Simply Digital OS & AI Revenue Engine — Deep Dive
See how Simply Digital OS and your AI Revenue Engine instance work together to turn messy CRM, calendar, and ad data into clear Cut / Fix / Double decisions — without adding another platform for your team to manage.
Your first month is a paid Revenue Decision Review: we stand up Engine v1 on Simply Digital OS, deliver a Cut / Fix / Double memo, and show you whether it makes sense to build the full system together.
At a Glance: OS + Engine + Decisions
Simply Digital OS
- The operating system for how we run growth.
- Standardizes data models, funnels, KPIs, and playbooks.
- Lives on top of your existing tools (CRM, calendars, ad accounts, call tracking).
AI Revenue Engine
- A dedicated AI analyst that runs on your data.
- Rebuilds your real funnels (TOFU → MOFU → BOFU).
- Calculates CAC, ROAS, payback by channel, offer, and language.
Cut / Fix / Double
- Cut: channels/segments destroying capital.
- Fix: tracking, funnel, follow-up, routing issues blocking upside.
- Double: campaigns and segments with strong unit economics and headroom.
- Output: a simple Cut / Fix / Double memo instead of a noisy dashboard.
Who this page is for
- Founders, operators, and finance leaders who want to see how the system actually works.
- Agency partners and PE-backed teams who care about data, unit economics, and governance.
How Simply Digital OS & Your AI Revenue Engine Fit Into Your Stack
We don’t replace your tools. We standardize them and put an AI decision layer on top.
Data Sources
- CRM / job system (leads, stages, deals, revenue).
- Calendars (appointments, show/no-show, cycle times).
- Ads & analytics (spend, clicks, conversions, revenue).
- Call tracking & forms.
- Optional: billing/Stripe and key financial metrics.
Simply Digital OS
- Standardizes funnels across channels, offers, and languages.
- Normalizes statuses and events (lead → opportunity → booked → won/lost).
- Applies a consistent KPI tree: Revenue → Payback → CAC → LTV/CAC.
- Includes playbooks and SOPs for tracking, follow-up, and routing.
AI Revenue Engine
- Runs queries and models against the standardized OS data.
- Identifies where capital is being destroyed, blocked, or under-allocated.
- Produces a Cut / Fix / Double decision set each month.
- Feeds those decisions into campaigns, funnels, nurture, and staffing plans.
You never log into the engine itself. You experience it through Cut / Fix / Double memos, simple dashboards, and the system changes we implement.
What Simply Digital OS Standardizes vs What’s Unique to Your Business
Simply Digital OS (Shared Framework)
- Data schemas for leads, opportunities, jobs, and revenue.
- Funnel stages and status normalization across channels.
- KPI definitions for CAC, ROAS, payback, LTV/CAC.
- Cut / Fix / Double templates and reporting formats.
- Core prompts and analysis workflows for the AI Revenue Engine.
- Connectors for common CRMs, ad platforms, and analytics tools.
Your AI Revenue Engine Instance (Client-Specific)
- Mappings to your exact CRM fields, stages, and pipelines.
- Your specific services, offers, and locations.
- Language segments: English-only, Spanish-only, Arabic-only, Russian-only, etc.
- Thresholds for acceptable CAC, payback windows, and capacity limits.
- Custom routing rules, SLAs, and follow-up logic.
- Vertical-specific nuances (e.g., medical intake, legal intake, revenue cycle).
We retain the underlying OS framework; you retain your data, funnel model, and the business-specific logic we develop together.
Engine v1 — What’s Included Now (and What Comes Later)
Engine v1 (First Month & Early Engagement)
- Rebuild the real funnel from lead → opportunity → booked → won.
- Connect read-only to CRM, calendars, ad accounts, and analytics.
- Normalize channels, offers, and languages into a single view.
- Calculate CAC, ROAS, and payback where data quality supports it.
- Produce a concise Cut / Fix / Double memo:
- Cut — channels/segments destroying capital.
- Fix — tracking, funnel, follow-up, routing issues blocking upside.
- Double — campaigns/segments with strong economics and headroom.
Engine v1’s job is to give you a credible, data-backed decision on whether it makes sense to build the full system, not to automate every edge case on day one.
Later Phases (Added When Economics Justify It)
- Lead scoring and prioritization.
- Advanced routing and territory rules.
- Multi-step lifecycle and reactivation campaigns.
- Forecasting and “early warning” alerts.
- Deeper integrations with billing, AR/AP, and revenue cycle.
- Vertical-specific automation (e.g., medical, legal, multilingual call centers).
These later-phase features are added in separate scopes once the core engine is trusted and the economics support deeper automation.
How We Handle Your Data & Use AI
- Read-only access:
- We connect read-only to your CRM, calendars, and ad accounts.
- We work primarily with funnel and revenue fields, not full medical charts or legal files.
- Minimal necessary data:
- For regulated clients, we focus on lead source, stage, appointment status, outcomes, and revenue.
- We avoid handling sensitive PHI/PII beyond what’s needed for marketing and revenue operations.
- No public training:
- Your account data is used to analyze and improve your business; it’s not dumped into a public training pool.
- Anonymized benchmarks:
- We may use anonymized, aggregated performance patterns to benchmark other clients.
- We never share client-identifiable data or confidential details.
- Governance:
- Access is restricted to the Simply Digital team members who need it for agreed work.
- We align with your existing compliance policies for clinical, legal, and financial environments.
For more details, see our Data, Cookies & AI Use page.
How Simply Digital OS & Your AI Revenue Engine Fit Into Our Engagement
Step 1 — First Month: Revenue Decision Review
- We connect OS + Engine read-only to your CRM, calendars, and ad accounts.
- Stand up Engine v1 on Simply Digital OS for your business.
- Deliver:
- A Cut / Fix / Double memo tied to real CAC, ROAS, and payback.
- A data quality snapshot and remediation plan.
Step 2 — System & Profit Engagement (6–12 Months)
- Harden the engine: improve mapping, tracking, and automation.
- Build the system: funnels, offers, landing pages, email/SMS, routing.
- Operate: run TOFU/MOFU/BOFU campaigns in your buyers’ language.
- Send a monthly Cut / Fix / Double memo and a quarterly capital allocation review.
Step 3 — When It’s Working, Go Deeper
- Add advanced Engine features (routing, forecasting, reactivation).
- Layer in multilingual sales pods (setters, closers, CS) where CAC and payback justify it.
Short FAQ
Do I or my team need to log into Simply Digital OS or the AI Revenue Engine?
No. You experience them through Cut / Fix / Double memos, simple dashboards, and the campaign, funnel, and ops changes we implement. You keep using your existing CRM, calendars, and tools.
What happens if our tracking and CRM data are messy?
Engine v1 will surface what we can say with confidence and where data quality is blocking better decisions. Part of the Cut / Fix / Double plan is a tracking and data hygiene Fix list.
Is this only for AI-native teams?
No. We use AI internally as a decision and execution layer. Your team needs to be open to AI as decision support, not hype; they don’t have to prompt or manage it directly.
Can this coexist with our current agency or internal team?
Yes. OS + Engine can sit above existing teams and vendors. We can either run key channels ourselves or provide Cut / Fix / Double decisions that they implement.