The Ops Roadmap
Know exactly what to fix in your business, in what order, and who should own it.
When everything feels urgent, it’s hard to know where to begin. The Ops Roadmap gives you a clear, honest look at how your business runs today and a prioritized plan for what comes next, so you can stop reacting and start making real progress.
A flat, one-time fee, with special founding-client pricing for my first 3 clients.
A plan you can actually use.
A clear snapshot of today
How work actually moves through your business: people, processes, and tools, including the parts nobody’s written down.
Your top bottlenecks, named plainly
The two or three spots doing most of the damage, and why.
A prioritized 90-day plan
What to fix first, what can wait, and who should own each piece, whether that’s you, your team, a new hire, or a simple tool.
A recorded walkthrough and follow-up
A video walkthrough of your roadmap you and your team can revisit anytime, plus a 30-minute check-in two weeks later to adjust and keep momentum.
Five simple steps.
- Book a free call.We’ll make sure the Roadmap is the right fit before you spend a dollar.
- Fill out a short questionnaire.About 30 minutes, on your own time.
- Meet for a focused working session.We’ll walk through how your business really runs, over Zoom or in person in the Madison/Jackson area.
- Receive your roadmap within 10 days.Your written plan and recorded walkthrough, ready to share.
- Check in two weeks later.A short call to keep momentum going.
Clear priorities. Clear owners.
An illustrative example, not a real client’s data.
| Priority | What to fix | Owner | Timing |
|---|---|---|---|
| 1 | Client onboarding is rebuilt from memory every time | Office manager, with a new checklist | Month 1 |
| 2 | Every scheduling question routes through the owner | Owner hands off to front desk lead | Month 1 |
| 3 | New hires learn differently depending on who trains them | Owner and lead create a 30-day onboarding plan | Month 2 |
| 4 | Monthly reporting rebuilt by hand in spreadsheets | Bookkeeper, with a simple template | Month 3 |
Keep the momentum going.
Many owners move into the Ops Partnership after their roadmap. If you do within 30 days, half of your Roadmap fee is credited toward your first month.
Good to know.
Do I need to have systems in place already?
Not at all. Most clients don’t. We’ll start with whatever you’re using today, even if it’s a shared inbox and a notebook.
Will you do the work in the roadmap?
The roadmap tells you what to do and who should do it. If you’d like ongoing help making sure it happens, that’s what the Ops Partnership is for.
How much does it cost?
The Roadmap is a flat, one-time fee, so there are no hourly surprises. Founding clients receive special introductory pricing, and you’ll get a clear quote before anything begins.
How do I pay?
Once we agree it’s a fit, you’ll receive a simple one-time invoice. No subscription, no card on file.
Who’s actually doing the work?
I am. Done & Co. is a one-person practice led by an operations professional with more than 20 years of experience. You’ll work with me directly from start to finish.
Let’s find your starting point.
Not ready to talk? Take the 2-minute diagnostic.