For 500k-37m/y business owners looking to overcome their hidden plateau.
I help you identify and solve your biggest bottlenecks in a quick and scalable way by uniquely combing consulting and DFY.
Understand where in the business your time is most valuable
Scale the company by focsing on the one bottleneck that makes everything else easier or unnecessary
Implement tools & systems without creating noise and complexity
Get My 30-Day ROI Plan
Trusted by 7–9 figure founders, investors, and executives across software, services, e-commerce, real estate, healthcare, and legal
I onboard a small number of clients each month to protect outcomes; if no times show, join the waitlist.
What you can expect
No more firefighting:
Reclaim time without slowing growth
Win back 10–20 hours/week inside 30 days
Replace status theater with a 30-minute weekly operating review
Take a week off; nothing catches fire; momentum continues
No more half delegations:
Scale with systems, not your heroics
Decisions stop boomeranging to you for the "final call"
Clear owners, clear handoffs, clear definitions of "done"
You run the business on 1–3 visible metrics your team actually owns
No more data overload:
Seemingly operate your tools from a single source of truth
Kill manual busywork where it pays; no science-project AI
Turn Slack/Notion/HubSpot/Odoo/Salesforce/Airtable into one flow of work
See work move end-to-end; know what matters now without asking
No more waste:
Grow margins instead of meetings
Increase throughput on your real constraint (not vanity KPIs)
Decrease rework, escalations, and approval chains
Fewer tools, fewer meetings, less noise, more shipped work
Do 4 or more of these sound like your week?
Hire "X" to fix it; you hired X. Nothing changed
Family stopped asking when it'll slow down, they know it won't
Decisions still boomerang to you for the final call; approvals pile up in your calendar
Growing 30% YoY, but profit margins shrank to single digits
Despite EOS/OKRs/BI dashboards (and even a COO), you're still the bottleneck
You work 60+ hours; the "future" keeps getting postponed to next
month, every month
You've tried AI consultants; their Franken-stack creates more chaos than clarity
At mastermind events you smile; inside you know "worse" competitors are scaling past you because their systems beat your heroics
Your effective hourly rate dropped from $1,000 to $100 because you're doing $20/hour operational work
Great people, but no shared definition of "what matters now"
Not your fault (but your responsability). This isn't a tools problem. It's an operating system problem.
Install PurposeOS. Align everyone and everything to focus on the one constraint that unlocks growth and makes everything else easier or irrelevant.
Get My 30-Day ROI Plan
I onboard a small number of clients each month to protect outcomes; if no times show, join the waitlist.
Why This Keeps Happening (and why it's not your fault)
Dashboards first = pretty graphs, zero decisions
42 KPIs nobody owns.
Tools first = noise
You automated the wrong work and built a Franken-stack.
COO first = new layer, same bottleneck
Approvals stack up; you're still pinged for "final call."
Frameworks first = structure without flow
EOS/OKRs didn't remove the constraint.
This isn't a tools problem. It's an operating system problem.
The Process
How it works.
Day 0–1: Purpose Session and the ROI Plan
What we do
Translate what success means to your 80-year old self into guardrails today.
to today's who you serve and don’t, offers to scale or kill, and the one thing that would change everything in 90 days.
What you see
One‑page PurposeOS Map with guardrails, focus, and “what matters now.”
Baseline of hours, escalations, cycle time, and rework so gains are visible.
Why it matters
Everyone stops guessing. The next 30 days are pointed at one bottleneck that moves profit now.
Your time: 90-120 minutes
Week 1: Map how work actually moves and choose the one bottleneck
What we do
Follow live work from sales → ops → finance. We don’t interview for slides; we walk tickets and threads to see where time and decisions stall.
Define “done” per stage; kill unclear handoffs and rework loops.
Name owners (human names), not committees, at each step.
Decide the one constraint for this sprint.
What you see
Before/after flow map. The red boxes are where your time, money, and reputation leak.
Owners and “done” per stage, so work clears without you.
Why it matters
Fixing symptoms creates more work. Fixing the constraint moves profit. You’ll feel fewer pings and “got a sec?” within days.
Your time: 60–90 minutes for reviews; we do the legwork
Week 2: Remove the bottleneck at the root
What we do
Simplify the path; delete or shrink approvals; move decisions to where the work is with guardrails.
Write “What I Own” cards for owners; set fast decision rules (RAPID‑lite) so issues don’t escalate.
If needed, pilot the new flow with 1–2 real customers this week.
What you see
“Final call” requests drop; Slack/email noise down 30–50%.
Early time back: 10–20 hours/week returns because work clears without you.
Why it matters
People can execute without hunting you down. Quality goes up because “done” is unambiguous.
Your time: 45–60 minutes for decisions we shouldn’t let hang
Week 3: Build the system around it: SSOT, automations, and visibility
What we do
Design your Single Source of Truth in your existing stack (Notion, Airtable, HubSpot, Odoo, Salesforce, etc.). Clean data. One place to look.
Wire only the automations that save real time or prevent rework (Make/Zapier/n8n).
Launch the 60‑second operating dashboard (2–6 metrics, but only 1–3 drive the business this week).
Install the 30‑minute Weekly Operating Review: owners, commitments, done.
What you see
You can “read the business” in 60 seconds without asking someone for a deck.
One flow of work across Slack/email/tasks; fewer tabs; fewer meetings.
Why it matters
Tools stop being noise and become plumbing. You run on evidence, not opinion.
Your time: Attend the first Weekly Operating Review (30 minutes)
What we do
Document every process in your team's language. No consultant jargon. SOPs written like simple recipes: who does it, when it triggers, what "done" looks like.
Train owners live on real work, not theory. They run the new system while we watch, correct, and confirm mastery.
Transfer all admin access, automation keys, and dashboard ownership to your team.
What you see
Complete operations manual in your knowledge base (Notion/Confluence/Drive) searchable, versioned, owned by your team.
Recorded training sessions + quick reference cards for daily execution.
Zero dependency on us: Your team runs the system solo on Day 31.
Why it matters
New hires onboard in days, not months. Vacations don't create panic. Knowledge lives in the business, not in someone's head.
Day 30: Review the scoreboard and the guarantee
We review against the ROI Plan you set on Day 0 (Time Back, Direct Cost, Throughput).
If we haven’t hit 30‑day payback after go‑live, we work for free until we do. In writing.
From AI platforms to automation tools, CRM systems, ERP software, and databases - I integrate with the software you already use to create seamless, purpose-aligned workflows.
Seamless Integration
you already use to PurposeOS.
Plus Slack, Asana, Monday.com, Notion, custom systems, and internal tools. I align what
Hard Qualifiers
Is This For You?
Perfect fit if you:
Lead a 7-9 figure company
Know you're the decision bottleneck and it won't scale.
Want fewer tools, fewer meetings, more throughput.
Tried AI/COO/EOS/BI and didn't get sovereignty or time back.
Are ready to make decisions that stick and be challenged.
Not a fit if you:
Want a marketing hack or lead-gen agency.
Want a black box you don't have to understand.
Are pre-PMF or just starting out.
Aren't willing to change how work gets done.
See yourself here? Vertical snapshots
Healthcare
Capacity and scheduling misaligned; compliance creates paralysis; patient experience inconsistent; leadership trapped in escalations.
E-commerce
Operations ruled by exceptions; ad spend reliant on hero; dashboards don't drive decisions; stockouts or overstock.
Software (SaaS)
Sales/CS handoffs boomerang; usage plateaus; "feature tornado" vs throughput; founders trapped in late-stage deals.
Legal
Billable hours trapped in admin; matter intake inconsistent; client communication reactive; partners buried in approvals; knowledge siloed across associates.
Real Estate
Pipeline in spreadsheets; approvals take days; field ops repeat mistakes; owner "drive-bys" required to close.
Services/Agency
5-10 new clients/week creates 40 hours of manual onboarding; "custom" consumes delivery; margins die by rework/resourcing.
Real Outcomes
Proof
Investor-Operator (Trading)
Came wanting AI trading bots. PurposeOS revealed the real constraint: confidence in existing signals. I built a decision-confidence database. He increased position size. Result: +40% profit per trade, no new tools, lower stress. Payback: 9 days.
Property Management Company
Bleeding on tenant acquisition through agencies. The Purpose Session re-anchored them around "quality homes with human dignity." I installed in-house referral flows. Immediate 20% cost reduction; 33% total reduction after insourcing. Retention up. Payback: 14 days.
Healthcare Innovator (DTC to B2B)
Plateaued in DTC e-commerce. The OS showed B2B was the constraint to unlock. I shifted sales motion. Margins tripled, founder returned to product. Payback: 21 days.
IP Lawyer
Spent 9 hours/week preparing agreements. I automated data intake and assembly with light AI. Now it's 1 hour, with higher accuracy. Payback: 7 days
We tried EOS/OKRs. Helped, but I'm still the bottleneck.
Frameworks don't remove constraints. We remove the bottleneck first, then install the minimum structure to keep it solved.
Our business is unique. Will templates work for us?
We don't use templates. PurposeOS is a method applied to your flow of work. Every build is custom to your constraint.
We just hired a COO.
Great. COOs love working with us because we give them a smaller, clearer system to run—and faster results.
Our data is a mess.
Normal. We build your single source of truth during the sprint. You'll see everything in one place before we step back.
We were burned by AI vendors. Why is this different?
We don't sell AI. We build systems that save time or increase throughput. If AI helps, we use it. If it doesn't, we don't.
What's required from me?
A 90–120 minute Purpose Session, then 1–2 hours/week for approvals. We do the heavy lifting.
Do you replace my tools?
Only if the OS demands it. Most of the time we align, simplify, and connect what you already use.
Do you do retainers?
No. We build, transfer, and step back. You keep the system.
What you get
(deliverables)
Weekly operating review agenda + cadence
Automation playbook (what runs, where, how to change
it)
60‑second operating dashboard (1–3 metrics that
matter)
One‑page PurposeOS map (guardrails and focus)
ROI scorecard (the three ways "pays for itself" shows
up)
Roles + handoff clarity (who decides, who does, how it
moves)
Single source of truth schema (cleaned and owned)
One‑bottleneck map (before/after flow)
Bonuses (included)
Founder Calendar Reset
10–20 hours/week back in 14 days.
(Or 35. Let's see how fast you
implement)
Executive Comms Guide
how to stop being CC'd on everything
"Decisions That Stick"
playbook
make once, make it visible, move on
Your Partner in Purpose
