A Dreamlink Project  ·  2026

Orbis

It listens across every channel your team uses, remembers everyone you work with, and quietly handles the proposals, follow-ups, and updates so the deals don't stall.

A shared brain for a relationship business. One memory across every conversation, every dollar, every project — working in the background while your team works in front.

How It Works  ·  The Studio Playbook

Begin
Drafts proposalsSends invoicesFollows upBriefs youAnticipatesStitches the recordCloses the loopKeeps everyone in sync Drafts proposalsSends invoicesFollows upBriefs youAnticipatesStitches the recordCloses the loopKeeps everyone in sync
I  ·  The Problem

Information lives in fifteen different places.

Email threads. Group chats. Meeting notes. Spreadsheets. The note app on someone's phone. Each tool sees one slice. None of them see the whole picture. Things fall through.

Different members of your team work in different tools. The founder texts in WhatsApp. Operations lives in email. The concierge fields requests across two apps and a phone. Talent gets DM'd in Slack and Discord. Finance gets a PDF.

Each interaction matters. Each lands somewhere different. Most are forgotten within a week, or buried in a thread no one will ever scroll back to.

Important things get dropped not because anyone is careless, but because no one person can hold all of it at once.

Scattered
Eleven tools. No single view.
Stitched
One memory. Every detail connected.
The moat isn't the AI. It's the act of stitching.
II  ·  The Flow

Everything in. One memory. Everything connected.

Every channel feeds in. Every record is stitched to the right person and company. Every tool you already use plugs in and reads from the same source.

Everything In

Where it comes from

The channels your team already uses.
Email
replies, threads
WhatsApp
1:1 and group chats
Slack
channels, DMs
Discord
community channels
Meeting notes
recaps, transcripts
Web forms
intake, applications
Calendar
invites, changes
Manual entry
notes, updates
Data pipelines
payments, ad platforms, analytics
Connected apps
CRMs, e-commerce, partners
Used By

Founder · Operations · Concierge · Talent · Finance · Marketing · Creative

all routes to
One Memory

The Shared Brain

Everything stitched together, by person and company.
Every Person
Every Company
Every Deal
Every Project & Task
Every Conversation
Every Booking & Trip
Every Document
Who Can See What
The Stitch

Each record tied to the person and company involved. "What's happened with Arden?" stops being a manual reconstruction.

flows out to
Everything Connected

Where it goes

Plugged into the tools you already use.
Accounting
QuickBooks · Stripe · Mercury
Operations Dashboard
deals, tasks, status
Leon, the AI Assistant
briefs you, drafts the work
Marketing Platforms
Meta, Google, LinkedIn
Reports & Exports
CPAs, partners, board
In-house Products
Studio · Travel · Finance
Partner Tools
vendors, agencies, advisors
Automated Updates
to clients, partners, team
By Use Case

Books · Operations · Sales · Marketing · Creative · Tenant management

Where it comes from
Where it lives
Where it goes
III  ·  The Cascade

How a single moment unfolds.

A user experience is a hierarchy. What you say at the surface is one layer. What the system hears, remembers, does, and sends back are deeper layers. Most platforms only handle the first one. Orbis follows the cascade all the way down.

i
Surface

What the person says.

A short message. A passing comment. A meeting recap. The thing on the surface — easy for any system to see.

Example
"Just had a great call with Arden — let's send a proposal."
ii
Recognition

What Orbis hears.

The person, the company, the deal in flight. The relationship history. The unsaid context that shapes what should happen next.

In the moment
Arden Partners is identified. The deal in flight is matched. Past terms are surfaced. The team in the loop is loaded.
iii
The Stitch

Where it lives.

Every interaction is added to the right person's record and the right company's record. The deal advances. The next-action timer resets. Nothing is lost.

In the memory
The conversation appended to Arden's record. Deal stage advances from warm to proposing. The follow-up clock starts.
iv
The Work

What Orbis does.

The proposal is drafted from past terms, scope, and market context. The follow-up is queued for the right day. The right team members are looped in. The work product appears, ready to send.

In the background
A proposal is drafted. A follow-up is queued for next Tuesday. The draft lands in your inbox for review.
v
The Wave

What flows back.

The dashboard updates. The team is notified. The CRM logs it. The accounting system sees the new pipeline. Friday's digest will surface the open thread. Every surface that should know — knows.

Across every surface
Your draft lands. The team is notified. The dashboard updates. The follow-up is on the books. Friday's digest will surface the open thread.
Most platforms wait to be asked. Orbis listens, knows, and acts before the question is formed.
IV  ·  What It Does

It moves the work forward without the chase.

Once Orbis has the picture, the work starts happening on its own. Drafts get written. Follow-ups get sent. Stakeholders get briefed before they need to ask. The team stops being the bottleneck.

i

Drafts the work.

Reports, proposals, invoices, briefs — written from real data, ready for you to send.

  • Proposals drafted from past deals and quoted scope
  • Invoices generated when a milestone is hit
  • Recap emails after every meeting
  • Project status reports built from live updates
  • Weekly summaries for partners and the board
ii

Follows up so you don't.

The chase work — gone. Orbis watches every commitment and nudges on schedule.

  • Pings clients when an invoice is overdue
  • Nudges deals that have gone quiet too long
  • Reminds the team about deadlines before they slip
  • Asks for missing info on the right channel
  • Backs off gracefully when someone says working on it
iii

Anticipates each stakeholder.

Different people need different things. Orbis figures it out and gets there first.

  • Pre-meeting briefs delivered before every call
  • Daily executive summary tailored to what changed
  • Client status digests ahead of every check-in
  • Partner updates sent before they ask
  • Board-ready recaps generated end of month
iv

Keeps the team in sync.

No more "who knew what when." Every change finds the right people on the right channel.

  • Status changes broadcast to whoever needs to know
  • Scope creep flagged in real time
  • Deadline shifts routed to affected stakeholders
  • New hires looped into the right threads automatically
  • Permissions enforced — nothing leaks across boundaries
V  ·  A Day in the Life

Concrete moments. Quiet work.

Six trigger-and-response moments where Orbis acts in the background while you handle the front of house.

8:42aThe Reach
"Just had a great call with Arden — let's send a proposal."
Orbis drafts the proposal using past deal terms, queues a follow-up for next Tuesday, and sends you the draft to review.
9:50aThe Brief
10am call with a partner you haven't spoken to in three months.
A brief is in your inbox: who they are, what's open, what they last said, what they probably need from this conversation.
11:18aThe Chase
An invoice goes two weeks overdue.
Orbis pings the client gently on the channel they actually use, copies the original invoice, and tags the deal as needing attention.
2:04pThe Watch
A project's budget is 60% spent with 40% of work remaining.
The team gets notified, the project owner gets a budget alert, and a scope-vs-spend breakdown is ready for the next standup.
3:36pThe Welcome
A new client is added in any channel.
Their record is created, their company is matched, the right team members are looped in, and a welcome sequence kicks off.
5:11pThe Digest
It's Friday afternoon.
Your weekly digest is ready: what closed, what stalled, who's owed what, and where you should personally focus next week.
VI  ·  In Motion

The pieces in motion.

Live = working in production with real users every day. In build = the team is shipping it now. Planned = the design is finished, the build starts soon.

Live

The Shared Brain

Identity layer

The one record for every person and company. Every other product reads from here before writing.

Live

Leon

AI Chief of Staff

The conversational brain. Listens on WhatsApp and Slack, drafts the work, follows up, never confirms an action it didn't really do.

Live

Travel

Concierge bookings

Hotels, flights, and tickets booked through a chat-driven curated page. Real prices, real availability, editorial luxury.

In Build

Studio

Clip distribution

Campaigns, creator payouts, performance tracking. Ties content to revenue end-to-end.

Planned

Finance

Operational layer above QuickBooks

Live cash, runway, profit per project, marketing return on spend, automated invoicing. Plugs into QuickBooks; never replaces it.

Reconfig

The Dashboard

The single operations surface

Becoming the place humans see and act on every layer. Source of truth for clients, partners, and tenants.

Live

Tenant Management

Multi-org provisioning

Provisions a separate Orbis instance for every external client. Each gets their own data, personality, and controls.

Live

Quality Control

Anti-fabrication audit

Watches every action Leon takes. If a write didn't happen, Leon doesn't get to say it did. Trust is the product.

A Specific Example

Now: how it runs in the wild.

Studio is the place this whole system meets its hardest test — turning a thirty-second clip into a sale, at scale, against the chaos of the algorithm.

Continue · The Studio Playbook
VII  ·  The Loop

A clip campaign is a flywheel.

Six phases, repeating. Each pass produces revenue and intelligence. The intelligence makes the next pass faster, cheaper, and more accurate.

The Studio Engine Compounds Each Pass iBrief & Activate iiCreate iiiDistribute ivAmplify Convertv viCompound

The loop runs continuously. Each campaign produces a sale, a creator relationship, an audience signal, a winning hook — and pays for the next campaign.

The first campaign is a cost. The fifth campaign is an engine.
VIII  ·  The Funnel

Attention → traffic → sale.

The user journey from "thumb stops scrolling" to "card charged." Each stage is a place we lose people, a place we measure, and a place we can improve.

i

The Scroll  ·  Impressions

A clip appears in the feed. The pattern interrupts. The audience pauses.

ii

The Hook  ·  Watch-through

The opening seconds earn attention. Hands stop. Sound goes on.

iii

The Tap  ·  Link click

The audience leaves the platform — drawn to the page in the bio, the comment, the caption.

iv

The Page  ·  Landing

The page picks up where the clip stopped — same product, same energy, same visual language.

v

The Cart  ·  Conversion

Card entered. Charge clears. The clip just paid for itself, and then some.

IX  ·  The Stages

Six phases. Each one we control.

Inside the loop, every stage has things we decide and things we measure. Together they compose the discipline of running clip campaigns at scale.

i
Brief & Activate

A clear brief. The right creators in the room.

Every campaign starts with a brief: the product, the angle, the audience, the do's and don'ts, the budget envelope. The brief gets matched to creators whose voice fits — selected from a curated roster, not a generic marketplace.

Each creator gets a unique tracking link, a payment structure (per view, per click, per sale, or hybrid), and a contract that everyone signs before a single second of footage is shot.

What We Control
  • Brief clarity and angle
  • Creator selection and fit
  • Compensation structure
  • Volume of activation
What We Measure
  • Brief acceptance rate
  • Time from brief to first clip
  • Creator-to-clip ratio
ii
Create

Clips that look like the platform, not like an ad.

Creators produce content in their own voice on their native platform — TikTok, Instagram Reels, YouTube Shorts. Not polished commercials. Native, fast, scroll-stopping. The product appears as part of the story, not as the story.

Each clip ships with the creator's tracking link and a hook within the first three seconds. The brief locks the angle; the creator owns the execution.

What We Control
  • Hook patterns that work
  • Product placement guidance
  • Native style enforcement
  • Quality minimums
What We Measure
  • Clips delivered per creator
  • Brief-to-clip alignment
  • Quality pass rate
iii
Distribute

Native first. Organic reach is the bedrock.

Clips post natively. Algorithms see real audience engagement, not paid lift. The platforms reward content that earns attention; that's the bedrock of every viral campaign.

Cross-platform repost networks extend reach. Aggregator pages with established audiences pick up the strongest clips. Comments, duets, stitches — anything the platform offers as an organic amplifier — gets used.

What We Control
  • Posting schedule and cadence
  • Caption and hashtag strategy
  • Repost network seeding
  • Comment engagement scripts
What We Measure
  • Views per clip
  • Watch-through rate
  • Engagement rate
  • Share velocity
iv
Amplify

Pour fuel on the winners. Cut the rest.

Within hours, clip performance separates. Winners earn paid amplification — Spark Ads on TikTok, Branded Content on Instagram, Promoted on YouTube. Losers get cut. No emotion, just math.

Spend follows performance. A clip that's working at thirty seconds of watch-through gets boosted. A clip stuck at three seconds gets stopped. Studio's dashboard makes the call obvious.

What We Control
  • Boost thresholds
  • Audience targeting
  • Spend pacing
  • Lookalike seeding
What We Measure
  • Cost per click
  • Cost per landing-page visit
  • Boosted-vs-organic lift
v
Convert

The page picks up where the clip stopped.

The landing page mirrors the clip — same product, same angle, same energy. Above the fold: the moment that hooked them, the price, the proof, the button. Nothing else.

Stripe processes. The cart is short. The checkout takes thirty seconds on a phone. Apple Pay and Google Pay are present. Any friction here is revenue lost.

What We Control
  • Page-clip continuity
  • Above-the-fold offer
  • Checkout payment options
  • Mobile speed
What We Measure
  • Visit-to-cart rate
  • Cart-to-purchase rate
  • Average order value
  • Mobile checkout time
vi
Compound

Attribution back. Learnings forward.

Every sale gets attributed: which creator, which clip, which platform, which moment. The revenue split flows automatically — brand keeps the majority, creator gets their cut, Studio takes a platform fee.

The data feeds the next brief. The winning hooks become templates. The top creators get rebooked. The audience signals seed the next paid campaign. The campaign that just ended is the foundation of the one starting tomorrow.

What We Control
  • Attribution windows
  • Revenue split structure
  • Creator scorecards
  • Hook-pattern library
What We Measure
  • Revenue per creator
  • Revenue per platform
  • Repeat-creator rate
  • Cost-per-acquisition curve
X  ·  The Roles

Who does what.

A clip campaign is a four-sided table. Each side has a job. Studio orchestrates the whole.

Brand

The Demand
  • Defines the product, angle, audience
  • Sets the campaign budget
  • Owns the landing page and offer
  • Approves final clips
  • Holds the inventory and fulfillment

Studio

The Engine
  • Matches creators to briefs
  • Manages contracts and payouts
  • Tracks every clip and link
  • Runs the amplification dashboard
  • Attributes every sale to its source

Creator

The Voice
  • Brings audience and trust
  • Produces native, in-voice content
  • Posts to their own channels
  • Engages comments and DMs
  • Earns by performance, not flat fee

Audience

The Market
  • Pauses, watches, reacts
  • Shares, saves, screenshots
  • Taps the link, lands on the page
  • Buys, refunds, or returns
  • Becomes the lookalike for next time

Platforms

The Reach
  • TikTok, Instagram, YouTube, X
  • Surfaces clips to the right feeds
  • Hosts the paid amplification
  • Reports view and engagement data
  • Charges for the boost

Money

The Settlement
  • Stripe processes the sale
  • Studio splits the proceeds
  • Brand receives net revenue
  • Creator receives their share
  • Platform receives its boost spend
XI  ·  The Compound

Why the fifth campaign is cheaper than the first.

Every campaign produces revenue. Every campaign also produces five forms of intelligence. The intelligence is what makes the next campaign cheaper to run, faster to launch, and more accurate at finding the audience.

i

A trained creative model.

You learn what hooks work for this brand, this product, this audience. The hook library that started empty becomes a deck of proven openers. Brief writing accelerates from days to hours.

ii

A roster of top creators.

The creators who delivered get rebooked. The ones who didn't, don't. By campaign five, the active roster is mostly proven performers. Time-to-first-clip drops; quality lifts.

iii

A bank of audience signals.

Every converter is a data point. Lookalike audiences become real. Targeting precision rises with each campaign. The same dollar reaches better people.

iv

A library of social proof.

Top-performing clips become evergreen ads. UGC pieces become testimonials. The creative archive becomes a perpetual asset that runs in paid for months after the campaign ends.

v

A self-funding budget.

Margin from each campaign reinvests into the next. The flywheel stops needing fresh capital. The fifth campaign is paid for by the fourth.

vi

An engine, not an event.

The first campaign is a project. By the fifth, it's a recurring system. Briefs ship weekly. Creators wait for them. Audiences expect them. Revenue becomes a flow, not a spike.

Virality is the easy part. Compounding is the moat.