About This Lesson
Stage 2: Systematize
You have clients and revenue, but everything lives in your head. Jeremy shows you how to document every process, build your operations manual, and create the systems that will eventually run without you.
What’s Covered
Documenting every client-facing process in an operations manual with compliance checklists
Building a 90-day marketing calendar with pre-created content and systematized referral requests
Documenting the sales playbook — scripts, objection handling, proposal templates, and CRM pipeline stages
Implementing a service calendar with automated touchpoints and surge meeting system
Mapping every workflow in the CRM with task templates and portfolio rebalancing automation
Writing job descriptions for your first 2–3 roles and developing a 90-day onboarding plan
Creating an org chart, writing role descriptions with KPIs, and establishing team meeting rhythm
Building a P&L tracking revenue per client segment and designing compensation frameworks
Build Series PDF Guide — Stages 2 & 3
Constraint tables, action plans, graduation criteria, book recommendations, and AI prompts built for your stage
Completing both Build lessons unlocks the Scale Series
