The Boldlytics
We Build It. You Own It.

We build the system your tools were supposed to be.

Scattered tools and manual busywork are draining your revenue. We build one AI Operational System for your business in weeks, on the software you already pay for, with AI agents taking the repetitive work.

7
YEARS IN THE US MARKET
50+
CUSTOM SYSTEMS SHIPPED
300+
US BUSINESS OWNERS ADVISED
100%
JOB SUCCESS ON UPWORK
THE SYSTEMS

Every part of your business. One Command Center.

From the first lead to the numbers at the end of the month. Each system comes with AI agents that take the repetitive work, and people approve what reaches your customers.

Your Command Center
Get LeadsConvert LeadsDeliver the WorkSee the Numbers
GET LEADS
Cold Outreach
6 agents
  • Buyer List Builder
  • First-Touch Writer
  • Reply Triage
  • +3 more
GET LEADS
Paid Ads
5 agents
  • Retargeting Audiences
  • Campaign Launch
  • Spend Watch
  • +2 more
GET LEADS
Content
6 agents
  • Post Scheduler
  • Content Scout
  • Scriptwriter
  • +3 more
CONVERT LEADS
Lead Management
6 agents
  • Follow-Up Writer
  • Lead Qualifier
  • Instant Reply
  • +3 more
CONVERT LEADS
Front Desk
5 agents
  • Missed Call Text-Back
  • No-Show Recovery
  • Online Booking
  • +2 more
DELIVER THE WORK
Operations
6 agents
  • Client Onboarding
  • Scheduling
  • SOP Writer
  • +3 more
DELIVER THE WORK
Campaign Operations
6 agents
  • Client Approvals
  • Request Intake
  • Brief Builder
  • +3 more
DELIVER THE WORK
Knowledge
5 agents
  • Company Knowledge Assistant
  • Proposal & Quote Drafter
  • Document Intake
  • +2 more
SEE THE NUMBERS
Finance & Accounting
6 agents
  • Month-End Reports
  • Reconciliation
  • Invoice Checks
  • +3 more
SEE THE NUMBERS
Reporting & Data
6 agents
  • Weekly Owner Summary
  • Owner Dashboard
  • KPI Alerts
  • +3 more

Your implementation includes up to 3 systems and up to 3 AI agents, chosen from what your diagnostic shows.

See All the Systems
WHO WE BUILD FOR?

Businesses ready to stop running on scattered tools, spreadsheets and the owner.

Sources: Invoca 2025 · CallRail 2025 · 2025 dataset of 11.5M dental calls

THE PROBLEM

You don't have an AI operations problem. You have a system problem.

76% of US small businesses use AI. Only 14% have it integrated into how they operate. Every tool works, but nothing connects them, so the owner becomes the integration and revenue leaks between the tools.

32% vs 15%

Leads leak.

A lead answered within five minutes closes at 32%. The same lead a day later closes at 15%.

4 tools

Tools pile up.

The typical owner runs 3-4 AI tools, a CRM the team barely opens, and a broken dashboard. Only 34% of teams actually use the CRM they pay for.

You

You are the integration.

Every system reports to you, every decision waits for you, every failure is yours to notice. That is why nothing runs without you.

SOURCES: GOLDMAN SACHS SMALL BUSINESS SURVEY 2026 · SBE COUNCIL 2025

MODULES WE'VE SHIPPED

Real modules from real systems.

Pulled from Command Centers running for US business owners today. Not a SaaS you force your business into. A system built around how you work, and 100% owned by you.

QUALITY CHECK SYSTEM
QUALITY CHECK SYSTEM

Quality check system linked to ClickUp. An AI agent reviews every deliverable against the standards in your knowledge base, and the team sees what is in QC, overdue and approved.

CONTENT MANAGEMENT SYSTEM
CONTENT MANAGEMENT SYSTEM

Content management system with an approval funnel for every channel. AI agents move posts through the flow, send the reminders and schedule them to social media straight from the Command Center.

CLINIC SCHEDULING MODULE
CLINIC SCHEDULING MODULE

Scheduling for a multi-clinic practice. Every request on a board, list or calendar, from new to scheduled, with providers and clinics in view.

CLIENT DATABASE MODULE
CLIENT DATABASE MODULE

Client database module. Status, tier, account manager and quick links to every asset, scoped to your sales process.

BUDGET TRACKING MODULE
BUDGET TRACKING MODULE

Budget tracking module integrated with an existing Microsoft system. What used to live in Excel spreadsheets is now a costs, revenue and forecasting dashboard.

EVENT TRACKER MODULE
EVENT TRACKER MODULE

Event operations module for B2B teams. Every event on a board, list or calendar, filtered by sales rep, with sponsorship status, follow-up stage and who is attending.

WEBINAR SESSION MANAGEMENT
WEBINAR SESSION MANAGEMENT

Webinar session management. The whole year of speakers, topics and dates in one view, each session confirmed and linked.

INVESTMENT MODULE
INVESTMENT MODULE

Investment dashboard module. Spend vs. revenue in one view, with consolidated ROAS, CPL and revenue attributed across every paid source.

CLIENT PAGE MODULE
CLIENT PAGE MODULE

Single-client page module. Ad budget, brand colors, location, services, links, feedback. Everything about one client in one view.

GOOGLE ADS MODULE
GOOGLE ADS MODULE

Google Ads performance module. Keyword-level data, device split, top-converting regions and a live spend-vs-conversion curve.

COMPETITOR INTEL MODULE
COMPETITOR INTEL MODULE

Competitor intelligence module. Tracks competitors, viral radar and market trends so you know what the field is doing.

CLIENT REQUESTS MODULE
CLIENT REQUESTS MODULE

Client requests intake module. Campaigns, graphics, copy, funnels, video, CRM. Structured on entry so nothing gets lost.

META ADS & CREATIVES MODULE
META ADS & CREATIVES MODULE

Meta Ads & creatives performance module. Full-funnel data from impressions to sales, with per-creative ROAS, CPA and conversion rate.

PORTAL HOME MODULE
PORTAL HOME MODULE

Portal home module. Every US time zone at a glance, shortcuts to campaigns, tasks and clients, and today's calendar, schedule and weather. One calm place to start the day.

CONTENT WALL MODULE
CONTENT WALL MODULE

Content wall module. Saves reels, posts and competitor links inside the portal to fuel content production.

QUALITY CHECK SYSTEM
QUALITY CHECK SYSTEM

Quality check system linked to ClickUp. An AI agent reviews every deliverable against the standards in your knowledge base, and the team sees what is in QC, overdue and approved.

CONTENT MANAGEMENT SYSTEM
CONTENT MANAGEMENT SYSTEM

Content management system with an approval funnel for every channel. AI agents move posts through the flow, send the reminders and schedule them to social media straight from the Command Center.

CLINIC SCHEDULING MODULE
CLINIC SCHEDULING MODULE

Scheduling for a multi-clinic practice. Every request on a board, list or calendar, from new to scheduled, with providers and clinics in view.

CLIENT DATABASE MODULE
CLIENT DATABASE MODULE

Client database module. Status, tier, account manager and quick links to every asset, scoped to your sales process.

BUDGET TRACKING MODULE
BUDGET TRACKING MODULE

Budget tracking module integrated with an existing Microsoft system. What used to live in Excel spreadsheets is now a costs, revenue and forecasting dashboard.

EVENT TRACKER MODULE
EVENT TRACKER MODULE

Event operations module for B2B teams. Every event on a board, list or calendar, filtered by sales rep, with sponsorship status, follow-up stage and who is attending.

WEBINAR SESSION MANAGEMENT
WEBINAR SESSION MANAGEMENT

Webinar session management. The whole year of speakers, topics and dates in one view, each session confirmed and linked.

INVESTMENT MODULE
INVESTMENT MODULE

Investment dashboard module. Spend vs. revenue in one view, with consolidated ROAS, CPL and revenue attributed across every paid source.

CLIENT PAGE MODULE
CLIENT PAGE MODULE

Single-client page module. Ad budget, brand colors, location, services, links, feedback. Everything about one client in one view.

GOOGLE ADS MODULE
GOOGLE ADS MODULE

Google Ads performance module. Keyword-level data, device split, top-converting regions and a live spend-vs-conversion curve.

COMPETITOR INTEL MODULE
COMPETITOR INTEL MODULE

Competitor intelligence module. Tracks competitors, viral radar and market trends so you know what the field is doing.

CLIENT REQUESTS MODULE
CLIENT REQUESTS MODULE

Client requests intake module. Campaigns, graphics, copy, funnels, video, CRM. Structured on entry so nothing gets lost.

META ADS & CREATIVES MODULE
META ADS & CREATIVES MODULE

Meta Ads & creatives performance module. Full-funnel data from impressions to sales, with per-creative ROAS, CPA and conversion rate.

PORTAL HOME MODULE
PORTAL HOME MODULE

Portal home module. Every US time zone at a glance, shortcuts to campaigns, tasks and clients, and today's calendar, schedule and weather. One calm place to start the day.

CONTENT WALL MODULE
CONTENT WALL MODULE

Content wall module. Saves reels, posts and competitor links inside the portal to fuel content production.

WHAT WE DO

Map it. Build it. Run it.

011 TO 2 WEEKS

Map it

A Blueprint if you have no structure yet. An Audit if you have tools that don't work. Either way, you get the map, the video and the action plan, and they're yours to keep.

028 WEEKS

Build it

Up to 3 systems wired into the software you already own, with a Command Center you open every morning. Documented and in your name.

03MONTH TO MONTH · OPTIONAL

Run it

A team of 3 for the price of one freelancer. Our team works the inbox and the follow-ups, runs the campaigns and keeps the reports honest, with AI agents where they make sense. You sell. We run the operation.

Four packages. One for where you are today.

◆ CLIENT PROOF ◆

What US clients actually say.

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THE TEAM

Not a freelancer, not an agency. Your own lean team.

A team of 3 for the price of one freelancer, plugged into your operation: a dedicated AI Orchestrator, a technical lead and a strategist. Strategy calls with our lead strategist to align your team and your operations, and direct access to the people doing the work, in a client channel we open for you on day one.

Tell us what's breaking. We'll tell you what to fix first.

A quick 15-minute call. No deck. If we're not the right fit, we'll say so.