The Executive Operating System
Custom built & integrated
operations dashboard for executives.
CXO Suite pulls live performance from your reps, runs your AI agents, organizes your calendar and inbox, and gives your chief of staff a seat at the controls — so you stop chasing updates and start running the company.
Real-time KPI dashboard
Live pipeline, revenue, and per-rep performance on one screen.
Every meeting, deal, dollar, and calendar block from your operation rolls up here in real time, pulled directly from the tools your team already uses. KPIs aren't a Monday email — they're the screen you keep open.
What's inside▼
- —Live pipeline value, revenue tracking, and performance by team member
- —External tools (HubSpot, GHL, Airtable, Salesforce, Pipedrive, your calendar, your inbox) unified into one feed
- —Weekly board-ready briefs auto-generated by your AI Business Analyst
- —Drill into any person on your team — their day, their open work, their calendar load
Four AI executives, pre-built
Chief of Staff, Ops Manager, Business Analyst, and Briefing Officer on staff.
Most founders we work with have a Chief of Staff role on a sticky note. CXO Suite fills it — and three more — with AI agents that triage your inbox, organize your brain-dumps, roll up live KPIs, and turn every meeting into action items. Same engine that runs in seven-figure operations, deployed in an afternoon.
What's inside▼
- —AI Chief of Staff — triages your inbox, drafts replies in your voice, protects your calendar, prepares your morning brief
- —AI Operations Manager — captures everything you brain-dump, organizes it into tasks, deals, and follow-ups, then tracks completion
- —AI Business Analyst — rolls up live KPIs across every tool your team uses (HubSpot, GHL, Airtable, Salesforce), surfaces what changed, ships a board-ready brief every week
- —AI Briefing Officer — every call, meeting, and recording becomes a transcript, a summary, and a list of action items overnight — never lose a "what did they say?" again
Private Telegram channels for leadership
Owners Room + Leadership Channel with AI task assignment.
Two private Telegram surfaces only execs and leadership see — no rep clutter, no marketing noise. Brain-dump any text, voice note, or photo and the AI Operations Manager turns it into tasks, deals, or follow-ups assigned to a named person with completion tracking in the dashboard.
What's inside▼
- —Private Owners Room + Leadership Channel — no rep clutter, no marketing noise
- —Brain-dump anything (text, voice, photo) — your AI Operations Manager organizes it into tasks, deals, follow-ups
- —Assign work to a specific person via Telegram; track completion in the dashboard
- —Morning brief delivered to your DM every day — what shifted overnight, what needs you today
Multi-seat admin + audit trail
Invite an EA in one click with full admin access and per-action audit logs.
One click adds your assistant to your suite — calendar, inbox, reports, comms, the same views you have. Every action they take is logged so you always know who did what, when. Add or remove assistants from /dashboard/settings; support multiple assistants if your operation calls for it.
What's inside▼
- —Add or remove an assistant from /dashboard/settings in under a minute
- —Your assistant sees what you see and acts as you when needed
- —Audit trail on every action — you always know who did what, when
- —Manage multiple assistants if your operation calls for it
Calendar, inbox, and meeting recall
Gmail triage, calendar-aware AI drafts, and overnight meeting summaries.
One screen replaces ten tools. The AI Chief of Staff drafts Gmail replies that respect your real calendar availability. Fathom, Plaud, and Cal.com meetings auto-save with summaries and next steps. PDFs and briefs generate from underlying meeting + deal context. Task reminders fire on Telegram, not in another app you forget about.
What's inside▼
- —Gmail triage with one-click AI drafts that respect your real calendar
- —Fathom, Plaud, and Cal.com meetings auto-saved with summaries and next steps
- —PDF briefs and proposals generated from the underlying meeting + deal context
- —Task reminders that fire on Telegram, not in another app you forget about
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