
Here’s what one past attendee had to say...
What the G.U.I.D.E. Cohort can Do for You
Clarity. Structure. Accountability. Real change.
This cohort gives Custom Integrators a practical, actionable blueprint for solving the operational problems that slow your business down.
Together, we will:
Identify your operational flow inside your business
Expose gaps in process, responsibilities, and communication
Strengthen consistency across your team
Build practical tools that support growth
Help you establish habits that outlast busy seasons
Give you the accountability structure to finally follow through
By the end of the cohort, you’ll have:
A clear view of how your work actually gets done
A repeatable system for eliminating bottlenecks
Tools and templates that increase alignment
A foundation you can build on as you scale
Confidence in your operations instead of chaosReady to get started?

The G.U.I.D.E. Cohort Overview
3 Months - (6) 90 minute sessions
Session 1 - Redefine HOW you operate
Understand your Client’s Journey
Identify Project Milestones
Establish Communication Standards
Streamline Weekly Project Meetings
Set Realistic Client Expectations
Live Q&A and Breakout rooms

Session 2 - Create Standards with SOP's & Checklists

Why standards matter in low voltage
What requires an SOP vs. a checklist
Using AI to accelerate documentation
Live Q&A and Breakout rooms
Session 3 - Leverage Lean Six Sigma Tools
SIPOC
Value Stream Mapping
5 Whys Root Cause Analysis
Using these tools to fix recurring problems
Live Q&A and Breakout rooms

Session 4 - Responsibility Matrix

Build a Responsibility Matrix
Identify gaps & overlaps in roles
Clarify Roles & Responsibilities
Enhance Accountability
Support Decision Making
Live Q&A and Breakout rooms
Session 5 - Aligning software with Process
Visualize how your workflow maps to your current tools
Identify friction caused by misaligned software
Uncover automation opportunities in your tech stack
Clarify what your tools should support in your process
Build a roadmap to optimize software once your HOW is defined
Live Q&A and Breakout rooms

Session 6 - Implementation Strategy

Implementation best practices
Share your 30/60/90-Day Plan
Final wrap-up & next steps
Live Q&A and Breakout rooms
Here is what you get
Client Journey Workflow to visualize where you’re stuck
Project Management Workflow to align Production
Employee Responsibility Matrix to clarify roles
36+ editable SOPs & checklists for key milestones
Client Experience template to set expectations
Client communication email templates
Project Status Review template for better meetings
Slack community for accountability and support
Weekly homework to build operational habits
A single source of truth you can turn into your Operations Manual
Add your logos, customize it to fit your needs, and turn it into your Operations Manual!
How much does it cost? - $1,000 per person
How long is the cohort? - 6-90 minute sessions over 3 months. Sessions are every other week.
My company runs on EOS, is this still helpful? - Yes. I work with lots of companies that run on EOS. Since Process is one of the 6 components, the work we do in the cohort helps you tackle that area of the business at a deeper level than EOS does.
How long do I get access to the Slack Community? - Forever
How many people are in the cohort? - It will be limited to 16 people. Additional sessions open if demand exceeds capacity.
Do I have to attend every live session? - No but you'll miss out on live, high value collaboration with the other attendees. Recorded sessions will be available.
Will the templates be editable? - Yes all of them will be editable for you to customize except for the Client Journey Workflow
Will this help my team follow the process? - This gives you the structure.Your culture makes it stick.The cohort helps you build both.
I’m already overwhelmed. Will this add to my workload?. No. The cohort reduces overwhelm by giving you clarity and a path forward.Each assignment moves your business forward meaningfully.
What if I don’t have a team yet and it's just me?. Perfect! You’re building your foundation early, before the chaos starts.
Will this help with communication issues?. Absolutely. Most communication problems are actually process problems.
What if I’ve tried building processes before and it didn’t stick? Most processes fail because they’re built in isolation.Here, you’ll learn how to build processes your team will actually follow with accountability to keep you on track.
Does this replace working with Jason one-on-one?. No. The cohort gives you the framework and tools, but you implement it yourself.It’s the most cost-effective way to start transforming your operations. Attendees get a discount off of 1 on 1 services.
Here’s what past attendees and clients are saying...






