Welcome to the G.U.I.D.E. Cohort
Your employees are asking for structure. You know you need it, but getting started feels overwhelming—whether it’s staring at a blank page or not knowing how detailed to get. This cohort is designed for Custom Integrators who’ve tried everything: purchasing software, hiring more staff, creating checklists, or enforcing processes, yet still face the same challenges.The real reason you're struggling? You don’t have the right lens to identify and fix the root problems.That’s why I created G.U.I.D.E.—Great Utility In Documented Experiences. G.U.I.D.E. provides a starting point, a clear plan to address what matters most, and a foundation for scaling your business. It bridges the gap between Sales and Operations, helping you keep more of the money you earn while delivering a better client experience.If you’re ready for a solution that works and lasts, this is for you.
Hi, I'm JasonI’m a Process Architect and Lean Six Sigma Black Belt with over 30 years of experience in Luxury Consumer Electronics. I’ve worked with hundreds of Custom Integrators globally, from single-person operations to teams of over 100.Across the board, the challenge is the same: no scalable processes to support growth. This lack of structure leads to operational chaos—miscommunication, inefficiencies, and costly mistakes. As businesses grow, they often rely on ad hoc processes, outdated documentation, fragmented communication, and tribal knowledge that isn’t scalable.My G.U.I.D.E. Workflow Activation System eliminates these issues by redefining how companies operate, bridging the Process Void, and helping you uncover gaps in knowledge, alignment, and software.Are you ready to give your employees the structure and process they need?
The G.U.I.D.E. Cohort Overview
This cohort equips Custom Integrators with the tools and strategies to overcome operational bottlenecks and inefficiencies. Whether you’re running a business solo or managing a team, these sessions will provide the framework for sustainable growth.
Together, we’ll identify your specific pain points—knowledge gaps, software limitations, or undefined processes—and address the most common bottlenecks I’ve encountered with proven solutions.By the end of the cohort, you’ll have: Tools to streamline operations, strategies to eliminate bottlenecks and a solid foundation for scaling your business.Ready to get started?
1 Month - Four Weekly 90 minute sessions
Session 1 - Define HOW you operate
Understanding your Client’s Journey
Identifying Project Milestones
Establishing Communication Standards
Streamlining Weekly Project Meetings
Setting Client Expectations with a clear Client Experience
Live Q&A
Session 2 - Create Standards with SOP's & Checklists
The importance of standards
Determining what you need: SOPs, checklists, or both
Using ChatGPT to accelerate document creation
Live Q&A
Session 3 - Leverage Lean Six Sigma Tools
SIPOC Model
Value Stream Mapping
5 Why's
Using the tools for problem solving and documentation
Live Q&A
Session 4 - Put the Tools to Work
Client Journey & Client Experience
Project Status Review Template
Responsibility Matrix Template
Software Stack Analysis Template
Wrap up - how to access the tools
Live Q&A
Here is what you get
A Client Journey Workflow to visualize your operations and identify where you're stuck.
An Employee Responsibility Matrix to align your team and define roles.
A set of basic industry-standard SOPs and checklists for key project milestones.
A Client Experience template to set clear expectations and prepare your clients for their project.
A set of basic Client Communication Email templates to keep clients updated throughout the project.
A Project Status Review template to keep your "work in progress" on track and run more efficient meetings.
A single source of truth for your organization to keep everyone on track!
Add your logos, customize it to fit your needs, and turn it into your Operations Manual!
Frequently Asked Questions
How much does it cost? - $1,000 per person
How long is the cohort? - 1-90 minute call a week for 4 weeks
How long do I get access to the Slack Community? - Forever
How many people are in the cohort? - It will be limited to 10 people with multiple sessions running simultaneously.
Do I have to attend every live session? - No but you'll miss out on all of the collaboration. Recorded sessions will be available.
Will the templates be editable? - Yes all of them will be editable for you to customize except for the Client Journey Workflow
How will this get my team to follow the process? - It's not a quick fix. A team's ability to follow a process starts with a strong culture and clear core values. Once those are in place, the missing piece is implementing the right process to support them.
Here’s what my clients are saying...
