Resources
Practical articles, case studies and guides on building a team that works.
Featured
Client story · Startups
How a K 12 education technology company grew its grading team from one to thirty
A K 12 education technology company came to us with a grading backlog. Eight months later, thirty specialists work with them, and its scoring team grades at least 16,000 student assignments a week.
Article · General
Automation teardown: the weekly timesheet
What a timesheet automation does step by step, what a person still owns, and the hours it can give back for a 40 person team.
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Guides
Step by step help for the work you want off your plate.
Guide3 min read
Never miss a call: setting up dispatch and scheduling cover for a home services company
For owners of plumbing, HVAC, electrical, cleaning and other field service companies: how to cover phones, booking and dispatch through your business hours, what to write down first, and what to measure.
Guide3 min read
Your first offshore hire: what to hand off first and how to onboard them in a week
For founders: how to pick the first work to hand off, what to have ready before day one, and a one week onboarding plan that gets your specialist working on their own.
Guide3 min read
Front desk relief: which admin work a remote team can take on, and what stays in house
For practice managers and owners: how to sort front desk and billing work into what a remote team can handle and what stays with your staff, how to set up access, and what to measure.
Guide3 min read
Managing a dedicated offshore specialist: the first 30 days
What you direct, what we handle, and a week by week plan for the first month with a new dedicated specialist, so the work is running well by day 30.
Guide3 min read
A 100 day back office plan: what to automate, what to staff and how to show it to the board
For PE operating partners and portfolio COOs: a 100 day plan to take cost out of one back office function, decide what to automate and what to staff, and report the savings in terms the board recognizes.
Guide3 min read
How to write SOPs your offshore team can actually follow
A practical way to write standard operating procedures that a remote team can follow without asking you every day: what to include, a simple template, and how to keep them current.
Guide3 min read
Automation for accounting firms: where to start
Five places an accounting firm can automate first, what stays with your licensed staff, and a four week plan to start.
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