The Leverage Engine™ Playbook

Your Portfolio Operating System, Installed.

01. The Premise

Why we exist. What we solve. Who it’s for.

The Real Cost of Growth Isn’t Capital – It’s Complexity.

If you’re running multiple companies – whether you built them or bought them – you already know:

  • The more companies you add, the less visibility you have
  • The more tools you use, the less aligned your teams become
  • The more people you manage, the more time you spend putting out fires

     

At some point, growth flips from exciting to exhausting.
You stop thinking like a portfolio architect…
 …and start operating like a firefighter with a dozen dashboards and no air support.

That’s where The Leverage Engine™ comes in.

It’s not a tool.
It’s not a consulting package.
It’s not another dashboard you’ll forget how to use.

The Leverage Engine™ is a systems-based Operating Architecture built to eliminate drag, expose hidden leverage, and help you scale your business (or portfolio) with less chaos and more control.

It installs under the surface of your day-to-day – syncing what’s already working, automating what’s holding you back, and building a compounding foundation for scale.

The Hidden Bottlenecks You’re Probably Carrying:

We’ve worked with founders, operators, and HoldCo teams who didn’t even realize how much of their execution speed was trapped in:

  • Manual processes that “just work” – until they don’t
  • Ops staff becoming the glue between broken tools
  • Data scattered across sheets, Notion, Slack, Airtable, and inboxes
  • No real-time visibility across revenue, fulfillment, or performance
  • Repeatable decisions that eat up time, context-switching, and sanity
  • Overlapping tools and orphaned workflows that nobody owns

All of these are silent taxes on your time, your team’s bandwidth, and your ability to scale with confidence.

What Makes Us Different

Most consultants give you advice.
Most software tools give you another dashboard.
Most agencies build something once and walk away.

We do something different.

We install an internal system – one designed to compound over time and create structural leverage for the long haul.

You won’t need us forever. But the system we install will keep paying dividends long after we’re gone.

 

Who This Is For

The Leverage Engine™ was built for operators who think in systems – even if their current systems are broken.

You’ll get the most out of this if you are:

  • A HoldCo operator managing 2–10 companies
  • A PE-backed founder post-acquisition who needs to get operational leverage fast
  • An agency or service founder tired of duct-taping tools and processes
  • An acquisition entrepreneur scaling operations across new deals
  • A systems thinker who just doesn’t have time to build the systems

You don’t need to be technical.
 But you do need to be ready to stop patching things – and start building infrastructure that compounds.

Who This Is Not For

We’re not a fit if you:

  • Want a tool or template without strategic thinking
  • Don’t have buy-in from your ops lead (or don’t have one at all)
  • Need everything done inside one tool (we work across your stack)
  • Aren’t ready to invest in a real system – not just another Zapier chain
The Outcome We Drive

When we install The Leverage Engine™ inside your business, the goal isn’t perfection – it’s velocity with visibility.

After 4+ weeks, you’ll be operating with:

  • A central dashboard that gives you real-time clarity
  • Automations that eliminate 50–80% of manual follow-ups
  • AI agents that answer internal questions and trigger workflows
  • A system you can hand to a COO, plug into new acquisitions, or license out

In other words:
You become less necessary. Your business becomes more powerful.

02. The System

How The Leverage Engine™ actually works inside your business.

The Leverage Engine™ is built on four core layers that work together to create compounding operational leverage.

Each layer serves a specific function, and when integrated correctly, they eliminate bottlenecks, increase speed, and unlock strategic clarity.

This isn’t a surface-level automation setup or a one-off dashboard project.
This is an architecture that runs under your business and scales with it.

The 4-Layer Operating Architecture

We build The Leverage Engine™ using four foundational layers. Each layer stacks on the next – giving you visibility, execution leverage, decision support, and scalable growth infrastructure.

Layer 1: Clarity Layer

Purpose: Reveal what’s happening inside your business in real time
What we build here:

  • Unified performance dashboards across revenue, operations, fulfillment, and support

  • SOP maps and internal workflow documentation (built into Notion, Airtable, or your preferred stack)

  • Owner dashboards: 1-click visibility into the health of the company or portfolio

  • Metric syncing and role-based visibility (so each person sees what they need to act)

Use case example:
You want to know, at a glance, how Company A is doing on fulfillment, Company B on revenue, and Company C on churn – without checking five tools or asking three people.

We install that view – and the systems to keep it updated automatically.

Layer 2: Automation Layer

Purpose: Eliminate repetitive work and streamline execution
What we build here:

  • Custom-built automations that handle reporting, onboarding, project handoffs, follow-ups, and internal notifications

  • Slack, Notion, CRM, and Airtable workflows that reduce reliance on ops bottlenecks

  • Trigger-based systems that respond to key events (e.g. task creation, form submission, payment received)

  • Consolidated operating logic: we standardize how processes run across your stack

Use case example:
When a client signs a contract, five things need to happen: notify the team, kick off onboarding, update the CRM, assign a PM, and start billing.
Right now, that takes your team 15 minutes.
We make it instant – and error-proof.

Layer 3: Intelligence Layer

Purpose: Support faster, smarter decision-making with internal AI
 What we build here:

  • AI agents trained on your internal docs, processes, and terminology

  • Slack- or Notion-based assistants that answer internal questions instantly

  • Automated briefings and recaps for decision-makers (based on live data)

  • Context-aware triggers: e.g. “If X metric drops, alert ops and suggest three actions”

Use case example:
Your ops lead asks, “What’s our average delivery time by client tier last quarter?”
Instead of checking dashboards, digging through spreadsheets, and messaging three people, they ask the AI agent inside Slack – and get the answer in seconds.

This layer becomes the connective tissue between data, decision-making, and action.

Layer 4: Strategic Leverage Layer

Purpose: Build scalable growth loops, cross-business monetization systems, and leverage assets
 What we build here:

  • Growth flywheels that activate once core operations are running smoothly

  • Distribution systems across companies or client tiers

  • Asset repurposing systems (turn data into content, calls into training, deliverables into products)

  • Partner systems and referral flywheels tied directly to client operations

Use case example:
 You realize three of your businesses serve the same customer type in different ways.
 We design and install a cross-business growth engine – so one client becomes three.
 And that growth is powered by systems already running under the hood.

Layer Interaction Example

Think of it like this:

  • Clarity Layer tells you what’s happening

  • Automation Layer removes your need to do it manually

  • Intelligence Layer makes it easy to decide what to do next

  • Strategic Leverage Layer ensures every action creates more opportunity, not just output

Each layer is modular. We can install one, two, or all four – depending on where you are and what your team can handle.

But together, they form the backbone of a business that scales without adding chaos.

03. How We Work

Our engagement model, how we install the system, and what you can expect.

You don’t need more tools. You need a system that actually works.

Most businesses aren’t broken – they’re just operating below their leverage ceiling.

That ceiling comes from:

  • Unclear data
  • Manual workflows
  • Decision bottlenecks
  • Tools that don’t talk to each other
  • Growth loops that aren’t truly connected

The Leverage Engine™ exists to fix this.

We don’t just point out your problems or drop you a dashboard.
 We install a portfolio-grade operating system from the inside out.

Our Two Engagement Paths

We offer two ways to work with us depending on your portfolio size, speed, and level of install:

1. Internal Leverage Audit™

A diagnostic + blueprint for uncovering bottlenecks and hidden leverage.

This is our lightest engagement – ideal if you want clarity before committing to a full system build.

You’ll get:

  • A full ops + systems audit across 3–5 core areas
  • A mapped SOP + tech stack overview
  • A leverage blueprint outlining what we’d build and why
  • A tailored install plan with cost, timeline, and outcome projections

Timeline: 1–2 weeks
 Investment: Starting at $5,000
 Output: PDF blueprint, Loom walkthrough, strategic recommendation

Best for:
 Operators who want insight before execution.
 HoldCo owners pre-acquisition.
 Founders planning a system upgrade or leadership transition.

2. Portfolio Leverage OS™

Our flagship install. We build and deploy your internal operating system.

This is our full architecture and system build – delivered over 4+ weeks, depending on size and scope.

You get the full Leverage Engine™ stack, tailored to your business and installed across your team, tools, and workflows.

Included:

  • Full Clarity Layer (dashboards, SOPs, visibility systems)
  • Full Automation Layer (custom no-code and AI-assisted workflows)
  • Full Intelligence Layer (internal AI agents and assistants)
  • Strategic Leverage Layer (distribution, monetization, growth systems)
  • Team training, documentation, and onboarding
  • Founder/operator cockpit dashboards
  • Ongoing system performance reports and scaling roadmap

Timeline: 4+ weeks (depending on size and scope)
 Investment: Starting for $35k+ depending on scope
 Optional: Retainer or success-based support after install

 

Best for:
 Portfolio operators scaling across 2–10 companies
Teams with operational drag or growing headcount
Founders stepping back and installing a leadership layer


Our Engagement Flow

Whether you start with an Audit or go straight into a full install, our process follows the same strategic cadence:

Phase 1: Discovery & Diagnosis

  • Review of current systems, tools, workflows
  • Bottleneck detection and leverage analysis
  • Access to select team members and key processes
  • Identification of quick wins and deeper opportunities

Phase 2: Blueprint & Buy-In

  • Strategic architecture plan (the custom version of The Leverage Engine™ for your ops model)
  • Tool stack optimization plan
  • Optional founder/operator dashboard preview
  • Approval of build plan and timeline

Phase 3: System Build

  • No-code and low-code system creation
  • Dashboards, automations, and agent installation
  • Testing across real data and workflows
  • SOP documentation and team implementation guides

Phase 4: Install & Handoff

  • Final integration into your ops stack
  • Team onboarding sessions
  • Ownership transfer + maintenance guidelines
  • Founder/operator live cockpit setup

Phase 5: Optional Ongoing Retainer

  • Monthly system optimization
  • Strategic ops consulting
  • Additional agent training and system expansions
  • Quarterly leverage reviews and dashboards

Retainer options:

  • Stabilize: Lite support
  • Scale: Full team access, continued builds
  • Success-Based: Custom rev-share or incentive model for growth-driven clients

Tools We Typically Work With

We’re tool-agnostic – but these are the most common:

  • Dashboards: Retool, Softr, Airtable Interfaces, Google Data Studio
  • Automation: Make, Zapier, Pipedream, Xano
  • AI/Agents: OpenAI (GPT-4 Turbo), custom GPTs, ChatGPT, Claude, Slack-based AI agents
  • Docs/SOPs: Notion, Slite, Coda
  • CRM/OPS: Airtable, HubSpot, SmartSuite, ClickUp

Have a different stack?

We’ll integrate into it – or recommend a better alternative. 

What We Need From You

To deliver a clean install, we’ll need:

  • A decision-maker (you or your COO) on one weekly alignment call
  • Access to key tools (via guest access, API tokens, or view-only logins)
  • A rough map of your core workflows (or permission to audit them live)
  • Buy-in from the 1–3 people who own your systems or ops processes

We handle the rest – mapping, building, testing, integrating, and onboarding.

 

 

04. The Results

What happens after the system is installed.

What Success Looks Like

After we install The Leverage Engine™, you won’t just feel more in control – you’ll operate with a level of clarity, speed, and leverage that changes how your business behaves.

This isn’t just “operational efficiency.”
This is structured scale – installed under the surface of your business.

You’ll see it across four dimensions:

1. Visibility Becomes Instant

Before:

  • You depend on ops leads or late reports to understand performance
  • You can’t easily compare performance across companies, teams, or tools
  • Your dashboards (if any) are outdated or disconnected from daily ops

After:

  • You have a single source of truth for performance, fulfillment, team activity, and growth
  • Every role has the right level of visibility – without noise
  • You can review your company (or portfolio) in minutes, not hours

2. Execution Speeds Up

Before:

  • Tasks get stuck between tools, people, or unclear handoffs
  • Your team relies on tribal knowledge, Slack messages, or outdated SOPs
  • Bottlenecks create avoidable delays and silent handoffs

After:

  • Workflows run without founder or COO intervention
  • Automations handle handoffs, notifications, and recurring tasks
  • SOPs are built into the system itself – and kept up-to-date automatically
  • Your team focuses on outcomes, not maintenance

3. Decisions Get Sharper

Before:

  • You or your ops team spend hours piecing together insights
  • Internal questions interrupt deep work or go unanswered
  • Small decisions slow down big ones – because data isn’t trusted or visible

After:

  • Internal AI agents handle FAQs, data pulls, and context-specific decisions
  • Leaders have access to live context and historical insights instantly
  • The company builds “decision memory” that compounds over time

4. Growth Compounds

Before:

  • Each company grows independently (and inconsistently)
  • Marketing, monetization, and ops are siloed
  • New growth channels require new tools, hires, or projects

After:

  • Growth flywheels run on top of your operational infrastructure
  • Distribution, upsell, and referral systems are shared across companies
  • The more your system runs, the more leverage it creates

A Snapshot of Life After Install

Your operators:
Know what to do, when, and where – with no confusion, delays, or duplicated effort.

Your tools:
Talk to each other. Your dashboards tell the truth. And your workflows don’t require human glue.

Your AI agents:
Don’t just summarize – they answer internal questions, drive workflows, and help people focus.

Your business:
Runs like a portfolio-grade system – with speed, accountability, and compounding leverage built in.

What Clients Say

“This gave us the backbone we didn’t know we were missing. Our ops team is finally out of the weeds, and I can actually see what’s working across all three companies.”

“Within 30 days, our average task turnaround dropped by 65%. We automated handoffs, cleaned up our SOPs, and haven’t added headcount since.”

“I finally trust my dashboards. I know what’s happening, who’s doing it, and how it’s performing – without needing a daily meeting or a Slack nudge.”

05. FAQs

The most important questions answered.

Is this a software product or a consulting service?

It’s neither – and both.

The Leverage Engine™ is a custom-built internal operating system.
 We don’t sell a SaaS tool. We don’t give you a template.
 We design and install a fully integrated architecture across your stack – including dashboards, automations, and AI agents tailored to your business.

When we leave, the system stays.

Do I need to have my SOPs and data already organized?

No. In fact, most of our clients come to us precisely because they don’t.

We help you map, structure, and systematize your key workflows and data as part of the install.
 We’ll document what exists, clean up what’s broken, and rebuild what’s missing – so your team isn’t guessing anymore.

What tools do you use?

We’re tool-agnostic, but we typically build with:

  • Retool, Airtable, Notion, SmartSuite for dashboards and data layers

     

  • Make, Zapier, Xano, Pipedream for automation

     

  • OpenAI + custom GPTs for internal AI agents

     

  • Slack, Notion, or Coda for internal communication and documentation

     

If you already use other tools, we integrate into your stack – or recommend cleaner replacements.

How long does this take?

  • Internal Leverage Audit™: 1–2 weeks

     

  • Full Install (Portfolio Leverage OS™): 4+ weeks depending on scope

     

This isn’t a one-day build. It’s a strategic install that moves fast – but doesn’t compromise quality.
 Expect a 3–4 call cadence with async builds in between, full visibility along the way, and live testing before handoff.

Will my team be overwhelmed?

No. We don’t deliver a firehose of systems your team can’t maintain.

We install just enough system to eliminate the chaos, then scale it based on your team’s capacity.
 Every deliverable is paired with onboarding, SOPs, and async Looms – so your team is empowered, not dependent.

What do I actually own?

Everything we build is yours to keep – dashboards, automations, templates, agents, and documentation.
 If we use proprietary components (e.g. our internal templates, AI configurations, or frameworks), you’ll have full license to use them inside your business as long as needed.

Can I start with just the Audit?

Yes – and many of our best installs started this way.

The Internal Leverage Audit™ is our way of mapping out your bottlenecks, identifying the highest leverage opportunities, and showing you exactly what we’d build (and what that unlocks).
 You walk away with a blueprint you can act on – with us or without us.

What happens after the install?

You can:

  1. Run the system yourself – we give you full documentation, dashboard access, and recorded walkthroughs

  2. Engage us on retainer – for monthly optimizations, advanced build-outs, and leverage strategy

  3. Bring in a systems operator – we can help you train or hire someone to own the engine internally

This isn’t a co-dependent relationship. We build so that you can own.

06. Next Steps

The next move made clear.

You don’t need a new project.

You need an internal system that makes your current ones faster, clearer, and scalable.

We’ll show you exactly where to start.

Book your Internal Leverage Audit™

  • 1:1 deep dive into your current stack, systems, and team

  • Custom Leverage Blueprint + install roadmap

  • Outcome-focused, no-fluff strategy recommendations

  • Credit applied toward full system install if you move forward

Investment: Starting at $5,000
 Timeline: 7–14 days
 Format: 2 calls + 1 delivery session + async build + Loom walkthrough

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