Supporting Strategies has spent 20 years building a system that works. The tools are there — HubSpot, Fathom, Google Workspace. The data exists. The AI Operating System connects it all, automates the labor, and gives every person on your team exactly what they need to see the moment they need it.
Schedule a call with David →You know what needs to happen. More time with evangelists. More meetings. More LinkedIn outreach. More client calls. The problem is that the infrastructure to support your sales team is eating the time you need to build that pipeline.
This doesn't touch what your franchisor manages. The AIOS works alongside your Google Workspace and the tools you own directly — HubSpot, Fathom, your email. No conflicts, no approvals. You're adding a layer on top of what you already have, not replacing anything.
4 salespeople × 3 leads/week × 1 hour each. Time that could be in one-to-ones building your next 300 evangelists.
Hours spent teaching a human to categorize what AI can handle in seconds — automatically, every morning.
Before a client call, your data lives in three different places. No quick brief. No context at your fingertips when you need it most.
The system requires it. But manually entering business cards and following up on a spreadsheet is why it doesn't happen.
This isn't a chatbot. It's an operating system for your business — one that knows Supporting Strategies, learns your processes, and grows with you. By the time all five layers are running, the way your team operates looks completely different.
Claude knows Supporting Strategies — your clients, your pricing structure, your team, your goals. Every interaction starts fully informed.
HubSpot, Fathom, and Google Workspace feed into one daily snapshot. Every number that matters, in one place, every morning.
Daily briefs for each role. Client dossiers on demand. Every call prep handled before you pick up the phone.
Proposals. Follow-ups. Email triage. Business card entry. LinkedIn content. The tasks eating your team's time — automated, one by one.
Your team learns to build what they want on top of the foundation. Drop-down proposal templates. Client intake flows. Anything repeatable, automated.
One AIOS installation. Four completely different dashboards — each person sees only what's relevant to their job. Operations sees operations. BD sees pipeline. Admin sees communications. Nothing extra. Nothing missing.
Every client, every number, every open opportunity — pulled from HubSpot and Fathom and ready the moment you need it. Stop chasing data across three platforms. Start every morning already knowing where things stand.
Revenue, pipeline, and top client activity — generated automatically, every day before you start.
Ask "What do I need to know before calling [client]?" and get a full dossier — from your phone, instantly.
AI filters, categorizes, and drafts responses to your inbox. No assistant training required.
Surfaces clients who haven't been contacted, have open service gaps, or are candidates for expanded scope.
Your BD team's job is to be in front of people. The AIOS handles everything before and after those conversations — so an hour per proposal becomes five minutes, and business card entry stops being a task at all.
Scan front and back, dictate how you met — contact goes straight into HubSpot with notes attached. No manual entry.
Google Meet transcript → client template → auto-populated pricing → presentation-ready proposal. One hour becomes five minutes.
Weekly posts in your voice, automatically generated. Comment engagement routed to DM sequences that book meetings.
Your 300 evangelists, scored A/B/C, with next touch points, referral history, and calendar cross-reference. Always current.
Operations directors carry the work once BD hands it off. The AIOS keeps everything they need visible — client health, team utilization, deliverables, and recurring workflows that run automatically without anyone manually tracking them.
At-a-glance view of every client's status — transaction volume, open items, satisfaction flags, and contract stage.
Capacity, workload distribution, and deadlines across your bookkeeping team — no spreadsheet required.
Month-end closes, client check-ins, statement reviews — scheduled, tracked, and flagged when anything falls behind.
When a proposal is signed, the AIOS auto-builds the client onboarding file from the BD transcript. Ops starts fully informed.
Admin time is too valuable to spend on repetitive tasks that AI can handle better. The AIOS takes over the recurring communication, scheduling, and intake workflows so your admin focuses on the things that actually need a human touch.
Meeting requests routed, calendar blocks managed, and reminders sent — automatically, based on priority rules you set once.
Client follow-ups, appointment reminders, document requests — drafted in Supporting Strategies voice, ready to review and send.
Email filtered and prioritized before anyone opens it. Routine inquiries handled. Urgent items surfaced immediately.
New client requests captured, categorized, and routed to the right person — with all relevant context attached.
You said it yourself in our conversation: "One client coming in would probably pay for it." Here's the math on what this actually returns.
Your team currently closes 3 leads per week per salesperson. Each proposal takes an hour. Recapture that time and put it back into one-to-ones — the math follows quickly.
This isn't a software subscription. It's three months of working together — installing the foundation, connecting your tools, building out your automations, and training every person on your team to operate inside it. By month three, your team isn't dependent on me. They're building what they want, on their own.
All 5 layers configured for Supporting Strategies — your data, your tools, your workflows.
Operations, BD, directors, and admin — each person gets their view, built and loaded.
Your pricing model built in. Transcript → populated template → presentation-ready proposal.
Weekly content in each BD rep's voice, with DM sequences for the leads who engage.
I'm in the build with you — not handing off a system. We iterate and expand together.
Every seat, every role — all set up and trained. No per-seat limits. Your whole office.