Now Live • Small Business Operating System
Stop guessing about your business health.
Start executing with clarity.
Diagnostic insights, money leak detection, and ready-to-use SOPs for local service businesses. Turn scattered operations into a clear execution system in minutes.
What SBOS actually does (in plain English)
SBOS is an operating system that helps small businesses assess their current operations, reduce wasted spend, create a 30/60/90 day plan, document repeatable processes, and automate basic follow-up without needing an IT team.
Built for the businesses that keep communities running.
From restaurants to retail, SBOS gives local service business owners the same operational clarity that enterprise companies pay consultants six figures for.
Running a local service business?
SBOS was designed for owners who wear every hat. Get clarity on your operations in minutes.
Plugs into the tools you already use
SBOS sits on top of your existing stack — no migrations, no new logins. It reads what your tools are doing and tells you what to fix.
+ dozens more via Zapier and native API connections
See all integrationsThe Cost of Doing Nothing
Operating without a system creates invisible friction. See what changes when you stop patching and start building.
Scattered across 5+ logins
Revenue data lives in your invoicing tool. Customer notes live in email. Task lists sit in a spreadsheet. Nobody has a single view of what's actually happening.
Unified dashboard snapshot
One diagnostic view pulls together the signals that matter — health score, bottlenecks, and quick wins — without needing to log into five different apps.
Days of manual export and analysis
Every quarter you export CSVs, cross-reference spreadsheets, and try to piece together what's working. By the time you see the pattern, the window has closed.
Instant diagnostic scoring
SBOS runs your intake answers through a structured framework and surfaces a scored snapshot in minutes — not days. You see where to focus before you lose momentum.
Locked in employee heads or lost docs
Your best processes only exist because one person knows how to do them. When they're out sick, on vacation, or gone — the process goes with them.
Auto-generated, centralized SOPs
SBOS generates starter SOPs from your intake data and organizes them in one place. Your team follows the same steps every time, regardless of who's working.
Dependent on human memory
Leads slip through because someone forgot to follow up. Onboarding steps get skipped. The "system" is really just sticky notes and good intentions.
Guaranteed automated sequences
SBOS builds a basic follow-up automation flow — messages go out on schedule, every time. No one has to remember, and nothing falls through the cracks.
Requires IT or hours of setup
New tools mean migration headaches, onboarding sessions, and months before anyone actually uses the thing consistently. Most small businesses give up.
Guided ~10 minute demo deployment
The SBOS demo walks you through the full system in about 10 minutes using sample data. No IT team, no migration, no commitment — just clarity.
Vague advice or raw data dumps
Consultants hand you a 40-page PDF. Analytics tools give you charts with no context. You end up with more information and less direction than when you started.
Structured 30/60/90 day plan
SBOS generates a prioritized growth roadmap with weekly action items. You know exactly what to do first, what comes next, and what the 90-day outcome looks like.
What a $3M business will look like before and after SBOS
The business doesn't change. The clarity does. Here's what operational visibility actually unlocks at scale.
Revenue flowing through disconnected tools
Estimated annual operational waste
Hours lost per week to manual work
Days to get a clear business snapshot
Leads lost due to no follow-up system
Est. annual loss to waste + manual work: $285,000+
Revenue — same business, new clarity
Annual waste recovered after leak scan
Hours saved per week with automation
Time to full operational snapshot
Lead follow-up automated, no slippage
Potential annual recovery: $237,000+ — same revenue, better margins
* Figures are illustrative projections based on typical findings from SBOS diagnostics. Actual results vary by business.
Run Your DiagnosticFive modules. One operating system.
SBOS gives you the diagnostic, the plan, the processes, and the pipeline — all connected, all in one place.
Business Health Diagnostic
Runs a structured analysis of your operations and produces a scored snapshot of where your business stands — across revenue, systems, team, and process.
Inputs Required
- Revenue range & growth stage
- Current software tools in use
- Biggest operational bottleneck right now
Generated Outputs
- Operational Health Score (0–100)
- Risk categorization across 5 dimensions
- Top 3 priority fixes with rationale
Why it matters: You can't fix what you haven't measured. The diagnostic gives you an honest, scored baseline — so you know exactly where to start, not just where it hurts.
Runs a structured analysis of your operations and produces a scored snapshot of where your business stands — across revenue, systems, team, and process.
Inputs Required
- Revenue range & growth stage
- Current software tools in use
- Biggest operational bottleneck right now
Generated Outputs
- Operational Health Score (0–100)
- Risk categorization across 5 dimensions
- Top 3 priority fixes with rationale
Why it matters: You can't fix what you haven't measured. The diagnostic gives you an honest, scored baseline — so you know exactly where to start, not just where it hurts.
Scans your connected tools, subscriptions, and workflows to surface wasted spend and margin erosion hiding in your day-to-day operations.
Inputs Required
- Connected integrations (QuickBooks, Stripe, etc.)
- Software subscriptions list
- Manual process hours per week
Generated Outputs
- Total estimated monthly waste
- Duplication and overlap flags
- Consolidation & cancellation recommendations
Why it matters: Most $1M–$5M service businesses leak 10–20% of margin to duplicative tools, manual data entry, and unbilled time. SBOS makes those leaks visible in minutes.
Converts your goals and constraints into a phased, prioritized execution plan — structured as 30-day wins, 60-day systems, and 90-day milestones.
Inputs Required
- Primary 90-day objective
- Current biggest growth constraint
- Available team capacity
Generated Outputs
- 30-day quick-win action list
- 60-day system-build priorities
- 90-day scaling milestones
Why it matters: Most operators know what they want — they don't have a sequenced plan to get there. SBOS turns goals into a clear, ordered execution track.
Creates structured Standard Operating Procedures for your critical workflows — assign them to team members, track completion, and iterate over time.
Inputs Required
- Process name and goal
- Current steps your team takes
- Common failure points to avoid
Generated Outputs
- Formatted SOP document
- Step-by-step checklist
- Role assignments & accountability layer
Why it matters: If a process lives only in someone's head, your business can't grow or be sold. SOPs turn tribal knowledge into transferable systems.
Tracks every lead and client through a structured pipeline — from first contact to closed deal to repeat business — with built-in follow-up automation.
Inputs Required
- Primary lead sources
- Current follow-up process (or lack of one)
- Average sales cycle length
Generated Outputs
- Visual lead pipeline by stage
- Automated follow-up sequence
- Conversion rate visibility
Why it matters: Speed to lead is everything in service businesses. A consistent, automated follow-up system increases close rates without adding manual work to your plate.
Is SBOS a good fit for your business?
60 seconds to know if this is right for you.
From signup to fully operational
Six clear steps to go from scattered operations to a running system — in less than a week.
Create Your Free Account
Sign up in under 2 minutes. No credit card required. Access the SOP Builder and platform preview immediately.
Run Your Business Health Scan
Answer 10 structured questions about your operations, tools, and goals. Takes less than 10 minutes.
Review Your Diagnostic Report
Get your operational health score, see your top 3 risk areas, and understand exactly where your business is leaking money or time.
Connect Your Tools
Plug in QuickBooks, Stripe, Calendly, or your CRM. SBOS reads what your stack is doing and surfaces gaps you didn't know existed.
Build Your First SOP
Document one critical workflow — onboarding a client, closing a lead, fulfilling a service. Assign it to your team and track completion.
Execute Your Growth Plan
Your 30/60/90-day roadmap is live. Work through quick wins, fix the systems, and hit your 90-day milestone with a clear, ordered plan.
You shouldn't have to guess if software is safe.
Clear, plain-English rules on how we handle the demo environment and your future production data.
Demo-safe by default
The Promise
How we do it
We use pre-loaded sample business data for all demo modules so you can see the system working without risking your own.
Your data stays yours
The Promise
How we do it
When you upgrade, SBOS acts as a read-only layer over your existing tools unless you explicitly grant write access.
No surprise changes
The Promise
How we do it
The generated SOPs and automation plans are suggestions. Nothing goes live until a human reviews and approves.
Production-ready foundations
The Promise
How we do it
Built on enterprise-grade infrastructure. What looks like a simple demo is backed by identical security protocols to our live product.
Software built by people who've run businesses.
SBOS is software — but every feature was designed and refined by people who have sat in the owner's seat. That experience is baked into the platform.
Frequently Asked Questions
Straight answers to common concerns. No fluff.
What exactly is SBOS and how does it work?
SBOS is a Business Operating System — a single platform that connects your diagnostic, planning, processes, financials, and pipeline in one place. You run a Business Health Scan, connect your existing tools (QuickBooks, Stripe, Calendly, etc.), and SBOS tells you exactly where your business is leaking money or time — then gives you a structured plan to fix it.
What do I get on the free Starter plan?
The Starter plan gives you full access to the SOP Builder — you can create, assign, and track standard operating procedures for your team immediately. You can also explore all five platform modules to see what SBOS can do before upgrading. No credit card required.
Does SBOS replace my CRM or accounting software?
No. SBOS is an orchestration layer that sits on top of your existing stack. It reads what your tools (QuickBooks, HubSpot, Stripe, Calendly) are doing and surfaces the gaps, waste, and process breakdowns you can't see from inside each individual tool. We believe in letting specialized tools do what they do best — while SBOS acts as the command center.
How long does it take to get set up?
The Business Health Scan takes under 10 minutes. Connecting your first integration takes another 5 minutes. Most Operator plan users have their first SOP documented and their 30/60/90-day roadmap live within their first session. There's no lengthy onboarding or migration — you start from where you are.
Can SBOS work for my specific industry?
Yes. SBOS is built for service-based businesses — contractors, agencies, consultants, healthcare practices, cleaners, coaches, and more. The SOP Builder adapts to your operational terminology, the diagnostic asks industry-relevant questions, and the growth roadmap is structured around your specific constraints — not a one-size-fits-all playbook.
What's the difference between Operator ($150/mo) and Executive ($550/mo)?
The Operator plan gives you the full platform — all 5 modules, live integrations, automated summaries, and your growth roadmap. The Executive plan adds the human element: dedicated advisory sessions with the SBOS team, a human-reviewed weekly business summary, and direct founder access for strategic guidance. It's the platform plus a real advisor in your corner.
Start for free. Scale when ready.
Start with the SOP Builder at no cost. Upgrade to the full operating system when you're ready to move faster.
Starter
Get familiar with the system.
Access the SOP Builder and explore the full platform at no cost. No credit card required.
- SOP Builder — create, assign & track procedures
- Platform preview — explore all modules
Operator
The full operating system.
Everything you need to diagnose, track, and execute across your entire business — in one place.
- SOP Builder — create, assign & track procedures
- Platform preview — explore all modules
- AI Money Leak Detection
- Unified Financial Dashboard
- Customer & Lead Pipeline
- Business Health Diagnostic
- Weekly Business Summary
- Human advisory & strategy sessions
- Priority onboarding & founder access
All plans include access to the SBOS platform · Cancel anytime · View full pricing comparison →