Build a Business That Runs Without You
Document every process, automate repetitive tasks, and create systems that deliver consistent quality whether you're there or on the beach.
4 Core Processes to Systemize First
Master these and everything else falls into place
Lead to Quote
Current State
Phone tag, missed opportunities, slow quotes
Systemized State
Auto-capture, instant response, 2-hour quotes
Documentation Needed
Quote to Job
Current State
Manual follow-up, lost quotes, scheduling chaos
Systemized State
Auto follow-up, online acceptance, smart scheduling
Documentation Needed
Job Execution
Current State
Inconsistent quality, rework, customer complaints
Systemized State
Step-by-step SOPs, quality checks, photo docs
Documentation Needed
Job to Payment
Current State
Delayed invoicing, 45-day payment, cash flow issues
Systemized State
Same-day invoicing, 14-day payment, auto-chase
Documentation Needed
Ready-to-Use SOP Templates
47 templates to document your entire business
Sales & Quoting
- Inbound lead handling
- Site visit procedure
- Quote preparation
- Follow-up sequence
Operations
- Job setup checklist
- Material ordering
- Quality control
- Job completion
Customer Service
- Customer onboarding
- Communication standards
- Complaint handling
- Review requests
Admin & Finance
- Invoice processing
- Payment collection
- Expense management
- Payroll procedure
Your Systems Stack
Layer by layer to operational excellence
Intelligence
Data-driven decisions
Systems
Tools
Power BI + Analytics
Communication
Seamless information flow
Systems
Tools
Slack + SMS + Cloud
Automation
Eliminate manual tasks
Systems
Tools
Zapier + Templates
Foundation
Core business operations
Systems
Tools
ServiceM8 + Xero
KPIs to Track Daily
What gets measured gets managed
Lead Response Time
Quote Conversion
Job Completion Time
First-Time Fix Rate
Invoice to Payment
Customer Satisfaction
Ready to Systemize Your Business?
Get our complete systems blueprint and SOP library