Regarding the business and all its roles and recurring tasks...

1. get it out of the brain into an org chart
2. for each role, get clear on the cadence for each role (what to do and how often), which builds a master checklist. I do have a video on this, so its clear.

I used this in tandem with some other playbook apps, that allowed for companies to be ranked in the top productivity by employee, as well as freedom. Hope this supports.

https://www.youtube.com/watch?v=5X6w1MgABXs