You set the goal. Upper OS understands, plans, prioritises, executes within your rules, verifies the results and learns from them. Then the next round begins.
At every step it is clear what you do and what Upper OS takes care of.
01 Step 1 · Goals
You decide what you want to achieve.
A clear goal is the starting point – for example more enquiries, more online shop revenue or more first meetings. Add a time frame, region and budget range.
Your role
Set goal, time frame and budget range
Upper OS
Checks that the goal is measurable
Suggests suitable metrics
Goals & Strategy · Set the goal
Example scenario
Goal
40 Qualified quote requestsper month
Time frame
October to December
Region
Zurich and Winterthur
Budget range
CHF 2,000 per month
02 Step 2 · Understand
Upper OS gets to know your business.
Your website, conversations and connected systems form the Marketing Brain: a picture of your offering, customers, market and capacity.
Your role
Answer questions about offering, customers and goals
Grant access to website, ad accounts or customer database
Upper OS
Analyses website and channels
Summarises the knowledge in the Marketing Brain
Marketing Brain · Knowledge sources
Example scenario
WebsiteServices, tone of voice, references Captured
Conversation with managementGoals, margin, capacity Captured
Customer database (CRM)Enquiries of the last twelve months Captured
Google AdsPrevious campaigns Being analysed
03 Step 3 · Strategy
The goal becomes a strategy.
Upper OS derives a few clear levers and explains why they fit your goal.
Your role
Review and confirm the strategy
Upper OS
Derives levers and suitable channels
Plans the budget within your range
Goals & Strategy · Strategy
Example scenario
More heat pump enquiries in the region – through local visibility, trust and clear answers about costs.
01 Be found locally
02 Build trust
03 Answer questions about costs
04 Step 4 · Prioritisation
First things first.
Every possible action is ranked by impact, effort, season, capacity and budget. The order is updated continuously.
Your role
Add your own priorities if you wish
Upper OS
Assesses every action
Keeps the ranking up to date
Intelligent Prioritization · Why rank 1
Example scenario
Rank 1
Search campaign “Heat pump advice”
Weight for the rank
ImpactHigh
EffortLow
SeasonHeating season begins
CapacityTeam free from December
BudgetWithin the cap
05 Step 5 · Approvals
You decide what may happen without asking.
For every type of action you set the level of autonomy. Anything that needs your consent arrives in the Command Center with its reasoning.
Your role
Set levels of autonomy
Approve or adjust proposals
Upper OS
Presents proposals with reasoning
Sticks to budget and permissions
Autonomy & Approvals · Levels of autonomy
Example scenario
Adjust bids Independently within limits
Update opening hours Independently within limits
Start a new campaign Execute after approval
Publish the guide Execute after approval
Increase budget Propose
06 Step 6 · Execution
Actions are carried out across all channels.
Marketing Operators carry out approved actions in parallel – from campaigns and content to the Google profile. Every step is logged.
Your role
Nothing – unless you want to step in
Upper OS
Carries out actions in the channels
Keeps optimising within the limits
Marketing Operators · This week
Example scenario
MonTueWedThuFri
SearchOptimise bids
ContentRevise the guide
ContentPublish the guide
LocalComplete profile
WebsiteTest variations
07 Step 7 · Verification
What counts is what really works.
Results are checked: does the measurement work, is the enquiry real, does it belong to the action? Only then does it count.
Your role
See results in the Command Center
Upper OS
Checks measurement and origin
Matches results with the customer database
Performance & Verification · Result check
Example scenario
Reported
12
Verified
9
Spam 2
Duplicate enquiry 1
08 Step 8 · Learning
Every round makes the next one better.
What worked and what did not flows back into the Marketing Brain. Strategy and priorities are adjusted – the next round begins.
Your role
Discuss the insights if you like
Upper OS
Records insights
Adjusts strategy and priorities
Learning Engine · Insight
Example scenario
Personal consultation is a decisive argument for this target group.
From now on the strategy emphasises consultation in every channel.
Example scenario: Fictional company and illustrative figures – no real customer or product data.
02 Rhythm
What happens when.
Upper OS works continuously. For you there are a few clear moments.
Twelve weeks123456789101112
Continuously
Watch signals, optimise within limits, verify results.
Weekly
Update priorities and present new proposals for approval.
Monthly
Review progress towards the goal and check the strategy.
Quarterly
Set or confirm goals together with you.
03 Frequently asked questions
Good to know.
Do I need marketing expertise?
No. You set goals and decide on approvals. Upper OS explains every recommendation in plain language.
How much time do I need to invest?
At the start, Upper OS needs your knowledge of goals, offering and customers. After that, your role is limited to approvals and occasional check-ins. How much you want to decide yourself is up to you via the levels of autonomy.
Can I step in at any time?
Yes. You can adjust, pause or stop any action – individually or all at once.
Does Upper OS replace my agency or my team?
Upper OS takes over analysis, planning and execution wherever you approve it. You can keep working with people for photography, design or special campaigns.
Which channels does Upper OS cover?
All relevant areas of digital marketing – from search and content to social media, email and local profiles. It uses what fits your goal.
What does Upper OS have access to?
Only systems you have granted permission for, and only to the extent granted. Permissions can be revoked at any time.