Run the Business

Playbooks, insights, and frameworks for leaders who want to close the gap between strategy and outcomes.

All blog posts

All blog posts

"We were looking for an operating system": How RecordPoint runs its entire company on Brev.io

COO Brett Hooker rolled Brev.io out to every employee, replaced his individual note-takers, and wants to simulate his whole exec team with AI. Here's the story.

Written by

Brev Team

Reading time

3 min read

Monthly business review template: how to run an MBR that fixes things before they compound

The QBR tells you where you ended up. The monthly business review is how you avoid ending up there.

Written by

Brev Team

Reading time

3 min read

AI OKR software is replacing spreadsheets — here's why

AI OKR software automates the tracking, updates, and reporting that kill ops productivity. Here's why spreadsheets can't keep up — and what does.

Written by

Brev Team

Reading time

6 min read

The best AI OKR software for mid-market ops teams (2026 guide)

The best AI OKR software for mid-market ops teams automates tracking so you can focus on decisions, not data entry. Here's what to look for in 2026.

Written by

Brev Team

Reading time

5 min read

The weekly ops review is broken. Here is how to fix it.

Most ops reviews are status theater. They recap the past without deciding anything about the future. Real ops reviews end with clear owners and next actions.

Written by

Chris Pitchford

Reading time

4 min read

Why action items die in meetings (and how to stop it)

The meeting ends. Everyone feels productive. Nothing moves. This is a systems problem — and it is completely fixable with the right structure.

Written by

Chris Pitchford

Reading time

6 min read

Ecommerce KPI Glossary for Modern Companies

Every metric your ecommerce team needs to track, with definitions, formulas, and categories organized for quick reference.

Written by

Chris Pitchford

Reading time

7 Min

AI-Powered OKR Software

A tactical framework for turning set-and-forget OKRs into a continuous, AI-powered operating rhythm, from manual status updates to automated execution.

Written by

Chris Pitchford

Reading time

5 Min

Business Rhythms: The Infra to Operational Execution

A strategic guide for turning scattered meetings into predictable business rhythms, from disjointed team updates to aligned, AI-powered decision-making

Written by

Chris Pitchford

Reading time

4 Min

Quarterly business review template: how to run a QBR that actually drives decisions

Most QBRs generate slides and action items that disappear. A better template changes the question from "what happened?" to "what are we deciding?"

Written by

Brev Team

Reading time

4 min read

OKR software comparison 2026: what ops teams actually need (and what most tools miss)

Most OKR software comparisons evaluate the wrong thing. The question that matters: does it update itself, or does it require someone to remember?

Written by

Brev Team

Reading time

4 min read

OKR software comparison 2026: what to look for (and what to avoid)

OKR software isn't one-size-fits-all. Compare the top tools in 2026, understand what features actually matter, and find out what to avoid.

Written by

Brev Team

Reading time

4 min read

Introducing Brev MCP: the execution system for humans and agents too

Brev MCP brings your live goals and metrics into every AI tool in your stack — so every prompt starts on strategy.

Written by

Brev Team

Reading time

3 min read

What a Chief of Staff actually does (and why most job descriptions get it wrong)

The Chief of Staff role is widely misunderstood — described as EA-plus or a mini-COO. The best CoS operators are decision-force multipliers for the CEO.

Written by

Chris Pitchford

Reading time

5 min read

Running Weekly Business Reviews with AI

Your weekly business review shouldn't take longer to prepare than to run. Here's how AI handles the data, drafts the deck, and tracks the follow-through, so you can focus on decisions.

Written by

Chris Pitchford

Reading time

3 Min

Strategic Planning with AI in 2026: A Step‑by‑Step Guide

A five-phase framework for turning strategic planning into a continuous, AI-powered process, from environmental scanning to real-time tracking and iteration.

Written by

Chris Pitchford

Reading time

4 Min

Business Rhythms Will Fundamentally Change with AI

How AI is removing the ceiling on what BizOps teams can achieve, from data synthesis and automation to personalized recommendations and scenario planning.

Written by

Chris Pitchford

Reading time

6 Min

Top 5 AI-Powered OKR (Goal Management) Tools

A comparative guide for turning manual OKR tracking into automated goal management, from legacy software overhead to AI-native execution and team alignment

Written by

Chris Pitchford

Reading time

5 Min

Why OKRs fail mid-quarter: the week-6 cliff nobody talks about

OKR cycles don't collapse at kickoff. They collapse six weeks in, when manual tracking systems hit their expiration date and nobody notices until it's too late.

Written by

Brev Team

Reading time

3 min read

Goal management software: the complete guide (2026)

Most goal management software fails within 90 days. Here's what actually works — and why AI changes everything.

Written by

Brev Team

Reading time

4 min read

How to pick goal management software your team will actually use

Most teams buy goal management software and abandon it within 90 days. Here's how to pick one that sticks — and why adoption matters more than features.

Written by

Chris Pitchford

Reading time

4 min read

Why your OKR process breaks in Q3 (and what to do about it)

Most companies set OKRs in January and watch them go stale by summer. The problem is not goal-setting — it is the absence of a system that flags off-track goals before it is too late.

Written by

Chris Pitchford

Reading time

5 min read

AI for ops teams: what is real, what is hype, and what to build first

Every ops team is being told to use AI. Most do not know where to start. This is a concrete prioritization framework for getting your first real ROI.

Written by

Chris Pitchford

Reading time

7 min read

Financial Services KPI Glossary for Modern Companies

The essential KPI reference for financial services and fintech teams — with formulas, definitions, and categories to keep your metrics aligned across the business.

Written by

Chris Pitchford

Reading time

7 Min

SaaS KPI Glossary For Modern Companies

A comprehensive KPI glossary for turning manual SaaS tracking into an automated, AI-powered process, from revenue metrics to product adoption and efficiency.

Written by

Chris Pitchford

Reading time

10 Min

How to Set Up Business Rhythms with AI: A Step‑by‑Step Guide

A step-by-step guide for turning manual check-ins into predictable, AI-powered business rhythms, from defining initial goals to fully automated execution

Written by

Chris Pitchford

Reading time

4 Min

"We were looking for an operating system": How RecordPoint runs its entire company on Brev.io

COO Brett Hooker rolled Brev.io out to every employee, replaced his individual note-takers, and wants to simulate his whole exec team with AI. Here's the story.

Written by

Brev Team

Reading time

3 min read

Why OKRs fail mid-quarter: the week-6 cliff nobody talks about

OKR cycles don't collapse at kickoff. They collapse six weeks in, when manual tracking systems hit their expiration date and nobody notices until it's too late.

Written by

Brev Team

Reading time

3 min read

OKR software comparison 2026: what ops teams actually need (and what most tools miss)

Most OKR software comparisons evaluate the wrong thing. The question that matters: does it update itself, or does it require someone to remember?

Written by

Brev Team

Reading time

4 min read

AI OKR software is replacing spreadsheets — here's why

AI OKR software automates the tracking, updates, and reporting that kill ops productivity. Here's why spreadsheets can't keep up — and what does.

Written by

Brev Team

Reading time

6 min read

How to pick goal management software your team will actually use

Most teams buy goal management software and abandon it within 90 days. Here's how to pick one that sticks — and why adoption matters more than features.

Written by

Chris Pitchford

Reading time

4 min read

Introducing Brev MCP: the execution system for humans and agents too

Brev MCP brings your live goals and metrics into every AI tool in your stack — so every prompt starts on strategy.

Written by

Brev Team

Reading time

3 min read

The weekly ops review is broken. Here is how to fix it.

Most ops reviews are status theater. They recap the past without deciding anything about the future. Real ops reviews end with clear owners and next actions.

Written by

Chris Pitchford

Reading time

4 min read

AI for ops teams: what is real, what is hype, and what to build first

Every ops team is being told to use AI. Most do not know where to start. This is a concrete prioritization framework for getting your first real ROI.

Written by

Chris Pitchford

Reading time

7 min read

Running Weekly Business Reviews with AI

Your weekly business review shouldn't take longer to prepare than to run. Here's how AI handles the data, drafts the deck, and tracks the follow-through, so you can focus on decisions.

Written by

Chris Pitchford

Reading time

3 Min

Ecommerce KPI Glossary for Modern Companies

Every metric your ecommerce team needs to track, with definitions, formulas, and categories organized for quick reference.

Written by

Chris Pitchford

Reading time

7 Min

SaaS KPI Glossary For Modern Companies

A comprehensive KPI glossary for turning manual SaaS tracking into an automated, AI-powered process, from revenue metrics to product adoption and efficiency.

Written by

Chris Pitchford

Reading time

10 Min

Business Rhythms Will Fundamentally Change with AI

How AI is removing the ceiling on what BizOps teams can achieve, from data synthesis and automation to personalized recommendations and scenario planning.

Written by

Chris Pitchford

Reading time

6 Min

Business Rhythms: The Infra to Operational Execution

A strategic guide for turning scattered meetings into predictable business rhythms, from disjointed team updates to aligned, AI-powered decision-making

Written by

Chris Pitchford

Reading time

4 Min

Quarterly business review template: how to run a QBR that actually drives decisions

Most QBRs generate slides and action items that disappear. A better template changes the question from "what happened?" to "what are we deciding?"

Written by

Brev Team

Reading time

4 min read

Monthly business review template: how to run an MBR that fixes things before they compound

The QBR tells you where you ended up. The monthly business review is how you avoid ending up there.

Written by

Brev Team

Reading time

3 min read

Goal management software: the complete guide (2026)

Most goal management software fails within 90 days. Here's what actually works — and why AI changes everything.

Written by

Brev Team

Reading time

4 min read

OKR software comparison 2026: what to look for (and what to avoid)

OKR software isn't one-size-fits-all. Compare the top tools in 2026, understand what features actually matter, and find out what to avoid.

Written by

Brev Team

Reading time

4 min read

The best AI OKR software for mid-market ops teams (2026 guide)

The best AI OKR software for mid-market ops teams automates tracking so you can focus on decisions, not data entry. Here's what to look for in 2026.

Written by

Brev Team

Reading time

5 min read

Why your OKR process breaks in Q3 (and what to do about it)

Most companies set OKRs in January and watch them go stale by summer. The problem is not goal-setting — it is the absence of a system that flags off-track goals before it is too late.

Written by

Chris Pitchford

Reading time

5 min read

What a Chief of Staff actually does (and why most job descriptions get it wrong)

The Chief of Staff role is widely misunderstood — described as EA-plus or a mini-COO. The best CoS operators are decision-force multipliers for the CEO.

Written by

Chris Pitchford

Reading time

5 min read

Why action items die in meetings (and how to stop it)

The meeting ends. Everyone feels productive. Nothing moves. This is a systems problem — and it is completely fixable with the right structure.

Written by

Chris Pitchford

Reading time

6 min read

Financial Services KPI Glossary for Modern Companies

The essential KPI reference for financial services and fintech teams — with formulas, definitions, and categories to keep your metrics aligned across the business.

Written by

Chris Pitchford

Reading time

7 Min

Strategic Planning with AI in 2026: A Step‑by‑Step Guide

A five-phase framework for turning strategic planning into a continuous, AI-powered process, from environmental scanning to real-time tracking and iteration.

Written by

Chris Pitchford

Reading time

4 Min

AI-Powered OKR Software

A tactical framework for turning set-and-forget OKRs into a continuous, AI-powered operating rhythm, from manual status updates to automated execution.

Written by

Chris Pitchford

Reading time

5 Min

How to Set Up Business Rhythms with AI: A Step‑by‑Step Guide

A step-by-step guide for turning manual check-ins into predictable, AI-powered business rhythms, from defining initial goals to fully automated execution

Written by

Chris Pitchford

Reading time

4 Min

Top 5 AI-Powered OKR (Goal Management) Tools

A comparative guide for turning manual OKR tracking into automated goal management, from legacy software overhead to AI-native execution and team alignment

Written by

Chris Pitchford

Reading time

5 Min

"We were looking for an operating system": How RecordPoint runs its entire company on Brev.io

COO Brett Hooker rolled Brev.io out to every employee, replaced his individual note-takers, and wants to simulate his whole exec team with AI. Here's the story.

Written by

Brev Team

Reading time

3 min read

Quarterly business review template: how to run a QBR that actually drives decisions

Most QBRs generate slides and action items that disappear. A better template changes the question from "what happened?" to "what are we deciding?"

Written by

Brev Team

Reading time

4 min read

Why OKRs fail mid-quarter: the week-6 cliff nobody talks about

OKR cycles don't collapse at kickoff. They collapse six weeks in, when manual tracking systems hit their expiration date and nobody notices until it's too late.

Written by

Brev Team

Reading time

3 min read

Monthly business review template: how to run an MBR that fixes things before they compound

The QBR tells you where you ended up. The monthly business review is how you avoid ending up there.

Written by

Brev Team

Reading time

3 min read

OKR software comparison 2026: what ops teams actually need (and what most tools miss)

Most OKR software comparisons evaluate the wrong thing. The question that matters: does it update itself, or does it require someone to remember?

Written by

Brev Team

Reading time

4 min read

Goal management software: the complete guide (2026)

Most goal management software fails within 90 days. Here's what actually works — and why AI changes everything.

Written by

Brev Team

Reading time

4 min read

AI OKR software is replacing spreadsheets — here's why

AI OKR software automates the tracking, updates, and reporting that kill ops productivity. Here's why spreadsheets can't keep up — and what does.

Written by

Brev Team

Reading time

6 min read

OKR software comparison 2026: what to look for (and what to avoid)

OKR software isn't one-size-fits-all. Compare the top tools in 2026, understand what features actually matter, and find out what to avoid.

Written by

Brev Team

Reading time

4 min read

How to pick goal management software your team will actually use

Most teams buy goal management software and abandon it within 90 days. Here's how to pick one that sticks — and why adoption matters more than features.

Written by

Chris Pitchford

Reading time

4 min read

The best AI OKR software for mid-market ops teams (2026 guide)

The best AI OKR software for mid-market ops teams automates tracking so you can focus on decisions, not data entry. Here's what to look for in 2026.

Written by

Brev Team

Reading time

5 min read

Introducing Brev MCP: the execution system for humans and agents too

Brev MCP brings your live goals and metrics into every AI tool in your stack — so every prompt starts on strategy.

Written by

Brev Team

Reading time

3 min read

Why your OKR process breaks in Q3 (and what to do about it)

Most companies set OKRs in January and watch them go stale by summer. The problem is not goal-setting — it is the absence of a system that flags off-track goals before it is too late.

Written by

Chris Pitchford

Reading time

5 min read

The weekly ops review is broken. Here is how to fix it.

Most ops reviews are status theater. They recap the past without deciding anything about the future. Real ops reviews end with clear owners and next actions.

Written by

Chris Pitchford

Reading time

4 min read

What a Chief of Staff actually does (and why most job descriptions get it wrong)

The Chief of Staff role is widely misunderstood — described as EA-plus or a mini-COO. The best CoS operators are decision-force multipliers for the CEO.

Written by

Chris Pitchford

Reading time

5 min read

AI for ops teams: what is real, what is hype, and what to build first

Every ops team is being told to use AI. Most do not know where to start. This is a concrete prioritization framework for getting your first real ROI.

Written by

Chris Pitchford

Reading time

7 min read

Why action items die in meetings (and how to stop it)

The meeting ends. Everyone feels productive. Nothing moves. This is a systems problem — and it is completely fixable with the right structure.

Written by

Chris Pitchford

Reading time

6 min read

Running Weekly Business Reviews with AI

Your weekly business review shouldn't take longer to prepare than to run. Here's how AI handles the data, drafts the deck, and tracks the follow-through, so you can focus on decisions.

Written by

Chris Pitchford

Reading time

3 Min

Financial Services KPI Glossary for Modern Companies

The essential KPI reference for financial services and fintech teams — with formulas, definitions, and categories to keep your metrics aligned across the business.

Written by

Chris Pitchford

Reading time

7 Min

Ecommerce KPI Glossary for Modern Companies

Every metric your ecommerce team needs to track, with definitions, formulas, and categories organized for quick reference.

Written by

Chris Pitchford

Reading time

7 Min

Strategic Planning with AI in 2026: A Step‑by‑Step Guide

A five-phase framework for turning strategic planning into a continuous, AI-powered process, from environmental scanning to real-time tracking and iteration.

Written by

Chris Pitchford

Reading time

4 Min

SaaS KPI Glossary For Modern Companies

A comprehensive KPI glossary for turning manual SaaS tracking into an automated, AI-powered process, from revenue metrics to product adoption and efficiency.

Written by

Chris Pitchford

Reading time

10 Min

AI-Powered OKR Software

A tactical framework for turning set-and-forget OKRs into a continuous, AI-powered operating rhythm, from manual status updates to automated execution.

Written by

Chris Pitchford

Reading time

5 Min

Business Rhythms Will Fundamentally Change with AI

How AI is removing the ceiling on what BizOps teams can achieve, from data synthesis and automation to personalized recommendations and scenario planning.

Written by

Chris Pitchford

Reading time

6 Min

How to Set Up Business Rhythms with AI: A Step‑by‑Step Guide

A step-by-step guide for turning manual check-ins into predictable, AI-powered business rhythms, from defining initial goals to fully automated execution

Written by

Chris Pitchford

Reading time

4 Min

Business Rhythms: The Infra to Operational Execution

A strategic guide for turning scattered meetings into predictable business rhythms, from disjointed team updates to aligned, AI-powered decision-making

Written by

Chris Pitchford

Reading time

4 Min

Top 5 AI-Powered OKR (Goal Management) Tools

A comparative guide for turning manual OKR tracking into automated goal management, from legacy software overhead to AI-native execution and team alignment

Written by

Chris Pitchford

Reading time

5 Min

Where strategy meets execution.

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Where strategy meets execution.

Product of the Day

1st

SOC II

Certified