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Upper OS
Upper OS
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The operating system for autonomous digital marketing

Your marketing.One system.One goal.

Upper OS understands your business, your customers and your marketing goals. It develops the right strategy, identifies the actions that matter most right now, and carries them out autonomously within the approvals you set.

From visibility and customer acquisition to continuous optimisation – across every relevant digital marketing channel.

Get started Free Marketing Check See how Upper OS works
  • You define the goals
  • You decide what gets approved
  • Every action stays traceable
Command Center
Example scenario

Workspace Muster Haustechnik AG

  1. 01 Business goal

    On track

    40 qualified quote requests per month

    Zurich and Winterthur area

    31 /40

    78%

    From this campaign
    9
    From other channels
    22

  2. 02 Priority

    Rank 1 of 5

    Become visible in local searches for heat pumps

    Why now

    • Strong demand in the region
    • Barely visible so far
    • Service with a healthy margin

    Impact high Effort low

  3. 03 Approved action

    Executing

    Search campaign “Heat pump advice”

    Google Ads

    Budget cap
    CHF 1,500 / month
    Started
    6 Oct
    1. Proposed
    2. Approved · 5 Oct · Management
    3. Executing
    4. Verified

  4. 04 Verified result

    Verified

    +9

    qualified enquiries from the campaign

    • Enquiries matched with your customer database (CRM)
    • Form and call tracking checked
    Cost per enquiry
    CHF 96
    Spent
    CHF 864

Awaiting your approval

Proposed

Complete the Google Business Profile

Add services, photos and opening hours

Expected effect: More visibility in Google Maps

Guardrails

Monthly budget CHF 1,340 / CHF 2,000
Autonomy
Execution after approval
Approved channels
Google Ads · Website · Google profile
Example scenario featuring a fictional company. All names, dates and figures are illustrative and do not come from real customer or product data.

02 The problem

Lots of marketing. Little impact.

Most businesses today rely on several channels, tools and service providers. Each one works on its own and measures success by its own number. The goal that actually matters gets lost along the way.

What marketing often looks like today

Muster Haustechnik AG

  • Website

    Web agency

    measures Visitors

  • Google Ads

    Freelancer

    measures Clicks

  • Social media

    Managed in-house

    measures Likes

  • Newsletter

    Managed in-house

    measures Open rate

  • Search engine optimisation

    SEO agency

    measures Rankings

Your actual goal

40 qualified quote requests per month

And how many quote requests does all this bring?

Example scenario: Fictional company and illustrative figures – no real customer or product data.

  1. 01

    Every channel optimises for itself

    More clicks, more likes, more visitors – yet nobody is responsible for the result your business really needs.

  2. 02

    Knowledge gets lost on the way

    What works in one channel never reaches the others. Every agency and every tool keeps starting from scratch.

  3. 03

    Decisions come too late

    By the time figures are collected, compared and discussed, weeks have passed. Good opportunities are often gone by then.

03 A new approach

One goal. One system working towards it.

With Upper OS, marketing starts with the result you want to achieve. Every channel is measured by what it contributes to that goal. Time and budget flow to where they make the biggest difference.

Every channel works towards the same goal

  • Website Contribution to the goal: Enquiries via the contact form

  • Google Ads Contribution to the goal: Enquiries from search

  • Social media Contribution to the goal: Local recommendations

  • Newsletter Contribution to the goal: Enquiries from existing customers

  • Search engine optimisation Contribution to the goal: Enquiries via guide pages

Upper OS

Your goal

40 qualified quote requests per month

Example scenario: Fictional company and illustrative figures – no real customer or product data.

What changes

What changes Until now With Upper OS
What success is measured by Each channel by its own metric Everything by the shared goal
Who decides Different providers, each on their own One system with the full picture – within your approvals
When action is taken After the next monthly report As soon as something changes
What is learned Stays with the individual channel Feeds into every next decision

04 Marketing Brain

First, Upper OS understands your business.

Good marketing does not start with advertising but with understanding. The Marketing Brain brings together what defines your business: offering, customers, region, brand, competition and capacity. Every recommendation builds on it.

  • Knows your offering

    Which services pay off, which are seasonal and where your strengths lie.

  • Knows your customers and market

    Who contacts you, from which region and with which questions.

  • Stays up to date

    New results, feedback and changes are fed in continuously.

Company profile

Muster Haustechnik AG

Example scenario
Offering

Heat pumps, heating renovation, service plans

Heat pumps carry the best margin

Source: Website and interview
Customers

Homeowners and property managers

Most common question: costs and subsidies

Source: CRM
Region

Zurich and Winterthur, around 25 km service radius

Source: Google profile
Brand and tone

Factual, locally rooted, formal address

Source: Website
Competition

Three regional providers with a strong online presence

Source: Market analysis
Season and capacity

Peak season October to March, two installation teams

One team becomes available again in December

Source: Interview

Example scenario: Fictional company and illustrative figures – no real customer or product data.

05 Goals, strategy and priorities

Recognise what really matters now.

You decide what you want to achieve. Upper OS develops the right strategy and ranks every possible action by expected impact and effort – taking budget, season and capacity into account.

Your goal

40 qualified quote requests per month

Impact and effort of the actions

Expected impact

low Effort high

Do first

Actions by priority

  1. 1

    Become visible in local searches for heat pumps

    Strong regional demand, barely visible so far

    Executing
  2. 2

    Complete the Google Business Profile

    Little effort, more visibility in Google Maps

    Awaiting approval
  3. 3

    Publish the guide “Heat pump instead of oil heating”

    Answers the most common customer question about costs and subsidies

    Proposed

  4. 4

    Ask for a review after every job

    Builds trust in local search

    Proposed

  5. 5

    Grow reach on Instagram

    Little influence on quote requests in this target group

    Deferred

The order is recalculated continuously as results, season or capacity change.

Example scenario: Fictional company and illustrative figures – no real customer or product data.

06 Autonomous execution

What you approve, Upper OS carries out.

Once you approve, Upper OS takes over the execution: from ad copy and setup to ongoing optimisation. Every step is logged and the result is verified – not just reported.

History of an action

Search campaign “Heat pump advice”

Executing

Mon, 5 Oct

  1. 08:00 You · Action approved with a budget cap

    Approved

  2. 10:30 Upper OS · Search terms selected and twelve ad texts written in your tone of voice

    Done

  3. 14:10 Upper OS · New website section “Heat pump advice” prepared and submitted for review

    Awaiting approval

  4. 16:45 You · Website section reviewed and approved

    Approved

Tue, 6 Oct

  1. 07:00 Upper OS · Campaign started

    Executing

  2. 07:20 Upper OS · Measurement checked: form and calls are counted correctly

    Verified

Thu, 8 Oct

  1. 09:12 Upper OS · Bids adjusted for three search terms, within the budget cap

    Done

Fri, 9 Oct

  1. 08:40 Upper OS · First enquiry confirmed in CRM

    Verified

Example scenario: Fictional company and illustrative figures – no real customer or product data.

07 Marketing areas

Every relevant discipline. One shared goal.

Upper OS brings the disciplines of digital marketing together in one system. It uses the areas that fit your goal – not all at once, but the right ones at the right time.

01

Get found

Be visible when the need arises

7 areas

  • Search engine optimisation

    In the example: Visibility for “heat pump Zurich”

  • AI visibility

  • Search advertising

    In the example: Search campaign “Heat pump advice”

  • Display & Programmatic Advertising

  • Local marketing

    In the example: Google Business Profile

  • Social advertising

  • Affiliate & Partner Marketing

02

Convince

Build trust and answer questions

4 areas

  • Reputation & Review Management

    In the example: Reviews after every job

  • Social media marketing

  • Video Marketing & Video Ads

  • Content marketing

    In the example: Guide “Heat pump instead of oil heating”

03

Enquiry or purchase

Turn interest into an enquiry or a purchase

3 areas

  • Conversion optimisation

    In the example: Website section “Heat pump advice”

  • E-commerce marketing

  • Marketplace Marketing

04

Come back

Keep customers and win them back

2 areas

  • Email marketing

  • Marketing Automation & Customer Journeys

17

Analytics and attribution

Measures the impact across all stages · Measure what really leads to enquiries and revenue.

In the example: Enquiry measurement matched with CRM

Experiments and A/B tests

Highlighted: areas Upper OS uses in the Muster Haustechnik AG example

Explore all marketing areas

08 Marketing Command Center

Everything that matters at a glance.

The Command Center answers the four questions that really count in marketing – always up to date, without you having to piece reports together.

  1. 1

    What goal are you pursuing?

    Your goal and where you stand, with the trend over the month.

  2. 2

    What is the priority right now?

    The action that makes the biggest difference at the moment – and why.

  3. 3

    What is Upper OS doing right now?

    What is being carried out and what needs your approval next.

  4. 4

    What has actually been achieved?

    Verified results instead of clicks and reach.

Overview Example scenario

Goal

40 qualified quote requests per month

Qualified quote requests in October

Goal 40 31
1 Oct 31 Oct

Priority

Become visible in local searches for heat pumps

Strong regional demand, barely visible so far

Upper OS is working on

Search campaign “Heat pump advice”

Executing since 6 Oct

Next up for your approval:Complete the Google Business Profile

Achieved

31

qualified enquiries in October – all confirmed in CRM

9 from the search campaign · 22 from other channels

Example scenario: Fictional company and illustrative figures – no real customer or product data.

09 Growth Loop

A cycle that gets better with every round.

Upper OS does not work in isolated campaigns but in a closed loop. Every round delivers verified results – and every next decision builds on them.

Understand

Upper OS keeps refining its picture of your business, your customers and your market.

In the example · Example scenario The most common question in enquiries has been identified: costs and subsidies.

Decide

Goal, knowledge and previous results determine the next order of actions.

In the example · Example scenario That is why the guide “Heat pump instead of oil heating” moves up to rank 3.

Execute

Approved actions are carried out – within your rules and budget caps.

In the example · Example scenario The search campaign is running; bids are adjusted within the budget cap.

Verify

Results are checked, not just reported: is the measurement right, is the enquiry real?

In the example · Example scenario Nine enquiries from the campaign are confirmed in the CRM.

Learn

What worked and what did not feeds into the next round.

In the example · Example scenario Searches containing the word “cost” lead to enquiries most often. The next proposal builds on that.

10 Autonomy and control

As much autonomy as you want. No more.

For every type of action, you decide how independently Upper OS may act. Budget caps, approvals and a complete activity log make sure you stay in control at all times.

Three levels – set per type of action

  1. 01

    Propose

    Upper OS prepares and explains. You decide.

    In the example

    • Prices, offers and guarantees
    • New channels and higher budgets

  2. 02

    Execute after approval

    Upper OS carries out the action once you have agreed.

    In the example

    • New campaigns
    • Content on the website

  3. 03

    Independently within limits

    Upper OS acts on its own – only within your rules.

    In the example

    • Bids and budget allocation
    • Ad text variations

Example scenario: Fictional company and illustrative figures – no real customer or product data.

Built-in safeguards

  • Budget caps

    Fixed limits per month and channel. Upper OS plans and steers within them.

  • Roles and approvals

    You decide who in your team may approve what.

  • Instant stop

    All activity can be paused at any time. Upper OS stops on its own when something looks wrong.

  • Complete activity log

    Every action can be traced with its time, reason, approval and result.

11 Integrations

An open system for the tools you already use.

Upper OS does not replace your website, your shop or your CRM. It connects to them – with exactly the permissions you grant.

  • Access only with your consent
  • Permissions set per system
  • Revocable at any time

Product names are for orientation only. They do not imply a partnership or certification.

Webfactory OS is separate software. Any connection is made exclusively through an explicitly approved interface.

Integrations and their status

Upper OS

  • Websites and CMS

    WordPress, Webflow, Webfactory OS

    Reads and acts

  • Online shops

    Shopify, WooCommerce

    Reads and acts

  • Marketplaces

    Galaxus, Amazon

    Reads and acts

  • Analytics

    Google Analytics, Google Search Console

    Reads data

  • Advertising platforms

    Google Ads, Meta, LinkedIn, Microsoft Advertising

    Reads and acts

  • Video platforms

    YouTube

    Reads and acts

  • CRM

    HubSpot, Salesforce, Pipedrive

    Reads and acts

  • Email and automation

    Mailchimp, Brevo

    Reads and acts

  • Local profiles

    Google Business Profile

    Reads and acts

  • Review platforms

    Google reviews, Trustpilot

    Reads and acts

  • Social media

    Facebook, Instagram, LinkedIn

    Reads and acts

  • Affiliate networks

    Awin

    Reads data

12 Who it is for

For businesses that want to grow.

Whether a trade business, an online shop or an agency: Upper OS follows your goal, not a template. Five typical starting points.

Typical goal

More enquiries from your own region.

Focus in the system

  • Local marketing
  • Search advertising
  • Search engine optimisation

What counts

Quote requests, confirmed in the customer database

Starting point

Customers search online at short notice and choose the first convincing provider nearby.

Where Upper OS would start

  1. 01

    A complete Google Business Profile

  2. 02

    Reviews after every job

  3. 03

    Local search campaigns with a budget cap

See the full scenario

Typical goal

Win new customers in a predictable way.

Focus in the system

  • Search engine optimisation
  • Content marketing
  • Email marketing

What counts

New clients, matched with the client list

Starting point

Marketing happens on the side – spread across management, staff and individual service providers.

Where Upper OS would start

  1. 01

    Clear goals and priorities instead of one-off actions

  2. 02

    Visibility on Google for the most important services

  3. 03

    Regularly verified results

See the full scenario

Typical goal

More qualified first meetings with the right companies.

Focus in the system

  • Content marketing
  • Search engine optimisation
  • Social advertising

What counts

First meetings, marked as qualified by sales in the customer database

Starting point

Long buying journeys with several people involved – few but valuable deals.

Where Upper OS would start

  1. 01

    Content for every stage of the decision

  2. 02

    Targeted campaigns in search and on LinkedIn

  3. 03

    Matching enquiries with your CRM

See the full scenario

Typical goal

Grow profitably – not just in revenue.

Focus in the system

  • E-commerce marketing
  • Search advertising
  • Email marketing

What counts

Contribution margin per order from the shop system

Starting point

Many products, fluctuating stock and advertising costs that quickly get out of hand.

Where Upper OS would start

  1. 01

    Steer budget towards products with a healthy margin

  2. 02

    Pause ads for sold-out items

  3. 03

    Encourage repeat purchases via email

See the full scenario

Typical goal

Serve more clients without losing quality.

Focus in the system

  • Analytics and attribution
  • Search advertising
  • Content marketing

What counts

Goals per client, each with its own verification

Starting point

Many clients, many channels, many reports – and too little time for strategy.

Where Upper OS would start

  1. 01

    A separate workspace for each client

  2. 02

    Approvals directly by your clients

  3. 03

    Traceable results for every client

See the full scenario

You define what you want to achieve.Upper OS takes care of how to get there.

One system for all of your digital marketing: it understands, decides, executes and learns – always within your approvals.

Get started Free Marketing Check
  1. Understand
  2. Decide
  3. Execute
  4. Verify
  5. Learn