PLAYBOOK BUILDER
Systemize and scale by documenting what you do
What it is…
The Playbook Builder is our flagship service.
Through a series of interviews, we take a deep dive into what makes your company unique. Together we create custom process and training documentation for your growing team—as well as proven systems to help you actually use it—to finally get your processes finally followed by all.
Small businesses with roughly 20-200 employees who are experiencing:
chaotic onboarding and training
trouble with team alignment
rapid growth before a sale
Who it’s for…
You’ve had “document our processes” on your to do list for months. We bring our proven methodology and specialized expertise to help you finally get it done.
Why it works…
We rely on our proven 3D approach to guide your team through building your playbook with efficiency. We do the heavy lifting of the documentation for you at first, then teach you how to use what we’ve created to keep it updated forever.
Our approach
Our 3D Approach
► Download company knowledge from your brain(s) to ours
► Distill what needs to be memorialized
► Document in a way that’s easy to share
First, we’ll assess your team’s roles and responsibilities.
Then, we’ll develop process and training content to serve as a single source of truth for how work gets done in your company.
Finally, we’ll teach you how to actually use your playbook and keep it updated, so everyone follows the same processes every time.
Expect this work to take 6-24 months, contingent on employee count. The more people you have, the longer it will take. Here is a rough estimate:
► < 30 employees = est. 6 months
► 31-60 employees = est. 12 months
► 61-100 employees = est. 18 months
► 101-200 employees = est. 24 months
Timeline
First available start date
Typically 3-4 weeks
How to get started
Book an introductory call below. We’ll discuss your needs, and give an overview of how we work.
Then, we’ll schedule a formal proposal meeting to review how our standardized solutions can be modified for you.
When we’re done,
you’ll be armed with:
✓ First 90 days onboarding/training plan
✓ Base documentation of processes & training for all company roles
✓ Playbook software (i.e. Trainual) implementation and team training
Why trust Untangled?
Outside perspective
The fact that we know nothing about your company when we begin is our greatest value. Through asking the right clarifying questions, we uncover what is obvious to you that’s not obvious to anyone else. Then we help you write it down.
Playbook software experts
Technology can be a great investment...if you know how to use it. More than just helping you implement playbook software, we teach you how to use it to get faster onboarding, better team accountability, and a higher value business.
Small business experience + teaching skills
As experienced business professionals who also have a knack for teaching and communications, we are uniquely qualified not only to uncover what your processes are, but to teach them to others.
Get further, faster
You end up building your playbook better and faster because you’re working on the right things—not reinventing the wheel.
What to expect
① Paperwork
✓ Sign
✓ Authorize monthly payments for 1st of each month
✓ Gather preliminary materials
✓ Schedule recurring sessions
② Materials Review
③ Kick-off meeting with all key stakeholders
✓ Invite any internal SME who will be interviewed for their institutional knowledge, as well as any leader responsible for operationalizing your playbook during or after our engagement.
④ Interviews / Process & training content creation
✓ This process can last 4 months or 2 years depending on company size.
⑤ Playbook software implementation
✓ As soon as there is content ready, and your team is ready, we will begin. Implementation often overlaps with content creation.
⑥ Change management guidance
✓ How do you instill the habits your team needs to start using your playbook? We guide you through what we’ve learned in working with 100+ companies.
Participation Requirements
✓ Designate a project champion. Someone to “own” this project internally and continue the implementation after our engagement ends. Project champion must be on the executive team.
✓ Commit to scheduled sessions. Reschedules will of course be accommodated, but doing so frequently can lead to significant delays in progress.
✓ Commit to ~ 1-2 hours of “homework” per week. Typically recording a process on video, or sharing existing documentation. Responsibility can be shared with your entire team.
Playbook Builder
$2,500/month
*minimum 6 months
Monthly ACH direct draft