Run your company’s growth from one command center.
Your leads are in the CRM, revenue is in QuickBooks, calls are in the phone system and ads are on three platforms. Growth OS pulls them into one workspace that shows how the business is performing, finds where to grow next, and turns each opportunity into work with an owner and a deadline.
Good morning. Here’s the business today.
- 11 web leads waiting more than 24 hoursAssign
- 6 dealers haven’t ordered in 90 daysStart initiative
- 4 deals past expected close dateReview
Ohio and Indiana produced 41% of new contractor leads this month, but only 2 dealers cover that area. Recruiting dealers there is the strongest next move for revenue.
Recommended: open the territory map →- Pipedrive
- QuickBooks
- JustCall
- Meta Ads
- Google Ads
- Ninety
- Website forms
Five questions, answered every morning.
Most companies can answer these only after someone spends a day building a report. Growth OS answers them from live data, and links each answer to the records behind it.
How are we performing?
Revenue, sales, leads and customer growth against your annual, quarterly and monthly goals, with deltas and sources on every number.
Where can we grow?
Accounts that stopped ordering, territories with demand and no coverage, leads that never got a call. Each comes with evidence and an estimated impact.
What should we do next?
Opportunities ranked by value, with one action attached: assign it, create the task, or start an initiative.
What are we working on?
Initiatives, campaigns, creative, sales activity and every owner’s open tasks, in one place instead of six.
What’s actually working?
The line from campaign spend to leads, to pipeline, to profitable revenue, with attribution limits stated plainly.
From an opportunity to measured revenue, in one workflow.
Every initiative connects a business goal, the people responsible, the accounts and leads involved, the campaigns and creative behind it, and the results. Here is one running end to end.
Spot the opportunity
Growth OS flags dealers whose orders stopped and sizes the revenue at stake.
38 dormant dealers, about $1.2M in prior-year salesStart an initiative
One click turns it into an initiative with a goal, a budget, milestones and a success metric.
“Reactivate dormant dealers” · goal: 15 reordering by Q1Put people on it
Reps get their accounts and follow-up tasks. Marketing runs territory ads with approved creative.
4 reps, 38 call tasks, 2 regional campaignsWatch it move
Calls, campaign results and new orders roll up to the initiative as they happen.
9 dealers reordered · $214K so farKeep what works
Leadership sees whether it produced incremental revenue, and the playbook gets reused next quarter.
Saved as a reactivation playbookOne workspace for sales, marketing and leadership.
Turn on the modules your company needs. They share one set of accounts, leads, goals and people, so work done in one shows up everywhere it matters.
Growth Home
Live KPIs, goal progress, alerts, wins and an AI briefing, tuned to each person’s role.
Growth Opportunities
Ranked revenue opportunities with evidence and estimated impact, ready to become initiatives.
Growth Automation
Lead routing, reminders and follow-up workflows, with approval before anything consequential runs.
Lead Center
Every lead from forms, ads, calls and referrals, routed to the right rep and tracked to a response.
Accounts & Relationships
One profile per dealer, distributor or customer, flagged as growing, declining or inactive.
Sales Intelligence
Pipeline movement, conversion, call insights and deals that need attention, by rep and territory.
Market Intelligence
Maps of accounts, leads and coverage that show where demand has no one serving it.
Campaign Center
Plan campaigns against goals and see spend, leads and revenue side by side.
Creative Library
Approved ads, videos, brochures and sales decks with versions, approvals and usage tracking.
Company Intelligence
Annual goals, quarterly priorities, scorecards and meetings, with AI summaries that pull out decisions and to-dos.
My Work
Each person’s tasks, follow-ups and initiative responsibilities, due today first.
Facts and AI are never mixed up.
Leaders act on what they see, so Growth OS shows where every number came from and labels anything the AI inferred.
- Every number has a sourceKPIs carry the system they came from and when it last synced. Stale data is flagged, not hidden.
- Automation asks before it actsConsequential actions wait for a person to approve them, and every automated step is logged.
- Each company’s data stays its ownSeparate branded workspaces, role-based permissions, and financial figures shown only to people allowed to see them.
If a quarter of these dealers return at their prior order rate, the initiative would add about $310K over twelve months. The estimate assumes no price change.
Put the scoreboard on the wall.
Turn any office TV into a live display of goals, the weekly scorecard, wins and announcements. It rotates on its own and keeps revenue figures off screen unless you allow them.
Lakeshore Building Supply signed this morning
500 contractor leads this quarter, a company record
Fits a dealer network or a direct sales team.
Growth OS is set up for your business model: your terminology, your pipeline stages, your account types and your KPIs. Bringing a new company on is configuration, not a rebuild.
Grow the network and what each dealer orders.
- See which dealers are growing, slowing or gone quiet
- Find regions with contractor demand and no dealer coverage
- Route leads to the right dealer and protect territories
- Run reactivation and recruiting as tracked initiatives
Win more of the deals already in front of you.
- Qualify inbound leads and get a rep on the phone fast
- Spot quotes that have stalled and deals past their close date
- Connect ad spend to pipeline and closed equipment sales
- Focus reps on the regions with the most opportunity
Everyone sees the part they’re responsible for.
Owners & executives
Know how the company is doing in seconds, and where the next dollar of growth is.
Sales leaders & reps
Follow-ups due today, deals that need a push, and leads that haven’t been called.
Marketing
Campaigns, creative and spend tied to the leads and revenue they produced.
Operations
Priorities, scorecards and meeting action items with owners and due dates.
Growth partners
Consultants and agencies working inside the same workspace as their clients.
See your own numbers in Growth OS.
In a 30-minute call we’ll walk through Growth OS with a company like yours, then show what your workspace would look like once your systems are connected.
- A walkthrough of Growth Home, opportunities and initiatives
- Which of your systems we connect first, and how long it takes
- Your workspace on its own subdomain, with your branding