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.

Please sign in if you are enrolled in this course.

If you are not currently enrolled and would like to register, please contact our sales team at [email protected]