We provide comprehensive solutions across three core business areas: systems & processes, people, and data. Our services include:

• Tailored operational workflows and automation

• Data-driven financial and performance reporting

• Team onboarding and delegation systems

• Integration with existing marketing, CRM, and accounting software for unified reporting

• Ongoing support and customisation options

Our baseline product provides essential business management tools, including:

• Pre-built templates and workflows in Airtable

• Real-time financial reporting dashboards

• Team management and delegation systems

• Basic automation integrations

Additional add-ons and upgrades are available, such as property management, virtual assistant hiring, and personal wealth creation systems.

We take data privacy very seriously. All customer data is handled in compliance with our Privacy Policy, with secure storage, access controls, and encryption measures in place to protect your information from unauthorised access.

To fully utilise our system, we recommend the following software:

• Airtable (paid version) – for structured data and workflows

• Slack (free version) – for team communication

• Google Workspace (or equivalent) – for cloud storage and email management

• Evernote (or equivalent) – for document scanning with OCR

• Make (formerly Integromat) – for workflow automation

• ChatGPT (paid version) – for AI-powered insights

• LastPass (paid version) – for secure password management

• Fintable – for bank account integration and financial tracking

We integrate your existing accounting software into Airtable, allowing you to access real-time financial insights. This eliminates the need to rely on monthly reports from your accountant and provides a more proactive approach to financial decision-making.

No, we do not replace your existing marketing or CRM software. Instead, we pull data from these systems into Airtable to create unified reports, helping you monitor business performance post-sale and during customer onboarding.

Our system is industry-agnostic and can be tailored to businesses in various sectors, including:

• Service providers

• E-commerce businesses

• Property management companies

• Consulting firms

If your business relies on structured processes, data analysis, and team collaboration, Operations Director can help you streamline operations and scale efficiently.

We follow a structured 90-day onboarding process, which includes:

• Setting up essential workflows

• Integrating your systems

• Creating reporting dashboards

• Training your team on how to use the tools effectively

Yes! We understand that every business is unique, so we offer a range of add-ons, upsells, and bespoke solutions to meet your specific operational needs.

We offer ongoing support subscription plans to help keep your business running smoothly. Our team is available for updates, troubleshooting, and new customisations as your business evolves.

Yes, we provide flexible payment plans, including monthly instalments. Please contact our sales team for more details.

For any enquiries, please email us at [email protected].