Ops systems for small service firms
How much work is in your pipeline right now?
And would three people in your business give the same number? MakeItMobile builds one system of record for small service firms, so every enquiry, quote and job lives in one place.
One place. I'll make it the only place.
You run a small firm
Two to twenty people. Work comes in as quotes and projects. You spend real money on marketing, and you couldn't say, per dollar, what it turned into. There's one person drowning in admin, and it might be you.
That's who the Ops Audit was built for.
How the audit works →You work for yourself
No staff, no handoffs. Just you and too many places to look. An ops install would be overkill at this stage, and I'd tell you so on a call. What you need is a tighter day: your pricing, your pipeline and your hours in one system you own.
That's what the toolkit below is for.
See the solo toolkit ↓The six-layer ops scan
Firms rarely lose work because they're bad at the work.
Every service firm runs on the same six layers. The middle is almost always fine. The ends are where it leaks.
Capture
Where every enquiry actually lands.
Respond
Who replies, and how fast.
Quote
What went out, and what went quiet.
Deliver
The work itself. Usually excellent.
Collect
Invoiced, chased, paid.
Learn
Which marketing dollar became a job.
The audit scores all six live, on your numbers. Capture and Learn are the two I look at first.
How the service lane works
Three steps, and you can stop after any of them.
Free 20-minute fit call
Its only job is to find out whether an audit is worth your money. I'll tell you if it isn't.
The Ops Audit, $750
Ninety minutes on a shared screen, your operations scored live across six layers, and a report with the leaks priced in dollars, from your numbers rather than industry averages. Credited in full against an install within 30 days.
The install
If the audit finds a leak worth fixing, I build the fix in tools you own. The audit is where you see what that costs and what it should pay back, next to your own numbers. You keep every account. I hand over a recorded runbook and remove my own access at handoff.
For a business of one
Not ready for an install? Start here.
An ops install makes sense when there's a team dropping handoffs between them. When it's just you, the leaks are different: pricing that's too low, hours that vanish, follow-ups that live in your head. The toolkit below fixes those. It's the same thinking as the install, sized and priced for one person.
Start with the free Rate Calculator.
Five inputs. Know what your hour actually has to earn before you quote another job.
Get the free PDF →1-page fillable PDF · No email required
Solo? Three ways in.
One-time payment. No subscription, ever. Prices in USD.
PDF Starter
The 5 templates readers said they were missing.
- Solo Business Quickstart guide
- Fill-in-today templates
- Instant PDF download
Notion OS
The full operating system for your business.
- 6 connected Notion systems
- Client pipeline + project tracker
- Rate calculator + revenue dashboard
- Automate, Template, Batch library
- Daily & weekly operating rhythms
Complete Bundle
Everything, plus the bonus toolkit.
- Notion OS + PDF Starter
- Bonus: Solo Time Audit
- Bonus: Automate-Don't-Delegate checklist
- Both bonus tools are exclusive to this bundle
Six systems. One operating system.
Every part of running solo, finally connected.
Client Pipeline
A lightweight CRM. Every lead, proposal, and active client in one place — nothing slips.
Project Tracker
Scope, fees, and hours per project — with your real effective hourly rate calculated for you.
Solo Operator Workflow
A task system built for the person who can't delegate. Capture, decide, run your day from one view.
Rate Calculator
Work backward from the life you want to fund. Get the hourly rate that actually pays for it.
Revenue Dashboard
What's paid, what's owed, what's coming — your money at a glance, every month.
Automate · Template · Batch
A recipe library that replaces a hire. The solopreneur's answer to the I-cant-afford-to-delegate problem.
Built for one person. Zero delegation required.
Where every other system says hire someone, this one gives you three levers you can pull alone.
A tool does it on a schedule. No input from you.
You do it, but from a reusable start, in a fraction of the time.
You do it, but all at once, on your terms, not scattered all week.
Running in two minutes.
Buy & get the link
Checkout takes seconds. You get an instant link to the template, no waiting, no shipping.
Duplicate into Notion
One click copies the whole OS into your own Notion. Works on the free plan. Yours to edit forever.
Run your business
Drop in your clients, set your rate, and start your daily rhythm. The system does the remembering.
Everything you're wondering.
Do I need a paid Notion account?
No. The OS works perfectly on Notion's free personal plan. If you already use Notion, it drops right into your workspace.
Can I edit and delete the parts I don't need?
Completely. When you duplicate the template you get your own private copy with full edit rights. Nothing syncs back to us and your copy is yours forever.
How do I receive it?
Instantly. After checkout you get a link that copies the entire OS into your Notion with one click. No files to manage, no shipping.
Is this a subscription?
Never. It's a one-time payment. No recurring fees, no upsells to unlock features.
What if it's not for me?
Reach out within 14 days and we'll make it right. Because it's a digital template, please review the what's-inside section before buying.
Who's behind this
I'm Luke. I built a licensed financial practice in Canada from zero, solo, and sold it in 2026. The licence chained it to a postal code, so I sold the business I'd built to build one I can run from anywhere.
Everything on this page, from the $9 checklist to the audit, is the same discipline that ran that practice: one system, everything captured, nothing living in someone's head.
However big your business is, the question is the same.
How much work is in your pipeline right now, and would you bet on your answer?