Setting Up Your Systems

What is this playbook?

This playbook shows founders how to build the systems and SOPs that let a business run smoothly and consistently. It is how you stop firefighting and start scaling.

The Problem It Solves

When every task depends on you remembering it, nothing is consistent and nothing scales. Systems fix that.

The Step-by-Step

1. Map your key workflows — the processes that matter most.
2. Document each as an SOP — clear, repeatable steps.
3. Choose your core tools — a simple, connected stack.
4. Automate the repetitive parts — remove manual busywork.
5. Assign owners — every system needs someone responsible.
6. Review and improve — keep systems current.

Tools That Help

• Notion — SOPs and dashboards.
• Zapier / Make — automation.
• ClickUp / Asana — workflows and ownership.
• Loom — visual SOPs.