Choose what you want to systematize.
Connected value chains run every business.
Each Playbook or Automation systematizes one Process Segment. This Process Menu gets you 90% of the way there — the other 10% is tuned to your unique business.
Don't see the process you want to improve? Just ask.
Select your business type:
- 01
Client Journey
The full client lifecycle, from first contact to follow-up. Marketing & Sales powers the pre-signature portion; Project Delivery powers the rest.
- Inquiry → Initial Meeting
- Initial Meeting → Proposal Reviewed
- Proposal Reviewed → Agreement Signed
- Agreement Signed → Work Underway
- Work Underway → Completion & Handoff
- Completion & Handoff → Follow-Up & Repeat / Referral
- 02
Marketing & Sales
Create demand and drive the pre-signature portion of the Client Journey to a signed agreement.
- Campaign Launched → Lead Captured
- Lead Captured → Lead Qualified
- Lead Qualified → Discovery Meeting Booked
- Discovery Meeting Booked → Scope & Feasibility Defined
- Scope & Feasibility Defined → Estimate Delivered
- Estimate Delivered → Agreement Signed
- 03
Project Delivery
Take a signed agreement to a completed, moved-in home — powering the post-signature portion of the Client Journey.
- Agreement Signed → Kickoff Complete
- Kickoff Complete → Slab Poured
- Slab Poured → Dry-In Complete
- Dry-In Complete → Sheetrock Complete
- Sheetrock Complete → Paint Complete
- Paint Complete → Finishes Complete
- Finishes Complete → Final Inspection Cleared
- Final Inspection Cleared → Handoff to Warranty
- 04
Financial Management
Fund the work, manage the money, keep the books and numbers clean.
- Project Funding: Budget Approved → Loan Closed
- Project Funding: Loan Closed → Draw Funded
- Accounts Payable: Invoice Received → Payment Approved
- Accounts Payable: Payment Approved → Payment Cleared
- Payroll: Pay Period Closed → Payroll Approved
- Payroll: Payroll Approved → Payroll Funded
- Books: Transaction Posted → Books Closed
- Books: Books Closed → Report Delivered
- 05
Workforce
Everyone you source, onboard, and manage — staff, subcontractors, and suppliers.
- Staff: Need Identified → Offer Accepted
- Staff: Offer Accepted → Onboarded
- Staff: Onboarded → Annual Review Complete
- Staff: Resignation / Decision → Offboarded
- Subs & Suppliers: Need Identified → Vetted
- Subs & Suppliers: Vetted → Onboarded
- Subs & Suppliers: Onboarded → Reviewed
- Subs & Suppliers: Reviewed → Replaced / Removed
- 06
Operating the Company
Run the business with a system like EOS, OKRs, or OGSM that keeps the other five pointed the same direction.
- Strategy & planning — vision, annual and quarterly
- Goals & measures — OKRs / OGSM, scorecards, KPIs
- Meeting cadence & accountability — weekly and quarterly rhythm
- Issue solving & improvement
- Systematizing projects (Rocks): one-time builds that level up the whole business, like refining contracts to streamline sales and reduce liability exposure, defining your offering menu so the team quotes and sells consistently, and standardizing subcontractor agreements, onboarding, and quality expectations. These are company-specific and always changing, so treat them as examples, not a full list.
Built on the APQC Process Classification Framework — the gold standard for process architecture — and simplified for small contractor businesses.