RISE OS
Our process and our system for growing your brand
Our team runs all of your marketing on RISE OS and advises on your finance and operations. It's an expert team equipped with AI that keeps your operating costs low and your profits high while your brand grows bigger and faster.
The difference
Most agencies charge per service. We run all of it.
Agencies rent you effort from the outside. We embed RISE OS inside your brand: marketing, creative, operations, and AI systems working on the same P&L as you do.
The route
Four camps, from audit to scale

Camp 014,000 ftWeek 1
REACH
We audit your business, align on vision, and build a growth roadmap that replaces chaos with clarity.

Camp 027,500 ftWeeks 2 to 5
INNER
We rebuild the core revenue and growth systems your brand needs to scale to seven figures and beyond.

Camp 0311,000 ftMonth 2 on
SERVE
We relaunch and scale your marketing engines, turning inconsistent sales into predictable growth.

Camp 0413,500 ftMonths 5 to 6
EVOLVE
We pull high-leverage growth levers and remove you as the bottleneck so your brand becomes a sellable, scalable asset.
What to expect
Relaunched inside your first month
Plenty of agencies ask for three months before anything moves. We diagnose in week one and relaunch by week five.
Week 1REACH
Diagnose and map
We get access to your store and ad accounts, audit your financials, marketing and operations, and connect RISE OS. You get a 90-day roadmap and a 365-day roadmap.
Weeks 2 to 5INNER
Rebuild and relaunch
We rebuild your offers, pages, tracking and email, start the creative machine and relaunch your ads as soon as the rebuild is ready. Your morning card and weekly report start arriving.
Month 2 onSERVE
Optimize, scale and acquire
We keep improving conversion while spend goes up as fast as your margin allows, with new ads every week and creators where they fit.
Months 5 to 6EVOLVE
A new version of your business
More of the brand runs on systems, the numbers keep improving, and the growth keeps going without you in every seat.
These are the targets we plan around. We don't guarantee them, and every brand starts from a different place.
Inside the system
Six AI executives. Eleven departments. 62 specialist agents.
They work on your brand's own data every day. Our crew reviews the work and makes the calls, and the decisions that need an owner come to you.
Tap an executive to see their departments and agents

AI Chief of Staff
Direct reports · 05 agents
Sprint Planner
Turns the owner's priorities into a weekly battle plan and drives it to done, task by task
Daily Operator
Runs the daily checks: a morning briefing, three sweeps of every account, and an overnight watch on the store
Growth Command Reporter
Writes the weekly command report: what moved, why it moved, and the exact next moves
Founder Briefer
Turns the numbers into a clear, plain-English weekly and monthly brief for the owner
Brand Onboarding Agent
Installs RISE OS in a new brand so every agent works on it from day one

AI CMO
07 departments · 32 agents
Head of Research02 agents
Brand Researcher
Runs the five-step research every message is built on
Creative Intelligence Analyst
Decodes what's winning in your account and your market, and why, before a single new ad is made
Head of Growth03 agents
Growth Strategist
Sets the scaling plan on contribution margin and breakeven math, and allocates budget across every channel
Offer Architect
Engineers offers on margin math (gifts with purchase, bundles, free shipping, subscribe and save) that lift order value without discounting the brand
Marketing Calendar Planner
Maps four peak seasons a year and builds every launch backward from its date
Head of Creative10 agents
Creative Launch Lead
Runs every ad batch from message to concept, keeping one approved message across ads, pages and email
Static Ad Designer
Designs scroll-stopping image ads as complete, test-ready concepts
Image Prompt Engineer
Produces studio-grade product and lifestyle imagery to brief
Video Prompt Engineer
Directs AI video production shot by shot
UGC Script Writer
Writes creator and testimonial scripts built on structures proven to hold attention
Hook Multiplier
Turns one proven winner into a family of new versions with fresh openings
Video Assembler
Cuts, captions and formats every video for every placement
Footage Librarian
Indexes every clip you own so the right two seconds can be found instantly
Edit Brief Writer
Gives your human editor shot-by-shot direction
Creative Production Pipeline
Takes creative from research to finished asset, with a quality gate before anything is produced
Head of Copy05 agents
Copywriter
Research-first copy for every page and ad, written to convert
Meta Ad Copywriter
Primary text and headlines engineered for Meta's feeds
Native Ad Writer
Long-form story ads that sell without reading like ads
VSL Writer
Video sales letter scripts that carry a viewer from hook to checkout
Humanizer
The final pass on every line, so it reads like a person wrote it
Head of Media04 agents
Meta Media Buyer
Reads the account daily, delivers the weekly verdict, and makes the scale-or-cut calls on Meta
Meta Campaign Builder
Builds campaigns and ads to spec as paused drafts, ready for approval
Google Media Buyer
Runs Search, Shopping and Performance Max to profitable targets
Google Campaign Builder
Builds Google campaigns to spec as paused drafts, ready for approval
Head of Distribution06 agents
Creator Program Manager
Runs creator programs end to end on TikTok Shop and Trybe: recruiting, samples, briefs and contests
Short-Form Strategist
Plans the brand's TikTok, Reels and Shorts presence
Organic Content Planner
Owns the social calendar and the native formats each platform rewards
Content Repurposer
Turns one winning piece into ten across every channel
SEO and Organic Search Strategist
Builds the brand's presence in Google and AI search, so customers find it without a paid click
Amazon Channel Manager
Runs the brand's Amazon channel: listings, reviews, advertising and stock, in step with the store
Head of Retention02 agents
Retention Engine
Builds the email and SMS campaigns, flows and segments that turn first orders into lifetime customers
Customer Service Agent
Writes the support playbooks, review responses and cancellation saves your team works from

AI CRO
01 department · 12 agents
Head of Web Development12 agents
Landing Page Router
Matches every campaign to the page type most likely to convert it
Advertorial Builder
Editorial-style pages that presell the product before the click to buy
Listicle Builder
"Reasons why" pages that turn curiosity into intent
Presell Builder
Warms cold traffic before it reaches the product page
Comparison Page Builder
Side-by-side pages that win the comparison before the customer makes it
Product Page Builder
Product pages engineered to convert
Gallery Designer
Builds product-page galleries that sell image by image
Funnel Architect
Designs the path from ad to checkout to upsell
Upsell and AOV Builder
Builds the cart, checkout and post-purchase offers that raise the value of every order
Conversion Testing Lead
Runs the store's testing roadmap: A/B tests, heatmaps and checkout fixes, with every result logged
Shopify Developer
Builds theme sections and store pages, staged for approval
Store Architect
Structures the store, its navigation, and its conversion diagnostics

AI CFO (advisory)
01 department · 04 agents
Head of Finance04 agents
CFO Agent
Tracks the P&L, sets the daily plan targets, and tells the owners what cash can safely come out
Financial Modeler
Builds forecasts, cohort analysis, scenarios and unit-economics models
Cash Flow Forecaster
Keeps a rolling 13-week view of cash across ad spend, purchase orders and payouts, so there are no surprises
Exit Readiness Analyst
Keeps the brand buyer-ready every month: clean financials, documented add-backs, a live data room and a valuation tracker
Works alongside the AI CMO and AI Chief of Staff every day, so spend, margin, cash and the P&L stay in line with the growth plan.

AI COO (advisory)
01 department · 06 agents
Head of Operations06 agents
Supply Chain Manager
Manages cost of goods, suppliers, payment terms and backup sources
Inventory Forecaster
Tracks weeks of cover, sets reorder points, and recommends every purchase order
Fulfillment and Logistics Manager
Holds the 3PL and carriers to ship times and cost per order, and plans returns and peak-season capacity
Product Development Manager
Takes new products from idea to launch: samples, packaging, costing and a launch plan timed to the marketing calendar
Quality Control Manager
Runs batch checks and supplier certificates, tracks every defect and complaint, and keeps a recall plan ready
Legal and Compliance Agent
Flags claim, FTC, IP and contract issues for counsel before anything ships
Works alongside the AI CMO and AI Chief of Staff every day, so supply, inventory and operations keep pace with every launch and every scale-up.

AI CTO
01 department · 03 agents
Head of Data and Systems03 agents
Analytics and Attribution Analyst
Gives one true read of what every channel brings in: blended CAC, MER, post-purchase surveys and holdout tests
Tech Stack Manager
Audits the app stack, its cost and its integrations, and keeps tracking healthy across every platform
Data and Reporting Engineer
Pulls every account into one source of truth that the reports, the daily briefing and the CFO all read
The AI CFO and AI COO advise: they never move money, place orders or contact suppliers. Ads, emails and pages are staged as drafts and approved before anything goes live.
The math
You can't hire this whole team. So right now, most of their jobs land on you.
Every time revenue climbs, the next gap opens. More tasks land on your desk, the work piles up, and you end up hiring agencies and freelancers who rent you one job at a time. RISE OS covers all of these roles from inside your brand, so a bigger workload doesn't mean a bigger payroll.
- Build the brand with your best people and a small team
- Lower operating costs, so more profit stays in the business
- More money in your pocket every month
- Higher profit is what buyers pay for when you sell
Full-time
Chief of Staff
Offshore project manager / virtual assistant
$1,600/mo
Head of Retention
Offshore support agent + email and SMS agency
$5,800/mo
Media buyer
Meta and Google
$4,000/mo
Fractional
Head of Growth
Part-time head of growth
$8,500–10,000/mo
Head of Operations
Operations or supply chain manager
$5,000/mo
Head of Finance
Fractional CFO
$4,000/mo
Contractors
Data analyst
Offshore, part-time
$2,000/mo
Copywriter
Direct response
$4,000/mo
Web developer
Shopify and conversion
$4,000/mo
Social media manager
Organic social and creator outreach
$2,500/mo
Agency
Creative agency
Ads, UGC and creator management
$10,000/mo
Payroll you don't carry
Projected average cost of this team as you grow
$51,400–52,900a month
$616,800–634,800a year
Typical 2026 rates for a brand under $5M in revenue, mixing US, offshore and agency hires.
What you pay NewHeidts instead
From day one
A monthly fee, a fraction of what one fractional CMO costs, plus a share of the new contribution margin we create.
First goals hit
You pay the margin share or the monthly fee, whichever is greater.
Equity earned
Equity or phantom equity of 10% to 25%. You keep paying the monthly fee, and our margin share is capped and paid quarterly, so more profit goes back into growing the brand.
Contribution margin is revenue after product cost, shipping, transaction fees, ad spend and creator commissions. We're never paid on ad spend. With equity, we earn the most when the brand's value grows, so we cap our margin share and leave more cash in the business.
- Your accounts
- Your store, ad accounts and customer data stay yours. We get access to run them.
- Your other costs
- Outside of what you pay NewHeidts, your only marketing costs are your ad spend, your software and your creator samples.
- If you leave
- Leave before equity is earned and RISE OS stays with NewHeidts. Your accounts and data stay with you.
Straight Answers
What founders ask before applying.
An agency sells you a service and sends the invoice either way. We embed RISE OS, our full growth operating system, inside your brand and tie our upside to your results. When the machine makes you money, we both win. When it doesn't, we feel it too.
It runs in three stages. From day one: a monthly fee, a fraction of what one fractional CMO costs, plus a share of the new contribution margin we create (revenue after product cost, shipping, transaction fees, ad spend and creator commissions). Once we hit the first goals in the contract: the margin share or the monthly fee, whichever is greater. Once equity is earned: equity or phantom equity of 10% to 25%, you keep paying the monthly fee, and our margin share is capped and paid quarterly so more profit goes back into the brand. We're never paid on ad spend. Outside of what you pay NewHeidts, your only marketing costs are your ad spend, your software and your creator samples.
As much as you want to give it. It's your brand. We plan to take 15 to 20 hours of hands-on work off your week: we run the marketing, the agents do the daily work, and the AI executive team answers your questions with the numbers behind them.
Yes, and it's never a majority stake. Depending on your brand's size, equity or phantom equity ranges from 10% to 25%, and it's only earned after the growth and performance goals we set together are hit. Our upside is tied to building yours.
You'll hear from us within a few business days. If it looks like a fit, we book a call, then move into REACH: the audit, the vision alignment, and your 90-day and 365-day roadmaps. You'll know exactly where you stand before you commit to anything.
The Summit · Partnerships
Are You Ready to Scale Your Business & Life
to New Heights?
We take on a small number of partners per year to invest in and grow. If this is your brand, we should talk:
We bring more than a playbook. Our team, RISE OS, and our resources go into growing your business, because we win when you win.
Elev. 14,411 ft · The view is better up here

