The System & Soul Business Operating Framework

Build a Business That Works—Without Losing What Makes It Great

Structure, soul, and scalable systems—without the weight all falling on you.

If you’re here, you’re probably feeling the strain.

You’ve grown the business.
The revenue’s there.
The team is bigger than ever.

But so is the burden.

  • Everything still runs through you

  • The team’s unclear on priorities

  • Culture feels harder to protect at scale

  • New hires = more chaos, not clarity

  • Meetings feel like spinning wheels, not traction

You need a better way to run your business—without losing what made it special.

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What is System & Soul?

System & Soul is a business operating framework—a simple way to align your team, focus your execution, and protect your culture as you grow.

It gives you the rhythms, roles, tools, and conversations your team needs to:

  • Know what matters

  • Stay accountable

  • Move forward together

  • And stop relying on you to run everything

Unlike rigid systems or corporate playbooks, System & Soul is custom-fit to your team—designed to bring structure without losing your soul.

Wait… What’s a Business Operating Framework?


Most fast-growing companies hit a point where success brings chaos.
A business operating system is simply the way your team makes decisions, stays focused, and moves forward—together.

At System & Soul, we help you build that system without losing what makes your business great.

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How we help leaders like you

System & Soul Helps You Scale with Clarity and Culture

The Method: How we help teams get aligned, effective, and healthy

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Gain Alignment

It's challenging to accelerate results if the team is perpetually misaligned or confused about where they're going, why, and how to contribute.

The System & Soul Framework addresses this issue head-on. During your System & Soul Journey, you will evaluate areas of misalignment and address them directly—everything from people's roles in your organization to how teams execute plans weekly, quarterly, and annually.

Clarify Structure
Examine Vision
Create Your Road Map

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Build Effective Systems

No matter how big and beautiful the vision is, we always fall to the level of our systems. The System & Soul Framework provides teams with proven, reliable tools to begin building the infrastructure, consistency, and habits that help organizations prepare for scale. 

You'll clarify how your team operates weekly and quarterly, define goals, and evaluate results.

Design Structure
Measure Key Results
Create Cadences

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Grow with Soul

Growing your business doesn't have to sacrifice soul for efficiency. Our approach provides both great systems and a focus on people. We bring clarity and dignity to your team as you improve and align your systems. We work with you to increase team health, improve communication, develop leaders, and live out your collective culture.

Engineer Culture
Develop Leadership
Champion Identity
Start your journey

Get connected to our team

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The Results

What leaders are saying

David McMillian, CEO, McMillian Tax Credits

David McMillian, President, McMillian Tax Credits

“It's a step-by-step process that puts the right team in place.”

Haley Devlin

Haley Devlin, Partner, DNA Partners

“After working with our coach, we have 100% of the right people in the right seats at the leadership level, and our team is in total alignment.”

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Clark Vitulli, Vistage Chair

“You're crazy if you're not doing this for your business.”

Billy Pierce

Billy Pierce, President & CEO, Dalton PHC

“Culture always mattered to us. That's one reason I like System and Soul because it combines the two. You got the system and you got the culture side of it. And we wanted to ensure that as the business was growing that the people were growing with it.”

Jeff Velker

Jeff Velker, CEO and Managing Partner, Retro 1951

“I looked at Traction and EOS, but the major issue I had with it is that people are way more than 1/6 of my business. System & Soul addresses the reality of how important my people are in building a healthy culture and business."

Start your journey

Let’s Build the Business You Meant to Build

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Book a private workshop for your team
Get real work done on the most pressing opportunities in your business: execution, strategy, people.
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Meet your coach
Explore our coach directory and get in touch with the right coach for your team
Find your coach
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Build with the right tool
Test drive the software tool that helps you work ON the business
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