The one-page SOP template
One page per task: purpose, trigger, steps, owner, and what done looks like. Word and Google Docs.
Free library
Every guide and tool, in one place.
One-page operator guides and ready-to-use templates for owners who want the business to run without them. Free with one email.
You’re in. We’ve also emailed you this link, so you can open your library from any device.
You’re in.
Every guide and tool below is open on this device.
We also emailed you a link to your library, so you can come back to it from any device.
That didn't go through. Please try again, or email hello@lockhold.com.
Templates and tools
The KPI dashboard template
Eight KPIs on one page, with owners, targets and a what’s-stuck list. Excel and Google Sheets.
The weekly meeting kit
A weekly meeting agenda, an org chart by role and a who-owns-what chart. Word and Google Docs.
The 13-week cash flow template
Thirteen weeks of cash in and out, with a warning when a week dips below your minimum. Excel and Google Sheets.
Get the business off your plate
Everything Still Runs Through Me
When to stop doing it yourself, and what to build first.
Why Your Business Stalls When You Take a Week Off
Where it usually breaks when you step away, and what to build so it doesn’t.
Getting Your Business Out of Your Head
Move the processes, decisions and know-how into tools your team can use.
How to Delegate as a Business Owner
Hand off the work without it coming back to you.
How to Hand Off a Process Without Losing Control
Build it so it runs the same way every time, then step out of the middle.
Who Owns What: Org Chart and RACI
One owner for each process: the chart that stops work running through you.
The Weekly Operating Rhythm That Actually Runs
A fixed meeting and a fixed set of numbers, every week.
How to Run Without You for 90 Days
For a sale, a sabbatical, or a season you want back.
How to Document a Business So Someone Else Can Run It
Not a binder: the processes, owners and tools someone else needs.
Systems and processes
How to Write an SOP Your Team Actually Uses
One repeatable task, written so it gets done the same way every time.
Process Mapping for Small Business
Write down how the work really moves before you fix or automate it.
The 30-Day Systems Audit
What to check first, and where the business still runs through you.
Employee Onboarding Checklist
Get a new person productive without explaining everything yourself.
Vendor Management for Small Business
Choose, onboard and review suppliers so the work doesn’t hang on one.
What Operations Management Looks Like
The processes, tools and people that keep a small business running.
The KPI Dashboard Every Owner-Led Business Needs
One screen of the numbers that tell you how the business is running.
AI and automation
How to Automate Your Business Processes
Start with one repetitive, rules-based task, and what to do first.
What to Automate After the First Three
The next automations once the obvious ones are running.
AI Agents for Small Business
What an agent is, what it isn’t, and where it earns its keep.
ChatGPT for Small Business
Real uses that save hours on the work that’s the same every time.
Claude Code for Small Business
What it actually builds for owners, and where to start.
Getting the right help
How to Hire Your First Operator
The person who builds and runs the systems so the work moves without you.
What to Fix Before You Hire More People
Fix the systems first, or new hires make the problem bigger.
How to Find a Fractional COO
Where to look, what to ask, and how a good engagement is set up.
What Does a COO Do?
What the role owns day to day, and when a business needs one.
Fractional COO vs Fractional CFO
Systems that run the work, or systems that run the numbers: who first.
Integrator vs Fractional COO
Same goal, different seat: which one your business needs.
Consultant vs Agency vs Hire vs Execution Partner
Four ways to get the work done, and which stage each one fits.
What a Scoped Engagement Looks Like
A written scope, a fixed price and a clear definition of done.
How to Tell If a Project Is Worth Paying For
When leaving it stuck costs more than fixing it.
Money, growth and exit
How to Build a 13-Week Cash Flow Forecast
See a cash problem coming a quarter ahead.
How to Clean Up Your Numbers Before You Sell
Numbers a buyer can understand without you in the room.
How to Sell Your Business: The Operations Side
Buyers pay more for a business that runs without the owner.
How to Bootstrap a Business to an Exit
Grow on your own money and revenue, and build something you can sell.
What Is a 3PL, and When Should You Use One?
Hand off storage, packing and shipping, and when it makes sense.