Business Operations

How the business actually runs day-to-day. Systems, processes, and structure that turn chaos into predictability.

Framework

The EOS Framework provides a complete operating system—vision, traction, accountability. If you don't know where to start, start there.

Project Management

Use ClickUp, Asana, or similar to track tasks and projects. The tool matters less than consistent usage. Pick one and stick with it. For SaaS agencies, automate client onboarding so every new customer gets a checklist without manual work.

HighLevel-native option: If you're running HighLevel and don't want to pay for external project management, GHL Plugins Task Manager puts task boards directly inside sub-accounts—no extra tool needed.

Documentation

Write down how you do things. Processes only scale when they're not trapped in someone's head. Essential for hiring and delegation.

Finance

Track revenue, expenses, and profitability. Know your numbers. If you can't measure it, you can't improve it.

The Goal

Operations should enable the work, not create bureaucracy. Build systems that free up time for Sales, Marketing, and client delivery—the things that actually grow the business.