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Playbooks/Scale

How to get your business out of your head and onto paper

Write down one routine a week. An agent interviews you and turns the answers into a one-page checklist anyone can follow.

  • 📋One routine written down weekly
  • 🧰Assets and warranties from your receipts
  • 🏖️A day off that stays off
Start this playbook free →See the steps

📋 First 6 weeksNo access until you grant it$10 free, no card

Team chat
I want a week off next summer. Get this out of my head.
🗓️
Operations Manager
Let's start with the routine you'd hate to explain over the phone.
Added to the board
  • 🗓️Write down your first routineStarted
  • 🗓️List what you ownNeeds Gmail
  • 💬Bottle your best repliesStarted

Only you know how to close up, price a job or calm an angry customer. So you never get a day off.

So hire the team. Get promoted to the one who approves.

🗓️Operations Manager💬Customer Desk

Your business, on one screen

A few weeks in, this is what you open each morning. Grouped by area, one line per thing. The bold ones need you.

Overview
📋Maple Street Bakery
Overview
Inbox
Work
Agents

Home

Edit layout+ New
All

The playbook

You say it. An agent does it. You decide.

  1. 1Day 1🗓️

    Write down your first routine

    Operations Manager

    “Interview me about closing up. Make it a checklist.”

    Turns your answers into a one-page checklist a new hire can follow.

    You: Check every step. Fix what's wrong.

  2. 2Week 1🗓️

    List what you own

    Operations Manager

    “List our equipment and warranties from the receipts.”

    Builds a register: item, supplier, date, price and warranty terms.

    Hand it to your insurer.

What it won't do

Said plainly. Overclaiming is worse than useless.

  • It writes what you tell it. Nothing invented.
  • You check every step before the crew sees it.
  • No HR or legal policies. Routines only.
  • The asset list covers what the searches find.
  • No account connected? The step waits. Never faked.

Promote yourself to boss.

Hire the small business owners team. $10 free, no card. First results land before the tour ends.

Start this playbook free →Meet the full team

Questions

How do I document my business processes?

One routine at a time. Explain it out loud, turn it into a checklist, and test it on someone new. An agent can do the writing.

What should I write down first?

The routine you'd hate to explain over the phone on your day off. Usually opening, closing or pricing a job.

Where do the checklists live?

In your team, as deliveries you can open anytime. Ask for an update when the routine changes.

What does it cost?

Start with $10 in free credits, no card. Plans start at $25 a month with credit included.

More playbooks

🧩How to keep track of everything in your business when it's all over the placeCustomers, leads, bills and the day, in one place. Ask it anything.🤝How to manage a company acquisition without losing the plotMap how it really runs. Watch its systems read-only. One honest brief a week.
Illustration of the team chat and board.
Operations
Customer Desk

Today in Maple Street Bakery

The closing checklist is ready for your check. Next routine up: handling a rush.

Read the brief

Operations

1 needs you
  • 🗓️Check the closing-up SOP draft
  • 🗓️Asset register: 23 items, 2 warranties expiringFor your info
  • 🗓️Preparing Friday's interview: handling a rush
  • 🗓️Today: oven service at 2, flour delivery at 4For your info

Customer Desk

1 needs you
  • 💬Approve reply to Ravi Patel: late delivery
  • 💬Reply kit saved: five situationsFor your info
Illustration of the Home screen. Bold with a dot means it needs you.
You:

📧 Gmail

  • 3Week 1💬

    Bottle your best replies

    Customer Desk

    “Write the replies I always write from memory.”

    Writes five ready-to-adapt replies in your voice.

    You: Keep the ones that sound like you.

    • Inbox · Delivered
    🗓️
    SOP: Closing up
    Operations Manager · One page · from your interview
    Before the last customer leaves
    • Flip the sign at 5:45
    • Start the dishwasher cycle
    After close
    • Count the till and log it on the sheet
    • Lock the back door, then the front
    Open questions
    • Who gets the alarm code? You didn't say.
    Illustration. Yours is built from your own accounts.
    Approvals
    💬
    Customer Desk
    Waiting for your approval
    Email
    To
    Ravi Patel
    Subject
    Sorry about Tuesday's delay

    Hi Ravi, you're right. We were late Tuesday and should have called. We've added a call-ahead step to our checklist so it won't happen again.

    Approve & sendEditReject
    Illustration. Sending from your account is a permission you turn on.
    1. 4Weeks 2 to 6🗓️

      One routine a week

      Operations Manager

      “Every Friday, ask me about one more routine.”

      Interviews you about one routine and drafts the next checklist.

      You: Choose what gets written next.

    2. 5Every day🗓️

      Let the day run itself

      Operations Manager

      “Every morning, show me what's on and what's slipping.”

      Keeps a running picture of the day and flags what's slipping.

      You: Decide what you can let go.

    Schedule
    1. Mon🗓️Plan for the week
    2. Tue💬Replies drafted
    3. Wed🗓️What's slipping
    4. Thu💬Complaints flagged
    5. Fri🗓️Next routine interview
    Illustration. Set any schedule in plain words.

    This exact team, one tap away. Hired in about two minutes.

    Hire this team →