Free for service business owners
Take on more work without hiring for every new job.
When the work lives in a few people’s heads, every bit of growth needs another hire. This is the playbook I walk through in the five-part video series: five stages that get your workflows written down, owned, and ready to hand to systems.
The Service Business Operations Playbook
A 12-page playbook, plus an editable Word version.
What’s in the playbook.
- 01
Reveal where the week goes
List every workflow that repeats, score each on volume, delay, errors and who it depends on, then watch the real work instead of surveying it.
- 02
Extract what lives in people's heads
Shadow the person everyone interrupts. Capture the decisions, not just the steps, and test the page on someone who has never done the job.
- 03
Assign one owner to every workflow
A first name, not a department, plus a short scorecard and decision rules, so stuck work stops landing on your desk.
- 04
Design the workflow before you automate it
Strip out the dead steps, then split the rules a system can follow from the judgment calls a person should keep.
- 05
Yield the routine work to systems
Run the new way side by side with the old, fix what it misses, then move your people to the exceptions.
- 06
Start with one workflow this week
No transformation program. Pick the one that annoys you most, watch one full pass, and write down every decision.
The rule at the centre of it
Automation doesn’t fix a broken process. It scales it.
That’s why a new tool so often changes less than it promised. If the work lives in one person’s head, the new system holds the same guesswork with nicer buttons. Write the work down first, give it an owner, then automate the routine parts.
I’m Cody Halovich. I’ve spent fifteen years fixing how work moves through businesses, and SixOhQuad builds the systems that take the chasing, sorting, and re-entering off people’s plates. This playbook is the method we run inside service businesses. It works on its own, and it’s yours either way.
When we run it with you, the promise is simple: add one full-time role of capacity in 90 days, or we keep working until we do.