Business Operations Toolkit

The operations toolkit, and the firm that runs it for you.

Free assessments, calculators, templates, and playbooks to find where revenue leaks and operations drag — then the team that fixes it. Built on bRRAIn, the same operating system we run our own firm on.

Browse the free toolkitSee what we do →
8
free tools & resources
3
free downloads
bRRAIn
the platform we run on

The Library

Browse the toolkit. Diagnose first, decide second.

Filter by what you need — assessments, calculators, templates, playbooks, and insights. Run any tool free; templates and playbooks download free, no account required.

ASSESSMENTRecommended
Assessment

RevOps Audit

39 questions across lead-to-deal, CRM, and reporting. Returns a scored gap map and the three fixes with the highest payback.

Start the assessment
ASSESSMENT
Assessment

AI Readiness Assessment

Score where AI removes manual work across your operations — not where it adds another chatbot. Get a readiness band and a sequenced rollout.

Run the assessment
ASSESSMENT
Assessment

Operating-System Health Scorecard

Rate each function against a 5-level maturity model. Get one operating-system score and a sequenced 90-day roadmap.

Run the scorecard
CALCULATOR
Calculator

Revenue-Leakage Calculator

Enter your funnel volumes and conversion rates. See the dollars dropping out between lead and closed deal, stage by stage.

Open the calculator
CALCULATOR
Calculator

Operations Drag Estimator

Estimate the hours per month your team loses to manual work — and what reclaiming them is worth at your loaded cost.

Open the calculator
TEMPLATEFree download
Template

CRM Architecture Template

The field, stage, and automation structure behind our client CRM builds. Download it, or have us implement it.

Related insight: The single source of truth services firms missDownload free
TEMPLATEFree download
Template

Operating-System One-Pager

A single-page canvas mapping engagements, projects, money, and support into one source of truth — the first artifact we build in every engagement.

Download free
123PLAYBOOKFree download
Playbook

GTM & Sales-Process Playbook

The sales-process architecture we deploy on engagements, written as a step-by-step playbook you can run yourself.

Related insight: Why we became the first Business Ops firm on bRRAInDownload free
INSIGHT
Insight

Why we became the first Business Operations firm built on bRRAIn

Operations is the new battleground for AI. Here's why Provecta rebuilt itself on bRRAIn — and runs its own firm on the same platform we sell.

Read the insight
INSIGHT
Insight

AI implementation without the 60% failure rate

Most AI projects are abandoned. The difference between the ones that stick and the ones that don't is rarely the model — it's change management.

Read the insight
INSIGHT
Insight

The single source of truth every services firm is missing

Engagement spine, client portal, autonomous back office — one record, many views. Here's the data model behind a firm that runs itself.

Read the insight

How it works

From a free tool to a fixed operation, in three steps.

1

Diagnose.

Run any assessment or calculator free and see your scored gaps in dollars and hours.

2

Save.

Create a portal account to store your results, track your score over time, and benchmark against your sector.

3

Act.

Where a gap is too costly to leave, bring in Provecta to build and run the fix on the same platform you signed in to.

Create your portal account

Evidence

We run our own firm on the platform we sell you.

One source of truth on bRRAIn runs the entire firm — an autonomous back office and a client portal on the same data, across web and native iOS/Android. Every free tool on this site is a live slice of that same platform, not a demo.

11
operations modules
1
source of truth on bRRAIn
3
surfaces — web, iOS & Android
See our work

Selected work

Operating systems we built — then ran.

From the platform we run our own firm on, to go-to-market engines and AI-native intelligence products.

Built on bRRAIn
Business Operations · AI Platform

Provecta Group — built on bRRAIn

We rebuilt our firm as software on top of bRRAIn: one source of truth that is simultaneously our autonomous back office and our clients' portal — running the whole engagement lifecycle, web and mobile.

Read the case study →
The Grand Malibu
Real Estate · Off-plan GTM

The Grand Malibu

An 88-unit, 3-tower premium development needed 20+ reservations before permit. We built the entire go-to-market engine — brand, assets, a data-driven content builder with a built-in compliance validator, CRM, multi-channel campaign, diaspora affiliate network and bank financing materials.

Read the case study →
MSIFS — Frontier Impact Fund
Private Equity · Institutional SaaS

MSIFS — Frontier Impact Fund

A newly-formed $200M critical-minerals & infrastructure fund needed institutional credibility fast. We built msifs.com, a mandatory-MFA investor portal, and a Claude-powered dual-brain: a scope-locked public intelligence assistant plus an admin-only deal-vetting engine.

Read the case study →
Karibu
PropTech · Marketplace

Karibu

Kenyan diaspora buyers pay the “Mzungu tax” on portals built for foreign wallets. Karibu is a nationwide marketplace with honest pricing, a native CRM and a citation-gated AI brain that is architecturally forbidden from fabricating a figure — live in production.

Read the case study →
Frontier Atlas / Index
Capital Markets · Intelligence

Frontier Atlas / Index

Allocators piece frontier-market decisions together from $50K terminals and hundreds of uncatalogued sources. Frontier Atlas is an AI-native, citation-gated RAG platform over a vetted source catalog — where citation integrity is enforced as a database invariant, not a prompt.

Read the case study →
See all our work

What we do

When the toolkit isn't enough, we build and run it.

Business Operations Design

Your engagements, projects, money, and support modeled as one source of truth.

Organization-wide AI Implementation

AI deployed across your operations, not a single chatbot.

Revenue Operations

CRM architecture, lead-to-deal automation, and dashboards leadership actually uses.

Custom Platforms

Bespoke software delivered on a living platform your team is onboarded onto — you own the system, not a static handoff.

Book a working session

Start here

Find your most expensive gap this week.

Run a free assessment, save the result to your portal, and decide what to fix yourself and what to hand us. No sales call to get started.

Browse the free toolkit