Remote OS

Daniel Canosa
0 ratings

Before having a system to manage my company:

  • I couldn't focus on the bigger picture (aka strategy).
  • I lost a lot of time explaining to new employees how to do X or Y
  • I forgot to catch up with potential clients, losing $$$
  • I had documents all over the place, lost time looking for them, and even had to re-do many of them
  • I didn't know whether my company was being profitable or not

If this sounds familiar, Remote OS solves this.

Simplicity over complexity

Managing a remote company is already hard enough. Why make our systems hard to use also?

Through consulting dozens of remote companies, I have found that the leanest systems are the ones that always adapt better to the company.

This template trims out the fat to just present the core systems that move every remote company.

Fearful of big templates?

I hear you!. They take a lot of time to set up and can be very overwhelming at the start.

It is for this reason I have included an onboarding process, so you can follow the steps and feel at ease with the new system to manage your business.

Templates within a template.

Yup, that's right.

With Remote OS you also get:

  • Projects template: This could be shared with a client you're working with to keep him up to date, or just internally for those moments when your team needs to focus on just one project. All information about that project at your fingertips.
  • Personal dashboard template: If you've got a new hire, with the click of a button you'll be able to create his/her own personal dashboard. No need to change all the filters ever again.
  • Meeting notes template: This template will help you avoid wasting time in your meetings by having the right structure. It also has a place to store any action items that came up during the meeting so they're never forgotten.
  • Companies template: The overview of everything going on with any company you're working with.


  • Will this help me if I'm a solopreneur?
    • Completely. You'll just have one personal dashboard instead of having one for every employee. The rest will be the same.
  • All companies are different, how do I know this template will fit mine?
    • You're right. Every company is different. But in essence, all companies share the same needs. Project management, finances, documentation, sales... These are all common to all companies. And this is what this template contains.
  • I'm a content creator, is this template going to help me with managing my content creation?
    • No. This template will help you with the business side of your business but not with content creation. For that, check this other template. It matches perfectly with Remote OS.

If you're curious to see how this product was created, take a look at this thread:

Walkthrough video

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