Bundle
Run the boring parts of the company from your agent instead of your calendar.
Expect about 45 minutes of setup across the four packs. Most teams start with the onboarding runbook, since it pays off on the next signed deal.
Who it is for
Founders and small services teams doing their own operations, with no ops hire and no appetite for one yet.
Outcome summary
Processes written down, a repeatable first week for new clients, invoices chased on schedule, and a weekly review that takes minutes.
Packs included
Turn Recurring Work into an SOP
Turn a messy process walkthrough into a step-by-step SOP your team or agent can run.
Client Onboarding Runbook
Turn a signed deal into a week-one onboarding plan, kickoff email, and task checklist.
Chase Overdue Invoices
Turn your overdue invoice list into polite, escalating payment reminders that get you paid.
Weekly Metrics Summary
Summarize weekly metrics, outliers, likely drivers, and recommended follow-up in one operating brief.
