Set the quarter. Keep the week.
BOSS gives your leadership team one page for the vision, a short list of 90-day priorities, a weekly scorecard and a weekly meeting that keeps everyone honest.
No card needed to start.
Leadership scorecard
Goal / recent weeks| Number | Wk 4 | Wk 5 | Wk 6 | Wk 7 | Wk 8 |
|---|
Issues for this week's meeting
Sample data
Sound familiar?
Most leadership teams are not short on effort. They are short on a simple, repeatable way to agree on what matters, check on it every week and finish what they start.
Our weekly meeting runs long, and we leave without deciding anything.
Same day, same agenda, a timer on every part.Most of the time goes to solving problems. The team ranks the top three issues, works each one to a decision, and every decision leaves with an owner and a due date.
We set goals in January and forget them by March.
A short list of 90-day priorities, checked every week.Each priority has one owner and gets an on-track or off-track call in the weekly meeting, so a slipping goal shows up in week four, not on the last day of the quarter.
I find out about problems after it is too late to fix them.
A weekly scorecard with a goal on every number.Anything below goal turns red before the meeting. Numbers can fill in from your tools, so nobody has to chase them.
Meeting to-dos quietly never get done.
Every to-do has a name and a date one week out.Owners get a reminder, and next week the team starts by checking what got done. Misses are visible without anyone having to nag.
Nobody is quite sure who owns what.
An org chart built on seats, not titles.Each seat has one person and up to five roles. When someone sits in too many seats, or a seat has no one in it, BOSS points it out.
The plan lives in my head and in five spreadsheets.
One place for the vision, the numbers and the work.The long-range target, this year's goals, the quarter and this week are on screens the whole team can see. Bring in what you have from a spreadsheet in a few minutes.
Someone has to take notes, and they miss half of it.
Notes that write themselves.BOSS listens in the room, picks up the Teams transcript, or sends a note-taker into the call, even by itself when the meeting starts. Personal talk is held back, and suggested to-dos and issues wait for the team to accept them.
Half the team is on the road when the huddle starts.
Everyone sees the same meeting, wherever they are.One Join button for the call, the same agenda and timer on every screen, and managers can check in anyone who is not signed in so their turn and attendance still count.
None of this is new. Plenty of good companies already run this way, often with a coach's help. BOSS keeps the whole system in one place, so it keeps running after the coach goes home.
From ten years out to this Monday.
Every layer of the plan is shorter and more specific than the one above it, so what the team does this week is tied to where the company wants to be.
The same rhythm, every week.
Good companies are not run in annual offsites. They are run one week at a time, by a team that looks at the same numbers and works the same list.
The numbers come in
Each owner enters their weekly number, or BOSS fills it in from a connector or a formula. Anything below goal turns red on its own.
The team sits down
Same day, same time, same agenda. A shared timer keeps each part short, and everyone follows along live from their own screen.
Problems get solved
Red numbers and stuck priorities become issues. The team ranks the top three and works each one down to a decision.
Decisions become to-dos
Every solution leaves with an owner and a due date one week out. Next week, the team checks what got done.
Where the 90 minutes go
A typical weekly leadership meeting in BOSSEvery meeting the company runs.
Each kind of meeting has its own agenda and timers you can adjust, and every one of them can be transcribed.
Weekly meeting
Numbers, priorities, headlines and to-dos, then most of the time on solving the top issues.
Daily huddle
Good news, the day's checks, open topics, today's plan and who is stuck.
Quarterly planning
Close out the quarter, review the vision, set the next priorities and solve the big issues.
Annual planning
Team health, strengths and threats, next year's plan and the first quarter's priorities.
State of the company
Where we have been, where we are, where we are going, and questions.
Same-page meeting
The two people who set direction and run the day to day clear the air and agree.
Issue-solving session
Two people at odds sit down with a third and work it out, with a 30-day follow-up.
General meeting
A vendor or customer call with notes, a transcript and to-dos, seen only by the people in it.
Everything the leadership team runs on.
One place for the plan and the work that moves it, instead of a binder, three spreadsheets and a whiteboard photo.
One-page vision
Values, focus, the long-range target and the three-year picture on a single page anyone in the company can read.
90-day priorities
A handful per person, each with an owner, milestones and an on-track or off-track call every week.
Weekly scorecard
The numbers that tell you how the week went, with goals and a quarter of history. Formula and connector numbers update themselves.
Issues and to-dos
One list per team, ranked by what matters most. Solutions turn into one-week commitments with owners.
The weekly meeting
A live agenda with a timer on every part, a speaker timer for each person's turn, who runs the meeting and who keeps the lists, headlines and ratings at the end.
Daily huddle
Each team's daily checks, touch points and topics on one board, with live ticket numbers from your PSA and a reminder before it starts. Set a different time on some days.
Quarterly and annual planning
Run the planning day as a live session: close out last quarter's priorities, review the vision, set the next ones and solve the big issues. Departments run their own sessions after leadership.
Schedules and invites
Meetings repeat every week, every other week, or on certain weeks of the month. Calendar invites and reminders follow the same rule, and meetings nobody ended close themselves.
Meeting notes
Notes from a laptop in the room, the Teams transcript, or a live note-taker that joins Teams, Zoom or Google Meet under your company name, even by itself at the meeting's set time.
Private General meetings
A vendor or customer call that belongs to no team. Only the people in it see the notes and the transcript, and to-dos made in it go on the right list.
Microsoft 365
Each person connects once. Call links come from their calendar, Teams transcripts come in after the meeting, and other calls on their calendar can get the note-taker too.
Connectors
Ticket numbers from Autotask, ConnectWise, HaloPSA or Kaseya BMS, money numbers from QuickBooks Online or Desktop, and starter numbers for your kind of business.
Teams and Slack
Meeting starts, recaps, morning to-dos and Monday numbers post to the channels you pick. BOSS also opens as a tab inside Microsoft Teams, and to-dos can follow people into Microsoft To Do, Asana, ClickUp or monday.com.
API and webhooks
A REST API and signed webhooks for Power Automate, Make or your own scripts, and a connector for Claude, ChatGPT and other AI apps.
For coaches
One sign-in for every client company, a coach view that shows which ones need attention, and free coach seats.
Org chart
Seats and roles first, then the people in them, so everyone knows who owns what.
People
Quarterly one-on-ones, values and fit ratings, and a simple three-strike record with 30-day follow-ups when someone is below the bar.
Core processes
The few processes that run the business, printed as your company handbook, with a review date and a training sign-off for each person.
Company checkup
A short health check that scores the company in six areas and turns the weakest answers into priorities or issues.
Ninety days, one line each.
Each priority gets an on-track or off-track call every week, so a slipping one shows up in week four, not on the last day of the quarter.
Sample data
Your words, not ours.
Every team has its own name for things, often the one their coach taught them. Rename any word once and it changes on every screen, for everyone. Coaches can load a whole set of words in one step.
An assistant that asks before it answers.
Stuck writing a priority? The assistant asks a few questions, then drafts one you can edit. It writes a recap when a meeting ends and points out numbers that are slipping. It runs on your own AI key, so the account and the data stay yours.
Bring what you already have.
Moving from a spreadsheet or another tool? Import your priorities, scorecard, issues, to-dos and chart from a CSV file. Columns are matched for you, and you see every row before anything is saved.
Priced per person. One optional add-on.
Try everything free. Add a card only when you decide to stay.
Larger team? Contact us for volume pricing. Nonprofits, schools and coaches bringing several client companies can ask about pricing too.
Questions people ask.
What is BOSS?
BOSS is business operating system software for small and mid-size companies. It keeps the vision, 90-day priorities, weekly scorecard, issues, to-dos, weekly meetings, daily huddles and quarterly planning in one place, so the leadership team sets the quarter and keeps the week.
Who is BOSS for?
Owners and leadership teams of companies with roughly 5 to 250 people who want a simple, repeatable way to agree on what matters, check on it every week and finish what they start. Managed service providers, agencies, clinics, contractors and other service businesses use it, and each team can run its own meetings and huddle.
Can we keep the words and method our team already uses?
Yes. BOSS covers the pieces most business operating systems share: a one-page vision, 90-day priorities, a weekly scorecard, an issues list, a weekly meeting, quarterly and annual planning, an org chart built on seats and people reviews. You can rename every word, so it fits the method your coach taught you or the one you built yourselves.
Can my company join the BOSS beta?
Yes. BOSS is in beta and new companies are invited in small groups. Join the beta list on this page with your work email, and you will get an invite link to set up your workspace when your spot opens.
Which meetings can I run in BOSS?
Weekly leadership and department meetings, daily huddles, quarterly and annual planning sessions, department quarterly sessions, state-of-the-company meetings, monthly same-page meetings, issue-solving sessions between two people, and private General meetings for calls with vendors or customers. Each has its own agenda and timers you can adjust.
Can a meeting repeat every other week or on the 1st and 3rd Tuesday?
Yes. A team meeting can repeat every week on one or more days, every other week, or on certain weeks of the month, such as the 1st and 3rd or the last week. Huddles can have a different time on some days. Calendar invites, reminders and the next-meeting countdown all follow the same rule.
Does BOSS take meeting notes for Teams, Zoom and Google Meet?
Yes. BOSS can listen in the room from a laptop, bring in the Microsoft Teams transcript after the call, or send a live note-taker into Teams, Zoom or Google Meet. The note-taker can join by itself when a team meeting starts or at its set time, and it joins under your company name. Personal talk is held back, and suggested to-dos and issues wait for someone to accept them.
Who can see the notes from a General meeting?
Only the people in that meeting. A General meeting is not on any team, so teammates and even workspace owners cannot open it unless someone in it adds them. The AI assistant and the note-taker follow the same rule.
What tools does BOSS connect to?
Ticket numbers from Autotask, ConnectWise PSA, HaloPSA and Kaseya BMS, money numbers from QuickBooks Online or Desktop, Microsoft 365 for calendars and Teams transcripts, Teams and Slack channels, Microsoft To Do, Asana, ClickUp and monday.com, sign-in with Microsoft or Google, and a REST API with webhooks for anything else. Numbers can also come from formulas or be typed in each week, and BOSS suggests starter numbers for your kind of business.
Does BOSS work with QuickBooks Desktop?
Yes. BOSS connects to QuickBooks Desktop Pro, Premier and Enterprise through Intuit's free QuickBooks Web Connector. It runs on whichever Windows PC opens your company file, even a server in the office, and sends income for each week, bank balances and money owed to you on a schedule. It reads only and needs no VPN or open ports. QuickBooks Online connects with a sign-in instead.
Does BOSS use AI?
Yes, and it is optional. The assistant helps draft priorities, processes and the vision, writes meeting recaps, and points out numbers that are slipping. It is included on the Pro plan with a monthly allowance, or you can run it on your own Anthropic, OpenAI or Google key. You can also connect BOSS to Claude, ChatGPT and other AI apps, which then see only what you can see.
Do you have volume, nonprofit or group pricing?
Yes. Larger teams get volume pricing; contact us for a quote. If you are a nonprofit or school, or coach several companies, email support@bossforteams.com and we will work out pricing that fits. Coach and view-only observer seats are always free.
How is BOSS priced?
Per person per month, with a discount for paying yearly and a free trial with no card needed to start. The live meeting note-taker is an optional add-on priced per workspace. Current prices are shown in the pricing section on this page.
Join the BOSS beta.
We are bringing companies in a few at a time so each one gets set up well. Tell us a little about yours and we will email an invite link when your spot opens.
- The full product: vision, priorities, scorecard, meetings, huddles and planning
- Help moving your numbers and priorities in from spreadsheets
- A direct line to the people building it
Next Monday could be your best meeting yet.
Set up the vision, a few priorities and five numbers this week. The rest fills in as you go.