From scattered chaos to one operating manual
Untangling a year of half-built systems — and rebuilding them as one operating manual the team actually uses.
The Client
The co-owner of a premium home services business
A multi-revenue-stream business: retail showroom, full installation crews, and a builder-jobs pipeline working with new construction. Three different sales paths. Three different fulfillment flows. One growing team.
By the time she came to LI Group, she’d spent over a year working with another consultant trying to get her systems set up. Some of it worked. Most of it didn’t. None of it was hers.
I’m so excited about the progress! Thank you all so much for the help and support.
The
Challenge
- A year of half-built systems — nothing fully implemented
- Three conflicting SOPs for the same process
- Docs scattered across Drives she didn’t own
- Six integrated platforms — nobody knew how they fit
- Automations half-fired — no way in
This was the “master” workflow reference her team was actually using.
What We Built
Our Solution
Every platform, mapped & fixed
We audited the six platforms in play, fixed every broken automation, and documented exactly what each tool does — with screenshots, logins, and step-by-step how-tos.
Three pipelines, visualized
Retail, installation, and builder-jobs — each one mapped end-to-end with swim lanes for every role. Every handoff named. Every step assigned. Trained on, not just written.
Role-based paths
Sales, Technicians, and Project Managers each have their own path through the manual — only what they need, in the order they need it. New hires log in and know what to do.
The Outcome
