How to Build Your Business OS


Welcome to Uplifted Insights, it’s Riccardo from Uplifted Consulting here.

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Today we're going to cover one of the most important topics for optimizing your business - creating a Business OS

Business OS Deep Dive

What's a Business OS

Every business has many moving parts, from marketing to sales, delivery, hiring, etc...

And every different business area has its tools, software, systems.

This naturally creates a siloed view of every single area of the business, both on the area level as well as on the tool level.

What does this mean?

  • All the important information is hidden in each tool
  • Every business area is separated from each other
  • The entrepreneur doesn't have a single area to control and manage the business

Here's an example on the tool level:

You might have some tools connected like Clickup, Hubspot and PandaDoc but all the other information is siloed and not easily accessible.

What's the solution to this?

Instead of having all the information separated from each other, you create a series of systems that collect information and easily transition information from one side to another

In the following example, every single area is connected:

  • Marketing is connected to sales & hiring
  • Sales is connected to delivery & finance
  • Delivery is connected to sales, hiring and finance

And so on...

The goal of using a Business OS is to break down any barrier between business areas, allowing you to scale while keeping control of the whole business.

How can you implement a Business OS

Here's a step-by-step process:

  1. Identify your business areas - the goal here is to segment your business into components you need to operate.

    The 5 main areas that I identified in the previous drawings are common to every kind of business, but you can also segment those even further.

    Here's how I divided the Business OS for my automation service:

    - Prospecting & Outreach OS
    - Content Creation OS
    - CRM
    - Project Management / Delivery) OS
    - Learning Management OS
    - Hiring OS
    - Finance OS

    As you can see, no rule mentions you should stick to the 5 big categories, if an area is important for you (like breaking down prospecting/outreach & CRM for me) then you should do it
  2. Choose your Business OS tool - There are a lot of tools in the market that allow you to do this but your choice will likely end up with 2 of those: Airtable or Clickup.

    We tend to use Airtable for 90% of our clients because it's flexible, highly customizable and with ton of automation opportunities
  3. Build your systems by constantly iterating - Chances are you'll never have the most optimized system from the start.

    Your goal here is to start with a basic system, implement that and iterate the system on a weekly and bi-weekly basis so you can define:

    - What's most important for your needs
    - What can speed up your workflow

    My Finance OS started as a simple expense tracker and then slowly turned into an automatic revenue-tracking system capable of giving me a real-time data on profits, costs, fees, expected taxes.


By following these steps you can start creating a proven structure to manage your whole business!

How I Can Help

  1. If you are looking for additional how-tos and visual content you can check out my YouTube channel (link)
  2. If you are an established agency and would like to improve your processes thanks to Automation and AI, you can book a call here

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