Why choose a Professional EOS Implementer over Self-Implementing


Why Choose a Professional EOS Implementer over self-implementing?

Have you been thinking about using the Entrepreneurial Operating System®? The proven Entrepreneurial Operating System® (EOS) strengthens to the 6 key components of your business to ensure your team performs well – to get the results your business wants.

Implemented correctly, it will help your business or organisation excel & help you to get what you want out of your business.

Implementing EOS to its full extent is the key to seeing the best results.

So, do you have the resources to effectively self-implement the EOS? Or should you hire a Professional EOS Implementer to ensure that you will see the full benefits?

This article is written to give you some things to think about it you are questioning whether to self-implement or invest in a Professional EOS Implementer.

First of all, let’s define the 2 options:


A Professional EOS Implementer is someone who helps entrepreneurial leaders

  1. Achieve company-wide alignment on their vision.
  2. Gain real traction against that vision.
  3. Create healthy teams and culture through masterful EOS implementation.

A Professional EOS Implementer has received extensive training from EOS Worldwide & has access to a community of EOS Professionals as well as support from EOS Head Office. They have an entrepreneurial business leadership background or in my case, they have also owned & managed several businesses.

They have successfully completed the EOS Professional Implementer Boot Camp, work with multiple growth-minded companies to implement EOS, and continuously train towards EOS mastery.

They have to have the following experience to maintain their professional status:

30+ Sessions per year 8.75+ Average session rating 4+ Successful implementations

EOS Implementers use the proven, simple, and practical tools of EOS through its proven process to help leaders strengthen all Six Key Components™ of their business to get the best results.

Implementers are experts at:

  • TEACHING every tool in the EOS Toolbox™
  • FACILITATING clarity, alignment, and resolution
  • COACHING EOS® purity and accountability, and helping the leadership team become its best


Self-implementing means you take the tools yourself & implement them into your business.

Most of the tools are freely available from the EOS Worldwide website.

You can use the book Traction, to help you understand the tools.

Before you decide which way to go, please consider the following:


In the words of Jason Kolevski:

The most powerful reason to use an external coach/facilitator/implementor is because it’s impossible for a business to be objective with itself. This is where the gems 💎 are drawn from to create magical shifts!

  • Are you able to spot problems in the company and be objective about them?
  • Deal with the team’s dynamics & call out the elephants in the room?
  • Are you able to stand back and listen to all the leader’s points of view?

This is part of the role when you self-implement.

You also need to step out of your shoes and make sure you are also accountable for your undoing.

It is a challenging task to do when you are on the inside.

It is easier to have someone come in from the outside to offer an objective point of view and listen to the team’s perspective without taking it personally.

A Professional EOS Implementer can provide an outside professional perspective to challenge your habits and beliefs to create your best team yet. They will help your company align to your true vision and goals.


The initial cost of self-implementing is not as high as hiring a Professional EOS Implementer.

EOS provides all the tools for self-implementation meaning a team member can complete the basic training and then facilitate, teach and coach the leaders in your organisation.

However, have you thought about the cost and time put towards the training and initial implementation?

Hiring a Professional EOS Implementer to teach EOS in its pure form helps your leadership team implement it faster and more effectively, possibly saving you costs in the long term.


When organisations self-implement, they might not follow the EOS proven process: they only select the tools that they want to use or not use them correctly.

This might provide some results, but not the best results.

A Professional EOS Implementer is experienced and a master of all the tools in the process.

They understand the science behind the process and the order it needs to be implemented.

They have been professionally trained in using EOS and understand how to customise the system to different organisations.

They will teach you to use all the right tools in the toolbox to ensure you get the results you want.

They also have experience with many different organisations so can share that experience. For example, I have worked with over 5000 businesses & their leaders – this means that I know the questions to ask of your team.


Entrepreneurs are motivated and like to take on challenges.

You might see self-implementing as your next challenge.

However, implementing the EOS takes time, commitment and follow-through.

The nominated person to integrate and facilitate EOS might be pulled away to complete work commitments without having enough time to see it through.

A Professional EOS Implementer will implement and facilitate the entire process and provide ongoing support. They will ensure EOS becomes an integral part of your organisation.


When you self-implement, you and your team do it on your own. You must be genuinely accountable for your actions as the facilitator of the EOS and your role in the business. A Professional EOS Implementer can guide you through the implementation, provide ongoing support to help deal with issues and continually teach you how to use the tools effectively.

So, which option will work best for us?

If you just consider the cost of an Implementer then the obvious choice would be to self implement.

However, working with a professional EOS Implementer will get you better results & faster, meaning you can pay back the investment & still be ahead after the investment.

On average a client working with an EOS Implementer sees an increase of 18% to the bottom line, over a year. Sometimes it’s as high as 40%!

Do the math & work out whether you can afford not to do it with a professional implementer 🙂

An analogy I like to use is this:

You can YouTube anything or read a book & learn how to do it. However, would you trust a brain surgeon who was YouTube or book trained or would you prefer them to be qualified & experienced?

Whilst your business is not quite as critical as your brain, your business is an important asset.

Using a qualified & experienced Professional EOS Implementer will ensure your asset is in good hands.

Put another way, EOS is Simple but implementing it can be hard.

Much like losing weight – the method is really simple:

  1. Eat less food
  2. Do more exercise

And yet, many of us struggle to do it. That’s why we engage with personal trainers & coaches to help us achieve that result.

As Firefly say in their whitepaper – “How Investors and Boards Can Use EOS® To Align Teams and Drive Results.”

“Use a Certified or Professional EOS Implementer. As noted above, we strongly believe the investment in a competent, experienced facilitator who fits with the personality of the leadership team pays off in a swifter, more enduring implementation.

Our experience with self- implementation is that it’s better than not doing EOS at all but won’t deliver the same impact. A lot rides on an EOS implementation – investing in an Implementer increases the odds of success.”

Download the whitepaper to find out more:

Download pdf

And if you don’t believe me, take a listen to Justine taking about the difference – going from self-implementing to using me as their Implementer:

If I have convinced you of the merits of using a Professional Implementer, then please see below around whether you are ready & how I can help.

Are you ready to hire a Professional EOS Implementer?

I can help you get what you want out of business and life!

Using EOS with my unique blend of experience as a Business Leader, Entrepreneur, Leadership Coaching & Business Coaching skills, I can help you and your team become better leaders and create a business that elevates you to achieve better results.

To start with me as a client you need to be:

  • Open-minded​
  • Respectful
  • Appreciative
  • Growth-oriented
  • Frustrated
  • Want help
  • Willing to be open, honest & vulnerable

If you meet the criteria & want to talk then book me in for a quick chat, using the button below.

Book a free call with me to find out how i can help you!


“I tried to self-implement, and it was a disaster. Everything changed when we brought in a Professional EOS Implementer®. Now we’ve made the Inc. 5000 List 5 times in 10 years, and our Implementer is an indispensable part of our business.”

TRACY CALL, CEO/Founder of Media Bridge Advertising

“We tried to self-implement, and we didn’t get anywhere. We got busy & EOS took a back seat plus we picked & chose which tools we wanted to use. We got Debra in to help us & we haven’t looked back. Last year, despite Covid, we were focused & smashed our extended targets. This year we are already well on our way to reaching our goals.”

JUSTINE PARSON, Visionary/Founder of Your Virtual Assistant

All EOS Implementers share the following values:

ARE HUMBLY CONFIDENT open, honest, real and well-practiced, ready to make a positive difference

DO THE RIGHT THING never betraying a trust and doing whatever it takes to resolve every issue so people can move forward

GROW OR DIE driven to maximize every situation and take ourselves and our clients to the next level

HELP FIRST subordinating our personal interests to advance others, always giving value before expecting anything in return

DO WHAT WE SAY sometimes more, never less

Debra Chantry-Taylor

Professional EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner

#betterbusinessbetterlife #entrepreneur #leadership #eosimplementer #professionaleosimplementer #entrepreneurialbusinesscoach

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The Entrepreneurial Operating System™

The Entrepreneurial Operating System™

How Investors and Boards Can Use EOS® To Align Teams and Drive Results

The Entrepreneurial Operating System™ (EOS) is a powerful way to help organizations reach their full potential. We know this because we have used it to drive lasting change in the companies we have invested in over the years. Focused, practical, and intuitive, EOS has proven popular with our leadership teams, even those who were initially skeptical. We believe it is an invaluable tool for investors and boards to propel growth and build shareholder value in entrepreneurial companies.


Simply put, the Entrepreneurial Operating System is an integrated set of concepts and tools that help entrepreneurs to get the most out of their companies. Supported by an easy-to-understand framework powerfully depicted in founder Gino Wickman’s bestselling book, Traction, EOS optimizes human energy within an organization so that everyone – from owners to employees – is working productively on the most important priorities. The system consists of Six Key Components™ – People, Vision, Data, Issues, Process and Traction®– each of which includes a handful of straightforward tools to promote mastery. Full implementation within an organization typically takes two years following a rigorous and proven process that can be self-directed or facilitated by a Professional or Certified EOS Implementer®.

While thousands of entrepreneurial companies have adopted parts or all of the Entrepreneurial Operating System by implementing it themselves, we believe the real magic happens when companies tap into the expertise of a Certified or Professional EOS Implementer to facilitate the process. As of early 2020, there were over 350 such implementers worldwide. From our experience, just as a coach or trainer helps us stick to a workout schedule and push the boundaries of our comfort zone, so too an EOS Implementer helps keep leadership teams on track during implementation, ensuring they tackle head on the most difficult problems that impede organizational health and performance.

WHY is EOS relevant to investors and boards?

EOS was specifically designed for entrepreneur-owned companies with 10 to 250 employees. Indeed, outside investors and active boards of directors do not figure prominently in the framework. That being said, we believe EOS provides a powerful tool for investors and boards to spur value creation in similarly sized companies provided they approach it the right way. Most outside or professional investors expect alignment with and accountability from their leadership teams and will take steps to accomplish it one way or another. EOS provides a proven way to accomplish both.

Why has EOS become such a popular tool among investors? There are several reasons:

  1. EOS Makes Sense. The plainspoken, intuitive logic of EOS resonates with everyone from hard-nosed, school-of-life entrepreneurs to MBA boardroom types to, most importantly, line managers and frontline staff who get the real work done. We have not found anything else with a comparably broad range of appeal up and down an organization. Put simply, EOS supplies everyone with a common conceptual framework, vocabulary, and tool set to drive performance.
  2. EOS Demands Ruthless Prioritization. With so many ideas, so much to get done, and so many sources of information, modern leadership teams are at constant risk of distraction and fragmentation. As investors, we see this all the time, especially in companies that were for years dominated by a visionary founder. EOS is the perfect antidote to this tendency through such tools as the Vision/Traction Organizer™, quarterly Rocks, and disciplined problem solving via the Issues Solving Track (Identify, Discuss, and Solve).
  3. EOS Instills Accountability. Investors and boards value this feature immensely because, without it, organizations rarely perform to their full potential. With roles defined, goals identified, and results measured, there is nowhere to hide in a company running on EOS. The components of EOS work together to create a self-reinforcing culture of measurable and durable performance improvement that results in growth, profitability, and team success.
  4. EOS Runs on Data. Most professional investors and attentive boards demand accurate and timely data. The EOS weekly Scorecard provides it in an easily digestible format that highlights only the top 10-15 metrics that matter most to diagnosing company health. Furthermore, the emphasis is on not just lagging indicators like sales and profit but also leading ones, such as prospect generation, account wins, and order flow that predict future performance. Investors love predictability.
  5. EOS is Proven. When investors and leadership teams begin their working relationship, it’s natural for skepticism to mount and tensions to rise early on. Company leadership might reflexively resist new ideas. We have found that the introduction of EOS – an independently validated and widely popular system designed for entrepreneurial companies – helps build trust and improve communication. As we often say to companies we have recently acquired, we recommend EOS not just because we like it but because thousands of other entrepreneurs and leadership teams like it too.

HOW should investors and boards deploy EOS?

Through repeated trial-and-error, we have learned over time to do the following things to maximize our impact and minimize disruption during the EOS implementation process:

  1. Use a Certified or Professional EOS Implementer. As noted above, we strongly believe the investment in a competent, experienced facilitator who fits with the personality of the leadership team pays off in a swifter, more enduring implementation. Our experience with self-implementation is that it’s better than not doing EOS at all but won’t deliver the same impact. A lot rides on an EOS implementation – investing in an Implementer increases the odds of success.
  2. Define the role of investors and the board. Since EOS was explicitly designed for entrepreneurial companies, there is no formal role for investors or board members in an EOS implementation, a reality we have learned to respect in most circumstances. However, we believe alignment between the board and a leadership team during and after implementation is critical. We have found that scheduling board meetings one or two weeks prior to annual or quarterly leadership team meetings helps senior leaders translate board priorities into specific and concrete objectives with the team. In addition, we value seeing the Scorecard each week and having regularly scheduled “same-page” meetings with key stakeholders.
  3. Introduce EOS Early. We talk about EOS with our management teams even before we invest because it is such an important part of our approach to building great companies. Doing this early sets expectations and builds anticipation. We also encourage our teams to interview and select prospective EOS implementers themselves. It is important they fully own the success of implementation and that begins with the decision of who will facilitate the process.
  4. Establish “Rules of Engagement” with Implementers. We have worked with several high-quality EOS Implementers in multiple geographies. Each has his or her own unique style and personal touch. Across the board, we have learned that candid, upfront, and continuous communication using regular same page meetings with our Implementer partners goes a long way toward ensuring a harmonious and coordinated implementation of EOS. This open dialogue still allows the Implementer to have a primary, high-trust relationship with the leadership team.
  5. Focus on a Few Things. While every component in EOS is essential to its success, not every part requires equal involvement from the board. In particular, we tend to spend more time working with leadership teams and Implementers on defining the company’s vision, establishing its annual and multi-year goals, developing the Accountability Chart, and assisting with the creation of the Scorecard. The Scorecard is especially helpful as a quantification of progress toward common goals.
  6. Stay Involved But Step Back When Necessary. Having emphasized the importance of EOS, established trust with both our Implementers and management teams, and picked the areas to focus on, we strive to provide steady, consistent input throughout the implementation. Usually, one Partner at Firefly will take point on this so that a predictable rhythm develops. We respect EOS’s aversion to crowds and try hard to preserve the intimacy of the process. Leadership teams need space and time to coalesce during an EOS implementation. Sometimes less is more when it comes to our involvement.
  7. Get the Right Integrator. In an EOS company, the Integrator is the person who gets things done. He or she makes the final call, has ultimate P&L responsibility, and stewards the operations of the business. Whether thought of as a CEO, president or chief operating officer, the Integrator is the glue that holds everything together. A successful EOS implementation is less likely with – and cannot compensate for having – the wrong Integrator.

A Natural Fit

If implemented properly, the Entrepreneurial Operating System can drive results and create value in investor-backed companies while assuring alignment and reducing tension between owners and the leadership team. Equally important, it can improve the lives of leaders and employees alike, resulting in higher job satisfaction, productivity, and retention. We are evangelists for EOS because we have seen these effects firsthand. If you want to learn more, visit www.eosworldwide.com or contact us at www.thefireglygrp.com.

The Firefly Group invests in growth-oriented lower middle-market companies. After years of experience using EOS among its partner companies, Firefly acquired a majority interest in EOS Worldwide LLC in 2018. Certified EOS Implementer Jeanet Wade contributed to the content of this white paper.

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Implementing EOS – The Entrepreneurial Operating System

Has your business hit a plateau and you just can’t figure out how to jump starting things again?  While most businesses have an action plan in place, there is sometimes still a tendency to think small, however thinking smart is always going to be a better option.

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