Operations · Playbooks · AI Workflow Systems

Strategy In.
Results Out.

Led by a Licensed Professional Engineer with 20+ years of executive operations experience in maintenance, manufacturing, and fabrication, and supported by a professional educator with 20+ years of experience in training, team development, and learning adoption.

We assess how your operation actually works, build the playbooks and systems it needs, and implement the SOPs and AI workflows that create consistency, accountability, and efficiency. Then we teach your team how to use them and make them stick, without the cost of a full-time operations manager.

Book Your Playbook → See What We Do

Your business doesn't need another consultant. It needs a system that runs without one.

01 / Chaos

The hidden tax of operating in your head.

Missed leads. Reactive scheduling. SOPs that live in three different inboxes. Every undocumented process is a tax on your growth.

02 / Playbook

The work mapped, written, and built to scale.

We document the way your business actually runs, then engineer the workflows that fix the bottlenecks before anything gets built.

03 / Results

The operation that runs when you're not in the room.

Clear processes, trained teams, and the right tools working in the background. You stay in charge. The business keeps moving.

What We Do

Three ways we install order.

Every business needs a better playbook. Your initial 30-minute Playbook Assessment helps uncover operational inefficiencies, system gaps, and scalable opportunities before we recommend the right solution.

01 / Map

Playbook Operations Assessment

Tailored to your operation

A structured deep-dive into how your business actually runs: people, processes, tools, handoffs, safety, culture. You walk out with a written plan, not a sales deck.

Explore the playbook →
02 / Install

Playbook

Modular · mix and match

We build your SOPs and the AI Workflow Systems that run them: documented processes, lead capture, scheduling, follow-up, training libraries, and reporting integrated with the tools you already own.

See what we install →
03 / Run

Monthly Optimization

Ongoing · cancel anytime

Once your systems are live, we keep them sharp. Monthly check-ins, performance tuning, new playbooks as you grow. A fractional ops partner, on retainer.

See retainer plans →
Industries

Built for businesses that can't afford to slow down.

From trucking and logistics fleets to mod-yard fabricators. If your business runs on tight margins, scattered crews, or moving project timelines, we've already worked the playbook.

Trades Cleaning Maintenance Landscape & Paving Manufacturing Fabrication & Mod Yards Construction & Commercial Builds Industrial Oil & Gas Trucking & Logistics Safety Industrial Site Projects
Explore by industry →
How It Works

Map. Install. Run.

No 12-month transformation projects. No PowerPoint deliverables. Just a clear three-phase process designed to compound results from week one.

Map your operation with a Playbook Assessment

We map your current business, identify the bottlenecks costing you money, and deliver a prioritized written action plan.

Install Playbook

We build the SOPs, workflows, and tools that fix those bottlenecks, integrated with the systems your team already uses.

Run with or without us

You keep everything. Optional monthly retainer keeps your operations tuned and adds new playbooks as you grow.

20+
Years operations, maintenance, manufacturing, fabrication
900+
Facilities managed across industry
$200M+
Operations & capital portfolios directed
300+
Trades led on the floor and in the field
Zero
Major safety incidents on record
Playbook Operational ROI

Your operations should pay for themselves.

We identify where time, labour, errors, rework, and administrative overhead are costing you money, and build the systems designed to recover that capacity. Start by estimating what your operation may be leaving on the table.

Open the ROI Calculator →
The Playbook Is The Door

Ready to stop running your business on duct tape?

Your initial 30-minute Playbook Assessment is designed to uncover operational bottlenecks, inefficiencies, and growth opportunities. We’ll give you clear, honest insight into what’s slowing things down, and whether we’re the right fit to help.

Book Your Playbook →
Services

Three ways we install order.

Every engagement starts with an initial Playbook Assessment to identify operational bottlenecks and system gaps. From there, we build and implement the right operational solutions for your business, with support tailored to your needs.

01 / Map

Playbook Operations Assessment

Tailored to your operationRemote or on-site

A clear-eyed look at where the work is breaking.

We don't sell hope. We sell a map. Every Playbook Assessment is a structured deep-dive across the six expertise areas that drive operational performance. You walk out with a written plan, not a sales deck.

Our six core competencies. What we map, and what we build:

01

Maintenance & Facilities

Preventive maintenance programs, facility condition assessments, work-order discipline, and uptime reliability.

02

Manufacturing & Fabrication

Production flow, throughput, quality control, fabrication standards, and shop-floor workflow design.

03

Mechanical & Design

Engineering-grade documentation, design reviews, and mechanical system specification, backed by professional licensed engineering credentials.

04

Team & Culture Building

What your people will and won't tell you. Leadership cadence, accountability, and the unspoken rules that govern execution.

05

Safety & Compliance

Safety systems, audit-ready documentation, regulatory readiness. Zero major incidents on our record. We know what works.

06

AI Workflow Systems

Where systems can replace heroics. Eight productized AI workflow systems plus custom automation.

What every Playbook Assessment delivers:

  • Discovery sessions with the right people, not just the loudest
  • Documented current-state map across all six competency areas
  • Top three issues, quantified by cost, friction, or risk
  • A prioritized action plan with effort and impact estimates
  • Final review meeting to walk through findings and recommended next steps
02 / Install Playbook

SOPs & AI Workflow Systems

ModularMix and match

The work that should never have needed a person.

Documented processes, lead capture, follow-up, scheduling, internal training, customer updates, review collection. The work that quietly eats your week. We map it, build it, and hand you the keys. Full SOP development and documentation, plus AI workflow automation where it actually makes sense.

01

Lead Capture & Qualification

Every inquiry caught, sorted, and routed. No more missed jobs in the inbox.

02

Always-On Scheduling

Books the job, confirms the appointment, and sends the reminder while you sleep.

03

Customer Communication

Status updates, project pings, and check-ins handled automatically and on-brand.

04

SOP & Training System

Onboard new hires in days. Your playbooks become an answer engine your team can ask.

05

Internal Operations Assistant

Your team's first line of support: policies, procedures, and process answers on demand.

06

Operations Insight Dashboard

The numbers you've been meaning to look at, surfaced weekly without you running a report.

07

Review & Reputation Engine

The right ask, to the right customer, at the right time. Reviews stop being a side project.

08

Follow-Up & Upsell

Past customers re-engaged on schedule. The recurring revenue you've been leaving on the table.

03 / Run

Monthly Optimization

OngoingCancel anytime

A fractional ops team, on retainer.

Systems aren't a one-and-done install. Markets shift, teams grow, tools change. The retainer keeps your systems sharp and adds new playbooks as your business evolves, without hiring an ops manager you don't yet need.

  • Monthly system check-in and performance review
  • Workflow tuning and refinements as your business grows
  • New SOPs and playbooks added quarterly
  • Priority support when something breaks or shifts
  • Quarterly operations report with recommended next moves
Recommended Packages

Three engagement shapes.

Most clients land in one of three patterns. Each is custom-scoped to your operation. We'll quote you in plain dollars during your Playbook Assessment.

Starter

Foundation

We build the foundation. You implement it.

Custom-scoped
  • Playbook Operations Assessment
  • Lead Intake Assessment
  • 2–3 Mission-Critical SOPs documented
  • Priority improvement roadmap
  • Self-guided implementation
  • AI Workflow automation recommendations (where applicable)
  • 30-Day Support Included
Growth

Systemization

We build the systems and tools. We guide your rollout.

Custom-scoped
  • Full Playbook Operations Assessment
  • 3–6 SOPs documented
  • Complete SOP library
  • AI Workflow optimization
  • Automation setup (1–2 AI workflows, where it adds value)
  • Internal implementation guidance
  • 60-Day Support Included
  • Monthly Retainer
Enterprise

Operational Transformation

We don't just build the systems. We train your organization to run them.

Custom-scoped
  • Deep Playbook Operations Assessment
  • End-to-end operational rebuild
  • Advanced SOP ecosystem (unlimited scope)
  • 20+ Year Educator-Led Team Training & SOP Adoption
  • Multi-department AI workflow automation (3–6 integrations)
  • Dedicated implementation support
  • Guided SOP rollout & adoption
  • 60-Day Support Included
  • Monthly Retainer
How We Stand Out

More qualified. More complete. More affordable.

Most consultants can tell you what needs to change. Most AI agencies sell tooling. Playbook builds the operational system and helps your people actually adopt it.

Capability Playbook Operations AI Agencies Traditional Consultants
Licensed Professional Engineer (P.L. Eng.) ✓ ✗ ✗
20+ Years Operations & Maintenance Leadership ✓ ✗ Varies
20+ Years Professional Educator-Led Process Implementation ✓ ✗ ✗
Manufacturing, Fabrication & Mechanical Expertise ✓ ✗ Rarely
Team & Culture Assessment ✓ ✗ Some
Operations Playbook Assessment Before Any Build ✓ ✗ ✗
SOP Development & Documentation ✓ ✗ Some
AI Workflow System Build & Installation ✓ ✓ ✗
Delivery in Weeks (Not Months) ✓ Some ✗
One Provider, One Contract ✓ ✗ ✗
More qualified. More complete. More affordable.

Not sure which one you need?

Start with a Playbook Assessment. Together, we’ll identify what’s broken, what needs a proper system, and what should just stay simple.

Book Your Playbook →
Industries

Two markets.
One playbook.

We work with two kinds of operators, and we know the difference. Whether you're running a maintenance trades shop or a fabrication yard mid-build, the approach changes. The standard doesn't.

Market 01

SMB Service Businesses

Owner-operated shops where the systems live in someone's head and the bottleneck is usually the front door: the leads, the bookings, the follow-ups.

Trades Cleaning Maintenance Landscape Paving

What we usually find:

  • 30–50% of inbound leads going unanswered or answered too late
  • Scheduling and dispatch run by phone, text, and memory
  • Follow-up that depends on whether someone “remembers”
  • SOPs that exist only inside the head of the founder
  • Customer reviews collected by accident, not on purpose
  • No simple weekly view of what the business actually did
Market 02

Industrial & Construction

Project-driven operations where the bottleneck is rarely lead flow. It's scope drift, communication gaps, undocumented procedures, and projects that quietly slide off-plan.

Oil & Gas Fabrication Mod Yards Construction Commercial Builds Trucking & Logistics Manufacturing Safety Industrial Sites

What we usually find:

  • Project plans that haven't matched reality since week two
  • Daily reporting and field-to-office handoffs done by inbox
  • Standard work that's documented in three formats and trusted in none
  • Safety and quality records scattered across binders and shared drives
  • Subcontractor coordination held together by the project manager's calendar
  • Audit-ready documentation that takes weeks to assemble

Not on the list? Probably still a fit.

If your business runs on tight margins, distributed crews, or moving project timelines, the playbook applies. Tell us what you're running and we'll tell you straight whether we can help.

Book Your Playbook →
About Playbook

We build the playbooks others charge to write.

Playbook Operations exists because most consultancies sell process and leave behind PowerPoints. We sell systems and leave behind something that runs.

What We Believe

Four operating principles.

Everything we ship is filtered through these. If a deliverable doesn't pass all four, we don't send it.

I

Outcomes over hours.

You're not buying our time. You're buying a measurable change in how your business operates. We price the result.

II

Systems over heroics.

If your business depends on someone working harder, it isn't a business yet. It's a hostage situation. We build the systems that take the heroics off the table.

III

Simplicity wins.

The best system is the one that gets used every day. We choose the unsexy, durable solution over the sophisticated one nobody opens twice.

IV

Build to leave.

Our job is to make ourselves optional. You should be able to run, modify, and own everything we install, with or without a retainer.

Our Experience

The work behind the playbook.

Playbook Operations is led by a Licensed Professional Engineer (P.L. Eng.) with 20+ years of hands-on experience in operations, maintenance, manufacturing, and fabrication, supported by an educator-led training approach from a professional educator with 20+ years of experience in team development and learning adoption.

We believe operational systems only work when people actually use them.

Engineering Discipline

Licensed Professional Engineer (P.L. Eng.).

Engineering rigor applied to operations consulting. Decisions are documented, defensible, and built on the same standards that get a stamp on a drawing.

Operations Leadership

20+ years inside operating businesses.

Direct, in-the-seat experience leading operations across service, industrial, and project-based environments. Not advising from a slide deck.

Project Track Record

900+ facilities, $200M+ portfolios, 300+ trades.

Hands-on at scale across industrial sites, commercial builds, fabrication yards, and service operations. Zero major safety incidents on record.

Sectors Served

From trades and trucking fleets to oil & gas mod yards.

Hands-on across trades, cleaning, maintenance, landscape, manufacturing, fabrication, construction, oil & gas, trucking, safety, and industrial site projects.

Educator-Led Implementation

20+ years team development and learning adoption.

A professional educator embedded in every engagement, ensuring teams don't just receive new systems. They actually adopt and use them.

Systems & AI

Practical automation, not theoretical AI.

Eight productized AI workflow systems built from real bottlenecks we've watched cost real businesses real money. We know what works because we've watched what doesn't.

Why We Built Playbook

Most businesses don't need more advice. They need better systems.

Playbook Operations assesses how your business actually operates, identifies where time, money, and opportunities are being lost, and implements the SOPs, systems, and AI workflows that improve ROI. We then equip your team to run those systems independently, creating durable improvements without the seven-figure transformation budget.

If that sounds like the operator you want in your corner.

Book Your Playbook →
Book Your Playbook

Your Playbook
Assessment.

A focused 30-minute conversation about what's slowing your business down. No charge. No commitment. We'll help you identify your top operational bottleneck and tell you straight whether and how we can help.

What's Included

The Playbook Assessment

30 minutes · remote · no obligation

  • Discovery call with your leadership. The right people, not just the loudest
  • High-level scan of your current operational landscape
  • Your top operational bottleneck identified and discussed
  • Honest recommendation on whether and how we can help
  • If there's a fit: a clear next-steps proposal
Investment Free
Or Reach Out Direct
Emailinfo@playbookops.ca
Phone825-526-5498
ResponseWithin 1 business day

Tell us about your operation.

Six fields. Two minutes. We'll respond within one business day.
Playbook Operational ROI
ROI

Your Operations Should
Pay for Themselves.

We identify where time, labour, errors, rework, and administrative overhead are costing you money, and build systems designed to recover that capacity.

Identify. Quantify. Implement. Measure.

Operational ROI isn't a slide. It's a loop. Every engagement runs the same four steps, and the last one is the one most consultants skip.

Step 01

Identify

Find where time, money, and opportunities are actually leaking. Not where you assume they are.

Step 02

Quantify

Put a real dollar figure on the gap, so the decision to fix it is a business case and not a hunch.

Step 03

Implement

Build the SOPs, processes, and AI workflows that close it. Then train the team who has to live with them.

Step 04

Measure

Go back to the same numbers and check. If it didn't move, it didn't work, and we say so.

The Calculator

What could your operation be leaving on the table?

Answer a few questions about your business and we'll estimate the financial impact of your operational inefficiencies, and what fixing them could be worth. No email required.

Your operation

Drag to match your business. Results update as you go.
5
20
Combined across everyone, not per person.
$35
Wage plus burden. If unsure, use wage times 1.3.
100
20%
30%
Your close rate. This keeps the revenue estimate honest.
$2,500
Playbook Operations Opportunity Report Card

Your estimated opportunity

$10,900 – $18,200
Potential annual efficiency value
$5,600 – $7,900/mo
Potential revenue opportunity from missed inquiries
6 – 10 hrs/wk
Potential time recovered
1 – 3 months
Estimated payback window
$78,000 – $113,000
Total estimated annual opportunity
Where is the opportunity?
Lead ResponseHigh
Administrative WorkHigh
SchedulingMedium
ReportingLow
SOPs & ProcessHigh

Your biggest opportunity appears to be lead response and administrative workflow.

A Playbook Operations Assessment would map the current process, identify the actual bottleneck, quantify the opportunity, and determine which improvements should be handled through process changes, SOPs, automation, or AI.

How these numbers are calculated. These are estimates, not commitments. We deliberately do not assume you recover everything. Efficiency figures apply a 30–50% realistic recovery band to the gross cost of repetitive work, adjusted for how concentrated that work is across your team. Revenue figures discount missed inquiries for those that were never genuine opportunities, cap realistic recapture at 50–70%, and apply your own close rate rather than assuming every recovered lead converts. We also cap recovered revenue against your delivery capacity, because answering the phone doesn't create the crew to do the work. Payback is modelled against a representative mid-range engagement and will change once your scope is quoted.

Industry context. Industry research shows that process and operational improvements can produce significant efficiency gains. McKinsey & Company, for example, has identified 15–25% optimization potential in certain indirect operations and 5–15% impact from process-efficiency improvements. Actual results vary by operation.
Modeled Scenario

HVAC Contractor

The figures below are illustrative. They are modeled from industry benchmarks and the same logic that drives the calculator above, not drawn from a specific client engagement. We publish it to show the shape of the change, not to claim a result.

Before Playbook

  • 400 inbound calls per month
  • 40% missed or never returned
  • Scheduling handled manually
  • No systematic follow-up
  • 20 hours per week on administration

What Would Change

  • Standardized intake process
  • Documented SOP for lead handling
  • Automated scheduling
  • Automated follow-up sequences
  • AI-assisted call and inquiry handling

After Implementation

  • 95%+ of inquiries captured
  • 15 hours per week recovered
  • More appointments booked
  • Faster response times
  • Consistent, systematic follow-up

The economics

Measure Before After
Missed inquiries40%5%
Administrative time20 hrs/wk5 hrs/wk
Average response timeHoursMinutes
Follow-up consistencyAd hocSystematic
Monthly technology costNoneTo be scoped

Dollar values and ROI percentage are intentionally left unscoped. We publish real numbers only where we have client-provided operating data and measured results to stand behind. Once you complete an engagement, this is exactly the format your own results are reported in.

The Path

Estimate. Assess. Install. Measure.

I

ROI Calculator

II

Playbook Operations Assessment

III

Install Playbook and AI Workflows

IV

Measure the ROI

We'll find where your business is losing money, quantify the opportunity, and then determine whether the answer is better processes, better systems, automation, or some combination of all.

See our packages →

Want to know what's actually costing you?

Your calculator gives you an estimate. Our 30-minute Playbook Assessment identifies the actual bottlenecks and gives you a prioritized action plan.

Book Your Playbook →
Careers

Build the systems
others talk about.

Playbook Operations is small, senior, and deliberately unglamorous. We don't write recommendations and leave. We build the thing, train the people, and go back to check whether it worked.

Open Position

AI Automation Solutions Architect

Turn operational problems into intelligent systems.

$115,000 – $135,000 CAD + performance bonus Full-time Alberta, Canada

About the role

Playbook Operations helps businesses identify operational inefficiencies and then implement practical systems, automation, and AI to improve efficiency and ROI.

We're looking for an AI Automation Solutions Architect to translate business challenges into intelligent, automated solutions.

You won't be responsible for diagnosing the client's business. That's where our operations team comes in. Your job is to take a clearly defined business problem and determine how technology can solve it.

You'll design and build AI agents, automated workflows, integrations, and systems that eliminate repetitive work, improve responsiveness, and help our clients operate more efficiently.

What you'll do

  • Take a scoped business problem from the operations team and design the technical solution that resolves it
  • Build and deploy AI agents and automated workflows for lead capture, scheduling, follow-up, internal support, and reporting
  • Integrate with the tools clients already own rather than forcing a platform migration
  • Write the technical documentation that lets a client run and modify the system without us
  • Instrument what you build so the results can actually be measured against the original business case
  • Work alongside our educator on rollout, so the people using the system understand it

What we're looking for

  • Hands-on experience building automations and integrations across business systems
  • Working knowledge of LLM-based agents, prompt design, and the practical limits of both
  • Comfort with APIs, webhooks, and automation platforms; scripting ability in Python or JavaScript
  • The judgment to say when automation is the wrong answer and a process fix is the right one
  • Clear written communication, because the documentation is part of the deliverable
  • Experience in trades, industrial, construction, or field-service environments is an asset, not a requirement

Why this role is different

Most automation roles hand you a vague ask and a deadline. Here, the diagnosis is done before it reaches you. You get a defined problem, a quantified opportunity, and a client who has already agreed the thing is worth fixing. Then you get to go back six weeks later and see whether the number moved.

How to apply

Send your resume and a short note about something you automated that actually stayed in use. We read every application and respond within one business week.

Apply by email →

info@playbookops.ca · Please include "AI Automation Solutions Architect" in the subject line.

Don't see your role?

We hire ahead of demand for operations, SOP development, and training. If you build things that stay built, we want to know you.

Send us a note