Case Study: How One Small Business Transformed Operations with a Custom Playbook
When a small business started to grow rapidly, they quickly found themselves struggling to keep up. What began as a tight-knit team of six had expanded to ten in just a few months, and with that growth came growing pains. Processes that once worked smoothly now felt chaotic. Questions about procedures flooded leadership’s inboxes, new hires were left rewatching onboarding videos to figure out day-to-day tasks, and valuable time was slipping away.
This small business needed a solution—not just to survive its growth, but to thrive because of it.
The Challenge:
Growing Pains Meet Operational Inefficiencies
For the business owners, the excitement of growth quickly turned to frustration. Employees were constantly searching through emails, asking the same questions, and wasting time on repetitive tasks. The onboarding process, which used to feel personal and effective, became inconsistent. Leadership found themselves fielding the same questions over and over, leaving little time to focus on strategic decisions.
Sound familiar?
Like many growing businesses, this team was caught in a cycle of reactive problem-solving, with no clear system to guide their operations or their people. They needed a way to centralize their knowledge, streamline communication, and empower their employees to work confidently and independently.
The Solution:
Building a Playbook for Success
Enter Amanda McKeen and Clear View Advantage.
With a knack for turning chaos into clarity, Amanda immediately recognized the need for a centralized resource that could grow with the team.
Amanda worked closely with leadership to design and implement The Playbook—a comprehensive, user-friendly operations manual tailored to the company’s unique culture and challenges. This wasn’t your average static document; it was a dynamic tool designed to evolve alongside the business.
Here’s what made The Playbook so impactful:
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A Single Source of Truth: Employees no longer had to dig through emails or videos. The Playbook provided clear, step-by-step processes and procedures in one accessible location.
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Tailored for the Team: Amanda infused the Playbook with the company’s personality, ensuring it felt engaging and relatable.
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Dynamic Updates: Weekly revisions kept the content relevant, adapting to new challenges and growth opportunities.
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Core Values Front and Center: The Playbook reinforced the organization’s guiding principles, helping employees make decisions aligned with the company’s mission.
The Results:
Confidence, Clarity, and Growth
Within months, the business experienced a transformation:
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Employees became proactive problem-solvers, confident in their ability to handle tasks independently.
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Leadership celebrated fewer interruptions and more time to focus on strategic goals.
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The Playbook became the backbone of the team’s operations, praised by employees for making their jobs easier and more fulfilling.
Here’s what team members had to say:
“Amazing!! This looks great, Amanda. It will most definitely help the team to have so much valuable information all in one place. LOVE IT!”
“Wow, this makes my heart happy! Amazing work!”
The Takeaway:
Every Growing Business Needs a Playbook
If you’re feeling overwhelmed by the demands of growth, Amanda’s story demonstrates the power of creating clarity through structure. By centralizing resources and focusing on a team’s unique needs, businesses can reduce inefficiencies, empower employees, and create a foundation for sustainable success.
Ready to Build Your Playbook?
Imagine the possibilities for your business with a centralized resource like The Playbook—tailored to your team, your culture, and your goals.
Amanda McKeen has helped small businesses transform operations, boost team confidence, and foster sustainable growth. She can do the same for you.