Meet the Work OS is a work operating system (Work OS) where organizations of any size can create the tools and processes they need to manage every aspect of their work. By combining building blocks, like apps automations and integrations, teams can build or customize the workflows of their dreams.

The platform enables businesses to easily build work management tools and software applications to meet their needs. makes it clear what people are supposed to do and gives leadership teams transparency into their performance.

A few of our favorite use cases

We love the flexibility of the Work OS. Whether you want to use it to manage a sales process, operations process, organize projects, or track time and activities it can be customized to meet those needs.

Here are a few examples to provide some inspiration for you to unlock value for your business.

Use Sales CRM

Problem/Opportunity: The company needed a simple and cost effective solution to track leads, deals, accounts, contacts, and activities for their 1 person sales team. They wanted something that was easy to use and that would give them good visibility into sales performance without making a huge technology investment.

Solution: We used one of the ready made templates to get a sales process implemented the same day. We then customized the template to meet the unique needs of the business and began using immediately. Sales CRM

Outcome: The sales team (aka the single sales person) was able to use the intuitive interface with minimal training to begin organizing their sales pipeline. The organizational tools and automations that are possible down the road are endless, but for now this was a huge improvement over the spreadsheets they were using in the past.

Use to track OKRs

Problem/Opportunity: The company was beginning to use Objectives and Key Results (OKRs) to track company performance. They wanted a simple solution to organize the organization objectives and show how they are progressing towards their goals over time.

Solution: We used a pre-built OKR Template. We created some custom formulas to show % goal achievement and a dashboard to show goals across departments. OKR Template

Outcome: We got all OKRs loaded same day and the team could begin tracking weekly performance against their Key Results. This created clarity for the company and allows the owner to see where they are on track and what areas they are falling behind. This enables them to solve problems before they become major issues and derail the overall results.

Want to learn more about the Work OS?

The possibilities to apply the Work OS to the systems and processes in your business are nearly endless.

If you want to chat about how can help you gain back time in your day select a time below for a free consultation.

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Note: we are partners so if you use this link you are supporting our business – we appreciate that very much :-). 

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