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Service · The Systems Effect

Living Documents and Continuous Improvement

Your playbook changes when the business does. We audit it with the people who use it and update the chapters and SOPs that changed, virtually or on site.

Training platform setup and ongoing updates

We load your documentation into Trainual or PlaybookBuilder, organized by role with completion tracking. Then we keep it current as your processes change, without interrupting daily work.

Two ways we keep it current

  1. Virtual sessions. Short, focused sessions, quarterly or on a flexible weekly schedule.
  2. On-site capture. Workshops at your location when processes need to change quickly.

Who this is for

  • Your SOPs were written once and are already out of date.
  • Your team is growing and the roles keep changing.
  • A build just finished and you want someone to keep auditing it.

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

Pricing

What it costs

  • 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

Keeping your playbook current is included while a Partner runs. After a project, upkeep is starting at $1,500 a month. On-site days are agreed first, and travel is billed at cost.

Questions

What people ask first.

How do you keep SOPs current?

Virtual sessions, quarterly or on a flexible weekly schedule, and on-site workshops when processes need to change quickly.

Which platforms do you deploy to?

Trainual or PlaybookBuilder, organized by role with completion tracking.

What does ongoing upkeep cost?

It is included while a Partner runs. After a project or partnership, upkeep is starting at $1,500 a month.

Do on-site workshops cost extra?

Yes. On-site days are agreed first, and travel is billed at cost.

Ready to talk through Living Documents and Continuous Improvement?