◆ Licensed Professional Engineer (P.L. Eng.) | ◆ 20+ Years in Operations | ◆ 900+ Facilities Managed | ◆ Zero Major Safety Incidents
Operations · Systems · AI

Strategy In.
Results Out.

Led by a Licensed Professional Engineer with 20+ years inside Alberta operations, maintenance, manufacturing, and fabrication — we install enterprise-grade operations and AI systems for small businesses and industrial operators, without the enterprise-grade retainer.

Request Your Audit → See What We Do

Your business doesn't need another consultant. It needs a system that runs without one.

01 / Chaos

The hidden tax of operating in your head.

Missed leads. Reactive scheduling. SOPs that live in three different inboxes. Every undocumented process is a tax on your growth.

02 / Systems

The work mapped, written, and built to scale.

We document the way your business actually runs, then engineer the workflows that fix the bottlenecks — before we automate anything.

03 / Automation

The systems that run when you don't.

Lead capture, scheduling, follow-up, SOPs, reporting — installed, integrated, and quietly working in the background. You stay in charge. The system stays running.

What We Do

Three ways we install order.

01 / Audit

Operations, Leadership & Culture Audits

From $1,500

Three audit formats designed for both markets we serve: an Operations audit (the work and the systems), a Leadership audit (how decisions actually get made), and a Team Culture audit (what your people will and won't tell you). Run one. Run all three.

Explore the audits →
02 / Install

AI Systems Installs

From $1,000 · Full system from $3,000

Eight productized systems that handle the work no one has time for — lead capture, scheduling, follow-up, internal training, reporting. You never miss another lead, message, or job.

See the systems →
03 / Run

Monthly Optimization

From $200/month

Once your systems are live, we keep them sharp. Monthly check-ins, performance tuning, new playbooks as you grow. A fractional ops team, on retainer.

See retainer plans →
Industries

Built for businesses that can't afford to slow down.

From two-truck trades operations to mod-yard fabricators — if your business runs on tight margins, scattered crews, or moving project timelines, we've already worked the playbook.

Trades Cleaning Maintenance Landscape & Paving Manufacturing Fabrication & Mod Yards Construction & Commercial Builds Industrial Oil & Gas Trucking & Logistics Safety Industrial Site Projects
Explore by industry →
How It Works

Audit. Install. Run.

No 12-month transformation projects. No PowerPoint deliverables. Just a clear three-phase process designed to compound results from week one.

Audit your operations

We map your current workflows, identify the top three bottlenecks costing you money, and deliver a 90-day plan with prioritized actions.

Install the systems

We build the workflows, SOPs, and AI-powered systems that fix the bottlenecks — integrated with the tools you already use.

Run with or without us

You keep everything. Optional monthly retainer keeps your systems tuned and adds new playbooks as you grow.

20+
Years operations, maintenance, manufacturing & fabrication
900+
Facilities managed across Alberta industry
$200M+
Operations & capital portfolios directed
280+
Trades led on the floor and in the field
Zero
Major safety incidents on record
The Audit Is The Door

Ready to stop running your business on duct tape?

A focused engagement to find the bottlenecks quietly costing you the most. Then you decide what to fix — and whether you want our help fixing it.

Request Your Audit →
Services

Three ways we install order.

Every engagement starts with an audit. From there, we install the systems that fix what we found — and stay only as long as you want us to.

01 / Audit

Operations, Leadership & Culture Audits

From $1,5005–10 day engagement · remote or on-site

A clear-eyed look at where the work is breaking.

We don't sell hope. We sell a map. Every audit is a structured deep-dive — people, processes, tools, decisions, and the gaps between them. You walk out with a written plan, not a sales deck. Three audit formats, designed for both the SMB service businesses and the industrial operators we serve.

01 / OPERATIONS

Operations Audit

From $2,000

The work and the systems. Maps current workflows, surfaces top bottlenecks, delivers a 90-day action plan and an automation opportunity assessment.

02 / LEADERSHIP

Leadership Audit

From $1,500

How decisions actually get made. Reviews how leaders set direction, hold the standard, and run the meetings that drive (or kill) execution.

03 / CULTURE

Team Culture Audit

From $1,500

What your people will and won't tell you. Surfaces the friction, trust gaps, and unspoken rules that quietly govern day-to-day execution.

What every audit delivers:

  • Discovery sessions with the right people, not just the loudest
  • Documented current-state map of the area being audited
  • Top three issues, quantified by cost, friction, or risk
  • A prioritized action plan with effort and impact estimates
  • Final review meeting to walk through findings and recommended next steps
02 / Install

AI Systems Installs

From $1,000Single system · Full stack from $3,000

The work that should never have needed a person.

Lead capture, follow-up, scheduling, internal Q&A, customer updates, review collection — the work that quietly eats your week. We build it once, integrate it with the tools you already use, and hand you the keys. Eight modular systems, mix and match.

01

Lead Capture & Qualification

Every inquiry caught, sorted, and routed. No more missed jobs in the inbox.

02

Always-On Scheduling

Books the job, confirms the appointment, sends the reminder — while you sleep.

03

Customer Communication

Status updates, project pings, and check-ins handled automatically and on-brand.

04

SOP & Training System

Onboard new hires in days. Your playbooks become an answer engine your team can ask.

05

Internal Operations Assistant

Your team's first line of support — policies, procedures, and process answers on demand.

06

Operations Insight Dashboard

The numbers you've been meaning to look at, surfaced weekly without you running a report.

07

Review & Reputation Engine

The right ask, to the right customer, at the right time. Reviews stop being a side project.

08

Follow-Up & Upsell

Past customers re-engaged on schedule. The recurring revenue you've been leaving on the table.

03 / Run

Monthly Optimization

From $200/moThree tiers · cancel anytime

A fractional ops team, on retainer.

Systems aren't a one-and-done install. Markets shift, teams grow, tools change. The retainer keeps your systems sharp and adds new playbooks as your business evolves — without hiring an ops manager you don't yet need.

  • Monthly system check-in and performance review
  • Workflow tuning and refinements as your business grows
  • New SOPs and playbooks added quarterly
  • Priority support when something breaks or shifts
  • Quarterly operations report with recommended next moves
How We Stand Out

More qualified. More complete. More affordable.

Most consultancies sell process. Most AI agencies sell tooling. We sell the only combination that actually finishes the job.

Capability Playbook Operations AI Agencies Traditional Consultants
Licensed Professional Engineer (P.L. Eng.) ✓ ✗ ✗
20+ Years Operations & Maintenance Leadership ✓ ✗ Varies
Manufacturing, Fabrication & Mechanical Expertise ✓ ✗ Rarely
Team & Culture Assessment ✓ ✗ Some
Operations Audit Before Any Build ✓ ✗ ✗
SOP Development & Documentation ✓ ✗ Some
AI Agent Build & Installation ✓ ✓ ✗
Fixed, Transparent Pricing ✓ Rare Rare
Delivery in Weeks (Not Months) ✓ Some ✗
One Provider, One Contract ✓ ✗ ✗
More qualified. More complete. More affordable.

Not sure which one you need?

Start with an audit. By the end of week two you'll have a clear picture of what's broken, what's worth automating, and what to leave alone.

Request Your Audit →
Industries

Two markets.
One playbook.

We work with two kinds of operators — and we know the difference. Whether you're running a five-truck trades shop or a fabrication yard mid-build, the approach changes. The standard doesn't.

Market 01

SMB Service Businesses

Owner-operated shops where the systems live in someone's head and the bottleneck is usually the front door — the leads, the bookings, the follow-ups.

Trades Cleaning Maintenance Landscape Paving

What we usually find:

  • 30–50% of inbound leads going unanswered or answered too late
  • Scheduling and dispatch run by phone, text, and memory
  • Follow-up that depends on whether someone “remembers”
  • SOPs that exist only inside the head of the founder
  • Customer reviews collected by accident, not on purpose
  • No simple weekly view of what the business actually did
Market 02

Alberta Industrial & Construction

Project-driven operations where the bottleneck is rarely lead flow — it's scope drift, communication gaps, undocumented procedures, and projects that quietly slide off-plan.

Oil & Gas Fabrication Mod Yards Construction Commercial Builds Trucking & Logistics Manufacturing Safety Industrial Sites

What we usually find:

  • Project plans that haven't matched reality since week two
  • Daily reporting and field-to-office handoffs done by inbox
  • Standard work that's documented in three formats and trusted in none
  • Safety and quality records scattered across binders and shared drives
  • Subcontractor coordination held together by the project manager's calendar
  • Audit-ready documentation that takes weeks to assemble

Not on the list? Probably still a fit.

If your business runs on tight margins, distributed crews, or moving project timelines — the playbook applies. Tell us what you're running and we'll tell you straight whether we can help.

Request Your Audit →
About Playbook

We build the playbooks others charge to write.

Playbook Operations exists because most consultancies sell process and leave behind PowerPoints. We sell systems and leave behind something that runs.

What We Believe

Four operating principles.

Everything we ship is filtered through these. If a deliverable doesn't pass all four, we don't send it.

I

Outcomes over hours.

You're not buying our time. You're buying a measurable change in how your business operates. We price the result.

II

Systems over heroics.

If your business depends on someone working harder, it isn't a business yet — it's a hostage situation. We build the systems that take the heroics off the table.

III

Simplicity wins.

The best system is the one that gets used every day. We choose the unsexy, durable solution over the sophisticated one nobody opens twice.

IV

Build to leave.

Our job is to make ourselves optional. You should be able to run, modify, and own everything we install — with or without a retainer.

Our Experience

The work behind the playbook.

Playbook Operations is led by a Licensed Professional Engineer (P.L. Eng.) with 20+ years inside Alberta operations, maintenance, manufacturing, and fabrication — the kind of experience earned by running the work, not advising on it.

Engineering Discipline

Licensed Professional Engineer (P.L. Eng.).

Engineering rigor applied to operations consulting. Decisions are documented, defensible, and built on the same standards that get a stamp on a drawing.

Operations Leadership

20+ years inside operating businesses.

Direct, in-the-seat experience leading operations across service, industrial, and project-based environments — not advising from a slide deck.

Project Track Record

900+ facilities, $200M+ portfolios, 280+ trades.

Hands-on at scale across industrial sites, commercial builds, fabrication yards, and service operations. Zero major safety incidents on record.

Sectors Served

From two-truck trades to oil & gas mod yards.

Hands-on across trades, cleaning, maintenance, landscape, manufacturing, fabrication, construction, oil & gas, trucking, safety, and industrial site projects.

Systems & AI

Practical automation, not theoretical AI.

Eight productized systems built from real bottlenecks we've watched cost real businesses real money. We know what works because we've watched what doesn't.

Standard of Work

Engineering-grade documentation, every time.

Every deliverable is written to the standard of a stamped drawing — clear, complete, and built to be defended.

Why We Built Playbook

Most small businesses and project-driven operations don't need more advice. They need the boring, durable systems the big companies have — without the seven-figure transformation budget. We built Playbook to install those systems and leave them running.

If that sounds like the operator you want in your corner —

Request Your Audit →
Book Your Audit

Your operations,
mapped in days.

Submit a brief and we'll respond within one business day. No long forms, no sales sequence — just a real conversation about what's slowing you down and whether we can help.

What's Included

The Operations Audit

5–10 day engagement · remote or on-site

  • Discovery call with leadership — the right people, not just the loudest
  • Documented map of your current operations
  • Top three bottlenecks identified and quantified
  • Prioritized action plan with effort and impact estimates
  • Automation opportunity assessment
  • Final review meeting to walk through findings
Investment From $2,000
Or Reach Out Direct
Emailinfo@playbookops.ca
Phone825-526-5498
ResponseWithin 1 business day

Tell us about your operation.

Five fields. Two minutes. We'll respond within one business day.