Certifi OS

Certifi OS / Client pilot

Make the work
between your tools
work better.

Your website, CRM, campaigns and team already hold the pieces. We help connect one important workflow, put the right knowledge beside it, and test it with your team before expanding.

Discuss your pilot See what we test

The first pilot

From enquiry
to follow-up.

An enquiry is valuable only if the right person sees it, understands its context and follows up. We begin here when that path is fragmented or slow. If another workflow matters more, we scope that instead.

01 / See the path

Find the gaps.

Map where enquiries arrive, who owns the next step, what information is missing and how long a response takes today.

02 / Work together

Connect one route.

Bring approved sources and a focused workflow together. Prepare summaries or follow-up drafts; your team reviews actions before they happen.

03 / Compare

Measure the change.

Review response time, routing and follow-up completeness against the baseline. Keep, adjust or stop the workflow based on what we learn.

How we work

A pilot with
clear boundaries.

This is a supervised service built around your business, not a box of generic prompts or a promise of unsupervised automation.

  1. 01

    Paid assessment

    Choose a workflow, check the tools and access available, agree a baseline and define what a useful pilot would prove.

  2. 02

    Scoped pilot

    Configure and test one workflow with sample or approved business data. Set review points before any external action.

  3. 03

    Decision review

    Share what worked, what did not, and the measured result. Expand into a managed service only where it earns its place.

The operating layer

Certifi OS behind it.
Jarvis when useful.

Certifi OS is how we organise the knowledge, decisions and repeatable work behind the pilot. Jarvis is the assistant interface we may introduce for a tested workflow: asking questions, preparing context and presenting proposed actions for review.

We agree the access and approval boundaries with you before using connected accounts. Your business data and pilot outputs are yours; our underlying methods and skill library remain managed by Certifi.

The pilot scope and Jarvis access depend on the workflow, integrations and reliability checks agreed during assessment.

A good fit

Bring a real bottleneck.
We'll bring a test.

A useful first conversation covers:

  • The workflow your team wants to improve.
  • The tools, records and people involved.
  • The baseline or symptom you can observe today.
  • Who will review the pilot and decide what comes next.

Start with one workflow

What gets stuck
between your tools?

Tell us the task, the current process and the person who owns it. We will discuss whether a paid assessment and supervised pilot make sense.

Discuss a Certifi OS pilot

Or email contact@certifimarketing.com