The Business Out-of-Your-Head Kit

Stop keeping your entire business in your head. This kit walks you through writing down how your business actually runs: what happens from first call to paid, who does what, what has to happen every week, and what someone else would need to know if you were out. You fill it in yourself, at your own pace.

$49 · Instant download · One ZIP, six files

Buy the kit, $49
The first page of The Business Out-of-Your-Head Kit, with its checklist of what you will have in 30 days and its table of contents

What’s in the download.

The PDFs are for printing or writing on. The Word and Excel files are the editable copies.

Start Here
PDF, 1 page: what to open first and your first 20 minutes.
The playbook
PDF, 25 pages: guidance, worksheets and filled-in examples. A six-statement self-assessment, questions that pull the work out of your head, the Critical Flow, the Process Card with four sample cards, who does what, recurring tasks, an if-you’re-out plan, your first 30 days and a 15-minute monthly review.
Process Card
Word or Google Docs, editable: a two-page card to copy for each process.
Operations Tracker
Excel or Google Sheets: audit, top three, process inventory, responsibilities, action plan and monthly review, with working formulas.
30-Day Checklist
PDF, 1 page: the first four weeks on one printable page.
Workbook
Word or Google Docs, editable: every worksheet in the playbook.

A look inside.

Two pages of the kit: the blank Critical Flow worksheet and a worked example of a money path
The Critical Flow: your money path on one page, with its trouble spots flagged.
Three pages of the kit: the blank two-page Process Card and a filled-in sample card
The Process Card: one card per process, with four filled-in sample cards.

The examples are made-up businesses (a landscaper, a gift shop, a plumber and a solo photographer), labelled as made up.

Questions about the kit.

What file types are in the kit?

One ZIP with six files: three PDFs (Start Here, the 25-page playbook and the 30-Day Checklist), two Word files that also open in Google Docs (the Process Card and the Workbook) and one Excel file that also opens in Google Sheets (the Operations Tracker, with working formulas).

Can I print it?

Yes. The PDFs are for printing or writing on; the Word and Excel files are the editable copies. It is a digital kit: you download it right after you pay, Cara emails you a copy, and nothing is shipped.

What is the 90-day credit?

If you book TheOpsIQ’s Ops Automation Playbook within 90 days, what you paid for the kit comes off its price. The kit is complete without us.

Was AI used to make it?

Yes. The kit was written by Cara O’Connor of TheOpsIQ in Arvada, Colorado, and designed with AI help. The four example businesses in it are made up, and labelled as made up.

Get the kit.

$49, paid through Square. You get the download right after you pay, and Cara emails you a copy too. Want us to write the playbook and build the workflows with you instead? See the Ops Automation Playbook.

Buy the kit, $49
Questions? cara@theopsiq.com