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The Systems Effect

Services · The Systems Effect

We build your playbook, so your team runs without you.

We interview your people and write it all. You approve it.

Book a discovery call
See how it runs
In their heads

The people who just know

  • You
  • Office manager
  • Lead tech
  • Front desk
We capture it

They talk. We write.

  • Interviews
  • Filmed work
  • On site
In your hands

Yours to keep

  • Playbook by role
  • SOPs inside
  • Video training
  • In your LMS
“We don't have to do anything. The Systems Effect takes care of everything for us.”
Felipe Freig · Versa Homes

Built our way, used every way

What your playbook makes possible.

The difference

Your week, before and after.

Before
  • Every question ends at your desk.
  • New hires shadow for months.
  • Know-how leaves when people do.
After
  • The answer is in the playbook.
  • New hires train from day one.
  • What they know stays.

How it runs

From their heads to a trained team.

  1. Discover and documentWeeks 1 to 2

    Interview the people who know

    Owners, managers, front line.

  2. 2 to 3 sessions a week

    Capture the work

    Screens, jobs, every decision.

  3. Procedure setup and build-outAbout 30 days a job

    Build the playbook

    Checked by whoever does the job.

  4. Launch

    Train your team

    Loaded and walked through.

  5. A living playbookEvery month

    Keep it current

    Audited as the business changes.

Some knowledge only shows up on site. So do we.

  • Lake County, IN and Chicago
  • On site nationwide
  • Travel at cost

What you get

A playbook chapter, and the SOPs inside it.

Playbook · Chapter 2Example

Office

Owner
Office manager
Today
  • Two people book jobs two ways.
  • Urgent calls wait until tomorrow.
  • Techs learn the job at the door.
Proposed
  • One way to book, tagged by urgency.
  • Emergencies checked by 9 a.m.
  • Job notes go out with the booking.
SOPs in this chapter
  1. SOP 01Answer and log every call
  2. SOP 02Quote a repair over the phone
  3. SOP 03Reschedule a missed visit
  4. SOP 04Book a service callBelow
Office · SOP 04Example

Book a service call

Owner
Office manager
Checked by
Lead dispatcher
  1. Get the name, address and callback number.
  2. Ask what is wrong and since when. Tag it Emergency, This week or Quote.

    Why"No heat" in January is an emergency, even when they sound calm.

  3. Book the closest qualified tech and text the arrival window.

Pricing

Three ways to work

  • Systems Sprint

    Starting at

    $3,500

    About 30 days per role

    One role's chapter and its SOPs, done by a date.

    FitsOne role, or one person about to leave.

  • Optimization and Implementation

    Starting at

    $12,500

    One system, about 60 to 90 days

    One system mapped, fixed and rolled out across its roles.

    FitsOne broken system, like dispatch or one EOS core process.

  • Systems Partner

    Recommended
    Starting at

    $4,500/mo

    Three-month blocks, billed monthlyStarting at $13,500 a block

    Your whole playbook, built and kept current.

    FitsThe whole business, a sale in 1 to 3 years, or every EOS core process.

Every plan: we run and record the interviews. About 2 hours a week from each person we interview.

Discovery call
Free
Upkeep after a project
Starting at $1,500/mo
Custom software from The Software Effect
Custom pricing
On-site days and travel
Agreed first, billed on top
Looking for something specific?

Questions

What people ask first.

How is a playbook different from SOPs?

An SOP is the steps for one task. Your playbook is how the whole business runs: a chapter per role, with its SOPs inside.

Can't we just write it with AI?

AI can't ask the follow-up that gets past the polite answer, so we interview your people and use AI to organize what they said. As Felipe Freig of Versa Homes put it: "SOPs are proven steps. You don't write SOPs with AI. You organize them with AI."

What does it cost, and is there a contract?

A Sprint starts at $3,500 and Optimization and Implementation at $12,500, one time. A Partner starts at $4,500 a month, in three-month blocks, billed monthly. The discovery call is free.

How much time does my team give?

About 2 hours a week from each person we interview. We run and record every session and write every page. You approve it.

Where does the playbook live?

In your client portal, where your managers keep it current. The SOPs and training load into Trainual, PlaybookBuilder or your LMS.

Do you come on site?

Yes. We are local to Lake County, Indiana and Chicago, and work nationwide, virtually and on site. Travel is billed at cost.

Let's get your playbook written.

Free discovery call. Leave knowing which chapter we write first.

Book a discovery call