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New Literacy Technology Consultants

Operations Plan Template

/ 1 min read

Overview

Our operations are designed to support a scalable two-sided marketplace with efficient onboarding, service fulfillment, and customer support. We rely on a combination of internal team roles, automation, and third-party platforms.


Team Structure

RoleResponsibilityHiring Phase
Operations ManagerOversees daily logistics and provider supportQ1
Customer Support RepResponds to homeowner inquiries and escalationsQ2
Field RecruiterOnboards new providers regionallyQ1
SchedulerCoordinates time-based bookingsQ2 (if demand requires)

Workflow Diagram

(Insert flowchart here showing steps from customer booking to provider match, job completion, and review)

Example:

  1. Customer submits job request
  2. System matches to provider
  3. Confirmation sent to both parties
  4. Job completed
  5. Payment processed + feedback collected

Tools and Technology

  • Booking Engine: Custom platform (web + app)
  • CRM: HubSpot (providers) + Freshdesk (support)
  • Scheduling: Calendly API
  • Communication: Twilio SMS, Slack internal
  • Data Management: Airtable + Notion SOPs

Scaling Plan

Growth PhaseKey HiresTech UpgradesProcess Improvements
Pilot (Q1)2 repsManual workflowsDaily ops syncs
Launch (Q2)3 ops hiresWorkflow automationProvider dashboard
Scale (Q3-Q4)6+ regionalsFull internal toolsetReal-time support

KPIs (Optional)

MetricTargetNotes
Provider Onboarding Time< 3 daysFaster = better liquidity
Booking Fulfillment Rate90%+% of completed vs. requested
Support Resolution Time< 2 hoursHelps with retention