Meet Lyndon: An Expansive EDGE Conversation

Josh interviews Lyndon about Expansive EDGE and how the firm helps service-based businesses — particularly in the trades and construction — extract the institutional knowledge living in leaders' heads and codify it into a working business playbook. The why Lyndon opens with is direct: people should go home feeling fulfilled in their work, and that requires having access to the information they need to make decisions without waiting on a manager who's stuck in meetings.

The structure of the playbook itself runs on four pillars: Profile (vision, mission, values, brand standards, tech stack), People (org structure, accountabilities, role descriptions), Policy (HR, IT, cyber security, health and safety, environmental — the rules of the game), and Process (the actual how-to material for marketing, sales, operations, project management, admin, finance, with the playbook content scoped appropriately to each department). Lyndon then walks through ControlShift, the eight-stage methodology Expansive EDGE uses: Insights (gap analysis), Design (process worksheets, org structure, role definitions), Capture (structured interviews, video, audits of existing collateral), Codify (building it into a platform like Trainual or Whale), and four more change-management stages — Activate, Amplify, Refine, Oversight.

Practical takeaways throughout: use screen recordings (Loom) plus AI to draft SOPs from how you actually do the work; document at four hours a week (5-10% of your time) of working on the business rather than in it; small businesses under 10 employees should focus on sales and marketing first, but anyone scaling past 10-25 employees starts feeling the pain of undocumented systems. Lyndon's closing point lands the philosophy: continuous improvement compounds — 1% daily is 37x better at the end of the year.