What if nothing is written down yet?
We write it down with you in the first weeks. Your checklist lists each process we write, and you approve each one.
The six departments
Every job gets an owner and a written process.
Written processes, scheduling, weekly numbers and new-hire onboarding
What we do
We write down how your business runs: the steps, who does each one and where the files live.
The Fishing-Trip Playbook. Your processes and policies written down, so the business runs while you're away.
Your staff schedule, run from one system your whole team can use.
Your weekly numbers in one place, so you don't wait for month-end to see how you're doing.
A ready process and training for each new hire.
How you can tell
Every department running in 30 days. If we fall behind, you stop paying. Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
Try the fishing-trip test: could you go away and the business keep running? Your checklist lists what that takes.
- Your checklist lists each process we write, with a plain test for "done". You approve each one within 3 business days.
Who does it
Operations specialist
Each specialist runs one department.
What they run
- Written processes
- Scheduling
- Weekly numbers
- New-hire onboarding
What you stop doing
- Being the only one who knows how things work.
- Running the schedule from a spreadsheet only you understand.
- Building the weekly report yourself.
- Training every new hire from scratch.
What you get
- Your weekly numbers arrive in the same place each week.
- Your monthly progress report shows what was done and what comes next.
Your part:
- the weekly call for the first 90 days
- access to your tools in week one
- approvals within 3 business days
What it connects to
- Sales: your sales process is one of the processes we write down.
- Automation: your weekly numbers and handoffs run on the automations we build.
- Software: when a spreadsheet can't carry the work, the software department builds the system.
- Your accounting tool: your weekly numbers can draw on QuickBooks or Xero.
Tool names belong to their owners. Susanoo is not affiliated with them.
FAQs
Can the business keep running while I am away?
That is what The Fishing-Trip Playbook is for: your processes and policies written down, so the business runs while you're away. Your checklist lists what that takes.
What happens when we hire someone new?
Each new hire gets a ready process and training, so you stop training every new hire from scratch.
Where do our weekly numbers come from?
They can draw on QuickBooks or Xero, and they arrive in the same place each week, so you don't wait for month-end to see how you're doing.
Do you set up our staff schedule?
Yes. Your staff schedule is run from one system your whole team can use, so nobody runs it from a spreadsheet only one person understands.
Your first discovery call is free. After that, $500.
Book the discovery callStart free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.
Your first discovery call is free. After that, $500.