QS Digital
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Operations consulting

Operations your team can run without you in every decision.

QS Digital provides operations consulting for entrepreneurs: we help you write down how the work gets done, give each part an owner, and measure it on one weekly scorecard. Then we add AI where it removes real work, with a person approving what goes out.

Discuss your projectCall 973-652-7377
A hand-off from salesIllustration

Trigger

A deal closes in GoHighLevel

the workflow runs through Zapier

  • Client channel createdWhere the client and team talk
  • Drive folder createdEvery file in one place
  • Delivery project createdThe playbook's steps, each with an owner
No step depends on someone remembering.

What it covers

How you deliver on what you sell: the Fulfillment Engine.

Every business has two halves. The Growth Engine wins the customer. The Fulfillment Engine keeps the promise. We build the second half so delivery follows the same documented steps for every client, and keeps doing so as you scale. Below is our own Fulfillment Engine, the one every QS client goes through.

NOYESNOYESNOYESNOYESYESNOYES (FRACTIONAL)YES (SUPPORT)NOSTART(Closed Sale)Send ClientAgreementAgreementSigned?Follow Up /Resell If NeededCreate ClientDashboard &Project PlanCreate Clientin Client PortalSend WelcomeEmailScheduleKickstart CallHold Kickstart &Triage Call(See Playbook)All 1-on-1CallsScheduled?Follows Up withClient Until ALLAre ScheduledHold 1-on-1ImplementationCall(See Playbook)MilestoneComplete?(Client/QSSignoff)Create CatchupPlan with ClientImplementCatchup PlanProjectComplete?Ask for aTestimonialHold “How We GetThere?” Call(Impact Plan)(See Playbook)PresentOffer forOngoingSupportAscend ToFractional orSupportAdd To Long-TermNurture(Referral Request)START FRACTIONALCMO/COO ENGINE(Hand-Off)START ONGOINGSUPPORTFULFILLMENT ENGINEENDEXCITEEXCITEADVOCATEASCENDPROMOTE

Scroll sideways to see the whole map.

StepStep with a playbookDecision pointHand-off or end
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In words

  1. AgreementWhen the sale closes, we send the client agreement and follow up until it is signed.
  2. OnboardingWe create the client dashboard and project plan, set the client up in the client portal, send the welcome email and schedule the kickstart call.
  3. ExciteWe hold the kickstart and triage call from its playbook, and follow up until every 1-on-1 implementation call is scheduled.
  4. ImplementationEach 1-on-1 implementation call follows its playbook. Every milestone needs client and QS sign-off; if one slips, we agree a catch-up plan with the client and carry it out.
  5. AdvocateWhen the project is complete, we ask for a testimonial.
  6. AscendA “How We Get There?” impact-plan call, then an offer of ongoing support. Clients move on to a fractional CMO/COO engagement or to ongoing support.
  7. PromoteAnyone who doesn't continue moves to long-term nurture, with a referral request.

What we set up

  1. 01

    Playbooks, SOPs and owners

    The repeatable work, written down, with one owner each.

    More about Playbooks, SOPs and owners +

    The repeatable work is written down step by step as playbooks and SOPs, and each one has one accountable owner.

  2. 02

    Client onboarding that sets itself up

    A closed deal creates the channel, folder and project.

    More about Client onboarding that sets itself up +

    We build the hand-off from sales in GoHighLevel and Zapier: when a deal closes, the workflow creates the client channel, Drive folder and delivery project, so no step depends on someone remembering.

  3. 03

    One weekly scorecard

    A few numbers, each with an owner and a source.

    More about One weekly scorecard +

    A few numbers across growth, sales, delivery and finance. Each has an owner and a source.

  4. 04

    A planning rhythm

    Weekly pulse, monthly review, 90-day sprints.

    More about A planning rhythm +

    A weekly pulse, a monthly business review, and 90-day sprints that set the next priorities.

  5. 05

    The HR Engine

    AI-assisted hiring and automated employee onboarding.

    More about The HR Engine +

    AI-assisted hiring and automated employee onboarding: role scorecards, structured hiring steps and an onboarding plan. We design the process; we are not a recruiter.

Where AI fits

AI runs the steps you've already written down.

AI can't fix a process nobody has described. Once the playbooks exist, AI agents and automations can carry out the repeatable steps, such as routing, reminders, status updates and first drafts. A person approves anything that goes to a client. Our guide covers what to document before building an AI agent.

See AI agents CRM and follow-up systems

  1. Written down

    The playbook and its owner

  2. AI runs

    Routing, reminders, status updates, first drafts

  3. A person approves

    Anything that goes to a client

How an engagement works

Diagnose, Map, Build, Install.

How we work

  1. Step 1

    Diagnose

    Find where delivery stalls and what it costs.

  2. Step 2

    Map

    Write the playbooks, owners and scorecard.

  3. Step 3

    Build

    Set up the tools and automations in accounts you own.

  4. Step 4

    Install

    Train the team so they run it without us.

Questions

Common questions

Is this the same as hiring a COO?
No. This is a project that builds your operating system, and your team runs it afterwards.
Do we need new software?
Not usually. We start with the tools you already use, and only add something when it does a job your current tools can't.
Where do we start?
With a conversation about where delivery gets stuck. Use the button below or call.

Tell us where delivery gets stuck.

Discuss your projectCall 973-652-7377