FREE 90-MINUTE WORKSHOP | FOR SERVICE BUSINESSES

    ARE YOUR PEOPLE THE ONLY THING HOLDING YOUR BUSINESS TOGETHER?

    Get Your Free Human Glue Snapshot - See Exactly Where Your Business Runs on People Instead of Systems

    Video coming soon

    It's a 90-minute, interactive session where you and your leaders receive a personalized, actionable map of one part of your business from the team that sits with leaders and maps how service businesses actually run.

    I'M READY TO FIND THE GLUE
    1

    Book.

    Pick a time for you and 2–3 of your leaders.

    2

    Map.

    90 minutes over video, mapping one track of your business.

    3

    Get your Snapshot.

    A one-page map plus Quick Wins with the exact systems and triggers.

    the deliverable —

    Here's what you'll walk away with

    This is a real Snapshot from a multi-location service franchisor, anonymized.

    Human Glue SnapshotReal example, anonymized

    Franchise lifecycle track

    Multi-location service franchisor. Mapped with 3 leaders in one 90-minute video session.

    25+ person-hours a weekspent keeping this one track running by hand
    6 stepsmapped, 4 of them high friction or a critical gap
    10+ systemstouched during onboarding alone

    How the track runs today

    Step 1
    Prospect pipeline
    Franchise Ops, Onboarding, CEO
    Franchise software abandoned. Manual templates. Legal-hold dates tracked by hand.
    15 person-hrs/wk in syncs
    Step 2
    Onboarding
    Onboarding Coordinator, Franchise Ops
    25+ steps across 10+ systems. Daily 1-hour sync for 3 people. Progress kept on a notepad.
    Daily sync, 3 people
    Step 3
    Franchisee questions
    Franchise Ops Manager
    Same questions answered every week. No FAQ, no wiki. All tribal knowledge.
    10 hrs/wk recoverable
    Step 4
    Franchise broadcasts
    Franchise Ops Manager
    Separate paid SMS tool. No segmentation, so every message goes to everyone.
    $900/yr, no targeting
    Step 5
    Monthly check-ins
    Franchise Ops, CEO
    Scheduled by hand. No agenda. No record of what was agreed.
    Doesn't scale
    Step 6
    Compliance
    Nobody monitors
    Ad spend, territory, insurance and revenue: all unmonitored.
    Framework doesn't exist
    High frictionCritical gapOpportunity

    Where the glue is: the Franchise Ops Manager is the bridge between every system in this track. Repeat franchisee questions alone take 10 hours of their week, and that grows with every new location.

    Today10 hrs/wk
    35 locations12–13 hrs/wk
    40 locationsOver half the week

    Quick Wins

    Franchise pipeline board

    Weeks 1–2

    ClickUp list with 10 stages, replacing the abandoned franchise software

    Prospect submits the website form
    Webhook creates a task in New Prospect
    Stage changes update the board
    What it automates
    • Moving a prospect to FDD Sent stamps the date and calculates the 14-day waiting period.
    • The Signed stage stays locked until that date passes.
    • Every prospect, stage, and hold is visible to the whole team in one view.
    Owner
    Franchise Ops
    Result
    Legal holds tracked automatically. No more manual date tracking.

    Onboarding template with a franchisee view

    Weeks 3–4

    ClickUp task template plus guest access for each new franchisee

    Pipeline task moves to Signed
    Onboarding template applies itself
    Franchisee sees their own checklist
    What it automates
    • 25 subtasks created with owners and due dates set relative to the signing date.
    • The franchisee checks progress in their guest view instead of calling.
    • Status updates happen on the board, not in a meeting.
    Owner
    Onboarding Coordinator
    Result
    Notepad tracking eliminated. The daily 3-person sync becomes a live board.

    Franchisee knowledge base, then an FAQ agent

    Weeks 3–4, agent in phase 2

    ClickUp Docs as the knowledge base; an AI agent on the SMS and email inbox

    Franchisee texts or emails a question
    Agent drafts a reply from the knowledge base
    Unsure answers escalate to Franchise Ops
    What it automates
    • First: every question answered this month gets written into the knowledge base.
    • Then: the agent answers repeat questions from it, with sources.
    • Anything it isn't confident about goes to the Franchise Ops Manager with a draft.
    Owner
    Franchise Ops Manager
    Result
    Up to 10 hrs/wk back, and the answers stop living in one person's head.

    What this Snapshot doesn't show: how this track connects to sales, finance, and fulfillment. The full audit for this company mapped every track together and found 43+ person-hours a week of work needing zero human judgment, across 11 people.

    Book your free Snapshot

    questions —

    FAQ

    Why is it free?

    It's the best way to show you how we work. You keep the Snapshot and the Quick Wins either way.

    Is this a sales pitch?

    No. The session is spent mapping your business. If a full audit makes sense, we'll say so at the end.

    Who should join?

    You and 2–3 of the leaders who run the part of the business you want mapped. No prep needed.

    What happens with what we share?

    It's used only to build your Snapshot. Any example we show is anonymized, with permission.

    Book your free Snapshot