dropped, duplicated, or stuck in the founder's head.
If there is a clear implementation opportunity, I will show you exactly what I would install over the next 30–60 days. No generic AI pitch. Just the operating leverage.
Get a Free Systems Audit →First 3 implementation clients
Preferred pricing in exchange for fast feedback, before/after metrics, and permission to create an anonymized case study.
What gets fixed in a messy client onboarding flow.
A concrete example of the before/after operating layer Cohevo installs.
Before
Client signs → founder manually sends forms → PM creates folders → Slack channel gets created late → onboarding email is rewritten every time → status lives in someone's head.
After
Client signs → intake form sends automatically → CRM updates → project, folder, Slack channel, checklist, kickoff email, and team notification all trigger from one source of truth.
Three clear packages.
Choose the scope that fits your business. Every package delivers a complete, working system.
- Business Systems Map (visual audit of all workflows)
- Tool Stack Architecture document
- Up to 5 core automations built and tested
- Written SOPs for each automated workflow
- Everything in Foundation
- Up to 12 automations across leads, onboarding, and ops
- AI workflow layer (meeting summaries, support drafts, reporting)
- Full SOP documentation package
- Everything in Build
- Advanced multi-step automation sequences
- Custom analytics dashboard setup
- API integrations and custom webhook logic
Not sure which fits? Get a free systems audit and I'll recommend the right package.
Quick answers.
Ready for a calmer, faster business?
Book a free 30-minute systems audit. You will leave with the 3–5 workflow leaks costing your team time every week and the highest-ROI automations to fix first.
Get a Free Systems Audit →