Finally, A Clear Path Out of Operational Chaos

Operations Assessment Workbook – Identify your operational blind spots and create systems that actually work for your growing business.

You know something’s wrong with your business operations, but you can’t put your finger on exactly what…

You’re working harder than ever, but somehow nothing feels under control. Your to-do list keeps growing. You’re drowning in apps that don’t talk to each other. And that nagging feeling that you’re missing something important?

It’s getting louder every day.

Here’s what I’ve learned after 20+ years of helping small business owners untangle their operations: You’re not broken. Your systems are.

 

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The Real Problem (And Why Hiring More People Won’t Fix It)

Most small business owners think they need more hands when what they really need is better systems. You’ve outgrown the scrappy startup approach that got you here, but you’re still trying to make it work.
The result? You’re the bottleneck in your own business.
I created the Operations Assessment Workbook because I kept seeing the same pattern: brilliant business owners spinning their wheels, not because they lacked talent or drive, but because they couldn’t see their own operational blind spots.

One-time payment • No monthly fees

What’s Inside: Your 3-Step Path to Operational Clarity

Section 1: Where You Are Now

Uncover what’s actually broken (vs. what feels broken)
  • Reflection questions that reveal hidden operational gaps
  • Time audit that shows where your hours really disappear
  • Current systems inventory to see what’s working and what isn’t

Section 2: The Reality Check

Stop the time and money leaks
  • Business roles mapping to identify who should be doing what
  • Tech stack audit to eliminate redundancies and fill gaps
  • Process documentation starter to get out of reactive mode

Section 3: Where You Want to Be

Bridge the gap between chaos and control
  • Future vision planning that connects your goals to operational needs
  • Priority action planning so you know exactly where to start
  • Resource allocation guide to invest your time and money wisely

Plus 3 downloadable templates to implement your insights immediately.

This Isn’t Another Generic Business Assessment

This workbook is specifically designed for small business owners who are working IN their business when they want to work ON it, tired of being the only person who knows how everything works, ready to build systems that actually support their growth goals, and looking for practical steps, not just pretty frameworks. If you’re drowning in day-to-day operations while your bigger vision sits on the back burner, this assessment will help you see exactly where to focus your energy to create real, lasting change.

Questions? I’ve got answers!

Q: How long does this take to complete?

A: Sections 1 and 3 take about 2-4 hours combined, but the workbooks in Section 2 can take a couple hours each. I recommend spreading the whole assessment out over a couple of days so you can really absorb the insights as you go. The key revelations often come when you step away and come back with fresh eyes.

Q: What if I'm not tech-savvy?

A: Perfect! This workbook is designed for real business owners, not tech experts. Everything is explained in plain English with practical examples.

Q: Will this work for my industry?

A: The operational principles work across industries. I’ve used these same assessments with service providers, product businesses, consultants, and more.

Q: What if I realize I need more help after completing this?

A: That’s exactly what this is designed for – to give you clarity on what you need. You’ll know whether you need systems help, strategic planning, or just better processes. (And yes, I offer additional services if you want support implementing your action plan.)

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Ready to trade operational chaos for strategic control? Your future self will thank you.