Top Sites>Strety EOS® Software | EOS + Project Management Tools + More

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# strety.com

> The EOS software platform people love


## Posts

- [From Strategic Plans to Strategic Action: How EOS Transforms Nonprofit Operations ](https://strety.com/blog/eos-for-nonprofits-jay-strear-eos-implementer-interview/): Jay Strear spent 24 years in nonprofit leadership before discovering EOS. After implementing it as CEO and experiencing the transformation firsthand, he became an EOS implementer to help other organizations break through the strategic planning cycle that produces beautiful documents but limited results. We sat down with Jay to talk about his journey from nonprofit executive to EOS implementer, and why business operating systems are uniquely suited to solve the challenges nonprofits face every day. Tell us about your career before you became an implementer. I was a budding entrepreneur in legacy organizations. I went into the nonprofit space, specifically […]
- [Journey with an EOS Implementer | No tech in the room is the only way!](https://strety.com/blog/journey-with-an-eosi-no-tech-no-problem/): The Strety leadership team just got back from our annual off-site in Las Vegas with Lisa Gonzalez as our EOS Implementer — my first time ever using an Implementer for a company I’m actively operating. I have previously sat in on EOS sessions for another company I was helping, so I’m not a total newbie to the way of the Implementer. But there was something different and special about our first Implementer-led session for Strety.  I have a bunch of thoughts to share, but first, here are the two most impactful takeaways for me…  Context on the Where & Why […]
- [Business vision statement and mission statement: guide and examples](https://strety.com/blog/business-vision-statement-mission-statement-guide-examples/): In most business operating systems, creating a vision and mission is crucial. Get your team aligned with a mission statement and vision statement.
- [Why MSP Leadership Teams Don’t Trust Their Own Data](https://strety.com/blog/msp-data-trust-visibility/): If you sit in enough MSP leadership meetings, you start to hear the same phrases on repeat. “That number doesn’t look right.”“My report says something different.”“Let’s double-check that before we decide.” The meeting slows down.The decision gets deferred.And the owner quietly steps back into gut-feel mode. This isn’t because MSPs lack data.It’s because most MSP leadership teams don’t actually trust the data they have. Tool Sprawl Is Creating Decision Friction Most MSPs run on a growing stack of tools. Your PSA tells one story.Your RMM tells another.Finance lives in a separate system.Vendor portals add their own perspective.Spreadsheets fill the gaps […]
- [Strategic Client Meeting Agendas for Service Businesses Running EOS](https://strety.com/blog/strategic-client-meeting-agendas-for-service-businesses-running-eos/): Client meeting agenda tips and templates for EOS businesses. Go from tactical status updates to strategic conversations that build trust.
- [What Kind of Organizations Love Using Strety as Their EOS Software](https://strety.com/blog/what-kind-of-organizations-love-using-strety-as-their-eos-software/): See how 11 types of organizations use Strety EOS software—from multi-location ops to MSPs, hospitality groups, and nonprofits.
- [Paid vs Free EOS Software: What You Really Get (And What It Actually Costs)](https://strety.com/blog/paid-vs-free-eos-software-what-you-actually-get/): Free EOS software costs more than you think. Here's the real math and why spreadsheets may be your best free choice.
- [How Integrator Shaz Khan Uses EOS and Strety to Drive and Scale Excellence in Hospitality](https://strety.com/blog/eos-in-hospitality-restaurants-shaz-khan-tono-frank-andrea/): Integrator Shaz Khan uses EOS in his hospitality company to scale excellence at 11 locations — Strety helps bridge strategy and execution.
- [From Startup Chaos to Structured Growth with EOS and Strety](https://strety.com/blog/eos-software-case-study-from-startup-chaos-to-structured-growth-eos-strety/): Eddie Munson and the ROBO team run EOS, performance management, + project management in Strety. Plus, Eddie talks about the features he helped push through at the Chicago User Group!
- [EOS Software with Built-In Project Management: Closing the Strategy-Execution Gap](https://strety.com/blog/strategy-execution-gap-eos-software/): Discover how EOS software with built-in project management closes the strategy-execution gap and connects Rocks directly to daily work.
- [The Complete Guide to Strety: The EOS Software Built by Operators, For Operators](https://strety.com/blog/the-complete-guide-to-strety-the-eos-software-built-by-operators-for-operators/): If you’re running a small to medium-sized business and trying to implement EOS (the Entrepreneurial Operating System), you’ve probably hit that moment where spreadsheets and email chains just aren’t cutting it anymore. You know the feeling — you’re spending more time managing your tools than actually using them to grow your business. This is a common theme we hear from people when they compare top EOS software options. We get it. We’ve been there. And honestly? The chaos that comes with trying to run EOS on a patchwork of disconnected tools is exhausting. That’s exactly why we built Strety — […]
- [Closing 2025 with Intention: Advice for Nonprofits from an EOS Implementer](https://strety.com/blog/closing-2025-with-intention/): Certified EOS Implementer™ Jay Strear shares year-end reflections for organizations to finish strong and kick off 2026 with purpose.
- [Case Study: How Point North's Integrator Finds Clarity and Builds Culture](https://strety.com/blog/eos-software-for-integrators-point-north/): EOS Integrator Dana Johnson uses Strety as his EOS software for clarity and engagement. Find out how he manages his team with culture first.
- [A New Chapter for Strety: Our 2026 EOS Implementer Journey with Lisa Gonzalez](https://strety.com/blog/strety-eos-implementation-journey-brian-dosal-newsletter-one/): This blog kicks off a new newsletter series I’ll be writing throughout 2026, chronicling my/our journey from self-implementing EOS to being Implementer-led. My hope is that other teams, especially the many self-implementers using Strety, can follow along, learn with us, and see what this transition really looks like.
- [Best EOS Software for Integrators: What You Actually Need in 2025](https://strety.com/blog/best-eos-software-for-integrators/): Integrators need more than basic EOS software. Learn what to look for in platforms that support your full role—operations, people, projects.
- [Establish a More Effective Vision Statement for Your Nonprofit: Align Your Team to Maximize Mission Impact](https://strety.com/blog/nonprofit-on-eos-vision-statement-examples-vto/): It may (or may not) come as a surprise that most nonprofit leadership teams are operating at about 20% strong—even though, with simple processes and intentional leadership, they could be running at 80% strong or better. Strengthening the Six Key Components™ of your organization starts with the first and most foundational: Vision. In the nonprofit world, vision isn’t optional. It’s the heartbeat of everything—your mission, your programs, your fundraising, your partnerships, and the community you serve. But here’s the reality: your vision won’t take you very far if you’re the only one who sees it clearly. If you asked each […]
- [Does Your Best Manager Know They're Safe?](https://strety.com/blog/does-your-best-manager-know-theyre-safe/): If you’ve ever been a manager, you know what it’s like to be squeezed from both sides. Leaders expect you to hit goals, make decisions, and hold people accountable. Your team expects you to listen, support, and protect them.  You’re the translator, the coach, the shock absorber, and the messenger all at once. And it’s easy to feel like you have to appear neutral, so maybe your managers feel like you’re not on their side when it comes to resolving issues.
- [7 Signs Your Business Needs an Operating System (And What Happens If You Wait)](https://strety.com/blog/7-signs-your-business-needs-an-operating-system/): Is chaos normal or a warning sign? Discover 7 indicators your company needs structure, what happens if you wait, and how to start today.
- [Strety User Group Chicago 2025 Recap](https://strety.com/blog/strety-user-group-chicago-2025-recap/): Our inaugural User Group in Chicago was a heck of a time! Here are the highlights and recap of the day.
- [What Is EOS? Complete Guide to the Entrepreneurial Operating System](https://strety.com/blog/eos-entrepreneurial-operating-system-guide/): EOS helps businesses gain clarity, alignment, and traction through six key components. Complete guide for operators considering EOS.
- [From Chaos to Calm: How a Business Operating System Changes Your Daily Life as a CEO](https://strety.com/blog/business-operating-system-benefits-ceo-daily-life-transformation/): A business operating system benefits CEOs in so many huge ways, but the small, daily wins are the truly life-changing part. Imagine this: It’s 11 PM on a Tuesday. Your kids have been asleep for two hours. Your spouse gave up waiting and went to bed an hour ago. You finally open your laptop to “catch up” — only to find 47 unread Slack messages, 93 emails you haven’t touched, and a critical customer issue that somehow slipped through the cracks today. Again. You scroll through your calendar for tomorrow. Nine meetings. No blocks for actual work. No clear priorities […]
- [The Myth That Process Kills Freedom (and Why the Opposite Is Actually True)](https://strety.com/blog/the-myth-that-process-kills-freedom-and-why-the-opposite-is-actually-true/): If you’ve ever built something from nothing, you know the feeling… that electric mix of passion, energy, and possibility. You start with an idea and the courage to chase it. You work hard, hire a few great people, and suddenly, things are moving. Fast.
- [The Paradox of Process: How Structure Creates Freedom (part 2)](https://strety.com/blog/the-paradox-of-process-how-structure-creates-freedom-part-2/): Hey there, I was talking to a client the other day, and they shared a story with me that has been weighing on me.  So, it starts out with two stonemasons… A traveler asks the first what he’s doing.  “I’m laying bricks,” he says without looking up. The traveler turns to the second and asks the same question. “I’m building a cathedral,” he answers. Both men are doing the same work, but only one understands why it matters. That’s what belief looks like. And in leadership, belief changes everything. You can have the best processes in the world.Clear documentation. Smart […]
- [Nonprofits: Do You Have the Right People in the Right Seats to Make the Greatest Impact?](https://strety.com/blog/nonprofits-right-people-right-seats-make-the-greatest-impact/): Your nonprofit organization is only as strong as the people behind it. When the right people are doing the right things, your mission moves forward with greater clarity, energy, and effectiveness. So how do you know if your team is set up to create the impact you’re striving for? Right People Getting your people right starts with defining who the right people are for your mission. That’s why identifying your core values isn’t optional—it’s essential. Your values shape how your team shows up, makes decisions, and serves your community. They’re the foundation of a culture built with intention, not by […]
- [Why EOS software + performance management is a perfect match](https://strety.com/blog/best-eos-software-performance-management/): When you compare top EOS software options, you’ll find that all EOS software does one thing well: it helps you run better meetings and track your rocks. But here’s the problem — EOS isn’t just about quarterly planning sessions and Level 10 meetings. At its core, EOS is about getting the right people in the right seats and building a company culture that executes with discipline and accountability. Yet when it comes to the continuous people management that makes EOS actually work, most platforms fall short. They’re built for tracking goals, not developing the humans who achieve them. Performance management […]
- [AI agenda suggestions: stop starting from scratch](https://strety.com/blog/ai-agenda-suggestions-strety/): Hate staring at blank meeting agendas? Me too! That's why I love AI agenda suggestions in Strety — they pull from my info to create great agendas — no brain power required.
- [Best EOS Software for Teams New to EOS: A 2025 Beginner's Guide](https://strety.com/blog/best-eos-software-new-to-eos-beginners-guide-2025/): You just finished reading Traction. You’re excited 🔥. Your leadership team is on board. You’ve scheduled your first L10 meeting. Then someone asks: “So… where do we actually track all this Entrepreneurial Operating System stuff?” And suddenly you’re drowning in Google searches for “best EOS software” while also trying to learn what a Rock actually is. We’ve been there. When we initially implemented EOS at our previous company BrightGauge, we cobbled together spreadsheets, OneNote templates, and email chains. It technically worked — but adoption was spotty, things fell through the cracks, and scaling beyond our leadership team felt impossible. That […]
- [The Paradox of Process: How Structure Creates Freedom (part 1)](https://strety.com/blog/the-paradox-of-process-how-structure-creates-freedom-part-1/): Hey there, I’ve been talking to a lot of entrepreneurs lately, and I’ve noticed a trend: they crave freedom, the freedom to think, create, and lead. Yet most feel buried under the weight of their own business. They’re working harder than ever, but not seeing the breakthrough they hoped for. Here’s the thing, though, the freedom you want doesn’t come from less structure — it comes from the right structure. If that sounds counterintuitive, I know. Many business owners instinctively flinch when they hear the word “process.” It’s the “P-word.” Eyes glaze over. Someone checks the clock. Because for a […]
- [Why We Built the Best EOS Software for Small Businesses](https://strety.com/blog/best-eos-software-for-small-businesses/): You’re running the Entrepreneurial Operating System because you’ve seen how it transforms businesses. But here’s the problem: you’re paying for seven different tools to make it work properly. Every morning, your team logs into your EOS software for meetings, switches to project management software for Rocks, jumps to Slack for communication, then spends the rest of the day copying data between all of them. Sound familiar? Your monthly SaaS subscriptions keep piling up while productivity plummets. You love EOS because it brought structure to your chaos, but now you’re spending more time managing software than growing your company. When you […]
- [Authentic Leadership: Fostering a Positive Work Culture](https://strety.com/blog/authentic-leadership-fostering-a-positive-work-culture/): Authentic Leadership: Fostering a Positive Work Culture and Driving Business Success
- [Why We Built EOS Software with Employee Engagement Top of Mind](https://strety.com/blog/best-eos-software-employee-engagement/): Strety integrates employee engagement tools with EOS software to serve the most critical part of EOS: the people component. See how it works.
- [Remote Meeting Best Practices for Distributed Teams in 2025](https://strety.com/blog/remote-meeting-best-practices/): Remote work isn’t new anymore — it’s just how we work. But even years into the distributed work era, virtual meetings can still feel disconnected, exhausting, or downright ineffective. The numbers back this up: employees spend an average of 11.3 hours per week in meetings, and 71% of senior executives say meetings are unproductive and inefficient. When you’re meeting in person, you can read a teammate’s body language, make eye contact, and connect more naturally. Remote meetings present different challenges (and we’re not just talking about spotty internet). But with the right approach, virtual meetings can be just as effective […]
- [Case Study: Running on EOS® for Strategic Growth with Trustward](https://strety.com/blog/case-study-eos-software-accounting-firm/): Trustward is a mission-driven accounting firm that provides fractional CFO and accounting services specifically for nonprofits. The Trustward team serves as the outsourced finance and accounting team for nonprofit organizations that don’t need a full-time finance person but require strategic financial leadership and day-to-day accounting support. Steven Weir is the CEO of the 20-person firm.  Steven spoke with us about his journey from running a nonprofit without any business operating system to successfully implementing the Entrepreneurial Operating System with his growing finance firm, and how switching their EOS software from 90io to Strety transformed their team’s adoption and daily use […]
- [5 Ways to Promote Career Growth for Talent Retention](https://strety.com/blog/5-ways-promote-talent-retention-performance-management/): Today’s workforce expects more from their employers—particularly when it comes to professional development and career growth opportunities. The statistics paint a clear picture of this talent retention challenge. Recent research reveals that 93% of organizations are concerned about employee retention—and the number one way to improve retention is by “providing learning opportunities.” Even more compelling, 94% of employees would stay at a company longer if it invested in their career. These numbers highlight a critical gap that creates significant talent retention challenges for leaders. According to Gallup’s Employee Retention and Attraction Indicator, 51% of U.S. employees — or roughly 1 […]
- [Case Study: How EOS Implementer David Blackwell Helps His Clients Organize and Thrive](https://strety.com/blog/eos-implementer-case-study-strety-david-blackwell/): David Blackwell is an EOS Implementer based in Kansas City, Missouri, who transitioned from nonprofit executive leadership to helping businesses implement the Entrepreneurial Operating System. After three years of building his practice, he’s become a Strety fan. Here’s why. Tell us about your background before becoming an EOS Implementer. My wiring is entrepreneurial. I started a business in college to help pay my way through college, and then the bulk of my adult years, say between 22 and well, 40 were all in the nonprofit world, and I became the executive director of nonprofits. Through those years, I was really […]
- [Strety's Partner Program and What It Means for EOS Implementers](https://strety.com/blog/strety-partner-program/): Creating Strety’s official Partner Program was my first Rock when I joined the Strety team a few months ago, and I’m happy to say — Rock completed! When I joined Strety as Partner Manager, my first lift was to connect with EOS Implementers specifically towards feedback — really trying to narrow in on what it is that they like, dislike, need differently, what would be a game changer for them, and how can we get those things in motion. You’ve already seen EOS Implementer feedback in action in our features that have become more “EOS pure” and I also gathered […]
- [My Truths About “EOS Pure”](https://strety.com/blog/eos-pure-software-eos-plus-software/): Every so often, I hear it: “That’s not EOS® Pure.”   And I have to take a deep breath and get ready for a longer discussion.  This typically happens in reference to a feature we have built or a customization we allow within our EOS® features and it’s almost always from a long time EOS Implementer™.   I get it. EOS is meant to be followed very closely, especially in the beginning (which is typically when EOS Implementers™ are engaged). They don’t want organizations changing a proven model and they are 100% right. But I think there are nuances here and that’s […]
- [Why We Built the Best EOS Software for Project Management in 2025](https://strety.com/blog/best-eos-software-project-management/): We built project management in our EOS software because we needed it ourselves. As fellow operators running a business, we know exactly how precious your time is — that’s why every feature we add is designed to save you minutes that add up to massive changes over time. When we sold our previous company BrightGauge, we did it using EOS as our business operating system. But here’s what we discovered: project management is all about working IN the business, while running on EOS is working ON the business. Since you need to do both, shouldn’t your tools? In 2025, there’s […]
- [Cascading messages: how and when to share communications](https://strety.com/blog/cascading-messages-how-and-when-to-share-communications/): Clarify information and messaging at the leadership level of a company, and move it out toward the people who need to know with cascading messages.
- [Asynchronous communication FTW: how we get more done with less chaos](https://strety.com/blog/asynchronous-communication-how-we-get-more-done-with-less-chaos/): We're huge fans of async communication. Here's how we do it (and how you can too).
- [Why We Don’t Do Roadmaps](https://strety.com/blog/no-roadmap/): Why Strety doesn't do product roadmaps: We focus on building what matters today, not making 12-month promises.
- [Tips to keep your team engaged](https://strety.com/blog/employee-engagement-tips/): When you make employee engagement a priority in your business, you can look forward to higher morale, better performance, and more innovation.
- [How to Choose the Right EOS Implementer for Your Business](https://strety.com/blog/how-to-choose-eos-implementer/): Learn how to choose an EOS implementer who will help your business grow. Tips from our in-house EOS Implementer expert!
- [Strety Case Study: Scaling EOS Implementation with the ITeam, a Lyra Company](https://strety.com/blog/eos-implementation-strety-vs-ninety/): Learn how The ITeam scaled their EOS implementation from 6 leadership members to 38 employees company-wide using Strety. Discover their 7-year EOS journey, migration from Ninety.io, and key insights for successful EOS implementation across your entire organization.
- [Use EOS Software to Stop Spreadsheet Sabotage](https://strety.com/blog/eos-software-stop-spreadsheet-sabotage/): Use EOS software to get the most out of your EOS implementation and defeat spreadsheet sabotage. Learn why software makes EOS even better.
- [Case Study: Building EOS® culture across multiple senior living communities with Stellar Senior Living](https://strety.com/blog/eos-culture-senior-living-facilities/): Stellar Senior Living is a management company that operates 36 senior living and skilled nursing communities across multiple states. With hundreds of employees spread across dozens of locations, creating consistency and alignment was a major challenge until they implemented EOS® as their business operating system. We spoke with Maddison Klitgaard, Stellar’s in-house EOS® and operations specialist, about how EOS® transformed their operations from chaotic fire-fighting to strategic growth, and how Strety became the EOS software that made it all possible across their complex multi-location business. Can you talk about the common challenges you see in the senior living industry that […]
- [When to Use Strety Projects vs. Rocks: A Practical Guide](https://strety.com/blog/strety-projects-rocks/): Learn when to use Strety Projects vs Rocks for maximum team effectiveness. Practical guidance on choosing the right tool for your work.
- [The EOS Core Process for Sales: Your Blueprint for Consistent Revenue Growth](https://strety.com/blog/eos-core-process-sales-guide-templates/): When a sales team lacks a dedicated sales core process, you’ll often see them go through the classic struggle: talented reps working incredibly hard, with wildly inconsistent results. One month they’d crush targets, the next would wonder where all the prospects went. Sound familiar? The breakthrough came when we realized that sales success isn’t just about hustle, relationship building, or even having a great product. It’s about having a repeatable, documented process that works every single time. The Problem: Sales Without Process is Sales Without Predictability What Makes a Sales Process “Core”? Five Core Sales Processes Every Sales Team Needs […]
- [The EOS Core Process for Marketing: A Marketer's Guide to Creating Calm in the Chaos](https://strety.com/blog/eos-core-process-marketing-guide-templates/): Transform marketing chaos into calm growth. A marketer's step-by-step guide + templates to building core processes that scale your marketing.
- [How to Create an HR Core Process That Actually Works (Guide + Templates)](https://strety.com/blog/hr-core-process-guide-templates/): Picture this: Your best employee just gave their two weeks’ notice. Your hiring manager is scrambling to post the job, your department head is panicking about coverage, and nobody knows where the onboarding checklist is. Meanwhile, you’re realizing you have no idea what this person actually did every day. All before your first cup of coffee. If this sounds familiar, you’re not alone. 57% of organizations struggle with inconsistent HR processes, leading to everything from compliance nightmares to that awkward moment when someone shows up for their first day and nobody knows they’re starting. The good news? A well-documented HR […]
- [No More Extra SaaS Tools – Run Surveys in Strety Now (At No Extra Cost!)](https://strety.com/blog/surveys-in-strety/): Run Surveys in Strety including organizational checkups, engagement surveys, eNPS (employee Net Promoter Score), and cultural checkups — at no extra cost!
- [Delegate and Elevate: A Timely Reminder That Helped Me Refocus ](https://strety.com/blog/delegate-elevate-eos-toolbox/): We recently sponsored a Great Boss® Workshop in Salt Lake City and I showed up focused on delivering my 10-minute intro of Strety. With 40 attendees and a room full of EOS Implementers™, many who hadn’t seen Strety in action yet, I was hoping to spark some interest. (Mission accomplished.)   What I didn’t expect was to walk away with something even better for myself: a much-needed personal reminder, powered by two classic EOS tools,  Delegate and Elevate™ and Clarity Breaks™.  Delete & Elevate is good for everyone  Even though I’ve already built and sold successful businesses, as the current co-founder […]
- [Moving Projects from Monday.com into Strety](https://strety.com/blog/projects-monday-com-strety/): Strety's Head of Customer Success migrated from Monday.com to Strety for project management. Learn about Strety Projects and best practices for SMB workflows.
- [5 Most Common New Manager Mistakes (and How to Avoid Them)](https://strety.com/blog/5-manager-mistakes-and-how-to-avoid-them/): Stepping into a brand new role as a first-time manager can feel overwhelming. Nobody is perfect — even experienced team leaders — and as a new manager, you’ll definitely make your fair share of mistakes. The good news? You can save yourself time and trouble by learning from the most common pitfalls rather than having to learn through trial and error. Whether you’re implementing EOS® in your organization or just trying to become a better leader, understanding these management mistakes will help you build the foundation for effective, authentic leadership. Table of Contents 5 Most Common Management Mistakes of New […]
- [8 Essential Tips for Managing Remote Teams with EOS](https://strety.com/blog/8-essential-tips-remote-team-running-on-eos/): How to manage WFH employees using EOS best practices. Remote team management tips with Level 10 meetings, Rocks, and accountability.
- [Free EOS Implementation Template: Complete Google Sheet with All Core Tools](https://strety.com/blog/eos-implementation-template-google-doc/): Download our free EOS implementation template with Level 10 Meeting, Rocks, Scorecard, Accountability Chart & V/TO tools. Start today!
- [Strety's Complete Guide to the Level 10 Meeting: Templates, Agendas & Best Practices](https://strety.com/blog/level-10-meeting-agenda-template-guide/): Complete Level 10 meeting guide with free templates. Transform chaotic meetings into focused sessions that drive real results.
- [How to Run a Midyear Review Meeting: Your Complete Guide to Strategic Recalibration](https://strety.com/blog/how-to-run-a-midyear-goal-review-meeting/): Performance goals must be relevant to remain effective.  Make sure your goals still reflect your organizations needs with a midyear gut check!
- [How to Build Remote Team Cohesion with the Right Framework and Tech](https://strety.com/blog/remote-team-cohesion-guide/): Why Remote Team Cohesion Matters More Than Ever Remote work isn’t going anywhere, but let’s be honest: a lot of remote teams struggle with cohesion. Strety has been built from scratch with a distributed team (though we love our IRL moments, too!).  What we’ve learned as remote team leaders is that most “remote work problems” are actually just business problems that get amplified when people aren’t in the same room. You know what we’re talking about — meetings that could’ve been emails, unclear expectations, projects that somehow fall through the cracks. When everyone’s in the office, you can paper over […]
- [Strety's EOS (Entrepreneurial Operating System) Implementation Wiki](https://strety.com/blog/stretys-eos-implementation-wiki/): Want to implement EOS, but finding it a bit daunting? We’ve got your back. Check out this wiki for helpful insights for your journey.
- [How to Keep Scorecards Relevant and Fresh in Your Business](https://strety.com/blog/eos-scorecard-overview-strety/): Keep your EOS Scorecard fresh and focused. Learn how operators like you can track what truly matters for calm, sustainable growth.
- [Quarterly Conversations that energize your team](https://strety.com/blog/eos-quarterly-conversations-in-strety/): Have amazing quarterly conversations and get your team rowing in the same direction with the best employee review questions our team has used for years.
- [🗣️ Watch/listen: Brian on the Shift Spotlight Podcast](https://strety.com/blog/brian-dosal-podcast-shift-spotlight/): Strety CEO Brian Dosal talks EOS, culture, and how he moved through some of the biggest challenges of his career. Plus, he shares a surprising fun fact 🤯 Check it out!
- [Building a positive employee culture (even during tough times)](https://strety.com/blog/building-a-positive-employee-culture/): A positive employee culture doesn't have to rely on excellent economic conditions. Learn how to keep it positive, even during tough times.
- [We're Hiring! Partner Manager ](https://strety.com/blog/were-hiring-partner-manager/): UPDATE: This position has been filled by the incredible Tawnee Grammatico! Learn more about her and check out her blog here.  📍 Remote (Travel Required) 🕒 Full-Time About Strety Strety is a modern, intuitive software platform built to help teams run on EOS® (Entrepreneurial Operating System) and manage their day-to-day with fewer tools. As an official EOS Licensee, we’re obsessed with helping leadership teams stay aligned, accountable, and excited about work. With over 1,000 companies onboarded in just 16 months, the momentum is real — and now we need the right person to help us deepen relationships across the EOS […]
- [Announcing Strety Projects](https://strety.com/blog/announcing-strety-projects/): “Strety Projects” is here — and it’s available to everyone at no extra cost.  This has been and will likely be my favorite feature of the year and it’s out for everyone.  In fact, we’ve been using Strety to build Strety for 2 months now and it’s working beautifully. 
- [Use the EOS Culture Checkup™ to nurture your people](https://strety.com/blog/eos-culture-checkup-organizational-health/): The EOS Culture Checkup helps you spot culture gaps, spark team passion, and create a workplace that rocks. Learn how it’s done!
- [Overcoming EOS implementation challenges at your SMB](https://strety.com/blog/eos-implementation-challenges-how-to-overcome/): Every EOS implementation has its challenges. Find out how to overcome them and build a strong EOS-run business!
- [Company Culture Starts With You: Advice for Leaders](https://strety.com/blog/why-company-culture-has-to-start-with-you/): Leadership is not just about systems and frameworks. Communication, company culture, and examples of excellence start with you, the manager.
- [Strety is Hiring! UI Focused Programmer](https://strety.com/blog/strety-is-hiring-ui-focused-programmer/): Hi everyone, here is a job description we are posting soon on the sites!  If interested or know anyone, please have them apply at info@strety.com.  A cover letter and resume is all we need! 💻 UI-Focused Programmer (with Killer Design Taste) – Remote @ Strety Hey! We’re Strety — the software platform helping EOS-run teams manage projects, people, and performance in a way that actually works. We’re on a mission to make work less chaotic and more connected. Our product is clean, simple, and purposeful — and we want your help to make it even better. We’re looking for a programmer with strong […]
- [How I Planned My Maternity Leave Using Playbooks](https://strety.com/blog/maternity-leave-planning-using-strety-playbooks/): I planned my maternity leave using Strety's Playbooks. Here's a guide to how to organize tasks and make your leave peaceful as it can be!
- [EOS Core Values Tool – Cheesy or Not?](https://strety.com/blog/eos-core-values-tool/): The EOS focus on core values is more powerful than you might think. Core values help your company get further, faster together.
- [Strety's Complete EOS Core Process Guide: How to Document Your Core Processes](https://strety.com/blog/eos-core-process-complete-guide/): The EOS core process component is often the most overlooked yet most powerful tool. This guide provides the complete framework for identifying, documenting, and implementing your EOS core processes using the proven Three-Step Process Documenter method from the EOS toolkit, along with examples and advice from our team.
- [The 2 things we won’t do as a company…](https://strety.com/blog/the-2-things-we-wont-do-as-a-company/): Our core focus as a company is creating great software. That's why we will never build our own business operating system or start a coaching practice.
- [My Favorite EOS® Tool: the L10 Meeting](https://strety.com/blog/my-favorite-eos-tool-the-l10-meeting/): The L10 Meeting is one of the EOS model's most powerful tools — and one of my personal favorites. 
- [A Performance Review Template that Really Works](https://strety.com/blog/performance-review-template/): Done well, performance reviews can be a key to fostering employee engagement. Here's the template we've found most effective; tailor it for your team.
- [Employee Onboarding Process: Best Practices, Tips, and Checklists | Strety](https://strety.com/blog/employee-onboarding-best-practices-tips/): Boost employee retention with an effective onboarding process. Learn best practices & tips to streamline the new hire experience and set employees up for success.
- [How to Run Successful Remote Team Meetings](https://strety.com/blog/distributed-team-meetings/): Meetings are critical for distributed teams to stay on the same page. Here's how to prepare for remote team meetings that people actually want to attend.
- [EOS® Licensing Agreement Signed! | Strety](https://strety.com/blog/eos-licensed-software-strety/): Strety is officially licensed with EOS™! Explore our blog to learn about Strety's EOS™ journey and how this partnership enhances our platform.
- [A guide to effective communication in the workplace](https://strety.com/blog/effective-communication-workplace/): Take a dive into workplace communication with our guide to effective communication in the workplace and in Strety.
- [Quarterly Meetings are Critical](https://strety.com/blog/quarterly-meetings-are-critical/): Quarterly meetings are an opportunity to check in on your business and get your leadership team on the same page. Check out our tips for better quarterly meetings.
- [Project management tips and tricks](https://strety.com/blog/project-management-tips-and-tricks/): To handle project management, you need some organization skills, the right tools, and good preparation. Check out these tips and tricks for better projects.
- [Having goals that move the needle for your business](https://strety.com/blog/having-goals-business-goals/): Learn how to set individual employee goals, team goals, and business goals that take your business to the next level!
- [Tool and App Fatigue is Real: 5 Steps to Combat Technology Adoption Issues](https://strety.com/blog/tool-fatigue/): If you're using too many apps and tools, you can lose hours of your day. Here's how to mitigate tool fatigue and combat issues in technology adoption.
- [A Guide to Constructive Employee Feedback for Managers: Examples & Tips](https://strety.com/blog/employee-feedback-examples/): Getting the most out of your team starts with better employee feedback for managers. Use our tips to tailor employee feedback examples for your team.
- [How to do a SWOT analysis: guide with template](https://strety.com/blog/swot-analysis-guide-template/): A SWOT analysis structures decision-making and guides you in the right direction. Check out how SWOT analysis works with examples and templates.
- [Tiger Teams: A guide for businesses](https://strety.com/blog/tiger-team-a-guide-for-businesses/): Learn when and how to put a tiger team together, and how to use your business operating system tools to help a tiger team thrive.
- [How to Succeed as a New Manager: 15 Tips](https://strety.com/blog/tips-for-new-managers/): So you've just been promoted to people management. Congratulations! Here are 15 tips to succeed in your new role from the people management pros.
- [SMB Case Study: Getting a bird’s eye view of franchise operations with ServiceMaster of Salem](https://strety.com/blog/running-franchises-with-strety/): We spoke with Brian Greer of ServiceMaster about how Strety helps him efficiently run four franchised business locations on his business operating system.
- [Case Study: Streamlining holding company operations with 31st Street Capital ](https://strety.com/blog/strety-for-holding-company-operations-case-study-31st-st-capital/): 31st Street Capital is a holding company where each portfolio company they acquire runs on EOS® using Strety for their business operating system.
- [How to Handle Company Issues with Less Stress and Mess](https://strety.com/blog/how-to-handle-company-issues-with-less-stress-and-mess/): Learn how to implement the EOS Issues Solving Track for a more structured and effective approach to addressing your company's important issues.
- [Case Study: Streamlining tech solutions with Pendello](https://strety.com/blog/msp-case-study-streamlining-tech-solutions-with-pendello/): Integrator and VP Jill AlJundi discusses her team's business operating system journey, from implementing EOS® using spreadsheets to operating in Strety.
- [Operationalizing Service Delivery: A Guide for MSP Success](https://strety.com/blog/operationalizing-service-delivery-a-guide-for-msp-success/): A guide for MSP success to boost operational efficiency through structured processes, optimized workflows, and improving the way you deliver services.
- [Case Study: Valiant Technology transforms culture with EOS® and Strety](https://strety.com/blog/case-study-valiant-technology-valiant-eos-framework-performance-culture/): Georg Dauterman, president of Valiant Technology, spoke with us about how EOS® and Strety's B.O.S. tools have transformed his organization’s culture.
- [Questions to Ask for Magic One-on-One Meetings](https://strety.com/blog/one-on-one-meeting-questions/): A great one-on-one meeting starts with asking the right questions. Here's how to make your 1:1 the most valuable meeting on your calendar.
- [How to build a business operating system (BOS)](https://strety.com/blog/how-to-build-a-business-operating-system-bos/): Check out our comprehensive guide to building a business operating system. This B.O.S. guide helps you figure out B.O.S. tools and where to start.
- [Partnership Announcement: Strety + Pinnacle Business Guides](https://strety.com/blog/strety-pinnacle-business-guides-partnership-announcement/): Strety is officially Pinnacle’s preferred software partner. We are very excited to work with Pinnacle Business Guides!
- [Groupthink is a Trap: How Managers Can Avoid It](https://strety.com/blog/avoid-groupthink-in-management/): Groupthink suppresses good ideas. Use these 5 strategies to prevent groupthink from infiltrating team meetings and influencing your business decisions.
- [Prepare for Team Meetings: 5 Keys to Building Impactful Agendas](https://strety.com/blog/how-to-lead-a-successful-team-meeting-5-keys-to-stronger-meeting-agendas/): Leading a successful meeting starts with an impactful agenda.  Learn how to get everyone involved in the agenda-building process so your meetings get results
- [How to Make an Org Chart (+ Google Sheet template)](https://strety.com/blog/how-to-make-an-org-chart-google-sheet-template/): Build an org chart with instructions and free Google Sheet templates, including a hierarchical org chart, a flat org chart, and a matrix org chart.

## Pages

- [Thank You for Subscribing!](https://strety.com/thank-you-for-subscribing/): Thank You! You’re successfully subscribed. Click here to return to the homepage.
- [EOS Implemention Newsletter](https://strety.com/eos-implemention-newsletter/): Follow our EOS Implementation from the eyes of our cofounder Brian Dosal, Strety cofounder and product guy, is writing a weekly newsletter about Strety’s EOS implementation. We’re going from self-implementing EOS® to working with Lisa González as our Implementer™, and he’ll be sharing his candid thoughts and insights along the way. Subscribe now to get an inside look into our journey!
- [Pricing - Copy](https://strety.com/pricing-copy/): United States (USD)Canada (CAD) How many users? Pricing for 15 users $13 Per user/month (average) $195 monthly total + tax Contact Us How many users? Pricing for 15 users CA$15 Per user/month (average) CA$225 monthly total + tax Contact Us We’re keeping it simple, and affordable. No contracts, no commitments. Plus, you get more features for less money than other EOS software — and you save more when you add more people. Cha-ching! Free Trial or Request a Demo Risk Free Trial No credit card, no hassle. Just 30 free days in Strety. Affordable and scalable Low cost to start, […]
- [](https://strety.com/ninety-vs-strety-eos-software-comparison/): More than 1,000 companies have moved from Ninety.io to Strety for their EOS® software. Find out why they made the switch, in their own words.
- [Performance Management](https://strety.com/performance-management/): Strety's EOS software features support a pure EOS implementation plus so much more: manage people, projects, performance, and playbooks.
- [Playbooks](https://strety.com/playbooks/): Strety's EOS software features support a pure EOS implementation plus so much more: manage people, projects, performance, and playbooks.
- [Surveys](https://strety.com/surveys/): Strety's EOS software features support a pure EOS implementation plus so much more: manage people, projects, performance, and playbooks.
- [Projects](https://strety.com/projects/): Strety's EOS software features support a pure EOS implementation plus so much more: manage people, projects, performance, and playbooks.
- [Entrepreneurial Operating System software tools](https://strety.com/entrepreneurial-operating-system-software-traction-tools/): Strety's EOS software features support a pure EOS implementation plus so much more: manage people, projects, performance, and playbooks.
- [HR Center](https://strety.com/hr-center/): Strety's EOS software features support a pure EOS implementation plus so much more: manage people, projects, performance, and playbooks.
- [Integrations](https://strety.com/integrations/): Deep integrations for smooth operations Don’t let the Entrepreneurial Operating System become a chore, siloed away from your team’s everyday work. Weave your EOS® implementation into your everyday work with integrations into all your most beloved tools. Dive into our integrations Looking for info on a specific integration? We’ve got docs for that. Hubspot Asana Teams Planner Outlook Monday.com ClickUp Slack Connectwise HaloPSA BrightGauge Google Autotask Wealthbox Todoist Dropbox Microsoft Procore View Strety Help Docs Strety + Microsoft = True love 💜 No more clicking around or switching contexts: Run EOS® where you already live with an app in Microsoft […]
- [Meet with Larry](https://strety.com/meetings/lgarcia10/): Let’s Talk! Want to chat with an expert before you dive into the product? Great call — book some time with us here!
- [Meet with Stephen](https://strety.com/meetings/stephen819/): Let’s Talk! Want to chat with an expert before you dive into the product? Great call — book some time with us here!
- [Meetings](https://strety.com/meetings/)
- [How to Build a Winning Culture](https://strety.com/how-to-build-a-winning-culture/): How to Build a Winning Culture Get our quick guide on how to create a culture that wins more for your business — from entrepreneurs who have been there!
- [Pinnacle](https://strety.com/pinnacle/): Enjoy the Climb with Strety Strety is Pinnacle’s preferred partner for your cloud-based Pinnacle tools. Get fast insights, create bolder plans, and help your clients enjoy the journey to new heights. Kick off Coaches Portal Why we love the Pinnacle approach Pinnacle Business Guides align with our philosophy of flexible, customizable solutions. Our shared vision with Pinnacle: helping businesses achieve their biggest goals. The platform includes key Pinnacle tools, as well as extra features and integrations your clients will love. Have clients on Ninety.io? We offer migration services and white glove support for Guides and their clients who switch.  Pinnacle […]
- [Security](https://strety.com/security/): Security Overview How does Strety protect customer data? At Strety, security is a top priority. Our platform is hosted on Heroku (AWS-backed), which provides a secure and compliant infrastructure. We use encryption, strict access controls, and regular security reviews to safeguard customer data.  We also have a very small team which helps us keep security controls and access very maintainable.  We use a third party MSSP to validate our security and also do not outsource development work. Is customer data encrypted? Yes. All data is encrypted: In transit using TLS 1.2+ At rest using AES-256 encryption This ensures that your […]
- [MSP Partners](https://strety.com/msp-partners/): MSPs: Join Strety’s partner program! Psst. Don’t tell anyone else… but MSPs are our favorite customers. That’s why our partner program is designed to help you grow your business with less work. Why become a Strety partner? Client insights at a glance, client management made easy. Create and connect client accounts and referrals in a simple in-platform portal. Coaches Portal Free Migration Revenue Sharing Your referrals at a glance, your revenue made simple. Keep track of your business growth easily in our portal. Want to know what’s going on with a client? See bottom-line insights or top-line activity in one […]
- [EOS Implementers](https://strety.com/eos-implementers/): Partner with Strety EOS® Software, Official Licensee of EOS™ As of January 2025, Strety is officially licensed by EOS Worldwide. This also means we’re officially ready to partner with you, an EOSI. Reach out to us to get more details and set up your clients today on the best EOS platform in the ecosystem.  Start Coach Portal Book Our Partner Manager Your coaching business looks good in Strety Your clients aren’t the only entrepreneurs we’re serving: we want to help you grow your coaching business, too! Delight your clients with our beloved platform and white glove service. We’re here to […]
- [Privacy Policy](https://strety.com/privacy-policy/): Privacy Policy LAST REVISED: May 2024 This “Privacy Policy” describes the privacy practices of Strety Holdings, Inc. and our subsidiaries and affiliates (collectively, “Strety,” “we,” “us” or “our”) in connection with the strety.com website and any other website or application which posts or links to this Privacy Policy (collectively, the “Service”).   This Privacy Policy does not apply to information that we process on behalf of our business customers (such as businesses and other organizations) while providing the Strety platform to them. Our use of information that we process on behalf of our business customers may be governed by our agreements with such […]
- [Blog](https://strety.com/blog/): Strety Insights Want more fun in your inbox? Give us your email and we’ll give you Strety goodness like blogs, product updates, and other thoughts from our tiny but mighty team. Search Select Category Advice Case Studies Dogfood EOS implementation Updates All Want info from the source? Book some time with one of our passionate team members to chat live. Let’s Talk
- [Request a Demo](https://strety.com/request-a-demo/): Let’s Talk! Want to chat with an expert before you dive into the product? Great call — book some time with us here!
- [About Strety](https://strety.com/about/): EOS software built by operators, for operators A Letter from the Founders Hey there! Thanks for checking out Strety. We’re an independent, self funded team focused on one thing, building truly great software for the Entrepreneurial Operating System® (EOS®) community, along with other operating systems as well. We were first introduced to the Entrepreneurial Operating System® (EOS®) back in 2016 because we read the book Traction (like many of you). Back then most of us were working together building our first SaaS business, BrightGauge Software, which was an analytics product focused on MSPs. We fell in love with EOS right […]
- [Pricing](https://strety.com/pricing/): United States (USD)Canada (CAD) How many users? Pricing for 15 users $13 Per user/month (average) $195 monthly total + tax Contact Us How many users? Pricing for 15 users CA$15 Per user/month (average) CA$225 monthly total + tax Contact Us We’re keeping it simple, and affordable. No contracts, no commitments. Plus, you get more features for less money than other EOS software — and you save more when you add more people. Cha-ching! Free Trial or Request a Demo Risk Free Trial No credit card, no hassle. Just 30 free days in Strety. Affordable and scalable Low cost to start, […]
- [Strety Love](https://strety.com/strety-love/): Strety's EOS software reviews. Customers explain why Strety is the best EOS software for them.
- [Features](https://strety.com/features/): Strety's EOS software features support a pure EOS implementation plus so much more: manage people, projects, performance, and playbooks.
- [The EOS® Platform People Love](https://strety.com/): Run on EOS™ and manage your whole business with projects, playbooks, performance management, and engagement surveys — for one low price.
- [Terms of Use](https://strety.com/terms-of-use/): Terms of Use LAST REVISED ON: May 15, 2025 Welcome and thank you for your interest in Strety Holdings, Inc. (“Strety”, “we”, “us” or “our”). This Terms of Use Agreement (“Terms of Use”, and together with any applicable Supplemental Terms (as defined in Section 1.2), the “Agreement”) describes the terms and conditions that apply to your use of (A) the website located at strety.com and its subdomains (collectively, the “Website”) and (B) the services, content, and other resources available on or enabled via our Website (collectively, with Website, the “Service”). Please read this Agreement carefully. This Agreement governs the use of the Service […]


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