<aside> 🎉
Thanks for choosing Business OS! Follow these 5 steps: in 15 minutes the system is ready with your own data.
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<aside> ▶️
Watch the video (under 3 minutes): how to duplicate the template, how it's organized, the automations and how to set it up for your business.
The full video tutorial is included with your purchase. Get Business OS
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<aside> 1️⃣
Explore the sample data · 2 minutes
Open the Dashboard: you'll find a sample agency with clients, projects, tasks and finances already connected. It's the fastest way to understand how everything works.
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<aside> 2️⃣
Set your numbers · 2 minutes
In Monthly reports, enter your revenue goal and your estimated tax rate (e.g. 25%). Set your own VAT or sales tax rate in Transactions and Invoices (use 0% if it doesn't apply).
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<aside> 3️⃣
Clear the sample data · 3 minutes
Delete the sample pages in Clients, Projects, Tasks, Transactions, Invoices, Content and Meetings. Keep the 12 months in Monthly reports and all the Documents.
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Add your own data · 5 minutes
Add your active clients and leads in Clients, create a project for each open job, then this week's tasks. Log this month's income and expenses and link each one to the right month.
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<aside> 5️⃣
Build the habit · 30 minutes a week
Every Monday, open Documents → Weekly review and follow the checklist.
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<aside> ⚠️
Business OS helps you organize and track your business. It doesn't replace your invoicing software, your accountant or a lawyer: the contracts in Documents are outlines to be reviewed.
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