The Operations Manual Guide

The Operations Manual Guide

The Operations Manual Guide

for Agencies
& Service Businesses

If your company's knowledge lives in your head, scattered docs, or buried Slack threads, this guide is for you. Learn how to document your processes so you can save time, reduce risk, and scale with confidence.

Why create an operations manual?

Because your business shouldn't depend on what's in your head.

Your team keeps asking the same questions

Your team keeps asking the same questions

Your team keeps asking the same questions

You're the bottleneck (and you know it)

You're the bottleneck (and you know it)

You're the bottleneck (and you know it)

Things fall through the cracks when you're away

Things fall through the cracks when you're away

Things fall through the cracks when you're away

You want a business that can scale or sell

You want a business that can scale or sell

You want a business that can scale or sell

An operations manual isn’t just documentation.
It’s your agency’s foundation for calm, clarity, and growth.

Why it matters

An operations manual isn’t just documentation.
It’s your agency’s foundation for calm, clarity, and growth.

Centralize critical info in one place

Centralize critical info in one place

Centralize critical info in one place

Reduce onboarding time and stress

Reduce onboarding time and stress

Reduce onboarding time and stress

Streamline how your team works
day-to-day

Streamline how your team works
day-to-day

Streamline how your team works
day-to-day

Offload your brain without losing your standards

Offload your brain without losing your standards

Offload your brain without losing your standards

What’s inside the guide

Everything you need to start documenting with confidence.

Clean structure you can easily tailor

Clean structure you can easily tailor

Clean structure you can easily tailor

Roles-based sections (HR, Finance, IT, Admin, etc.)

Roles-based sections (HR, Finance, IT, Admin, etc.)

Roles-based sections (HR, Finance, IT, Admin, etc.)

Tips for documentation best practices

Tips for documentation best practices

Tips for documentation best practices

Example content and formatting

Example content and formatting

Example content and formatting

Built-in table of contents for easy navigation

Built-in table of contents for easy navigation

Built-in table of contents for easy navigation

Built by an Agency Ops Pro

Created by Melanie Chandruang, a seasoned operations leader who's helped dozens of agencies build smarter systems and get their weekends back.

Clear expectations reduce confusion and help everyone row in the same direction.

Clear expectations reduce confusion and help everyone row in the same direction.

Clear expectations reduce confusion and help everyone row in the same direction.

Systems that support delivery, reduce rework, and keep projects moving.

Systems that support delivery, reduce rework, and keep projects moving.

Systems that support delivery, reduce rework, and keep projects moving.

Leaders gain visibility into how work happens so they can guide the team effectively.

Leaders gain visibility into how work happens so they can guide the team effectively.

Leaders gain visibility into how work happens so they can guide the team effectively.

Documentation and structure that support growth without burning out your team.

Documentation and structure that support growth without burning out your team.

Documentation and structure that support growth without burning out your team.

Melanie is one of the best agency operations leaders I've worked with. She rolled out a complex, org-wide system in record time — and made it fun.

— Matthew Lee, Former President, Motionstrand

Get the free guide

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Based in Michigan. Working with agencies across North America.

Get the free guide

Drop your name and email below. We'll send it straight to your inbox, no spam, ever.

Based in Michigan. Working with agencies across North America.

© 2026 WeConsult. All rights reserved.

© 2026 WeConsult. All rights reserved.

© 2026 WeConsult. All rights reserved.