The Boldlytics
◆   AI SYSTEM IMPLEMENTATION   ◆

The leanest stack that does the job.

Most businesses pay for sixteen tools and use five. We build the systems your business is missing, around the software you already use. Live in 8 weeks, documented and in your name.

Built on your tools. Handed over in your name.

You can buy this on its own. You don't need Managed Operations afterward. You or your own team take it from there, or we run it if you want: a team of 3 for the price of one freelancer.

  • A full documentation and setup handover, in your name
  • Up to 3 systems with a Command Center, on your tools
  • Up to 3 AI agents doing operational work
  • Your diagnostic value deducted
  • Live in 8 weeks
THE SYSTEMS

Which one is your business missing?

Ten systems, split by the phase of the business they serve. Choose up to 3.

PHASE 1 · GET LEADS

Reaching named buyers who don't know you yet, by email, phone and LinkedIn. Cold contacts only.

FORB2B companies that can name the buyers they want.

TODAYYou prospect when you have time, and the list goes cold.

  • Messages you approve, sent without putting your main domain at risk.
  • Replies qualified and booked into your calendar.
  • A list built around your ideal customer.
See the Cold Outreach System

Paid media run as a semi-automated system: a media buyer helped by AI agents, with a report you can read. We are not a marketing agency.

FORBusinesses already spending on ads.

TODAYYou pay for clicks, and nobody can say which ones became jobs.

  • Campaigns launched, optimized and retargeted.
  • Cost per booked job, not just cost per click.
  • Every paid lead answered in minutes.
See the Paid Ads System

Organic content operations: production, approval and publishing, with comments and DMs turned into leads.

FOROwners who know content works but have no time to make it.

TODAYYou post for two weeks, then disappear for two months.

  • One recording turned into a month of posts in your voice.
  • Nothing goes out before you approve it.
  • Comments and DMs that turn into leads.
See the Content System
PHASE 2 · CONVERT LEADS

CRM and lead management: every lead that has already reached you, in one inbox and one pipeline, until it closes. Email to people already on your list lives here too.

FORBusinesses getting leads from more than one channel.

TODAYLeads arrive in five places and follow-up depends on someone remembering.

  • Follow-up that never forgets, with you approving what goes out.
  • An instant reply in under two minutes, after hours too.
  • Every lead from every channel lands in one place.
See the Lead Management System

Intake and call handling: every call and every booking, even when your team is busy.

FORPractices, firms and service businesses whose front desk is busy with the people already there.

TODAYThe phone rings during your busiest hour and the caller books with someone else.

  • Online booking, reminders and no-show recovery.
  • Missed calls texted back in under a minute.
  • Patient data handled under a signed BAA.
See the Front Desk System
PHASE 3 · DELIVER THE WORK

Service operations: scheduling, tasks, SOPs, contracts, inventory and vendor management.

FORBusinesses where the work lives in spreadsheets, email and one person's head.

TODAYEvery month someone rebuilds the schedule by hand.

  • Schedules, tasks and SOPs in one place your team opens every day.
  • Contracts, inventory and vendors tracked without chasing anyone.
  • Work that keeps moving when the owner takes a day off.
See the Operations System

Campaign management for teams where running campaigns is the work itself: request intake, brief, client approval, tasks and launch calendar.

FORMarketing agencies and in-house marketing teams.

TODAYRequests get lost in chat threads and nobody knows what a campaign needs.

  • Briefs built from what you already know about the client.
  • Approvals and tasks routed to the tools your team uses.
  • Reports the client can open without asking.
See the Campaign Operations System

Your documents, past proposals, SOPs and client history in one place your team can ask, with answers pulled from your own files.

FORTeams that keep asking the owner the same questions.

TODAYThe answer is in someone's inbox, and that someone is on vacation.

  • Shared rules for how your team uses AI: which tools, which data, who reviews.
  • Proposals and quotes drafted from what you've already sold.
  • Answers from your own files, with the source.
See the Knowledge System
PHASE 4 · SEE THE NUMBERS

Your accounting, payments, payroll and job records connected and checked against your rules, so a person only reviews the exceptions. We connect QuickBooks, Stripe and payroll. We don't replace them, or your accountant.

FORService businesses with money moving through more than one tool, and accounting firms closing the books for many clients.

TODAYMonth-end means days of spreadsheets, and nobody is sure the numbers match.

  • Reconciliation, invoice and commission checks on every run.
  • Month-end reports without the spreadsheet marathon.
  • Finished work that never got invoiced, flagged.
See the Finance & Accounting System

Business intelligence for owners: dashboards you can actually read, pulling from every tool, including the numbers from paid ads.

FOROwners who get three different answers to "how did we do this month?"

TODAYA dashboard nobody trusts.

  • The numbers from every tool, clean enough to trust.
  • A weekly summary, so you don't have to go digging.
  • Spend, pipeline and revenue in one view.
See the Reporting & Data System

Most businesses start with one. We map which one, and what it takes, on a quick 15-minute call.

Book a quick 15-minute call
THE COMMAND CENTER

One place to start your day.

Every system feeds one screen built for your business: today's priorities, open conversations, the pipeline and the numbers that matter. Yours to keep.

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.

STEP BY STEP

From the map to the handover.

1

Map

An Audit or Blueprint maps your real systems, and its value is deducted from the implementation.

2

Group

You join a group with us on day one and stay in it for the whole build.

3

Build

We build the systems you chose on your tools, with up to 3 AI agents. Delivered in 8 weeks.

4

Handover

All the documentation and the setup go to you, in your name and your environment.

5

After

You or your team run it, or you hire us through Managed Operations or CRM & Lead Operations.

FAQ

Questions owners ask.

No. We integrate the tools you already use and unify them into one system. We don't rebuild from zero, and if a migration isn't needed, we won't suggest one.

No. It's always optional. You get all the documentation and the setup, so you or your own team can run it.

The one screen where you see all your systems: today's priorities, open conversations, the pipeline and the numbers that matter. Yours to keep.

One repetitive job, like replying to a new lead, drafting a follow-up or checking a report. Agents propose, people approve.

You do. Everything is documented and in your name and your environment.

Not sure which system you need first?

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