Clearline Systems Clearline Systems

How it works

See it. Fix it. Run it.

The same three steps on every engagement, in the same order. Map how the business actually runs, redesign the parts that leak time and margin, then stay until the new way is the normal way.

The Clearline method: See it, Fix it, Run it A solid line runs through three steps in order. A grey dashed line above shows the old way: going straight from the problem to a quick fix and back again. The old way: jump to a fix, watch it slide back 01 See it Map how it really runs 02 Fix it Redesign what leaks 03 Run it Stay until it sticks

The method

Three steps, every time

01

See it

Map how the business actually runs, not how the org chart says it does. I sit with you and the people doing the work, follow a job from first call to paid invoice, and write down every step, every wait and every workaround.

Then I put a number on it. Where the hours go, what each delay costs, and which bottleneck is worth fixing first.

What you get

  • A workflow map of the business as it is today
  • A cost model: what the bottleneck costs per year, from your numbers
  • A short list of fixes, ranked by payoff and effort
02

Fix it

Redesign the parts that leak time and margin: pricing, process, tools. Each fix is written down as a procedure the team can follow without asking you. Where software helps, I set it up and automate the repeat steps. Where it does not, I say so.

Nothing is bought or built that the map did not call for.

What you get

  • Written procedures for the jobs that matter most
  • Pricing tiers or a rate card, if pricing was the leak
  • Tools configured and automations running, with a one-page guide for each
03

Run it

Stay in the room until the new way is the normal way. For a fixed-scope project that means a handover and a check-in. For a retainer it means a set number of hours a week inside the business, running the systems with your team and fixing what the first month shows up.

What you get

  • A handover pack: every system, written down
  • A 30-day check-in after any fixed-scope project
  • On a retainer: weekly hours and a monthly strategy session

A first engagement

What the first six weeks look like

Most businesses start with a workflow audit from the Systems line. Here is how that usually runs.

  1. Day 0

    A 30-minute call

    You describe what is slowing you down. I tell you whether I can help and what I would look at first. No charge, no deck.

  2. Day 1 to 5

    Scope and fixed fee

    A one-page scope: what is in, what is out, what you get, what it costs. Signed before any work starts.

  3. Week 1 to 2

    See it

    Two to four on-site or remote sessions with you and your team. I follow real jobs through the business and collect the numbers.

  4. Week 3

    The map and the cost

    You get the workflow map, the cost model and the ranked list of fixes. We decide together what to fix first.

  5. Week 4 to 6

    Fix it

    The first fixes, written down and put in place. Usually one procedure, one pricing change or one tool, done properly.

  6. After

    Run it, if you want

    A 30-day check-in is included. If you want someone in the room each week, that is the Operations retainer, agreed month by month.

Next step

Stop running it from your head.

A 30-minute call. You describe what is slowing you down. I tell you whether I can help, and what I would look at first.

Book a call
michael@clearlinesys.ca [PHONE]