DOCUMENT THE WORK
Make Who-Does-What Crystal Clear
A roles-and-responsibilities chart so everyone knows what they own
What it solves
When everyone assumes someone else has it, quotes, invoices, and reviews slip through the cracks. This fill-in chart is for small teams that need clear ownership. You list each person and role, assign an owner, helper, and kept-informed person for eight core areas, and spell out handoffs and final decisions.
What this is worth: Consultants build ops and onboarding systems at $150 to $300 an hour.
What is inside
- A people list with each person's name and a one-line role.
- An ownership grid for eight areas, from sales and quotes to hiring and team.
- Owner, who helps, and who is kept informed, filled in for every area.
- Coverage for scheduling, money and invoicing, customer service, and reviews and reputation.
- A handoffs section mapping where work passes between people and who has final say.
- A field for the decisions only the owner makes.
One time
Instant download with a copy-paste AI prompt. Yours to keep.
48-Hour Refund Policy. If this is not right for you, tell us within 48 hours of your purchase and we will refund you. After 48 hours all sales are final.
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Questions, answered
Eight: sales and quotes, marketing and content, doing the work, scheduling, money and invoicing, customer service, reviews and reputation, and hiring and team. Each one gets an owner, a helper, and someone kept informed.
Three things: where work passes from one person to the next, who has the final say on a job, and what only the owner decides. Writing these down settles questions before they turn into confusion.
It helps. The chart opens by listing each person with their name and a one-line role, then builds every area assignment from that list, so have your current team in mind before you fill it in.
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