Your whole process on one page - the eight stages a job moves through, the systems and forms used at each point, and the checklists that make sure nothing slips. This is where Ask Lee plugs in: capturing the right information at the right moment, so a job never stalls waiting on Paul.
Paul's call: the immediate priority is getting the know-how out of Ash's and Paul's heads - so an apprentice asks Ask Lee first, not Ash. Everything below is sequenced around that. Nothing here is homework to chase - it's the shared plan, in one place.
Fireflies on training & workshop talk, photograph the team's notebooks, and begin processing your OneDrive docs & SOPs - so the know-how that lives only in Ash's and Paul's heads (how to build a sash, rebate sizes, "is this good enough?") becomes searchable.
Your SOPs, templates and manuals from OneDrive become searchable in the Brain - the richest existing seam of the Lee Brothers Way.
A dedicated address to BCC / forward supplier quotes and key emails, so they're captured automatically - fixing the Innergy RFI black hole where replies get lost.
Rebuild Paul's doors-and-sashes sheet with guardrails on the fields non-joiners get wrong - so a quote can be trusted without Paul's eye.
The selections -> detailing hand-off, a live spec on the factory floor (never a stale print), and material back-costing - the map below.
Next up: two back-to-back deep dives ~2 weeks out (proposed Mon 4 Aug) - front-end (sales & spec) then back-end (production).
A traffic-light system sits across the top - the Gibbs lean process the business already runs. Seven checkpoints from first enquiry, each a continue, pause or stop call. It predates the current team and is being distilled into a one-page SOP. Tap any stage to jump to its detail, tools and checklist below.
Scroll sideways to see the full line · tap a stage to open it
These are the tools that appear across the stages below. Innergy is home; everything else feeds into it or into the Brain.
Each stage shows what happens, who owns it, the tools and documents involved, and a working checklist with real examples. Tick items to sanity-check a live job.
Most of the systems work above pulls together things you already have. This is different - the technical know-how that only lives in people's heads. Paul flagged it as a high-priority part of the Brain: so an apprentice asks Ask Lee first, not Ash. "There isn't a manual for how to build a sash."
Knowledge feeders: Ash, Paul, Sammy G and the senior tradespeople (12+ years). Today the team interrupt Ash and Paul for answers - the Brain is built to change that.