OpsPal
The OpsPal Revenue Operating Method

How we take a messy business and build the operating backbone it runs on.

Every engagement runs the same phases. You always know what's happening, who's doing it, and what you'll have at the end.

01 Diagnose 02 Architect 03 Build 04 Run + Scale

Why we have a method

Most ops projects fail in the same way: vague scope, a mystery backlog, and a black box you can't run after the team leaves. The method exists to kill all three.

Nothing is a black box

You see the work weekly and own everything at handoff — code, runbooks, and documentation.

Scope is written down

Milestones and acceptance criteria are agreed before we build, so "done" is never a debate.

Senior people, every phase

The people who scope the work are the people who build it. No junior handoff after the sales call.

The phases

01

Diagnose

We review your tools, data, and workflows and interview the people who run them — then find where revenue and operations actually break, not where it looks broken.

What happens
Systems and data review, team interviews, bottleneck analysis.
What you get
Audit findings + a systems map.
Who runs it
Daniel — CRO/COO operator.
Timeline
1–2 weeks.
Cost
$5,000–$15,000, credited toward the build.
02

Architect

We turn the findings into a sequenced plan and the system architecture behind it: what to build, in what order, with owners, costs, and acceptance criteria — so build money goes to the highest-impact fix first.

What happens
Prioritization, systems architecture, and milestone planning.
What you get
A roadmap + a scoped build backlog.
Who runs it
Daniel + Josh.
Timeline
~1 week.
Cost
Included in Diagnose + Architect.
03

Build

We build in milestones with weekly demos, moving every change through sandbox, staging, and production. You see progress as it happens — no mystery backlog.

What happens
Milestone build, weekly demos, sandbox → staging → prod.
What you get
Production systems + a test plan.
Who runs it
Tal + Josh build; Daniel runs delivery.
Timeline
Weeks to months, by scope.
Cost
Project, from $5,000 (typically $15,000–$75,000).
04

Run

We cut over to production, document everything, and walk your team through it — then keep the systems, dashboards, and AI workflows running, on a retainer if you want an outside operating team.

What happens
Production cutover, runbooks, Loom handoff, monitoring, ongoing operations.
What you get
Runbook + handoff docs + 30-day support.
Who runs it
The whole team.
Timeline
30 days post-launch, then optional ongoing.
Cost
Included; managed retainer from $3,500/month.
+

Scale Optional

When the operating layer is solid, we help you grow on top of it — new revenue channels, people systems, hiring support, forecasting, and AI-workflow expansion.

What happens
Monthly optimization and net-new growth work.
What you get
New channels, forecasts, expanded AI workflows, people systems.
Who runs it
The whole team, on retainer.
Timeline
Ongoing.
Cost
Within the managed retainer.

What you walk away with

Artifacts, not just outcomes. Everything is documented and handed off.

Audit findings

Where the business breaks today.

Systems map

How everything connects now.

Roadmap

Sequenced plan with owners and costs.

Build backlog

Scoped work, ready to execute.

Test plan

How we know it works.

Runbook

How your team operates it.

Loom walkthrough

Recorded handoff of the build.

Handoff docs

Decision log and documentation.

How this is different

Most firms consult — they hand you a deck and leave. We run every phase ourselves, with the same senior people from Diagnose to Run, and we build and operate our own product, so we build for real stakes.

The result is a system your team can run without us in the room — and a relationship you can extend, on a retainer, only if you want to.

No mystery backlog

  • Weekly demos of real progress.
  • Written scope and acceptance criteria.
  • A decision log you can read.
  • Sandbox → staging → production.
  • 30 days of post-launch support.

Start with Diagnose

Book a scoping call, or start with a free business checkup — either way, you'll know exactly what to build first.