Poise, automation management

An operating system built for your business.

Powered by super-intelligence.

We build and manage the workflows and agents that get the work done.

Explore the free pilot

01 · The problem

You’ve tried AI.
So why is everything still on you?

More tools.

More busywork.

Same bottom line.

ChatGPTNew CRMAI notetakerAnother appYOUR BOTTOM LINE

You have a business to run.

02 · The system

Built around your business.

Your permissions. Your approvals.

Built, monitored, and improved by Poise.

See an onboarding example

Workflow

A signed agreement creates the client record and assigns an owner.

Agent

Reviews the client’s notes and follows up for missing information.

Human input

Nonstandard terms go to your team before work continues.

03 · Systems we’ve built

Time back. Costs avoided.

Bare Wipes OS.

33 hours

returned to the owner each week

Weekly time on inventory, ad spend, social media, and planning
Before35 hrs
With the OS2 hrs

94% less owner time. The two hours include managing the system.

Lotus Sales OS.

95%

less time on CRM upkeep and client-facing documents

$500k+

in estimated outsourcing costs avoided in 2026

100%

follow-up rate

A look at the work

Scheduled agents reconcile calls, messages, and email with the commercial CRM and prepare regular business reports. In one bulk update, 793 deal names were standardized in a single pass.

The system tracks pipeline changes, compares funding timelines with operating needs, and prepares next steps for review. New deals and external messages go through human approval.

Operator-reported figures, September 2026. Time reductions cover the workflows described. Lotus’s 2026 cost figure estimates work that would otherwise have been outsourced.

04 · The first step

Start with one workflow. On us.

  1. 01

    Choose it.

    One workflow worth fixing, with a clear goal and limits.

  2. 02

    Build it.

    We build it free and test it on real cases with you.

  3. 03

    Prove it.

    We measure it together. If it helps, we agree on a price.

We expand only with your approval.

We stay on it.

We monitor it, fix issues, and keep improving it as new tools and models arrive.

05 · The people doing the work

Built by people who’ve built businesses.

Jordan Tonani

Jordan Tonani

Partner · Finance, growth & automation

Morgan Stanley finance, then 5+ years building startups.

ARR business I led
$4M+
People on that team
25+

Previously

  • Morgan Stanley
  • Lotus
  • Index Coop
  • Lumen

At Morgan Stanley, I managed complex relationships for ultra-high-net-worth clients and large enterprises. Since then I’ve built financial products and sales teams. I bring deep relationships across financial infrastructure and experience putting automation to work in my own businesses. With yours, I’ll focus on what moves the numbers.

Born and raised in the Pacific Northwest.LinkedIn

Nathan Tonani

Nathan Tonani

Partner · Engineering & systems

Amazon engineer, then 5+ years building startups.

ARR, largest business I led teams in
$40M
People on teams I led
10+

Previously

  • Amazon
  • Bare Wipes
  • Gains
    Network
  • Learning Economy

I’m a full-stack engineer. I build workflows around complex systems, connecting the tools, data, and business logic that keep work moving. I built Bare Wipes OS to put that into practice.

Born and raised in the Pacific Northwest.LinkedIn

You work directly with us.

Your numbers

What’s busywork costing you?

Run your own numbers. It’s an estimate, not a quote.
In-house

Your team’s time
  • Updating records
  • Chasing follow-ups
  • Missed callbacks
  • Re-entering data
  • Status reports
Outsourced

What you pay outside
  • Design and marketing agencies
  • Freelancers and assistants
  • Routine legal drafting
  • Overlapping software
How much a system takes on
Estimated value back, per year

$43,700

and 12 hours back for your team each week

Team time (30% of it)$28,100

Outside spend (20% of it)$15,600

An estimate from your inputs and the scope you pick, not a quote or a promise. Team time freed isn’t always cash saved; most owners put it back into revenue work. The free pilot measures the real number on one workflow.

Good questions.

What’s included for free?

One agreed workflow, built and tested with your team. We review the results before discussing paid work.

How will it know our business?

We work with your team to capture processes, priorities, and exceptions. We connect the right records and keep instructions, history, and decisions current as the business changes.

Do we need new software?

We start with what you use. If something needs changing, we’ll talk it through first.

How do we stay in control?

Before launch, we agree on access, spending limits, and actions that need approval. We keep a record of what the system does, review issues with you, and make sure you can pause the workflow.

Who do we call if something breaks?

Us. We build in checks, safe retries, and a way to pause and get human help. We agree on support hours and escalation before ongoing work starts.

Who can access our data?

We agree on what the system needs, limit its access, and explain which providers handle your data.

What’s slowing
your team down?

Tell us what keeps landing on your desk. We’ll figure out a place to start.

Booking opens soon.