The Business Edit™

Done-for-you systems to simplify and scale how your business runs behind the scenes.

If your operations are clunky, overly manual, or constantly worked around, your business can’t scale - at least not sustainably.

Because without well-built systems, every part of your business slows down. Execution gets messier. Visibility gets lost. And instead of running smoothly, your operations start working against your growth.

That’s where The Business Edit™ comes in.

We don’t just build systems - we holistically optimize how your business functions behind the scenes. From project management tools to CRMs, we architect and implement the infrastructure that scales with you.

We focus heavily on making your business as plug-and-play as possible with custom templates that reflect the most optimized version of your workflows and give your business the clarity, consistency, and efficiency it needs to grow. You and your team spend less time pushing buttons and more time doing great work.

No more workarounds. No more wasted energy. Just a smarter, simpler way to run.

Your backend should support your growth - not stall it.

What We Build

The systems your business needs to run smoother, scale smarter, and save time across the board.

✓ Project management platforms, CRMs, and miscellaneous systems that modernize and improve the way you work

✔ Automations that eliminate repeat tasks and give you back hours every week

✔ Dashboards powered by real-time data — so you always know what’s happening without chasing updates

✔ Collaborative systems that make ownership clear, handoffs seamless, and execution effortless

Partners & Expertise

What You’ll Walk Away With

Organized, Intuitive Systems

Your backend is fully mapped and easy to navigate. Team members know where to find what they need and how to move things forward — no micromanaging required.

Templatized, Repeatable Systems

Recurring processes become plug-and-play. From onboarding to offboarding, everything runs on streamlined templates that protect quality and save time.

Time Back Through Automation

Reclaim hours each week through automations that eliminate manual steps and reduce busywork across the board.

Real-Time Visibility Across Projects

Custom dashboards show what’s moving, what’s stuck, and what needs your attention - so you lead with clarity, not guesswork.

Integrated Tools That Actually Work Together

No more double work, disconnected systems, or black holes of zaps and automations that you can’t decipher. We sync your platforms to boost efficiency and eliminate redundancy.

Built to Scale Without the Growing Pains

Every workflow, template, and structure is designed for long-term growth. Hiring gets easier. Delegation becomes seamless. And your systems evolve with you.

Who This Is For

The Business Edit™ is for founders and business owners who:

  • Are scaling and need smarter systems to support growth

  • Are done patching things together and want streamlined, custom solutions

  • Want done-for-you infrastructure that saves time, reduces complexity, and helps their team move faster

Frequently Asked Questions

  • Not necessarily.

    If your processes are already mapped or you have an operator internally, we can go straight to implementation, but there will still be an onboarding period where we will need to review their current processes and workflows to understand their business fully.

    The Business Audit™ is a great foundation, but it’s not required for every business.

  • We specialize in ClickUp but also work with Monday.com, Motion.io, and other systems.

    We're tech-agnostic, meaning we tailor our build to your business’s needs - not to a preset tech stack.

  • Yes. We provide training and onboarding for you and your team.

    This includes video walkthroughs, documentation, and collaborative sessions to ensure your system actually gets used. We want this to stick long-term.

  • Timelines vary based on your team size, process maturity, and business complexity. Most projects take 6-12 weeks. Simpler builds may take less time, while larger or more layered businesses may take longer. We’ll scope this during your discovery call.

  • Expect to set aside 3–5 hours per week across your leadership team. We'll need your input for reviews, approvals, and occasional working sessions.

    This is a collaborative process - we bring the strategy, structure, and systems expertise, but your input ensures everything is tailored to how you actually work.

    We ask for availability for check-in calls (weekly or biweekly depending on timeline) and a main point of contact.

    This level of collaboration allows us to build a backend that truly supports your business, not just deliver a generic setup.

  • Yes. Once the build is complete, we offer continued support through optional retainer packages or ad-hoc support.

    This can include maintenance, optimization, new build-outs, or support as your business evolves.

    We’re also happy to train your internal team or operator to maintain the system. Our goal is to leave you confident and well-supported - not dependent.

The Business Edit™ is where your systems become scalable and streamlined.

No more Band-Aids. No more bloated tech. Just clean, custom-built operations that save you time, support your team, and create the clarity your business needs to grow - sustainably.

Ready to upgrade how your business runs?

"Working with Koi was an absolute game changer for my business. Our operations were cluttered and inefficient, but they helped us create a tailored system that made collaboration seamless and effortless. Everything is now organized, clear, and so much easier to manage. Their attention to detail and hands-on approach made all the difference."

— Christian Reyes

"Your business won’t grow the way you want it to without the right systems and support - and that's exactly what Koi brings. The more successful we become, the more essential their strategic guidance is. I’m excited to continue working with them as we scale."


— Kelsey Schaefer

"They truly cared about setting me and my business up for success. They were patient, thoughtful, and helped turn my vision into something real and sustainable. I’m excited to keep building on the strong foundation we now have in place."


— Mikaela V.