Run your consulting business
like a system

CascoBayOS is the command center for Casco Bay Digital. Client pipelines, project tracking, automated reporting, and competitive intel, all in one place so Joe can spend less time in spreadsheets and more time closing deals.

Dashboard Preview
Active Clients
Pipeline Value
Projects In Progress
Monthly Revenue
ServiceTitan Implementations
Client Retention

Everything a solo consultant needs to scale without hiring

Client Operations

Track every client from first call to ongoing retainer. See project status, deliverables, and revenue at a glance without digging through emails or spreadsheets.

Automated Reporting

Pull metrics from ServiceTitan and HighLevel accounts automatically. Generate client-ready performance reports that would normally take hours of manual work.

Competitive Intelligence

Know what competing agencies charge, how they position, and where the gaps are. Stay ahead of the market without spending your evenings on research.

ServiceTitan meets HighLevel meets everything else

Casco Bay Digital runs on powerful platforms. CascoBayOS ties them together into a single operational view so nothing falls through the cracks.

ServiceTitan
Implementation tracking, client onboarding status
GoHighLevel CRM
Lead pipelines, follow-up automation, reputation
Reputation Management
Review monitoring, response templates, scoring
Workflow Automation
Client reporting, task routing, email sequences

A veteran-built business deserves veteran-grade infrastructure

Joe built Casco Bay Digital to help trades businesses run better. CascoBayOS helps Casco Bay Digital run better, so Joe can focus on what he does best: getting results for clients.