Helm · In Notion
Your business, in one place
Every area of the company, its roles, SOPs and numbers, in one place you own.
- Leadership
- Finance
- Operations & Delivery
- People
- Admin & Legal
- Sales
- Marketing
Built to Run · System by system · about 12 weeks
Built to run.Even when you're not at the wheel.
- Your phone rings at dinner. Again.
- Every big decision waits on you.
- You haven't had a real week off in years.
For owners of established, owner-led businesses with about 5 to 50 people on the team, whose company still runs through them.
Your business architects: Todd Masters & Joey Zoccali
- 01
One source of truth
Helm - 02
A business intelligence dashboard
The Dash - 03
Your AI team
Agents that do the routine work - 04
A week off
Proof it runs without you
The Dash · Your owner dashboard
Your morning brief.
What changed, what's off track, what needs you. Nothing else.
Jarvis pulls the numbers that fit your business, by area, into one screen. You see the company without sitting in it.
Tap a number to see that part of the screen.
Book a Strategy CallJarvis · Today
The problem
The business works. As long as you are in it.
You built something real. Revenue is coming in and you have a team. But look at an ordinary week.
Hover a card to see how we fix it.Tap a card to see how we fix it.
Why nothing has fixed it
The usual fixes buy time. They don't buy freedom.
10:42 PM. Still the only one who knows how it all works.
- Longer hoursHits a ceiling
It works until it doesn't, and most owners are already at the edge.
- One more hireAnother bottleneck
Without a system to step into, they learn the job by asking you.
- One more appMore noise
Another place to look, and still no single picture of the company.
- One more workbookShelfware
Good ideas, and no one with time to install them.
If nothing changes
Growth means more of you, not less. Every new customer and every new hire adds weight to the one person holding it all up.
A company that needs you every day is hard to grow, hard to sell and hard to step away from. That weight lands on your health, your family and the value of what you built.
- More customersmore weight on you
- More hiresmore questions on your phone
- More revenueharder to step away or sell
The fix is not more effort. It is a company that is built to run.
Why this is different
We don't start from a blank page. We start from a working library.
Built to Run uses the Fix and Scale operating system, plus systems, templates, automations and AI agents already built. Your audit decides which pieces you need. Then we customize them and install them with you. Turnkey, but built around how your company actually runs.
Do it yourself
A course to watch alone and a binder of homework for Sunday night. Nothing gets installed.
You do all the workDone for you, then gone
Built in a back room by outsiders and handed off in tools your team won't use.
It breaks when they leaveDone with you
We bring the whole toolbox. We build it in your company with you.
Every week we sit down with you and your team and install what works: our templates, our tools, our Claude skills and AI employees. You correct it. Your team uses it right away. It sticks.
Pick one to see what we bring
What actually works in business
What we bring
The Fix and Scale operating system, plus systems, templates, automations and AI agents already built.
How we install it
We start from a working library, not a blank page and not the latest AI trend. Your audit decides which pieces you need.
What you get
You skip the trial and error and go straight to the fixes that free your time and grow revenue.
- Tools you own
- No blank pages
- Built live each week
- No theory
The system
One source of truth. One brain. One dashboard.
Everything is built in tools you own. Your Claude does the thinking and the building. Helm keeps the record. Jarvis shows you what matters. Your team and your AI employees do the work.
Hover or click anything around The Helm.Tap anything around The Helm.
Single source of truth
The Helm
What it knows
Every area of your business in one place you own: org chart, roles, SOPs, KPIs, the numbers and the plan.
What it does for you
Its AI folder holds the instructions every AI follows and a record of every connection, so everything works from the same page.
One place your whole business runs from.
We build one home for your company, called The Helm. Every number, role and process lives there. Your AI Leadership Team works from it, and your Owner Dashboard reads from it. Everyone works from the same page.
Owner Dashboard
Demo dataOwner Dashboard
A Jarvis-like single pane of glass: see everything in your business on one screen.
What's on it
- Business health score: one number that tells you at a glance how the company is doing.
- Your key numbers: revenue, cash, margins and close rate, updated automatically.
- Every area on one screen: finance, operations, sales, marketing and people, each green, yellow or red.
- What changed and what needs you: a short morning brief with the few items that need a decision.
- Your plan, kept current: goals and priorities, with progress tracked against them.
- Early warnings: flags when something drifts off track, before it becomes a problem.
SINGLE SOURCE OF TRUTH
The Helm
Your second brain.
Every area of your business in one place you own: its roles, how-tos and numbers.
- Leadership
- Finance
- Operations
- People
- Admin & Legal
- Sales
- Marketing
AI Leadership Team
Your AI leadership team watches every area, flags what matters and keeps the plan moving.
- Todd, COO: Tracks jobs, schedules and processes, and spots bottlenecks before they cost you.
- Maya, Chief of Staff: Runs your Owner Dashboard, keeps the plan on track, and brings you only what needs you.
- Joey, CRO: Follows leads, estimates and closes, and shows where sales are leaking.
- Pablo, CFO: Watches cash, margins and the books every day, and flags money issues early.
The tools you already use
Your books, CRM and scheduling feed in. No retyping.
- QuickBooks
- Your bank
- Jobber
- ServiceTitan
- HubSpot
- Salesforce
- Google Workspace
- Microsoft 365
- Gusto
- Slack
- Zoom
- Google Ads
- Calendar
- + the rest of your stack
Book a Strategy Call
Built in tools you own. If you leave, it stays with you.
How it works
Your business, in one place. An AI team beside your people. One screen that tells you what needs you.
AI employees
An AI team beside your people
Each one helps the person who owns the seat. They don't replace them.
- Finance assistant
- Operations assistant
- Sales & marketing assistant
- Chief of Staff
- Your people own the seats
The Dash
One screen that tells you what needs you
Your morning brief: what changed, what's off track, what needs you.
Sample dashboard, demo data
Results
What happens when the business runs on a system
We fix the business first, then put AI to work. Here's what that looked like for three owners we've helped.
Sales · AI call answering
13 missed calls caught in 3 days, $9K+ in new pipeline
Every call answered.
The problem
Calls went to voicemail while the team was busy, and callers moved on to the next company.
What we built
We built a knowledge base, mapped every call type, set guardrails for when a person takes over, and connected every call to sales as a lead with a next step.
A painting and flooring company we work with
Sales · Daily close review
Within days, the daily review showed 0 of 5 estimates closed and 2 discounts given without approval.
Every close tracked.
The problem
Estimates went out, jobs didn't close, and nobody saw why until the month was gone.
What we built
We connected quote and close data, defined a good sales day, and set AI to review each salesperson's day and email the owner, so every report starts a one-on-one talk.
A service business we work with
Finance · One view of the numbers
Books were 6 months behind across 3 banks and cards. Now: one dashboard, with automatic feeds being connected.
See every number.
The problem
Books were 6 months behind, with money spread across 3 banks and cards. Decisions ran on gut feel.
What we built
We brought every bank and card into one book of record with one dashboard, and we're connecting the automatic feeds so the numbers stay current without retyping.
A service business we work with
See all 7 case studies →
Real results from our client work. Names withheld for privacy.
Book a Strategy CallHow it works
Three stages. System by system. Then your team runs it.
Stage 1 · Uncover
See how it really runs
- Starting Business Value Check
- Owner audit and private team interviews
- Corporate, legal, people and money checklists
- Digital score for Google, site and social
- Your org: areas, seats, KPIs, empty seats named
Systems · Build
Install the system
- Helm built in your Notion from your audit
- AI employees on the empty seats
- Jarvis dashboard with your KPIs
- Your books connected where your tools allow
- Handoff to the person who will run the week
Stage 3 · Run
Step out and prove it
- Company runs on Helm, Jarvis and the brief
- Team training and adoption
- Your trial week off, no team contact
- Finishing Business Value Check
- Your plan for the next 90 days
The proof
Two tests. Not a feeling.
Business Value Check — start and finish
We measure what your business is worth at the start and again near the end. You see what changed and why.
Try a quick version now: the Business Value toolThe trial week
Near the end, once your towers are built, you take a week off. No contact with the team. They run the company on Helm, Jarvis and the brief. We do not step in. A pass is not a perfect week. It is a week the company ran without you.
A fit if
Tick each one that sounds like you.
Not a fit if
- You are just starting out and have no team yet
- You want someone else to run the company for you
- You won't give the build real time each week
- You want a chatbot on your website, not a system
Your business architects
Operators who build systems. Architects who build owners.
Todd Masters, MBA
Co-Founder, Fix and Scale
Air Force veteran, MBA. He doubled a company every year until he sold it, growing it from $4 million to $10 million. He now builds the systems, tools, automations and AI agents behind Built to Run.
Joey Zoccali
Co-Founder, Fix and Scale
“I don't fix businesses. I produce better entrepreneurs.” Joey architects the owner's build, tower by tower.
What is included
The build, the library and the room.
- A private kickoff, then weekly spotlight calls and office hours with your business architects
- Our full library of systems, templates, automations and AI agents, customized to you
- Helm, Jarvis and your AI employees, in accounts you own
- Your books connected where your tools allow
- Team training and adoption
- Both Business Value Checks and the trial week
- Mastermind membership
Not included: running your company, managing your staff, or custom software. The full marketing build is an add-on.
Add-ons
Team Training
Two days. Your people learn to use what was built.
Marketing Build
Marketing deep dive. Go deeper than the Marketing tower: we build real campaigns and all the assets with you, using your new Helm to push marketing hard.
Questions
Straight answers.
Should I make a key hire first?
Most owners do better hiring after the build. The seat is already defined, with a role card, KPIs, SOPs and an AI employee waiting, so the new person ramps up faster.
Do I need to know AI?
No. We set it up with you. You learn to read the brief and the dashboard, not to write prompts.
How much is customized?
All of it is fitted to you. The library gives us a proven starting point. Your audit decides which pieces you get, how your areas are set up, and which KPIs Jarvis tracks.
Who owns what we build?
You do. Helm lives in your Notion. Jarvis and your AI employees run in your own accounts. It stays after the program.
What tools will I pay for?
Your own Claude, Notion and AI employee accounts, billed by those companies. We walk you through the plans before you buy. Plan on paid Notion and Claude plans (not the free ones). For Notion, we recommend Business for teams: $24 per person per month. We'll tell you which plan fits before you buy.
Will AI replace my people?
No. AI employees fill empty seats and help the people who are stretched. Your team still does the work.
Is this group or one-on-one?
One-to-one. We start with a private kickoff with you, then you build tower by tower with your own Claude. Each week there's a group spotlight call and open office hours with your business architects, and you can bring your team.
What does it cost?
We walk through the investment on your strategy call.
Next step
Ready to step out of the operating system?
Book a strategy call. We will map where the business depends on you, show you what the build would look like for your company, and tell you honestly if Built to Run fits.
Book a Strategy Call