Episode 454: The OS - 3 D’s
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Over the past few weeks, Bradley has walked you through what it looks like to install a true operating system in your business—one that creates clarity, alignment, and execution at every level. In this episode, he breaks down the next essential step in building a business that runs and grows without you: creating business assets using what he calls The 3D Model.
What is the 3D Model?
It’s simple—but powerful:
- Do it.
- Document it.
- Delegate it.
Bradley explains why documenting while you’re doing the work is the best time—not later. And why delegation isn’t just about handing off tasks; it’s about building repeatable systems that don’t depend on you.
You’ll learn:
- Why most documentation efforts fail and how to avoid that trap.
- How to hand off key systems (like recruiting or onboarding) without dropping the ball.
- The mindset shift that happens when your team sees that you design your business—down to fonts and templates—rather than doing things by default.
- How to start creating beautifully consistent, easy-to-follow systems using his Playbook for Creating Playbooks.
Bradley also revisits a powerful principle: "Never send a document in Arial." It’s not about the font—it’s about the mindset that drives operational excellence and intentional design.
Thanks to our sponsors...
BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we’re just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we’ve got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don’t forget to visit club.capital and mention you heard about us on the Above The Business podcast!
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