Company OS Proposal: BrightPoint

Overview

We're your operating partner.
In the first 90 days we install a custom operating system, your company's single source of truth. Then we run it, expand it, and adapt it with you every month after.
This is closer to hiring an operations department than buying a tool: a visionary, an integrator, and a support team in one, plus an army of AI agents working alongside them. You get an entire ops department for a fraction of what one senior hire costs.
Our job is to capture how your company actually runs, document it, and layer AI on top, so the business stops depending on you for every decision and starts running on a system your whole team and your agents can operate from.
Prepared for: Chris White, CEO of BrightPoint

Where You Are Now → Where We Take You

Where you are now
Where you'll be, by Day 90 and every month after
In your words, if you walked away for six months you'd "come back to nothing", the business still runs through you, and as you put it, you're "in the way now"
Your team has one source of truth and moves without waiting on you
Critical knowledge lives in your head and your transitioning Director of Operations'. She "holds the keys to the kingdom." When key people leave, you're "redesigning and reorganizing when you already had stuff in place"
It's documented, searchable, and structured for both your team and your AI
A stack of tools that don't talk to each other
Your tools connected, with an AI layer that knows what's happening across the business
Your team runs their own separate AI tools, each with its own context, producing siloed, inconsistent outputs
Custom agents trained on your voice, data, and processes doing real work
Growing 35% a year with Maryland, Houston, and a Cleveland acquisition in front of you… but, in your words, "it won't happen if I don't become more efficient and systematized"
A system that scales, so the next hire and the next $1M don't cost you another 20 hrs/week

Goals

This engagement will help you:
  1. Extract and document tribal knowledge from you and key team members before it becomes a liability
  2. Build a custom Company Operating System tailored to your workflows, teams, and business model
  3. Deploy AI agents trained on your data, brand voice, and processes, ready to increase your efficiency
  4. Reduce founder dependency so the business can operate and scale without everything running through you
  5. Create a scalable foundation that supports growth without the chaos that typically comes with it
By the end of this engagement, your business will have an operational backbone, a living system your team uses daily, your AI agents are trained on, and your future hires onboard into from day one.

The Model at a Glance

Two stages, one continuous relationship.
Stage
Timeline
What happens
Stage 1: Foundation
First 90 days
We install your operating system and go live on it. Milestone-driven, done with you.
Stage 2: Operating Partnership
Month-to-month, ongoing
We run, expand, and adapt the system as your embedded ops partner.
The first 90 days is the foundation. Think of it as the starting line. Most builds stall the moment the builder walks away. Ours keep going, because Day 90 isn't a handoff. By then the system is live, your team is already trained on it, and the partnership shifts into ongoing execution. The momentum carries instead of dying at the drop-off.
 

Stage 1: Foundation (First 90 Days)

Objective: Design, build, and go live on a custom operating system that captures how your company actually runs, documents your core processes, and stands up the AI layer on top. The result is less founder dependency and one source of truth the whole team and your agents can operate from.
The approach is discovery-led. We finalize the exact architecture, priority workflows, and AI agent scope after the Phase 1 audit and document them in your Implementation Plan. Training and enablement start early, in the first weeks, so adoption is built into the work instead of bolted on at the end.

Phase 1, Audit & Foundation (≈ Days 1–15)

Objective: Understand how your business operates today, where execution breaks down, and what architecture best supports adoption and scale.
  • Structured deep-dive interviews (60–90 min) with founder/executives and designated key team members.
  • Map how decisions, priorities, and execution really happen today.
  • Identify bottlenecks, tribal knowledge, context dependencies, and failure points.
  • Review your current tools, workflows, and communication patterns.
  • Deploy the foundation of your operating system in Notion, with navigation and a baseline permissions approach.
  • Load your identity inputs: Vision, Company Identity, and Brand Avatar.
Milestone deliverables:
  • Foundation operating system deployed (core structure, hubs, navigation, baseline permissions).
  • Identity Foundation loaded.
  • Implementation Plan: recommended architecture, priority outcomes, selection of 1–2 priority workflows for Phase 2, staff rollout and adoption approach, and preliminary AI agent plan and timing.
You review and provide feedback within seven (7) business days.

Phase 2, Build & Execution (≈ Days 15–60)

Objective: Build the operating system anchored by roles, a knowledge base structure, Meetings, the Projects | Tasks operating layer, and 1–2 priority workflows.
  • Role and ownership modeling: every seat has a purpose, main responsibilities, and owned metrics.
  • Knowledge base structure designed for retrieval, execution, and AI use.
  • Projects | Tasks operating layer rolled out (views, templates, rhythms).
  • Build and deployment of 1–2 priority workflows, with documentation and initial population.
  • Integration setup for supported Notion connections (Email, Calendar, Drive, Slack, CRM, project tools).
  • AI enablement work begins: brand-voice inputs, data structure, and workflow stability, with a possible first agent delivered late in this phase.
  • Enablement starts here. Early walkthroughs and access expansion to key staff so the team learns the system as it's built.
Milestone deliverables:
  • Roles + ownership layer.
  • Knowledge base structure.
  • Projects | Tasks system deployed and configured.
  • 1–2 operational workflows built, deployed, and populated enough to operate at launch.
  • Access/permissions approach implemented (Leadership / Staff).

Phase 3, Activation, Training & Go-Live (≈ Days 60–90)

Objective: Turn on the AI, drive adoption, and move into the ongoing partnership with no cliff at Day 90.
  • Live team training sessions and role-based walkthroughs.
  • AI agent deployment (up to two agents) and enablement, subject to readiness.
  • Weekly ops-review loop installed (metrics, projects, blockers).
  • Final tightening of views, templates, documentation, and permissions.
  • Handoff documentation and admin training.
  • Transition into Stage 2: the wishlist is stood up, the first ongoing strategy session is booked, and the build engine picks up its next priority immediately.
Milestone deliverables:
  • Two (2) live training workshops for your staff.
  • Training materials (quick-start docs; video walkthroughs where appropriate).
  • AI agent delivery (up to two) and enablement, subject to readiness.
  • Live, adopted operating system, and a running start into the ongoing partnership.

Stage 2: The Ongoing Operating Partnership (Month-to-Month)

Your operating system is built. Left alone, most systems drift back toward the old chaos the moment the builder steps away. This stage is how we keep yours alive and getting more valuable. We stay in the seat as your operating partner and work at two levels at once. On strategy, we keep vision, focus, and the system aligned to where the business is actually going. On execution, we keep expanding and refining it. And we provide always-on support and enablement so your team actually adopts everything.
This is the layer that turns "we have a system" into "the system does more every month."

Pillar 1: Strategy: Your Fractional Head of Operations

We stay in the seat between your vision and your day-to-day, so the system keeps pace with where the company is heading right now.
  • Translate your vision into quarterly and monthly focus, pressure-test priorities, and keep the OS aligned to the business.
  • Your leadership gets a direct line for the decisions that matter.

Pillar 2: Execution: A Continuous Build Engine

A continuous build engine run against your priorities.
  • One active build in development at all times: a new workflow, dashboard, AI agent, automation, or integration, worked to completion before we pull the next.
  • Every request is sized when it goes in. Small items ship in days, larger ones in a couple of weeks. You always know the timeline before we start.
  • No cap on size. You decide whether a slot goes to three quick wins or one major build. Bigger builds simply hold the focus longer.

Pillar 3: Support & Enablement

  • Direct support channel for your team's day-to-day "how do I…" questions, tweaks, and fixes.
  • Training on everything we build. Every new workflow or agent ships with a live walkthrough, a Loom saved into your knowledge base, and/or reference docs. Adoption is part of the work, never an afterthought.

The Operating Rhythm

Cadence
What happens
Monthly
Strategy session (45–60 min): priorities and roadmap
Biweekly
Execution / ops sync (45 min): progress, feedback, unblock
Ongoing
Direct support channel, answered within one business day
Continuous
One active build always moving
  • A living wishlist you control. We both keep a running wishlist inside your workspace: ideas, requests, and enhancements added anytime. Nothing gets lost.
  • Priorities set together, monthly. Each strategy session ranks the wishlist against your goals. You decide what matters most, and we guarantee it's always moving. You can re-rank anytime.
  • Proof of value every month. A short monthly recap of what we shipped, what's in progress, and what's queued next. Your investment is always visible.

AI Agents, Your Digital Workforce

During the Foundation we design your AI enablement plan and deploy up to two (2) AI agents. Type and timing are set by the Implementation Plan and readiness factors: availability of approved source material, workflow stability, and adoption progress. After the Foundation, agents become first-class citizens in the ongoing build queue, prioritized exactly like any other build, so your digital workforce keeps growing.
Example agent types (illustrative):
  • Content Writing Agent: drafts in your voice.
  • Reporting / Summary Agent: dashboards, weekly summaries, synthesis.
  • Research / Retrieval Agent: answers questions from your OS + SOPs.
  • Custom agents: aligned to your biggest operational bottlenecks.
 

What's Included (Full Engagement)

Included
What it means
Foundation build (first 90 days)
Audit, custom operating system deployed in Notion, roles and ownership, knowledge base, the Projects and Tasks operating layer, 1–2 priority workflows, integrations, and identity foundation.
Strategic consulting
Monthly strategy session to set focus, plus strategic input on decisions as they come up between sessions. Your fractional head of operations.
Continuous building
One active build always in motion: new workflows, dashboards, and continuous refinement of what's already live.
Automation & AI
New agents and automations are first-class citizens in your build queue. Prioritize an agent exactly like any other build.
Training & enablement
Onboarding, live rollout sessions, saved Loom walkthroughs, and reference docs for everything we build.
Ongoing support
A direct channel where your team brings questions and gets unblocked, answered within one business day.

What Our Clients Say

Colleen bought back 12 hours per week and consolidated 7+ years of scattered documents into 1 system

Video preview

Bilal saved 10 hours per week, increased his capacity to open a new location, and improved his team’s culture.

Video preview
 
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Who You're Working With

👋
Modern Operators is a systems-first growth partner for founder-led companies doing $2M to $20M who want to scale with clarity, calm, and predictable momentum. Instead of relying on heroic founders, scattered tools, or reactive decision-making, MO gives teams a modern operating system, a unified hub that holds vision, planning, execution, automation, and AI so the business runs smoother, faster, and smarter.
Co-founded by Damon Flowers and Mark Malian, Modern Operators brings together 27+ years of deep operating experience, brand strategy, and systems design to help companies move from reactive bottlenecks to a stable, scalable rhythm.
  • Damon Flowers has spent 20+ years building and scaling companies from early-stage to eight-figure outcomes. He is known for architecting operating systems, transforming chaotic teams into aligned execution machines, and mentoring founders and leaders through the transition from "doing everything" to building a company that grows beyond them. His work blends strategic clarity, operational structure, and the practical integration of AI into day-to-day workflows.
  • Mark Malian brings 7+ years of experience in growth strategy, brand positioning, and systems automation inside agencies and product companies. His expertise lies in turning complex processes into clean, scalable systems…especially in marketing, sales, and customer operations, so teams can produce consistent pipeline, shorten deal cycles, and unlock predictable growth.
Together, Damon and Mark and their team at Modern Operators guide founders through a new era of business, one where clear structure replaces chaos and AI amplifies human capability, with a modern CompanyOS as the foundation for long-term, scalable success.

Investment

$6,000 / month. Everything included.
  • First 3 months, the Foundation. Covers the full custom build: audit, operating system, roles and ownership, knowledge base, the Projects | Tasks operating layer, 1–2 priority workflows, integrations, identity foundation, training, and up to two AI agents. (3-month minimum engagement.)
  • Month 4 onward, the Operating Partnership. Continues month-to-month. Stay as long as it keeps creating value. Give 30 days' notice if you ever decide to pause.
What you're really getting for that. A full-time head of operations who could build this runs $120,000–$180,000+ a year, and even then they couldn't stand up the AI layer or train your team alone. For $6,000/month you get the strategist, the build engine, the support desk, and an army of AI agents. That's an entire ops department for roughly the cost of a single junior hire.

What's Not Included (so the partnership stays healthy)

This isn't hourly work, and it isn't a help desk. We're not a staffing seat for ad-hoc individual tasks or an extra set of hands on your team's to-do list. We build and run the system that gets the work done. We don't become a line on your org chart. If a need falls outside this relationship, we'll name it and scope it separately instead of quietly absorbing it.

Getting Started

Once we're aligned, this is what happens next:
  1. We confirm your start date and schedule an initial onboarding meeting.
  2. We book your Phase 1 audit interviews with you and your key team members.
  3. The build begins. Ninety days later you're live, trained, and running on your own operating system.
Onboardings are held on a first-come, first-serve basis. To maintain quality, we only onboard 3 clients per month.
 
Have Questions? Schedule A Follow Up Meeting Now

Client Responsibilities

  • Provide reasonable access to key personnel for interviews, build sessions, and training.
  • Respond to requests for information and approvals within 48 business hours where reasonably possible.
  • Assign an internal point of contact empowered to coordinate scheduling and approvals.

Definitions

Workflow: the primary system a business uses to deliver value, typically built in Notion as a database (or set of databases) with views, templates, dashboards, documentation, and an initial set of records or content. Examples: managing opportunity flow, running events, product sales, or delivering services.