Built for owner-led service businesses
Stop holding your business togetherwith texts, spreadsheets, and memory.
Catalyst gives you one simple place to manage customers, work, follow-ups, finances, and the details that keep your business moving.
Free. No sales call required.
The problem
Every business
has friction.
Leads fall through the cracks.
Knowledge gets trapped in people's heads.
Work depends on one person.
Customers wait too long.
Teams waste time searching.
Every tool you use is shipping its own free AI agent right now. None of them talk to each other, and none of them know which one thing in your business actually matters. That's what your AI Diagnostic finds — then we configure our platform around it: replacing what's informal, coordinating what still comes in by hand, and connecting only where it has to. And because we're a small, partner-led studio instead of a big consulting firm, it costs a fraction of the price.
What we're learning
Working with growing service businesses,
we keep finding the same patterns.
Leadership is still the bottleneck for client communication.
Knowledge lives in people's heads, not in systems.
Stalled leads and quiet clients depend on someone remembering to check back in.
Teams spend more time coordinating than doing the work.
Nobody has a clear, current read on which projects are actually profitable until the job is closed out.
Owners find out about problems after they've already gotten expensive.
These are the patterns your diagnostic checks for first.
The platform
One platform,
not another tool.
Catalyst runs on its own operating platform, configured around how your business actually works — not a recommendation to go buy five more apps.
Modules and agents like Nico all read from the same business memory in Atlas — nothing lives in a silo.
Replace
Swap out spreadsheets, sticky notes, and scattered task lists for one system built to run the work.
Coordinate
Work that comes in by text, email, form, or by hand gets routed and tracked in one place.
Connect selectively
For the few systems that need to stay — accounting, scheduling, whatever's essential — we connect directly. We don't promise to wire up everything you've ever tried.
Built for how work actually moves.
The same platform, configured differently depending on how work reaches you — not different software for every industry.
Local & field services
Work comes in as calls, texts, and site visits. Jobs get scheduled, dispatched, and invoiced.
Client & case-based services
Work comes in as engagements or accounts, where relationships and history matter as much as the task list.
Project-based businesses
Work comes in as discrete projects — a defined scope, a budget, and a start and end date to track against.
How we work
together.
Not a readiness score, and not an open-ended commitment. Every stage leaves you with something concrete — some of it yours to keep even if you stop working with us — and at two points, the choice is yours.
Diagnose
Catalyst forms a hypothesis about what's actually slowing your business down. You confirm or correct it inside your private diagnostic workspace, and what you confirm gets saved so it carries into everything that follows.
Output: A confirmed hypothesis and one milestone worth pursuing.
Review
Before anything gets configured, the plan gets a second look. Most milestones go straight to a free internal review — a paid outside specialist is the exception, reserved for real legal, compliance, or domain risk.
Output: A plan someone besides you has checked.
Blueprint
Catalyst maps the milestone onto the platform — which modules and agents get configured, how information enters, and what stays outside — and turns it into a concrete configuration plan.
Output: A configuration plan that's yours to keep, even if you decide not to move forward.
Build
Catalyst configures the platform: modules, agents, and workflows get set up around the milestone. Someone on our team checks it before it touches your business.
Output: A working workflow, checked by a person before it goes live.
Operate & Measure
It runs alongside your business. We track whether it actually reduced the problem it was built for.
Output: A clear read on whether it worked.
Repeat
We debrief on what worked and identify the next milestone.
Illustrative example — not a specific client
A 12-person architecture firm working with schools and nonprofit institutions.
Friction
"Proposals, mostly. By the time a draft comes back to us, we're rewriting the opening and reordering which projects we lead with."
Hypothesis
"Sounds like you and your partner are the ones who actually know which projects to lead with. That's not written down anywhere, so a PM drafts blind and you end up rewriting instead of reviewing."
Confirmed
"Exactly. We know what should lead first. Similar client, similar scale. But it's only in our heads until we see a bad draft and say no, lead with this one instead."
Milestone
Proposal Positioning Framework
A short questionnaire — client type, comparable scope, budget scale, funding context — that outputs which past projects to lead with, in order, and the angle for each, before a PM starts writing.
Why this first
Kills the rewrite cycle. PMs draft with direction; partners review instead of rebuild.
First version
A simple form a PM fills out before drafting — nothing automated yet.
Not included yet
Auto-generating proposal text, integrating with existing tools, unusual client types — those stay manual for v1.
What happens next
Review
The firm skips the paid option. Catalyst reviews the framework internally, free, before anything gets configured.
Blueprint
Catalyst maps their proposal history and project tracker into Atlas and Track, then turns the framework into a concrete configuration plan.
Build
Catalyst configures Track to run the positioning workflow and Atlas to hold the framework itself. A working version is checked by someone on the team before the PMs start using it.
Operate & Measure
PMs use it on live proposals for a few weeks. Rewrite time on the opening and project order drops close to zero.
Repeat
Next up: the same logic applied to onboarding new hires on positioning standards.
The Build stage usually runs as a hands-on pilot. See current experiments and the pilot program →
The team.
A small, partner-led studio — not a large firm. Backed by named advisors and an on-demand specialist bench for whenever a milestone calls for outside judgment.
Partners
Mike Anderson
Partner, AI Strategy & Platform Architecture
Rob
Partner, Growth & Partnerships
Adam
Partner, Delivery & Workflow
Advisors
Liz
Legal Advisor
Eric
Responsible AI Advisor
Eric
Finance Advisor
Specialist bench
Beyond the partners and advisors above, Catalyst draws on outside specialists by domain — brought in during the Review stage, only when a milestone actually calls for it, for a flat fee separate from the build.
Common questions.
See where Catalyst fits.
Not a sales call.
Tell us about your business and we'll show you where Catalyst could help first — specific to how you operate, not a generic questionnaire.
Free. No commitment. Just a clear next step.