Systems that generate
real pipeline.

Modern Operator builds the operational infrastructure that turns AI and automation into measurable revenue outcomes — not theory, not slides. Real systems, running in your business.

$0M+
Outbound pipeline generated
0 months
To build the system
0
Active leads tracked
From Zero
Starting point

Results achieved by Julian Reid as AI-assisted Strategic Partnerships Manager — Unita, 2024–2025

Seven systems. One operating stack.

01
Diagnostic Assessment
A scored evaluation across 6 operational pillars — business development, pipeline, AI adoption, automation, reporting, and systems.
02
Sector Deep Research
AI-compiled market intelligence reports on your target sectors — opportunities, contacts, timelines, and competitive landscape.
03
Executive Reports
Automated weekly PDF reports generated from your live CRM data — branded, consistent, and produced in under 60 seconds.
04
CRM Automation
HubSpot and Salesforce workflow automation — pipeline updates, email sequences, lead scoring, and contact enrichment.
05
Centralised Data Hub
A single source of truth connecting your CRM, pipeline, research, contacts, and reporting into one operational system.
06
BD Playbook
A documented business development playbook — sector targeting, outreach frameworks, qualification criteria, and follow-up systems.
07
Monthly Optimisation
Scheduled monthly reviews, system optimisation sessions, and performance reporting to keep your stack improving.

Know exactly where you stand.

The assessment scores your business across six operational pillars and produces a clear, prioritised roadmap. No guesswork — just a precise picture of where you are and what to fix first.

Scored across 6 pillars with benchmarks
AI opportunity map with time-saving estimates
Prioritised 90-day implementation roadmap
Tool recommendations matched to your business
OPERATIONAL SCORECARD
Acme Construction Co.
Assessment completed March 2026
58/100
TIER 2 — DEVELOPING
Business Development62
Pipeline Visibility44
AI Adoption28
Workflow Automation35
Reporting & Data71
Systems & Tools55
TOP PRIORITIES
1AI adoption is critically low — immediate opportunity
2Pipeline visibility needs CRM restructure
3Automation can save est. 8–12 hrs/week
EXAMPLE ONLY — YOUR REPORT WILL BE CUSTOM TO YOUR BUSINESS
Hotel_Refurb_Pipeline_SEQ_2026.pdf
COMMERCIAL INTERIOR FITOUT AND CONSTRUCTION
HOTEL REFURB
PIPELINE.
SEQ Market Intelligence — Brisbane · Gold Coast · Sunshine Coast
19
TOTAL
7
ACTIVE
5
OVERDUE
7
BRISBANE
InterContinental BrisbaneHIGH PRIORITY
Full transformation underway · 319 rooms · 190 Elizabeth St
Shaun Parsons — General Manager
Rydges South Bank BrisbaneHIGH PRIORITY
Anna Spiro engaged · 2025–2027 · Olympic prep · $30M+
Ellyce Lambert — Director of Sales
QT Gold CoastIN PROGRESS
Sep 2025 – Apr 2026 · 293 rooms · EVT
Dominic Rose — General Manager
Sheraton Grand Mirage GCHIGH PRIORITY
$30M+ planned · Acquired 2023 · Karedis & Laundy
Nathan Gadd — Director of Sales
Compiled March 2026 · Data sourced from public records, industry media, and LinkedIn · Built by Modern Operator

AI-compiled market intelligence, delivered to your team.

Instead of your team spending days researching who's building what, Modern Operator builds automated pipelines that compile sector intelligence from public records, industry media, and LinkedIn — and deliver it as a structured, actionable report.

This is the same system that helped generate over $150M in outbound pipeline opportunities within 18 months — by identifying the right targets before competitors even knew they existed.

Target companies identified before RFPs are issued
Key decision-maker contacts included
Refurbishment cycles and budget estimates
Competitor and designer intelligence
Updated on a regular cadence automatically

Your weekly report.
In under 60 seconds.

Stop rebuilding the same spreadsheet every Friday. Modern Operator builds you an automated reporting system that connects directly to your CRM, pulls live data, and produces a polished, branded PDF — every week, identically.

Report time
2–5 hrs< 60 sec
Consistency
VariesIdentical
Data source
ManualLive CRM
Output quality
Ad hocBranded PDF

Reports are custom-branded to your company — your logo, your colours, your data. The example shown is from a live deployment at Unita.

WEEKLY REPORT
YOUR COMPANY
YOUR NAME · 9 MAR – 15 MAR 2026
CUSTOM
BRANDED
476
ACTIVE CONTACTS
15
EMAILS SENT
27
REPLIES IN
24
LEADS ADDED
5
MEETINGS
TOTAL ACTIVE PIPELINE
$67,004,996
ACTIVE PIPELINE — TOP DEALS
Gallagher Jeffs – EPEC 3 Levels
Cost Plan / ECI
$7,000,000
DKO – Hyatt Regency Brisbane
Cost Plan / ECI
$6,000,000
Queens Wharf – Casino Conv.
Invited to Tender
$10,000,000
Warner Tavern
Invited to Tender
$3,800,000
Noosa Reef Hotel – Referb
Negotiation
$2,900,000
Generated automatically from live CRM data · Custom branded to your company

Your CRM working for you — not the other way around.

HubSpot Automation
Pipeline · Sequences · Enrichment
HubSpot CRM automation workflow
Automated email sequences triggered by deal stage
Pipeline updates synced from activity logs
Contact enrichment from LinkedIn and web data
Salesforce Automation
Opportunities · Scoring · Analytics
Salesforce CRM automation workflow
AI-powered lead scoring based on engagement signals
Opportunity tracking with automated stage progression
Performance dashboards updated in real time
Centralised data hub connecting CRM, pipeline, research, reports, contacts and analytics

One source of truth for your entire operation.

Most businesses operate with fragmented data — CRM in one place, research in another, reports in email threads, contacts in spreadsheets. Modern Operator builds a centralised data hub that connects everything into a single, queryable system.

CRM Integration
Live sync with HubSpot or Salesforce
Research Layer
Sector intelligence auto-compiled
Report Archive
Every report stored and searchable
Contact Intelligence
Enriched profiles with context
Analytics Dashboard
Real-time performance metrics
Pipeline Visibility
Full funnel at a glance

Your business development system, documented and repeatable.

Modern Operator builds your BD playbook from the ground up — capturing your sector targeting strategy, outreach frameworks, qualification criteria, and follow-up cadences into a single operational document your whole team can execute from.

01
Sector Targeting Framework
Which sectors to pursue, why, and in what order
02
Outreach Templates & Sequences
Proven messaging frameworks for cold and warm outreach
03
Qualification Criteria
How to score and prioritise leads before investing time
04
Follow-Up Cadence
Structured touchpoint sequences with timing and channels
05
Pipeline Management Rules
Stage definitions, advancement criteria, and deal hygiene
BD Playbook — Hotel & Hospitality
Version 2.1 · Updated March 2026 · Modern Operator
CONTENTS
1Sector Overview & Opportunity Mappp. 3–8
2Target Account Criteriapp. 9–12
3Outreach Sequences & Templatespp. 13–22
4Qualification Frameworkpp. 23–27
5Pipeline Stage Definitionspp. 28–32
6Follow-Up Cadence Rulespp. 33–38
7Reporting & Review Processpp. 39–44
SECTION 3 — OUTREACH SEQUENCE (EXCERPT)
Day 1LinkedIn connection request — personalised note referencing project
Day 3Email — introduce capability, attach relevant case study
Day 7LinkedIn message — follow up, offer site visit or call
Day 14Phone call — direct outreach to confirm receipt
Day 21Email — share sector research report as value-add
MONTHLY PROGRAMME
April 2026
MON
TUE
WED
THU
FRI
1
2
3
4
5
Weekly Report
8
Research Drop
9
10
11
12
Weekly Report
15
16
Optimisation Call
17
18
19
Weekly Report
22
23
24
25
26
Weekly Report
29
Monthly Review
30
Weekly Report
Research Drop
Optimisation Call
Monthly Review

Systems that improve every month.

Modern Operator doesn't install a system and disappear. Every month includes a structured review session, system optimisation, and performance reporting — so your operational stack keeps improving as your business grows.

Weekly Automated Reports
Every Friday, your CRM data becomes a polished PDF — automatically, without anyone touching a spreadsheet.
Monthly Research Drop
Fresh sector intelligence delivered at the start of each month — new targets, updated contacts, emerging opportunities.
Mid-Month Optimisation Call
A 45-minute working session to review what's performing, fix what isn't, and improve the system.
End-of-Month Review
Full pipeline review, performance against targets, and roadmap for the coming month — with your team.
Ready to modernise?

Start with the
assessment.

The 5-minute assessment maps exactly where your business stands across six operational pillars — and shows you precisely where to focus first.