Pre-sale and
adoption questions.

Everything we get asked about PerformOS, our four instruments, our pricing model, and how small businesses actually start using AI without making a mess of it.

01

The model

Try it free for a week. Buy it once. Own it forever. No monthly subscriptions, no per-seat fees, no surprise price hikes, no vendor lock-in. You own the software, your data, and your hosting.

The typical alternative across LMS and BI vendors is $500 to $5,000 per month in SaaS fees. Forever. PerformOS replaces that with a one-time purchase. Book a free preview to see it for your business.

We build a working preview of the instrument tailored to your team, your data, and your workflows. You and your team test it live for 7 days. Zero cost, zero obligation.

If it earns its place, you make a one-time purchase and own it forever. If it doesn't, you walk away with no charge.

02

AI adoption

Start with one workflow, one tool, and a small policy. PerformOS recommends training the team first, picking one admin or communication workflow to improve, choosing a safe tool, and writing a simple internal policy on what can and cannot go into AI tools.

The order we follow in our adoption roadmaps is: train, pilot, document, scale.

Tools are things a person uses, like ChatGPT or Claude. The person sets the task and reviews the output.

Automations are pre-defined sequences that run without a person, like a Zap that turns a form into a CRM record. They follow rules but do not make new decisions.

Agents are AI systems that make their own decisions about which steps to take, then carry them out. They are more powerful but riskier, so they need clear boundaries and review steps.

Start with high-volume, low-judgement tasks. Common first wins are first-draft emails and proposals, internal knowledge access, customer FAQ responses, meeting notes, and onboarding documents.

Avoid automating anything tied to legal, financial, or compliance decisions before staff are trained. The point of starting small is to build trust in the system and the team.

A first wave of practical adoption usually takes 30 to 90 days. A workshop, a workflow redesign, one or two implementations, and a simple internal policy.

Deeper adoption, including agents, follows once the team is using AI consistently.

03

Training and fluency

AI fluency is the ability of your team to use AI tools safely, confidently, and productively in everyday work. It covers prompting, judgement, safe use, and knowing when to trust or check AI outputs.

For a small business, fluency matters more than tool choice. A team that understands how AI works will get value from almost any tool.

Yes. Most PerformOS workshops are designed for non-technical teams. The goal is practical confidence, not coding.

Staff finish workshops knowing what AI can do for their role, how to use it safely, and what to escalate. We use your actual work as the training material, not hypothetical examples.

04

Catalogue and instruments

Performlytics is AI-powered business intelligence. Upload a spreadsheet or connect your stack (Stripe, HubSpot, Postgres, Segment, CSV, Excel), ask a question in plain English, and Performlytics reads your data, builds the dashboard, and writes the insight, faster than any analyst.

Built for founders, CFOs, and RevOps leads.

Pocket Customer is a voice-first AI sales coach that rides along on every call. It listens live, flags when reps drift off script, and delivers coaching nudges in real time.

Train it on your sales methodology and customer personas, give reps unlimited roleplays with hostile, curious, and silent buyer personas. Average script adherence 84%, 3x faster rep ramp-up, first uplift inside a week. No more practising on paying customers.

Pulse Check 360 is a 3-minute weekly check-in that turns team sentiment into operational intelligence. It detects flight risk and burnout cascades before they become attrition, then drafts 1:1 prompts ready for the manager.

Built for team leads, HR, and ops directors. Average completion rate 97%, average early detection 14 days before resignation.

LearnOS is a custom LMS. Upload a PDF or PowerPoint and LearnOS turns it into a structured online learning journey with modules, completion tracking, and AI-drafted quizzes. Bulk enrol your team in 30 seconds.

Hosted on your domain, your data, your S3 bucket. Custom LMS, fixed price, owned forever. Stop renting your LMS, start owning it.

05

Studio

PerformOS is operated from Australia by founder Jared Croxton. We work with small businesses across Australia and remotely with operators internationally.

The studio aesthetic, voice, and ownership model are deliberate. This is a small studio building real instruments, not an enterprise platform.

Jared Croxton is the founder of PerformOS. He combines years of operating experience with current AI study including MIT Agentic AI for Organisational Transformation, the Google AI Professional Certificate, Microsoft Learn achievement in Designing Agent Architecture and SDLC Integration, and Anthropic AI Fluency.

His focus is practical AI adoption, not AI hype. More on the about page.

Got a question we
haven't answered here?

Book a 30-minute call. We'll look at your team and your top three workflows, and tell you where AI will actually pay off.