Leads go quiet
They come in, someone means to follow up, and nobody can say which ones mattered or where they went.
Business operating systems for growing companies
CRM, email, spreadsheets, a dozen apps, maybe some AI. But deciding what matters, what happens next, and who does it still runs through you and a few key people. TKO finds where that is costing you, builds the missing operating layer, and proves it changed the numbers.
For owner-led and growing businesses, typically $5M+ in revenue.
The pattern
Your systems hold the information.
A person holds the judgment.
Someone has to notice the signal, remember the history, decide what matters, and make sure it happens. When that someone is you, the business can only move as fast as your calendar.
Sound familiar?
It's the work between the tools, done by people, from memory.
They come in, someone means to follow up, and nobody can say which ones mattered or where they went.
The owner or COO is the only place where the whole picture exists, so every decision waits on one calendar.
It holds records. It doesn't tell anyone what to do next, and half the team doesn't trust what's in it.
Hours every week go to copying information between the CRM, the inbox, spreadsheets, and whatever else was bought.
New tools, new subscriptions, new logins. Nothing measurable changed about how the work gets done.
When one person is out or leaves, part of how the business works goes with them.
Why it happens
Your tools are good at storing what happened. None of them decide what should happen next. So a person does that job every day: reconciling, remembering, prioritizing, chasing. That work is invisible until the person is busy, out, or gone.
Your systems
CRM · inbox · spreadsheets · apps · AI tools
The missing operating layer
Your team
The right work, done on time, by the right person
How TKO works
No imaginary end state. Real businesses change, so the constraint moves. The system moves with it.
01
Trace where leads, work, and decisions actually stall, and what that costs in money and hours.
02
Build the missing operating layer on the tools you already have: statuses, rules, queues, automation, and AI with human approval.
03
Measure against a baseline taken before anything changed. If the numbers didn't move, we say so.
04
Remove one constraint and the next becomes visible. The system grows with the business instead of pretending to be finished.
Proof: RachelOS
A South Florida real-estate business had a CRM, notes, emails, texts, a website, and plenty of leads. The judgment that connected them lived in one person: who mattered, what had happened, what to send, and when to follow up. I built the system that holds that judgment now, and I still run it.
Foundation
Every call, text, email, and site visit lands in one relationship record. Facts are kept separate from guesses.
Visibility
One ranked queue and a daily email answer the only question that matters each morning: who needs attention, and why.
Follow-up
The system drafts outreach and flags missing information. A person approves anything that goes out.
Conversion (now)
The constraint moved. The work now is measuring and improving every step from first response to closed deal and referral.

What gets built
Every lead gets a status, an owner, and a next action. Nothing ages silently.
One ranked list of what needs attention today and why, assembled from the CRM, inbox, and pipeline.
Stages that mean something, data rules that hold, and next actions instead of empty fields.
Drafting, summarizing, and sorting handled automatically, with a person approving anything consequential.
The facts about customers, deals, and processes that live in one person's head, captured where the team works.
Every number has an owner, a threshold, and a next step when it moves the wrong way.
How engagements work
Every step is useful on its own, is priced up front, and makes the next decision obvious.
Where to start
Where is the business actually losing time and money, and what should you fix first?
2 weeks
$7,500 fixed · credited toward a build
Fix the constraint
Build the system that fixes it—and prove it worked.
4–8 weeks
From $15,000 · fixed price per phase
Keep it working
Keep the system working, and find the next constraint.
Monthly · 3-month minimum
$3,000–$6,000 per month
Who you'll work with
I've spent twenty years inside operations that had to work: loan settlement at Apollo, asset-management platform programs at Sapient, advisor and CRM platforms at FolioDynamix, and large healthcare programs with dozens of teams and systems. The pattern was the same everywhere. The information existed. Someone still had to turn it into the next action by hand.
Why not just…
A consultant
Diagnoses the problem and leaves a plan. Nobody builds it, so the business drifts back.
An automation agency
Connects your tools quickly, and automates the broken steps along with the good ones.
A developer
Builds what you specify. The hard part is the specification, because the logic lives in your head.
Another AI tool
Adds one more system to a stack that is already fragmented.
A new operations hire
Six figures and months to impact, and rarely someone who can both run the operation and build the system.
TKO
Finds the constraint across process, people, data, and technology, builds the fix, measures it, and keeps going.
One principal · Priced up front
Thirty minutes, no pitch deck. You describe what's stuck; I tell you where I would look first, and whether a paid diagnostic is worth it for your business.