We have zero documented processes and our financials are a disorganized mess. Should we clean up our backend books and build basic SOPs before we hire you to run our first session?

Question

Tyler Smith · Accepted Answer

Waiting for the perfect moment to start is a common trap. The urge to delay until everything is clean is standard Resistance: a psychological defense mechanism designed to postpone real operational accountability. You do not need to clean your house before the cleaning crew arrives. We begin our engagement exactly where your company stands today.

In fact, trying to write Standard Operating Procedures before establishing your EOS® framework is a waste of energy. Without an agreed upon Accountability Chart, you will end up documenting processes for seats that should not exist or steps that will soon be automated. We use our early sessions to define the macro structure first, identifying who owns what before we dive into the micro details.

Our focus during the initial sessions is to establish clarity and build your leadership team's alignment. We will isolate your financial and process issues, list them as issues on your V/TO®, and then systematically address them through IDS® as a team. Do not let operational disorganization prevent you from starting. The chaos is the exact reason you need to begin our engagement now.