$47 · Lifetime Access to the replay · FREE Team Rollout Kit
✅ What counts as urgent and what your team should hold for later
✅ Where every non-urgent question goes, so nothing falls through the cracks and you can see everything waiting on you in one place
✅ The five pieces every question needs, so “Job 123 is ready for invoice” turns into “Invoice is drafted and linked. Okay to send?”
✅ How your team sends it all to you once a day, and how to answer from the truck with a comment, an email reply, or a voice note
✅ Where to dump everything that pops into your head (order winter shirts, register for that networking event), so your team handles the details
✅ How to roll it out to your team the next morning, and the five words to text back when someone sends you something that could wait
✅ PLUS the exact template I use with every client, customized for your business before the workshop is over
$47 · Lifetime Access to the replay
Everything you need to train your team on this exact method the next morning: a rollout script for introducing it, a cheat sheet for determining what’s urgent and what can wait, and a step-by-step guide for asking you questions in a way that leaves you only making the decisions.
Pulled straight from the training I use to set this up with clients. Included free with your ticket.
Live on Tuesday, November 17 · Lifetime access

I've spent 18 years in small business operations. Before I started Operate Simple, I was Director of Operations for a facilities management company in New York, with six departments under me.
Our in-office and remote teams were calling each other all day long. So I built a living plan for the day that everyone could see. Over the years it got simpler, and it became what I call the Open Items Doc.
When I started working with overwhelmed business owners, I thought they needed more admin help. What they needed was structure. And this doc is always the first piece I set up.
I've been building it with clients for more than seven years. Clients I set this up with five and six years ago still use it every single day.
It's built in Google, you can set it up in about half an hour, and it gives you a handle on everything that's waiting on you.
I can't wait to build it with you live.
It's built for service, trades, and home service businesses where the owner is on job sites, with customers, or bidding work while the office keeps running. I've set it up for remote teams, in-office teams, and owners who are in the field all day.
Yes. Build it now so it's ready the day you hire. It's also what makes part-time or remote help possible. Someone working 12 to 15 hours a week can run off this doc without needing you to answer in real time.
Because then you're checking five platforms, sorting out what's urgent, and figuring out what to answer, usually at the end of a long day when you don't have the bandwidth. One doc puts every question that's waiting on you in one place, so you can see everything outstanding at once and answer it fast.
In-person offices need it the most. Walking over to someone's desk interrupts them the same way a text does.
No. It's for your office team, you, and anyone who answers their questions, like an estimator or project manager. Your techs keep working the way they do now.
You'll set it up during the workshop. After that it takes about ten minutes a day to answer. Your day might end a little later, but the whole day before that gets more productive, because you stop answering on the spot in the middle of ten other things.
Right after checkout you'll get a login to your client portal. The live session, the template, your Rollout Kit, and later the replay all live there, and you keep access for life.
A Google account. That's it. You'll copy the template into your own Google Drive during the workshop.
The replay goes into your client portal right after, and it’s yours for life. But come live if you can. You can ask questions about your own business, and you’ll leave with your template customized and ready to go.
$47 · Tuesday, November 17 at 6:30pm ET · Lifetime access