Flowscale
FOR AGENCY OWNERS SCALING PAST SOLO · OS MAX · EVERYTHING

// OS MAX · THE WHOLE OPERATING SYSTEM

Not just the client loop.
The business around it.

OS Max is OS Pro (all seven modules plus the brain) plus the parts that scale a business: a playbook library, the sales engine, the multi-partner channels layer, non-marketing deal tracking, and standalone automation scripts that keep the repo honest. The full operating system a real agency runs on, installed in your own Claude. $1,997 USD once.

See what's inside ↓

Runs entirely in YOUR Claude account · get-you-running-or-refund guarantee · keep the files either way

// THE PART PRO DOESN'T COVER

You outgrew the solo loop. Now there's a business to run.

The connected client loop, hunt through retain, is the core. But once you scale past solo, the work stops being only client work. You start selling through partners, where Northstar Collective sends you the lead and you fulfill under their brand at their pricing rule. Inbound never stops, so every job post is a pitch you have to parse and qualify on the spot.

Then come the deals that aren't marketing at all: a staffing placement, a consulting engagement, a joint venture, each with its own margin model and its own roles. And the bigger the repo gets, the easier it is for a number to drift, a file to land in the wrong place, or a client's health score to quietly go stale.

OS Pro runs the loop. OS Max is the scaling layer wrapped around it: the partner model, the sales engine, the non-marketing deal tracking, and the scripts that keep the whole thing honest at volume.

// WHAT MAX ADDS ON TOP OF PRO

You already get the loop. This is the business around it.

OS PRO · $997 USD

The connected loop

All seven modules (hunt to retain) joined by the OS brain plus the state layer. A prospect flows the whole way through one system. Excellent at running the client lifecycle.

OS MAX · $1,997 USD

The whole business

All of Pro PLUS the playbook library, the sales engine, the multi-partner channels layer, non-marketing deal tracking, and the automation scripts. The system AND the parts that scale it.

PLAYBOOKS

Sales SOPs (discovery to close), a vertical playbook template plus a worked one, and deeper delivery procedures: QBRs, escalation, scope-creep handling.

SALES ENGINE

A proof bank (your wins filed by vertical and platform), an applications log, and reusable pitch templates. Paste a job post, get a parsed, qualified, drafted pitch.

CHANNELS

The multi-partner model. Sell direct, white-label under another brand, or fulfill as a partner's back office, each with its own pricing rule. One config file per partner.

OPPORTUNITIES + SCRIPTS

Non-marketing deals (staffing, consulting, JVs) each with its own margin model, plus standalone Python scripts that validate the repo, log the activity ledger, and recompute health scores.

// WHAT IT ACTUALLY IS

The full system, plus an addendum that wires the scaling layer into the brain.

OS Max ships the whole repo: the seven modules, the OS brain, the state and pattern layers, and then the parts that scale a business. A single addendum file (CLAUDE-MAX.md) teaches your Claude the new moves: the channels model, the sales-engine command, the dashboard, and the events ledger. You type a sentence; the right skill loads and writes the result into your repo.

THE SALES ENGINE

job post → qualified pitch

Paste an inbound job post. It parses the ask, scores fit against your proof bank, drafts the pitch with the right win attached, and logs it. The proof bank is filed by vertical and platform, so the matching case is one query away.

THE CHANNELS LAYER

one config file per partner

Each partner gets a channel.yaml with their contacts, pricing rule, and branding. Tara Singh at Northstar Collective sends a lead, the proposal prices it at her markup and brands it her way, automatically. Direct, white-label, or fulfillment, the OS knows which.

THE DASHBOARD, IN ONE COMMAND

Ask for the status and it reads every state file and every health score at once: revenue by channel, pipeline counts by stage, the worst client health first, capacity, costs to date, and anything that's gone stale. The scripts back it: validate.py health-checks the repo, log_event.py writes the activity ledger, client_health_check.py recomputes every score in one run. No API keys to run them.

// WHAT SHIPS

Everything in Pro, plus the scaling layer. Annotated.

my-agency/ · OS MAX
├── CLAUDE.md <- the OS brain: all 7 stages, routing, pricing discipline
├── CLAUDE-MAX.md <- addendum: channels model, sales engine, dashboard, ledger
├── icp.md · prospects/ · clients/ <- the connected client loop (all of OS Pro)
├── opportunities/ · brain/ · state/ <- deals, patterns, pipeline + capacity + costs (Pro)
├── playbooks/
│   ├── sales/ <- discovery-to-close SOPs
│   ├── verticals/ <- a template + a worked vertical playbook
│   └── delivery/advanced.md <- QBRs, escalation, scope-creep handling
├── sales-engine/
│   ├── proof-bank/ <- your wins, filed by vertical + platform
│   ├── applications/ <- the log of every pitch sent
│   └── templates/ <- reusable inbound-pitch copy
├── channels/ <- multi-partner: one channel.yaml per partner
├── opportunities/_template/ <- non-marketing deals: staffing, consulting, JVs
├── scripts/
│   ├── validate.py <- repo health check (pyyaml only, no API keys)
│   ├── log_event.py <- the activity ledger -> state/events.ndjson
│   └── client_health_check.py <- recompute every client's score in one run
├── templates/ <- email, report, and onboarding-form starters
└── .claude/rules/ <- sources filing, protected files, credential policy

Plus the install walkthrough on the delivery page, written for someone who has never opened a terminal. You get the source in copy-paste blocks AND a zip. Edit anything; it's yours.

// IT CONTAINS EVERYTHING BELOW IT

OS Max is a superset. You lose nothing.

Each tier contains every tier below it. OS Max is all of OS Pro (the seven connected modules and the brain) and then the scaling layer on top. So you do not need to buy Pro first, and if you bought a single $97 USD module earlier, its files already live in here. Nothing you learned, and nothing you paid for, is wasted, it all clicks into the same repo.

// WHAT YOU ACTUALLY NEED · READ THIS BEFORE BUYING

The honest requirements.

Why it works this way: I never resell Claude access, and your prospect list never touches my servers. The whole system runs entirely inside YOUR account. That's the design, not a disclaimer. You wanted in on AI. This is what in looks like: the real stack, in your hands.

// HOW IT WORKS

Install the whole system, wire the addendum, set up the scripts.

01

Install the system

Unzip the whole repo into a folder, install Claude Code, log in. The full OS, seven modules and the brain. About 10 minutes with the walkthrough.

02

Wire the addendum

Drop in CLAUDE-MAX.md and fill your ICP, your proof bank, and a channel.yaml per partner. Now the brain knows the channels model, the sales engine, and the dashboard.

03

Set up the scripts

One command (pip install pyyaml) and the three scripts run: validate the repo, log the ledger, recompute health. No API keys. Then ask for the dashboard anytime.

THE SYSTEM BEHIND IT

This is the operating system I run my own agency on, the same repo, the same channels layer, the same sales engine. Pointed at my own pipeline, the research discipline inside it has pulled leads at $21 against a $35-75 USD band, inbound calls at $5-6, and 400+ leads traced to the exact ad that made them. Ask me on a call and I'll show you the ad-account receipts.

// THE MATH

$1,997 USD. Once.

OS Pro is $997 USD and runs the connected client loop. OS Max is $1,997 USD and adds the parts that scale a business: the playbook library, the sales engine, the multi-partner channels layer, non-marketing deal tracking, and the automation scripts. The whole operating system, no monthly fee to me, unlimited prospects, clients, and partners. One tier sits above it: OS Ultra Max is $2,997 USD.

The guarantee: if you can't get it running, I will personally get you running, or refund the $1,997. And you keep the files either way. The only way you lose money here is by not running your agency on it.

// STRAIGHT ANSWERS

Questions a smart buyer asks.

How is Max different from Pro?+

Pro is the connected client loop: all seven modules (hunt to retain) joined by the OS brain and the state layer. Max adds the business around that loop, the playbook library, the sales engine (paste a job post, get a qualified pitch), the multi-partner channels layer (sell direct, white-label, or as a partner's fulfillment arm), non-marketing deal tracking, and the automation scripts that keep the repo honest at volume. Pro runs the lifecycle; Max scales the business.

Do I need to buy OS Pro first?+

No. OS Max contains all of OS Pro, the seven connected modules and the brain, plus the scaling layer. Each tier is a superset of the one below it. So you buy Max once and you have everything from the $97 modules through Pro and on top. If you happened to buy a single module earlier, its files already live in here, nothing is duplicated and nothing is wasted.

What do the scripts need to run?+

Python with pyyaml. That's one command (pip install pyyaml) and nothing else, no API keys, no paid services. The three scripts (validate.py, log_event.py, client_health_check.py) read and write to your own repo only. They health-check the files, write the activity ledger, and recompute every client's health score in a single run.

I've never opened a terminal in my life.+

Then the walkthrough was written for you. It's click-by-click: install one app, paste one command, log in with the Claude account you already have. The machine does the technical part. About 25 minutes the first time, most of it filling in your ICP and proof bank. The scripts are one extra command, also walked through. Stuck? Email me and I'll get you running, that's the guarantee.

Does my client and prospect data touch your servers?+

No. The whole system runs entirely inside your own Claude account, and the files live on your own machine (and your own GitHub, if you set that up, which I recommend). I never see who you're researching, pitching, or fulfilling. For real client data, use a Commercial Claude tier (Team, Enterprise, or API) so it's covered by commercial terms.

What's in OS Ultra Max, then?+

OS Ultra Max ($2,997 USD) is the one tier above Max. It adds the machinery to grow and run a team on the system: the Owner's Vault (a private leadership repo your team never sees), the Engine Builder (turn any repeatable job into a one-sentence command), the delegation layer with multi-contributor git rules, the client-deliverable publishing pattern (put live decks and reports on your own domain), and 12 months of new module drops. Max is everything you run the business on; Ultra Max is everything you grow a team on.

// FOR THE SCROLLERS

The short version: OS Max is the whole operating system a real agency runs on, installed in your own Claude. It's OS Pro (all seven modules plus the brain) plus the parts that scale a business: a playbook library, the sales engine (paste a job post, get a qualified pitch), the multi-partner channels layer, non-marketing deal tracking, and the automation scripts (validate, log, health-check) that keep the repo honest. It contains everything below it, so you don't need Pro first. You need Claude Pro ($20/mo USD, from Anthropic), about 25 minutes of setup, and Python with pyyaml for the scripts (one command). $1,997 USD once, keep-the-files guarantee.

// ONE TIER SITS ABOVE THIS

Max runs the business. Ultra Max grows a team on it.

OS Max is everything the agency runs on. The one tier above it, OS Ultra Max ($2,997 USD), adds the machinery to grow and run a team on the system: the Owner's Vault (a private leadership repo your team never sees), the Engine Builder (write your own one-sentence commands), the delegation layer, the client-deliverable publishing pattern (live decks and reports on your own domain), and 12 months of new module drops.