The Small Business Operating System
The 90-day rebuild for the trade owner who's done with running on instinct.
Six components, a week-by-week implementation sequence, and the decision frameworks for the choices that cost trade owners the most when they get them wrong: hiring, bidding, equipment, pricing, client selection, channel mix.
The 6 components
Business Health Diagnostic
50 questions across six dimensions. Radar chart shows exactly where money is leaking. Generates a personalized action plan in 10 minutes. (The free 25-question scan lives at /pages/business-diagnostic.)
90-Day Implementation Sequence
Week-by-week protocol. Month 1: financial foundation and job costing. Month 2: revenue systems and pipeline. Month 3: team building and delegation. Clickable progress checklist. No guessing what to do next.
Decision Architecture · 6 frameworks
Field-tested decision models for the choices that cost trade owners the most when they get them wrong: hiring, bidding, equipment purchases, client selection, pricing, and marketing channel mix.
AI Command Library · 50 prompts
Structured prompts organized by the six dimensions. Turn ChatGPT or Claude into a business advisor. Write bids, analyze margins, plan marketing, respond to reviews, communicate with clients.
Operating Dashboard Suite · 6 Google Sheets
Cash Flow + P&L, Sales Pipeline, Job Schedule, Team + HR, Marketing ROI, and Goals + KPIs. All formulas pre-built. Zero monthly cost. Access from phone, tablet, or laptop.
Welcome Guide + Setup Instructions
Complete onboarding walkthrough. What to set up first, what to ignore, and how to roll the system out to your team without slowing down active jobs.
Where this sits in the ladder
Who this is for
- Trade owners with 2 to 25 employees ready for a full operating-rhythm rebuild, not just templates
- Operators who've outgrown spreadsheets-in-folders and need a written system before hiring number 5 or 10
- Shops where the owner is the bottleneck and wants to take a real 2-week vacation in the next 12 months
Who this isn't for
- Solo contractors with no team to delegate to (start with the $15 Jobsite Profit Calculator)
- Anyone looking for software (this is documents and spreadsheets, not a SaaS)
- Shops over 50 employees who already have a controller and ops manager (you have what you need)
FAQ
256-bit SSL via Shopify. Card data never touches our servers.
Excel, Sheets, Word, and PDF. You own them forever. No subscription, no login wall.
Download links arrive in your confirmation email the moment your order is placed.
Not what you needed? Email us within 14 days and we make it right.