Scale
Operations & Systems
The boring stuff. Where the margin actually lives.
POS migrations, inventory systems, scheduling, SOP libraries. The operational layer that lets you step out of the day-to-day without anything breaking.
Who this is for
You need this if any of these are true.
- 01You're the only person who knows how to run the business
- 02Inventory is a mess; you're overstocking or running out
- 03POS doesn't talk to your accounting software
- 04No written SOPs — everything's tribal knowledge
What's inside
The full menu.
- 01POS migrationSquare / Toast / Clover / Lightspeed — pick the right platform + migrate cleanly.
- 02Inventory management setupCin7, Fishbowl, or POS-native inventory. Real-time visibility.
- 03Scheduling + time trackingHomebase / When I Work setup + manager training.
- 04SOP library buildDocument every key process. 30-50 SOPs in a shared knowledge base.
- 05ERP for larger bizNetSuite or Quickbooks Enterprise for $2M+ revenue.
- 06Process mappingVisual workflows so every team member knows what happens when.
How it works
3 steps. No drama.
01
Ops audit
Identify the 3-5 ops bottlenecks costing you the most time + money.
02
Tooling
Pick + implement the right software for your size.
03
Documentation
SOPs + training so the systems stick.
Outcomes
What changes after the engagement.
- 01Owner can take a 2-week vacation without anything breaking
- 02Inventory turn improves 30-50%
- 03Hours saved per week on repetitive tasks
- 04Foundation for the next hire to actually onboard
Common questions
Answers upfront.
How long to migrate POS?
2-6 weeks depending on transaction volume + integrations.
Do you build the SOPs?
Yes — we interview your team, document the workflows, deliver in Notion/Loom.