ScaleKorp OS products
Enterprise-grade operating capability — without enterprise scale.
ScaleKorp OS installs the structure, governance, and visibility that high-performing service businesses depend on: sequenced to your operation, governed in Talk, and executed natively. Approve at decision points — enrolled follow-ups, nurture, and routine cadence run automatically once you set them up, like GHL or ActiveCampaign workflows.
- Commercial · Pipeline, quotes, and pricing discipline
- Operations · Scheduling, field execution, and standards
- Finance · Invoicing, cash flow, and compliance readiness
- Executive · Priorities, risk signals, and governed decisions
Executive oversight
Business health, priorities, and governed decisions
Operating area 1 · Executive
Your week overview
OS scores the business and shows what needs you — traffic lights, plain language
- Business Structure Index (BSI) traffic lights and weekly owner briefing
- Strategic priorities and exit-readiness signals in plain language
- Read-only Desk view — decisions stay in Talk preview cards
Decision-point control
High-stakes actions need Talk approval — enrolled workflows run automatically under governance
- Every engine action passes the governance gateway before execution
- Approve / Modify / Cancel at decision points — quotes, campaigns, new workflows
- Enrolled follow-ups and nurture run automatically once operational — full audit trail in History
Numbers that match
OS flags when jobs, invoices, and books don't line up
- Reconciliation health across accounting, field, and comms data
- Single source of truth enforcement — conflicts surface as amber/red
- Sync status summaries without exposing developer logs to owners
Setup & connections
OS wires your tools in provisioning — you don't manage servers
- 2-week provisioning and Shadow Run lifecycle tracking
- Integration health (Xero, Telnyx, email) as traffic lights
- Workspace isolation — your data never crosses tenant boundaries
Client communications
Inbound, outbound, and reputation — under governance
Operating area 2 · Communications
One inbox
SMS, email, and callbacks in one place — reply from Talk
- Signal desk — inbound SMS, email, and voice in one thread
- Context-linked messages tied to jobs, clients, and pending actions
- Staff Connect channels separate from client-facing Signal
Client message workflows
Set nurture and follow-up once — the OS runs the cadence under Communication Governor
- Outbound compliance — every send passes governance before delivery
- Enrolled nurture and follow-up cadence runs automatically post go-live
- Silence protocol and frequency caps — inbound replies still preview in Talk
Reviews
OS monitors reviews — drafts replies when judgment is needed; routine thanks from your playbook
- Review monitoring and response draft previews for non-routine replies
- Google Business Profile health as traffic lights
- Routine thank-you replies from enrolled playbooks after you set the tone
Commercial growth
Pipeline, proposals, presence, and pricing intelligence
Operating area 3 · Marketing and Sales
Quotes & follow-ups
Approve first quotes — enrolled enquiry chase and stale-quote follow-up runs automatically
- Prospect to signed quote — pipeline stages in Desk
- First proposal and quote sends preview in Talk — Approve / Modify / Cancel
- Enquiry auto-ack, follow-up, and reactivation sequences run automatically when enrolled
Website & Google
Approve new campaigns and site changes — scheduled content runs from your calendar
- Website generation, SEO briefs, and content calendar previews
- Approve new campaigns and site changes — scheduled posts run from your calendar
- Brand kit aligned to workspace — governed publishing, not manual every post
Ads (when ready)
OS plans campaigns — you set budget and Approve in Talk
- Paid campaign briefs and budget preview cards
- Native ads planning — no third-party dashboard required
- Performance summaries on Desk; changes only via Talk approval
Job pricing
OS checks margin on quotes before you commit to a price
- Margin analysis and quote optimisation suggestions
- Market benchmarking signals for service pricing
- Locked OS tiers (AU ex GST / INT USD) — see MKT-INTL-PRICING-1
Operations & delivery
Scheduling, field execution, and job accountability
Operating area 4 · Production and Operations
Crew schedule
OS builds the week and handles call-outs — approve overrides; routine dispatch runs automatically
- Dispatch board, zone matching, and morning dispatch agent
- Staff week view on mobile PWA for schedule certainty
- Manual override path for operations managers via Talk
On-site jobs
Checklists, photos, and job notes on crew phones
- Job checklists, before/after photos, and deviation management
- SOP recall from uploaded documents in Talk
- Offline queue on mobile — syncs when back online
Finance & compliance
Invoicing, cash visibility, payroll, and statutory readiness
Operating area 5 · Finance
Invoicing
Approve first invoice send — payment reminders and receivables chase run on cadence
- Invoice generation with merge fields (DOC-EXCHANGE)
- Payment terms and remittance details via WORKSPACE-FACTS-1
- Cash position summary on Desk — Xero as output pipe only
Payroll & licences
OS tracks pay readiness and expired certs before they bite you
- Payroll readiness signals and award compliance tracking
- BAS and tax lodgement prep summaries for bookkeepers
- Certification expiry traffic lights for licensed trades
Cash picture
Weekly cash and margin in plain language — not a finance lecture
- Cashflow and margin reporting in plain language
- Financial reviewer read-only Desk — reclass requests via Talk
- No raw ledger dumps exposed to business owners
Client success
Retention signals, quality standards, and growth insight
Operating area 6 · Quality and Growth
Try before commit
Free observation — OS maps your operation before go-live
- 14-day silent observation — OS builds your operational picture
- Gap compilation into plain language before go-live decision
- Demo Run → Shadow Run funnel — no setup fee until go-live
Client happiness
OS spots unhappy clients before they quietly leave
- Satisfaction scoring and churn-risk briefing
- Complaint resolution SLA tracking
- Private NPS — never mixed with public review data
What to fix next
OS suggests priorities — not a strategy deck
- KPI gap analysis and weekly growth priorities
- Owner Decision Engine strategic briefing
- Expansion readiness without tier-deflect sales language
People & capability
Roster, training, and workforce standards
Operating area 7 · HR and Training
Roster & leave
Who's on which job — covers and availability without WhatsApp chaos
- Roster, leave, and certification tracking
- Pre-hire recruitment module previews in Talk
- HR summaries without exposing personal data to finance roles
Training & playbooks
New hire checklists and SOPs your crew can actually follow
- Training completion and performance review signals
- SOP assignment by role and division
- Staff onboarding checklists — field staff on mobile PWA
Partner referrals
For certified partners — not part of day-one owner setup
- Certified Partner referral tracking on adviser Desk
- Commission accrual summaries — separate from partner cert training lane
- Partner page economics → partnerPageCopy, not this block
Installed in sequence — not all at once
Start with a free live demo. ScaleKorp provisions capability as your operation earns complexity — the same disciplines larger operators run, without the overhead they carry.
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