TeamOS · 90-day engagement

Upgrade the people who run the company.Then install the system they actually use.

TeamOS is a Team Operating System we design around your leaders, prove with the operator first, then train the team on. Claude is the intelligence layer. ClickUp holds the work. Granola turns meetings into action.

Book a discovery callSee the 90 days

The reality

The operator isthe operating system.

Work lives in too many places

Outlook, Slack, Teams, Trello, ClickUp and OneDrive. No single source of truth.

The CEO asks, another meeting appears

Leadership wants visibility without more calls, so the operator assembles updates all week.

Meetings do not become owned work

Calls are recorded and notes sit in a folder. Tasks never get an owner or a date.

Leaders have not used the system

The team adopts tools its leaders have never sat in, so sponsorship stays theoretical.

Reporting is a weekly reconstruction

Dashboards are rebuilt in slides and already stale. No live picture of what is blocked.

Good work cannot be repeated

Voice, deck, brief and SOP live in one person's style, so every output starts from zero.

TeamOS

Your tools, wired intoone intelligence layer.

This is not a pile of licences. Work comes in from the tools the company already uses. Claude reads it as one picture of the company, does the work, and writes it straight back into the same tools.

Inputs

  • Slack
  • Outlook
  • Teams
  • ClickUp
  • Trello
  • Granola
  • Word
  • Excel
  • PowerPoint
  • OneDrive
  • SharePoint

Claude

Always on

Intelligence and orchestration

Reads your company context, does the work and sets up the next action.

  • Understands context

  • Uses tools

  • Takes action

  • Runs in the background

Outputs

  • Slack
  • Outlook
  • Teams
  • ClickUp
  • Trello
  • Granola
  • Word
  • Excel
  • PowerPoint
  • OneDrive
  • SharePoint

Writes back into the same tools · closed loop

Your work
Connected.
Your context
Amplified.
Your company
In motion.

How it comes together

A meeting becomes work.Work becomes a brief.

Company operating loop

Beat 1 of 4

A conversation happens

Recording

Weekly leadership

  • · Clinic rollout timing
  • · Vendor review owners

  1. A conversation happens

    Granola captures it. No second note-taker. No private transcript sitting unused.

  2. Claude reads the company

    The note sits next to ClickUp, OneDrive, and the leader's priorities. Claude already knows the people and the work.

  3. Actions land in ClickUp

    Owned, dated, and in the right list. Not a chat message that disappears.

  4. Leaders see the picture

    A morning brief. A Friday update. A board pack drawn from the system, not from chasing people.

The 90 days

Leaders first. Then the team.Then a week in the room.

We do not start with a company-wide rollout. We design and test with the operator, sit one-to-one with the executive team, then train the group. An in-person week locks it in. Wrap-up leaves it running.

  1. Weeks 1 to 4

    Design and test

    Build it with the operator first

    Map the before-state, stand up Claude, ClickUp and Granola, and get the operator into flow. Nothing rolls out until this works.

    Who's in it: The operator

  2. Week 5

    Executive one-to-ones

    Each leader gets their own chief of staff

    Separate sessions with the CEO, CFO and leadership team, on the same system with personal context. They use it first.

    Who's in it: The leadership team

  3. Weeks 6 to 11

    Group training

    The team learns the work, not a tool tour

    Weekly live, recorded sessions: coordination, communication, creation, applied to work already in flight.

    Who's in it: The wider team

  4. Week 12

    AI week in person

    We come to you

    A week in the office: one-to-ones, a group session and a demo of what the system now does.

    Who's in it: Everyone, in the room

  5. Week 13

    Wrap-up

    Handover, then we step back

    Final session and a recordings library for new hires. The accounts, skills and dashboards are yours. You are not locked in.

    Who's in it: Yours to run

How we teach

The same method.Applied to this company.

Every AI Powered programme runs Context, Customise, Create, Connect. On this engagement those four moves become how the company coordinates, communicates, and creates.

Context

The company second brain: people, files, priorities and work.

Customise

Voice, style and skills, so outputs look like the company.

Create

Decks, briefs and assets shipped from the system.

Connect

ClickUp, Claude, Granola and Microsoft 365 in one loop.

What you leave with

A system you own.People who can run it.

  • 01TeamOS in productionClaude Teams, ClickUp, Granola and the connectors, as one system.
  • 02Leaders who have used itThe executive team has done its one-to-ones and can sponsor the rest.
  • 03A trained groupRecorded sessions the next hire can watch.
  • 04Live reportingDashboards and briefs from the work, for leadership and the board.
  • 05Encoded ways of workingSkills for voice, decks and processes, so quality is repeatable.
  • 06A before and afterThe starting state is written down, so you can show what changed.

Who this is for

For operators and leadersalready too busy.

A COO or chief of staff

A tireless chief of staff, and a team that updates itself.

A CEO who wants visibility, not meetings

The Friday update and board pack come from the system.

A leadership team about to roll AI out

Leaders use it first. One-to-ones come before the rollout.

A company with tools, and no TeamOS

Licences exist, adoption does not. One way of working.

Questions

What people askbefore they start.

Is this a course or a build?

Both. We design and install TeamOS with your operator, then train leaders and the team on that system. You do not get a generic curriculum dropped on unused tools.

Which tools do we have to use?

The core loop is Claude, ClickUp, and Granola, sitting on Microsoft 365. If Slack, Trello, or another tracker is in the way, we decide in design what stays and what gets absorbed. We work with what you already pay for.

Why leaders before the team?

If the CEO and the rest of the leadership team have not used the system, the rollout is theatre. One-to-ones make each leader's AI chief of staff real, then group training has air cover.

Are the group sessions fixed in advance?

No. The shape is fixed: coordination, communication, creation. The order and the content are designed as we learn the team's needs. That is the point of the design weeks.

Do you come on site?

Yes. The AI week is in your office. One-to-ones through the week, a group session, and a demo of the system in use. Travel is scoped in the engagement.

What do we own at the end?

The accounts, the ClickUp spaces, the Claude projects and skills, the recordings, and the dashboards. We can stay on. You do not have to.

A short call. Then we see if the 90 days fit.

We map where the operator is overloaded, which tools you already pay for, and whether a design-first engagement is the right next step. This is not a checkout.

  1. Share who carries the load

  2. Map your tools and 90 days

  3. Scope the build together

Prefer a full page? Open booking in a new tab

Ninety days to a company that runs on TeamOS.

Upgrade the leaders. Train the team. Leave the Team Operating System in their hands.

Book a discovery callSee the 90 days
Speak to Ross directly