Playbook 7: The Install Playbook

The Capacity Loop

Each step hands off to the next. The playbook shows how to build every one.

1. STEP 1
   Leak Map
   Mark every task Decide or Repeat.
2. STEP 2
   Capture Pass
   Record your best person doing it once.
3. STEP 3
   Bookend Rule
   Person 10%, AI 80%, person 10%.
4. STEP 4
   Done Card
   Write what done means before work starts.
5. STEP 5
   Refill
   Freed hours go to new accounts.

Your first Leak Map

A table of 1 account's week, split into the work only a person can do and the work AI can repeat. Paste it into ChatGPT, Claude or Gemini. Fill the [brackets] for a sharper result, or leave them blank.

Help me build a Leak Map for 1 client account.
Role: [account manager, strategist, coordinator]
Client: [client name]
Tasks from 1 normal week: [paste a task list or calendar, or describe the week]

Return a table: task, hours per week, Decide or Repeat, and why.
- Decide = needs a person's judgment.
- Repeat = the same steps every time.
Then list the Repeat tasks by hours saved, biggest first.

If I gave no task list, interview me 1 question at a time until you have 1 full week.

6 actions. Each takes under 15 minutes.

Every part of the playbook opens with 1 of these. Do them in order and the play is live in 30 days.

1. 01Score your readiness. Tick the 6 boxes. Your score tells you where to start.
2. 02Pick your first play. Place your 6 plays on the demand and skill grid.
3. 03Fill 1 context pack. Use the template for your first client.
4. 04Write 1 skill. Turn your best person's steps into a reusable skill.
5. 05Run it through the gate. 1 real deliverable, 1 named approver.
6. 06Track 5 numbers. Accounts per person, hours, first-pass approval, send-backs, on time.

Get the full 20-page playbook. Free.

Every part has a 2-line summary and 1 action. Diagrams, prompts and a scoreboard included.