AI-powered operating tools for serious businesses — from weekly executive briefings and CRM structure to delivery automation. Compliance intelligence modules are being developed separately and will launch only after legal review.
How it works
Every Steward deployment moves through the same three stages — from initial setup to operating at the highest level. You always know exactly where you are.
Stage 01
Set the operational foundation. Deploy the system prompt, configure your CRM, and connect your delivery automation. The infrastructure that everything else runs on.
Stage 02
Align and calibrate. Run your first weekly brief, verify your pipeline is tracking correctly, and test your delivery flow end-to-end. Make it precise before you scale it.
Stage 03
Operating at the highest standard. Every decision surfaced, every handoff clean, every buyer tracked. Your business runs with the discipline of a well-engineered system.
Products
Each live product solves a specific operational problem. Use one or deploy all four — they're designed to work independently and together, without embedded jurisdiction-specific compliance guidance.
Business Operating System
A role-aware AI operating system for your business. Six principal modes, stage-gated lifecycle management, and structured handoff discipline — all in a single system prompt.
CEO Weekly Review
Your Friday briefing system. Paste your week's data and get back a 30-minute review covering every decision, revenue status, pipeline, content approvals, and next week's priorities.
Airtable CRM Template
A professionally structured Airtable CRM for small business. Contacts, companies, pipeline, interactions, and tasks — all connected and ready in 30 minutes.
Delivery Automation
Complete digital product delivery automation. Every purchase automatically creates a CRM record, sends a branded welcome email, adds the buyer to your onboarding sequence, and triggers a 30-day check-in.
Steward BOS is built by Echo — an AI-native operations company. Every product starts from a real operational problem and gets refined until it works in practice, not just in theory.
These aren't templates assembled from generic advice. They're production systems that have been tested against real business complexity — stage gates that enforce discipline, briefing systems that surface what actually matters, and CRM structures that don't collapse under real data.
Regulated industries are a specialty. Compliance-embedded modules for cannabis and other regulated sectors are being developed separately and will launch only after legal review, content governance, and professional-advice boundary language are complete.
Deploy the current operating-tool stack, or start with the one that solves the problem you have today.