We find and build one simple automation in the tools you already use, so you stop copying, pasting, and chasing.
30-minute call → one-page plan with ROI → you build it or we do
No new software. No retainer. You own it.
Get your automation 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.
If any of these sound familiar, you're a perfect fit:
You enter the same info in 3–5 places (email → spreadsheet → CRM → invoice).
Leads, tasks or documents "fall through the cracks" because updating 4 systems is too slow.
You copy/paste from forms into documents or send the same follow-ups manually.
You tried AI or automation vendors—things worked for 8–12 weeks, then broke or cost a fortune in retainers.
This isn't a tools problem. It's an operating system problem.
What we do
We help you stop the manual stuff that eats your week.
We look at how work actually moves in your business today.
We spot the one automation that saves the most time or prevents the most rework.
We build it inside your current tools (e.g., Google Workspace, Microsoft 365, Slack, Notion, Airtable, HubSpot, Pipedrive, Asana, Trello, Zapier/Make).
We document everything in simple English and hand over the keys—so you're not dependent on us.
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:
Business owners and professionals who want hours back without a "Franken-stack."
Law, healthcare admin, real estate, agencies, trades, coaching, accounting, and other services.
eams using tools like Google/Microsoft, Slack, Notion, Airtable, HubSpot, Pipedrive, Asana, Trello.
What we don't do:
No new tools to learn. We build in what you already use.
No black box. Everything is documented, and you own the logins.
No retainer. Flat fee per workflow. If we can't prove ROI on the call, we tell you not to do it.
Fix-first approach. We automate only what actually saves time or prevents mistakes.
What gets automated
(examples)
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)
Bonuses (included)
Follow-ups
If no reply in X days → polite nudge, one click to book a call.
Intake → CRM
New form/email → clean contact in CRM + tags + pipeline stage + assigned owner.
Status updates
When task moves stage → client gets a clear update; team gets next-step checklist.
Intake → Document
Intake answers → auto-filled agreements/proposals, ready to e-sign.
Invoices
Deal marked "won" → invoice created and sent; payment recorded back to CRM.
Handoffs
When appointment booked → calendar invite, call link, and prep doc sent automatically.
The Automation Plan (free)
One-page map + ROI + build options.
Build (flat fee)
Priced per workflow's complexity. No retainers. You own the result.
Our guarantee
If the first build doesn't save time in the first 30 days after go-live, we fix it at no cost until it does.
Short snapshots
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
Will things break three months later?
We keep it simple on purpose and document everything. You'll have admin access, error alerts where useful, and "what to check if…" notes.
Do we have to switch tools?
No. We align and connect what you already use. We only suggest a swap if it's clearly cheaper/simpler.
Do you do AI?
Only if it's the simplest, most robust way to save time (e.g., document drafting). If rules-based is better, we use that.
What if we want to build it ourselves?
Great. Your free plan shows exactly how. We can also give you a lightweight DIY kit (flow map, fields needed, step-by-step, QA checklist).
What tools do you integrate with?
Most common CRMs, task tools, calendars, email, e-sign, databases, and integration platforms (Zapier, Make, n8n). If it has an API or a decent connector, we can usually wire it.
Who owns the automations?
You. We hand over everything—docs, keys, and how-to videos. No dependency on us.
Your Partner in Purpose
Stop the copying, pasting, and chasing
Book your 30-minute call. We'll show you one automation in your tools that gives you time back—fast.
Get My 30-Day ROI Plan
Takes 2-3 minutes. Answer a few questions so we can make sure we can help. If accepted, you'll receive booking links.
Our Guarantee (in writing)
Pays for itself within 30 days of go-live via agreed metrics
Aligns with your long-term vision and current quarter
Simple enough for your team to run without us
If not, we work for free until it does.
No black boxes. No bureaucracy. Just sovereignty.
Purpose Systems - for founders who refuse to be the bottleneck.