How to scale a business: systems before headcount

Protocolo de resolución

1. 01

   Document your 5 most repeated processes

   Any task you or a team member does more than 3 times/week is a candidate for documentation and automation. Write a one-page SOP for each: trigger, steps, expected output, owner. Without documentation, every new hire relearns from scratch.

2. 02

   Automate what you've documented

   Lead assignment, follow-up sequences, invoice generation, customer onboarding emails, report delivery — all automatable. Identify the 3 highest-time-cost processes. Automate those first. Automation ROI timeline: 2–4 weeks of setup, indefinite return.

3. 03

   Measure unit economics before hiring

   CAC (cost to acquire one customer), LTV (lifetime value), payback period. If CAC > LTV/3, your unit economics are broken — more sales headcount makes it worse faster. Fix margins before scaling acquisition.

4. 04

   Build a hiring playbook for each role

   Job scorecards (5 measurable outcomes for the role in 90 days), interview process (structured questions + work sample), onboarding checklist (week 1 tasks, system access, 30-day checkpoint). Companies that scale from 10 to 100 without this playbook spend 70% of leadership time on HR fires.