Solutions
One system. For your business model.
A trades business needs enquiries from its region, an online shop needs margin, a B2B supplier needs meetings with the right companies. Upper OS adapts – to your goal, your channels, your approvals and your measure of success.
Marketing Command Center · How Upper OS adapts to each business model
Example scenarioMuster Haustechnik AG
- Goal
- 40 qualified quote requests per month
- Focus
- Local marketing Search advertising Search engine optimisation
- Typical approval
- New campaigns and budget changes
- What counts
- Quote requests, confirmed in the customer database
Muster Treuhand GmbH
- Goal
- 15 new clients per quarter
- Focus
- Search engine optimisation Content marketing Email marketing
- Typical approval
- Publications and emails
- What counts
- New clients, matched with the client list
Muster Präzisionstechnik AG
- Goal
- 8 qualified first meetings per month
- Focus
- Content marketing Search engine optimisation Social advertising
- Typical approval
- Every publication and new audiences
- What counts
- First meetings, marked as qualified by sales in the customer database
Muster Outdoor
- Goal
- Increase contribution margin after advertising costs
- Focus
- E-commerce marketing Search advertising Email marketing
- Typical approval
- Discounts, promotions and budget increases
- What counts
- Contribution margin per order from the shop system
Muster Digitalagentur
- Goal
- Serve more clients per person, with traceable results
- Focus
- Analytics and attribution Search advertising Content marketing
- Typical approval
- Approvals by the clients themselves
- What counts
- Goals per client, each with its own verification
01 Local service businesses
Enquiries from your region – in step with your capacity.
Customers search at short notice and choose the first convincing provider nearby. But more enquiries only help if the team can handle them.
Example company
Muster Haustechnik AG
Heating and plumbing · two installation teams · Zurich and Winterthur area
Goal
40 qualified quote requests per month
What Upper OS tackles first
- 1
Search campaign “Heat pump advice”
Why: Strong demand in the heating season, barely visible so far
- 2
Complete the Google Business Profile
Why: Low effort, works directly in Google Maps
- 3
Ask for a review after every job
Why: For local providers, trust decides
- What you decide
- New campaigns, budget caps and the workload at which Upper OS should scale advertising back.
- How success is measured
- Quote requests, confirmed in the customer database
Marketing Operators · Capacity and campaign
Example scenario- Fully booked
- Fully booked
When the installation team is fully booked, Upper OS scales the search campaign back within your rules – and up again as soon as slots free up.
Example scenario: Fictional company and illustrative figures – no real customer or product data.
02 SMBs
Marketing with a plan – even without a marketing department.
Marketing happens on the side, spread across management, staff and individual service providers. What is missing is rarely ideas, but time and overview.
Example company
Muster Treuhand GmbH
Fiduciary and tax advice · 14 employees · Bern area
Goal
15 new clients per quarter
What Upper OS tackles first
- 1
Dedicated pages for the three most requested services
Why: Most new clients start with a search
- 2
Tax return reminder by email
Why: Reach existing contacts at the right moment
- 3
Make recommendations visible
Why: New clients often come through referrals
- What you decide
- Goals and approvals – collected in one weekly overview instead of spread across many conversations.
- How success is measured
- New clients, matched with the client list
Marketing Command Center · Weekly overview
Example scenarioQuarterly goal
9 / 15 clients
Your decisions this week
- Publish the page “Bookkeeping for SMBs” Approval pending
- Email “Tax return 2026” to existing contacts Approval pending
- Reply to a new review Approval pending
- Done: Page “Payroll” revised
- Done: Google profile completed with opening hours
Example scenario: Fictional company and illustrative figures – no real customer or product data.
03 B2B
Long buying journeys, supported with purpose.
Few but valuable orders. Several people take part in the decision, often over months – and every role has different questions.
Example company
Muster Präzisionstechnik AG
Precision parts for mechanical engineering · customers in Switzerland, Germany and Austria
Goal
8 qualified first meetings per month
What Upper OS tackles first
- 1
Expert articles for technical evaluation
Why: Technical leads research on their own for a long time
- 2
LinkedIn campaign for purchasing managers
Why: Be known before a tender begins
- 3
Assess enquiries by fit
Why: Only meetings with suitable companies count
- What you decide
- Target industries, tone of voice and every publication in the company’s name.
- How success is measured
- First meetings, marked as qualified by sales in the customer database
Goals & Strategy · Buying committee
Example scenario-
Technical lead
Recognise the problem Expert article on tight tolerances
Compare solutions Data sheets and sample parts
Decide Reference from the same industry
-
Purchasing
Recognise the problem Visibility on LinkedIn
Compare solutions Overview of lead times and quality
Decide A clear contact person
-
Management
Recognise the problem Article on secure supply chains
Compare solutions Case study with results
Decide Personal meeting
Example scenario: Fictional company and illustrative figures – no real customer or product data.
04 E-commerce
Grow profitably, not just sell more.
Many products, fluctuating stock and advertising costs that rise quickly. What matters is not revenue, but what is left after advertising and purchasing.
Example company
Muster Outdoor
Online shop for outdoor equipment · around 1,200 products · Switzerland
Goal
Increase contribution margin after advertising costs
What Upper OS tackles first
- 1
Steer ad budget towards products with good margin
Why: Same revenue, more profit
- 2
Pause advertising for scarce items
Why: No clicks on products that will soon be sold out
- 3
Encourage repeat purchases via email
Why: Existing customers cost no advertising
- What you decide
- Budget caps, discounts and promotions, and products that should never be advertised.
- How success is measured
- Contribution margin per order from the shop system
Marketing Operators · Products and advertising
Example scenario- Trekking backpack 40 l Margin: High Stock: 120 Advertising: Boosted
- Trail hiking shoe Margin: High Stock: 65 Advertising: Running
- Alpine down jacket Margin: Medium Stock: 4 Advertising: Paused – low stock
- Tent pegs, set Margin: Low Stock: 300 Advertising: Search only
Margin and stock come from the shop system.
Example scenario: Fictional company and illustrative figures – no real customer or product data.
05 Agencies
Serve more clients without losing quality.
Many clients, many channels, many reports – and too little time for strategy. Every client has their own goals, budgets and approvals.
Example company
Muster Digitalagentur
9 employees · 22 client accounts
Goal
Serve more clients per person, with traceable results
What Upper OS tackles first
- 1
One workspace per client
Why: Goals, data and approvals stay cleanly separated
- 2
Approvals directly by clients
Why: Less back and forth by email
- 3
Base reports on verified results
Why: Clients see what really worked
- What you decide
- Which approvals your team grants and which your clients grant themselves.
- How success is measured
- Goals per client, each with its own verification
Marketing Command Center · Workspaces
Example scenario- Status: On track
Muster Dental Practice
Goal: New patients
Approvals with client: 1
- Status: Review
Muster Velo GmbH
Goal: Shop revenue with margin
Approvals with client: None pending
- Status: On track
Muster Software AG
Goal: B2B first meetings
Approvals with client: 2
Every client has their own goals, data, budgets and approvals.
Example scenario: Fictional company and illustrative figures – no real customer or product data.
06 Core principle
What adapts – and what stays.
Adapts
- Goal and measure of success
- Channels and focus
- Tone of voice and content
- Levels of autonomy and approvals
Always stays the same
- You set goals, budgets and limits
- Every action is explained and logged
- Only verified results count
- You can pause or stop at any time
Explore further
Let’s talk about your goals.
Tell us briefly what you want to achieve with your marketing.