Onboarding
AA
0%
Basic Operations Checklist
Unlock at Level 1
or Upgrade to Standard
Basic Operations Checklist
A 5-minute gut-check for where your business still runs on you instead of on systems. Score yourself across 6 areas — Customer Service, Scheduling, Hiring, Delegation, Pricing, Performance — with 24 quick yes/no items. Check a box only if it’s true today, not “true when I’m paying attention.” Add up your total, read the scoring key, and see exactly which area needs your attention first. This shows you where to look — not how to fix it. Drop your lowest score in the comments.
0%
Five Systems Diagnostic
Unlock at Level 1
or Upgrade to Standard
Five Systems Diagnostic
A companion scorecard for the Five Systems Every Service Business Needs course. Rate each system 1–5 — Lead & Customer Acquisition, Fulfillment, Team & Accountability, Financial & Pricing, and Leadership & Delegation — based on whether it runs without you, not just whether it exists. Add up your scores and find your weakest system: that's where the next chaotic week is coming from. This shows you which system to fix first — not the full fix. Start there, not everywhere at once.
0%
Customer Service Standards Checklist
Unlock at Level 3
or Upgrade to Standard
Customer Service Standards Checklist
A 16-point walkthrough of every touchpoint your customers experience — first contact, booking, on-site service, follow-up, and complaint handling. Check a box only if the standard is written down and followed by your whole team, not just something you personally do well. Add up your score and see whether your customer experience depends on which employee shows up that day. This shows you where the experience breaks down — not the scripts and policies to fix it. Start with your weakest section.
0%
The " What Only I Can Do" Delegation Audit
Unlock at Level 2
or Upgrade to Standard
The " What Only I Can Do" Delegation Audit
Track every task you personally touch for one week, then sort each into three categories: Only I Can Do This, I Could Teach This Within 90 Days, or Should Already Be Delegated. This isn't about being busy — it's about seeing exactly how much of your week actually requires you versus just requires a system. Pick one task from the "should already be delegated" pile, name who takes it over, and set a date. A small, honest first handoff — not a total org chart overhaul.
0%
Weekly Owner Planning Worksheet
Unlock at Level 2
or Upgrade to Standard
Weekly Owner Planning Worksheet
A 15-minute Monday ritual to run your business instead of react to it. Log last week's fires, spot the pattern behind them, and set your top 3 priorities for the week. Name one task to hand off, pick one system to improve by just 1%, and check the numbers that actually matter. Close by writing one sentence for what would make this a good week — then read it back Friday. Simple enough to repeat every week, structured enough to actually change how you spend your time.
0%
1-6 of 6