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The Systems Effect

Service · The Systems Effect

Trainual Setup and Consulting

Trainual setup and consulting from a Trainual Certified Partner. We plan the structure, build your SOPs from recorded work, and get your team using it.

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See pricingStarting at $3,500

Trainual, set up so your team opens it

Trainual is a strong tool. The problem is almost always the setup: content goes in before anyone plans it, it is organized by department instead of by role, and nobody owns keeping it current. We set it up the other way round.

A Trainual Certified Partner

The Systems Effect is a Trainual Certified Partner, the program Trainual formerly called Certified Consultant. In April 2025 we were the first listing in Trainual's Certified Partner Directory, as "Derek Coffey and Team," with a five-star rating from 20 reviews. Trainual has since retired the directory.

Trainual's Certified Partner Directory in April 2025, with The Systems Effect, Derek Coffey and Team, as the first listing with a five-star rating from 20 reviews

Trainual's Certified Partner Directory (trainual.com/consultants), April 2025. Other partners blurred.

What we do

  1. Plan before we build. We map the roles and the first processes worth capturing.
  2. Build from recorded work. We interview and record your people, then turn the work into procedures and close the gaps.
  3. Structure it by role. Each person sees the training their job needs, in order.
  4. Test and launch. Tests check understanding, and the rollout makes the team accountable for finishing.
  5. Keep it current. A review rhythm keeps procedures updated when the work changes.

Who this is for

  • You bought Trainual and it is mostly empty, or full and unused. Why nobody uses your Trainual explains why it is rarely the software.
  • You are about to buy it and want it set up right the first time.
  • Your SOPs live in documents and folders and need to move in.

Not sure Trainual is the right tool? Read our honest Trainual review and Trainual alternatives compared. Teams on PlaybookBuilder can see PlaybookBuilder setup and consulting.

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

Your Trainual subscription is billed by Trainual. The full breakdown is in what it costs to hire someone to write your SOPs.

Questions

What people ask first.

Who can implement Trainual for my company?

The Systems Effect. We plan the structure, build SOPs from recordings of your team's work, organize them by role with completion tracking, and keep them current.

Are you a certified Trainual consultant?

Yes. The Systems Effect is a Trainual Certified Partner, the program Trainual formerly called Certified Consultant. In April 2025 we were the first listing in its Certified Partner Directory.

We have Trainual but nobody uses it. What should we do?

Fix the structure before adding more content. We keep what works, rebuild it around roles, and add tests and a launch plan.

What does Trainual setup cost?

One role is starting at $3,500. A Partner across roles is starting at $4,500 a month, in three-month blocks. The Trainual subscription is billed by Trainual.

Do you only work with Trainual?

No. We also implement PlaybookBuilder and build in platforms like Process Street. The method is the same: the knowledge comes from your people.

How much of our time does this take?

About two hours a week from the people who know the most. We handle the rest.

More services
“We don't have to do anything. The Systems Effect takes care of everything for us.”
Felipe Freig · Versa Homes

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