How We Work Together

by Jean-Eric Plamondon | 5 Jul, 2025 | Management Operating System, Streamlined Processes

The short answer: Software plays a part, but what we do is help you build a business that runs better. We start with a diagnosis, build habits before systems, train your team, and work in monthly or quarterly iterations, tackling the next most valuable improvement each time.

When we start working together, people often think they’re hiring us to fix their software (or sell them new software.)

And yes, software plays a part.

But that’s not really what we do.

What we do is help you build a business that runs better. Where your team communicates clearly, your systems make sense, and your problems are the kind that move you forward instead of holding you back.

So, here’s what it actually looks like to work together.

1. We Start with a Diagnosis, not a Prescription

Before we talk about tools or processes, we need to understand what’s really going on in your business.

We start with a diagnostic. This is a structured conversation and assessment that looks at the core components of your operation:

• Do you have a scalable business model?
• Are your processes clearly defined & streamlined?
• Are your team members set up to succeed?
• Do you have a reliable management operating system?
• Are you tracking the right metrics?
• Is your software helping—or getting in the way?

This gives us a snapshot of how things are actually working. From there, we can start to figure out where to focus.

2. We Build Habits Before We Build Systems

Change doesn’t stick unless people change how they work. That’s why we don’t start with the fancy solution (the sports car) we start with the skateboard.

Instead of throwing a big, expensive platform at the problem, we build something simple that helps your team start moving in the right direction. That might be a Google Sheet. It might be a basic form. Or it might incorporate part of a system you already have, but it’s designed to help people build the right habits—like capturing and entering complete info before handing off a file so the next person has everything they need to do their next steps.

We’re not trying to impress anyone with technology. We’re trying to get results. And sometimes the simplest tools are the best place to start.

3. We Train Your Team to Work (and Think) Differently

Most failed implementations aren’t about the tool. They’re about the people using it. (Or not using it, or worse, not using it properly)

That’s why training isn’t something we tack on at the end. It’s baked into every step we take.

But we’re not just teaching button-clicks or workflow steps. We’re helping your team shift how they think—about their role, their responsibilities, and their impact on the business.

We work together to develop the mindset that makes systems work:

• Taking ownership instead of blaming the software
• Using the system to be proactive instead of reactive
• Thinking in terms of solving root problems, not just sticking another band-aid on the symptoms

We use real examples from inside your business—so training isn’t theoretical. It’s practical and relevant to their day-to-day work.

And we don’t just do it once.

We check in, adjust, and continue to support your team as they build confidence. That’s how we turn resistance into engagement—and that’s how real change happens. Your team won’t just know how to use your systems, they will want to use them.

4. We Watch, Listen, and Adapt

We don’t just sit in meetings. We sit beside your team.

We review what’s working, what’s not, and what needs to change.

We watch sales reps fill out forms. We listen to designers/engineering explain what’s missing. We pay attention to the questions team members and management ask when things aren’t working as expected. We look for the moments when things break down. Not to assign blame, but to understand where the process & work habits need to be refined.

This is where real insight happens. Not in a spreadsheet. Not in a report. But in the lived experience of your people doing the work.

5. We Make Problems Visible—So We Can Upgrade Them

When we start fixing things, new problems (or what I call better problems) show up.

That’s a good sign.

Fix your intake process, and suddenly you notice your sales handoffs are sloppy not as consistent as you would like. Improve your sales conversion rates, and production planning and capacity cannot adapt quickly enough. Clean up your data, and you realize your reporting isn’t telling you anything useful.

These are better problems. They’re the kind that move your business forward.

We don’t shy away from these problems. We build your capacity to solve them.

6. We Work in Monthly/Quarterly Iterations

This isn’t a one-and-done project. It’s an ongoing engagement.

Each month, we tackle the next most valuable improvement—based on what your business needs most at that time.

Sometimes that’s process. Sometimes it’s training. Sometimes we start rolling out new software.

We don’t force a rigid plan. We respond to what’s happening on the ground. And we keep moving forward.

Clients sometimes ask us when we’ll be “done.”

The truth is that each improvement yields better results – and introduces new and better problems. This creates a positive cycle that levels up your business, allowing you to produce more with the same or less resources.

The work ends when you’ve decided that things are “good enough” and don’t want to continue improving until you’re ready to level up to new heights.

7. We Focus on Progress, Not Perfection

If you’re expecting instant results, a magic pill, or the silver bullet, we’re not right for you.

But if you’re ready to roll up your sleeves, contribute to fixing what’s not working, and build a business that gets better every month—we’re going to get along great.

You won’t end up with a perfect company. But you will end up with a stronger one. One with systems, habits, and tools that increase efficiency, make sense for how you work, and instill a strong culture that will continue to improve after we are done and gone.

Common questions

What happens first when we work together?

We start with a diagnosis, not a prescription: a structured conversation and assessment of the core components of your operation, from your business model and processes to your metrics and software. That gives us a snapshot of how things are actually working and where to focus.

Why start with simple tools?

Change doesn’t stick unless people change how they work. So instead of a big, expensive platform, we build something simple, like a Google Sheet or a basic form, designed to help people build the right habits.

Why is training part of every step?

Most failed implementations aren’t about the tool. They’re about the people using it, or not using it. That’s why training isn’t something we tack on at the end. It’s built into every step, using real examples from inside your business.

When is the work done?

Each improvement yields better results and introduces new and better problems. The work ends when you’ve decided that things are “good enough” and don’t want to continue improving until you’re ready to level up.