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Free Workbook · Systems & Operations

Your business is growing. So is the hidden drag slowing it down.

A guided self-audit that pinpoints the bottlenecks in your team, tools and workflows, puts a real cost on them, and gives you a 30-day plan to fix them.

23-page workbook Fillable PDF 60 to 90 minutes

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Operational Efficiency Audit workbook cover

Sound familiar?

Every important decision still routes through you, so nothing moves when you step away.

You pay for software nobody fully uses, and nobody can tell you which tools overlap.

Projects stall at handoffs, and you only find out when a client is already frustrated.

Drag rarely shows up on a P&L. This workbook makes it visible, measurable and fixable.

What's inside

A working session, on paper.

You will finish with a scored operations diagnosis, a dollar figure for the drag in your business, and a 30-day plan to remove the three biggest bottlenecks.

01

Operations Health Scorecard

Score six areas of your operation in ten minutes and see exactly where the drag concentrates.

02

Founder Bottleneck Audit

List every decision only you make, then sort each into keep, delegate, document or delete.

03

Workflow Map

Map one core workflow step by step with owners, time, handoffs and the exact point where it breaks.

04

Tool Stack Audit

Inventory every tool, its cost, owner and real usage, then decide what to keep and what to cut.

05

Cost of Drag Worksheet

Turn lost hours into an annual dollar figure so you know which fixes are worth funding first.

06

SOPs, Meetings and Weekly Rhythm

A plug-in SOP template, meeting hygiene rules and a weekly scorecard and review agenda you can run Monday.

Look inside

Every chapter ends with something you fill in.

300+ fillable fields: scorecards, worksheets and planning tables you complete as you read.

Operational Efficiency Audit sample page
Operational Efficiency Audit sample page
Operational Efficiency Audit sample page

When you finish, you will have

A scored view of your operation across six areas, with your weakest two named

A list of decisions you will hand off or document this month

An annual dollar cost of operational drag, calculated from your own numbers

A written 30-day plan with owners, deadlines and a weekly operating rhythm

This is for you if

  • Founders and CEOs who feel like the bottleneck in their own business
  • Owners of service businesses, agencies, clinics and consultancies with a growing team
  • Operators who suspect waste in tools, meetings and handoffs but have not measured it
  • Leaders preparing to scale, hire or step back from day-to-day delivery

This is not for you if

  • Solo freelancers with no team or contractors to delegate to yet
  • Anyone looking for a software recommendation instead of a decision framework
  • Leaders who are not willing to change how they personally work

The chapters

  1. 01How to use this workbook
  2. 02The Operations Health Scorecard
  3. 03The Founder Bottleneck Audit
  4. 04Map One Core Workflow
  5. 05The Tool Stack Audit
  6. 06The Cost of Drag
  7. 07The SOP Starter Template
  8. 08Meeting and Communication Hygiene
  9. 09Your Weekly Operating Rhythm
  10. 10Your 30-Day Plan
  11. 11Your Next Move

Questions

Find the drag. Price it. Remove it in 30 days.

Find the drag in your team, tools and workflows, then remove it

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Your next step

Go beyond one workbook.

The free Founder Diagnostic scores all twelve areas of your business and names what to fix first.

Get My Free Business Diagnostic