peopleanalyst

Tools · Startup & strategy

EOS Operating System

Install an operating system on a company — V/TO, Accountability Chart, Rocks, IDS, weekly L10.

How it works

EOS doctrine (Wickman's Traction via the start-a-company corpus): a Vision/Traction Organizer (core values · core focus · 10-yr target · marketing strategy · 3-yr picture · 1-yr plan), a seats-first Accountability Chart, 3–7 quarterly Rocks with owners, the top Issues List + how to IDS them, and a weekly Level-10 agenda. Aspire-mode for solo/early founders (flags which seats they wear now).

You bring

{ company, context?, cluster? }

You get

{ company_summary, vto, accountability_chart[], quarterly_rocks[], issues_list[], ids_guidance, weekly_l10_agenda[], grounded_in, provenance }

Use it for

See it work

example output

Company: Summit Air, a 9-person residential HVAC install-and-service company on the Front Range whose founder runs sales, dispatch, and hiring himself.

EOS Operating System — Summit Air (residential HVAC)

Aspire mode: the founder currently wears the Visionary, Sales, and Operations seats — flagged below.

Vision/Traction Organizer

  • Core values: Show up on time · Fix it right the first time · Tell the truth about the price
  • Core focus: Purpose — keep Front Range families comfortable and safe year-round. Niche — residential HVAC replacement + maintenance plans, not new-construction.
  • 10-year target: $20M in revenue across the Front Range, owner out of daily operations.
  • Marketing strategy: Target — homeowners 35–65 with aging systems · 3 uniques: same-day diagnosis, flat-rate pricing, lifetime workmanship warranty · Proven process: Inspect → Quote → Install → 12-month check-in · Guarantee: comfortable or we make it right.
  • 3-year picture: $6M revenue · two install crews + a dedicated service tech · a real Operations Manager in the seat.
  • 1-year plan: $2.4M revenue · launch the maintenance-plan subscription · hire and onboard an Operations Manager.

Accountability Chart (seats first)

  • Visionary — Founder (current) — vision, key relationships, big problems.
  • Integrator / Operations — OPEN (founder filling) — day-to-day operations, P&L, accountability.
  • Sales & Marketing — Founder (current) — lead gen, quoting, close rate.
  • Install Lead — Marcus — crew scheduling, install quality, callbacks.

Quarterly Rocks

  1. Hire an Operations Manager (owner: Integrator seat) — relieve the founder bottleneck.
  2. Launch the maintenance-plan subscription (Sales & Marketing seat) — recurring revenue + retention.
  3. Stand up a flat-rate pricing book (Install Lead) — kill on-the-spot guessing.

Issues List

  • The founder is the only person who can quote a job.
  • No recurring revenue — every month starts at zero.
  • Callbacks aren't tracked, so quality problems stay invisible.

IDS guidance: at L10, take the top issue (founder-as-only-quoter), Identify the real problem (no documented pricing book), Discuss options once, then Solve with an owned action and a due date — don't re-open issues already solved.

Weekly Level-10 Agenda

  • Segue (5) · Scorecard review (5) · Rock review (5) · Customer/employee headlines (5) · To-do list (5) · IDS (60) · Conclude (5)

Grounded in: Wickman, Traction / Get a Grip — V/TO, Accountability Chart, Rocks, IDS, Level-10. Start-a-company corpus.

Run it now

Draft your EOS operating system

Get a starter Vision/Traction Organizer, an accountability chart, quarterly Rocks, an issues list, and a weekly Level-10 meeting agenda.

Prefer code? Call it over the API or hand it to your AI agent via MCP — POST /api/bicycle/eos-operating-system · build_eos_operating_system. API & agent access →

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