What's Included
The operating system your business deserves.
Most operations advice is generic. A 5-person law firm and a 50-person manufacturing shop get fundamentally different playbooks here — because operations advice that isn't industry-specific isn't really advice. The intake captures 40+ data points about your industry, sub-specialty, business model, size, stage, current operations, tech stack, GTM motion, compliance environment, and goals. The AI then builds a playbook tailored to YOUR situation, not a template you fill in.
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Industry-Specific Operating Model: How successful businesses in your industry structure operations, with named patterns and anti-patterns to watch for.
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Core Operational Workflows: 5-7 critical end-to-end workflows mapped step-by-step (intake-to-fulfillment, hiring-to-onboarding, lead-to-cash, etc.) with owners, tooling, and KPIs.
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Role-Based SOPs: Standard operating procedures organized by role (owner, ops lead, frontline staff, finance) with daily/weekly/monthly rhythms and decision rights.
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KPI Framework: The 8-12 metrics that matter for your industry, with target ranges, measurement cadence, dashboard structure, and review rhythm.
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Recommended Tech Stack: Specific tools by category (CRM, project mgmt, finance, comms, industry-specific) with honest pros/cons and integration notes.
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Compliance & Risk Checklist: Regulatory requirements specific to your industry (HIPAA, PCI, SOX, FAR/DFARS, state privacy laws, professional licensing, etc.) plus risk-mitigation plan.
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GTM Operations Playbook: Sales pipeline structure, marketing operations, customer onboarding/retention/expansion — scaled to your size and model.
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Operational Diagnostic: Honest assessment of your current operations vs industry best practice — strengths, critical gaps, delegation opportunities, documentation priorities.
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Top Risks & Quick Wins: 3 highest-leverage actions to take in the next 30 days, ranked by impact and ease.
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90-Day Implementation Roadmap: Week-by-week rollout plan with themed phases, specific activities, owners, and milestones.
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Industry Benchmarks: Where you should benchmark yourself for your industry and stage (gross margin ranges, CAC payback, utilization rates, NPS targets, etc.)
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30-Day Q&A Support: Email Tamara directly with questions about implementing your playbook for the first 30 days.
Industries Covered
Built for any industry, tailored to yours.
The intake captures your industry, sub-specialty, and business model — and the playbook tailors workflows, KPIs, tools, and compliance accordingly. A few examples of what "tailored" actually means:
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Legal / Law Firms
Matter intake, conflict checking, trust accounting, billable utilization, Clio/MyCase tooling
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Healthcare Practices
Patient intake, prior auth, RCM cycle, HIPAA controls, PMS/EHR stack
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Professional Services
Engagement lifecycle, utilization rate, project margin, capacity planning, PSA tools
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SaaS / Technology
PLG vs sales-led motion, CAC/LTV, expansion ARR, NRR, customer success ops
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Manufacturing
S&OP, takt time, OEE, supplier management, ERP/MES/QMS stack
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Construction / Trades
Estimating, dispatch, change orders, lien waivers, ServiceTitan/Procore tooling
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Retail / E-commerce
Inventory turn, order-to-ship, returns, channel mix, Shopify/Amazon ops
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Agencies
Pitch-to-close, project utilization, retainer ops, creative review, scope creep controls
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GovCon / Defense
Capture-to-award, BD pipeline, contract closeout, FAR/DFARS compliance, GovWin/SAM workflows
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Financial Services
Onboarding/KYC, advisor productivity, GLBA/SEC controls, CRM/portfolio mgmt stack
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Nonprofit / Mission
Grant cycle, donor ops, program delivery, board governance, restricted fund tracking
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+ Many More
Hospitality, real estate, education, logistics, engineering, insurance, and more — the intake adapts to YOUR specifics.
Deliverables
Every playbook comes with multiple formats.
The polished PDF for executive review, plus editable companion files for hands-on implementation tracking.
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Excel
KPI & Implementation Tracker
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PDF
90-Day Action Checklist
FAQ
Common questions.
Is this just a generic template with my company name swapped in?
No. The intake form asks 40+ questions about your industry, business model, size, current operations, and pain points. The AI then generates content specific to YOUR situation — referencing real industry patterns, named regulatory frameworks where they apply, and tools that fit your stage. A 5-person law firm and a 50-person manufacturing shop will get fundamentally different playbooks.
How is this different from hiring a fractional COO?
A fractional COO costs $5K–$15K/month and takes weeks to ramp. This playbook costs $497 and arrives within 72 hours. The trade-off: a COO can drive execution; a playbook gives you the operating model. Many clients use the playbook to onboard a COO, ops manager, or even themselves more effectively.
My business is unusual — does this still work?
The intake includes a free-text section for unusual context, business model nuances, and specific challenges. The AI uses that context to tailor recommendations. That said: extremely niche industries (e.g., specialized aerospace contracting) may benefit more from a custom engagement. The report works best for businesses where industry patterns are reasonably well-documented — which covers most of the small-to-mid market.
Will this cover compliance requirements specific to my industry?
Yes — the playbook includes an industry-specific compliance and risk section. The intake asks which frameworks apply to you (HIPAA, PCI, FAR/DFARS, SOX, state privacy laws, professional licensing, etc.) and the playbook tailors the compliance checklist accordingly. Note: this is general guidance, not a formal compliance audit or legal advice.
How is this different from the M365 Audit ($497)?
The M365 Audit is a deep operational review of your Microsoft 365 environment specifically — productivity, governance, licensing, security. This Operations Playbook is a broader operating model deliverable across your whole business — workflows, SOPs, KPIs, GTM, compliance. They complement each other: the Playbook tells you HOW your business should run; the Audit tells you whether your tech is set up to support it.
Do you offer help implementing the playbook?
Yes. After delivery, you can engage Tamara Cook Analytics for hands-on implementation through Quick Win packages or full Strategic engagements. Many clients use the playbook to scope a focused engagement around the highest-priority workflows.
What's the money-back guarantee?
If, after reviewing your playbook, you don't feel it's worth $497, email tamara@tamaracookanalytics.com within 14 days for a full refund. No fine print, no questions asked.