Course Overview

    1. Welcome to SMB-OS: Your Firm’s Operating System

    1. My Dashboard

    2. Checkpoint: My Dashboard

    1. Adding + Deleting Team Members

    2. Creating a New Team

    3. Checkpoint: Managing Team Members

    1. Starting a Meeting

    2. Joining a Meeting

    3. Conducting Weekly L10 Team Meetings

    4. Conducting 1-on-1 Meetings

    5. Checkpoint: Running Meetings

    1. Adding + Tracking KPIs

    2. Adding + Tracking Boulders

    3. To-Done's

    4. Challenges & Opportunities

    5. Headlines

    6. Cascading Messages

    7. Accountability Chart

    8. Checkpoint: Tools

    1. Requesting Tech Support + Sharing System Feedback

    2. Survey: SMB OS

About this course

  • 21 lessons
  • 0.5 hours of video content

Transform the way your firm operates.

If your meetings feel unproductive, goals slip through the cracks, or accountability fades between check-ins, this course will help you change that. Learn how to use SMB-OS to create structure, ownership, and progress in every part of your firm.

  • Run meetings that drive action, not confusion.

  • Turn goals into visible, trackable results.

  • Build accountability and momentum across your entire team.