Quick Guide to Rolling Out Traction® Tools


When leadership teams try out Traction® Tools, they can’t wait for their entire company to start using the EOS® software. Hey, the feeling is mutual! But we also want our clients to love Traction Tools as much as possible—and that means rolling it out to your company strategically.

It’s always easiest to start using Traction Tools at the same time you begin running on the Entrepreneurial Operating System®. As you roll out EOS throughout your company, you also roll out Traction Tools. The software is the natural environment for using the system. In fact, teams often get up and running with EOS faster when they use Traction Tools.

But what if you’ve discovered Traction Tools after your company has been running on EOS for some time? What’s the best way of making the transition? A small company of ten or 20 can do it without a lot of disruption, but the more employees you have, the more important a smooth rollout becomes.

Related content: How One EOS Company Got Twice the Results in Half the Time

What Not to Do

In the early days of Traction Tools, some of our clients were so excited about the software that they switched their entire organizations to Traction Tools all at once. They sent an email invitation to everyone in the company and announced that everything related to EOS would now be done through this new software. There was no step-wise rollout process, and these transitions were rough.

While we were thrilled with the enthusiasm of our clients, we weren’t thrilled to hear about bumpy onboarding. So we developed a rollout resource to help ensure your transition is seamless and painless. Our clients are having a lot of success switching to Traction Tools, and it’s due in large part to our incredible Client Success Team. They take it on as a personal mission to make sure every client has the best experience possible with Traction Tools—from the first touch with us through the entire client relationship.

The Successful Rollout

You can find our rollout resource in the Traction Tools Knowledge Base. There, you’ll get tools and tips that outline the best way to roll out our EOS software to your departmental teams. It includes videos for new supervisors and new users, quick tips, and links to books for implementing EOS at your company.

Besides the rollout resource, we recommend following a few best practices as you move your company to Traction Tools. Here are the top Dos and Don’ts for a seamless switch.

1) Know EOS

Before you introduce Traction Tools software to any department, make sure you and your people understand how the Entrepreneurial Operating System works. If you don’t know the basics of EOS, you’ll struggle to get the most out of EOS software. We recommend giving each person in your company a copy of What the Heck Is EOS?

2) Assign a power user

Basically, a Power User is someone in your company who takes ownership of your Traction Tools account. This is the go-to person whenever an employee has a question about Traction Tools. We’ll give your Power User complete training at no cost, so that they can provide any kind of help your people might need during roll-out.

3) Be systematic

You’ll have the most success if you start with the leadership team and roll out Traction Tools from the top down. Once a team member is comfortable using the software, they can begin using Traction Tools in their own departmental meetings.

For some leadership team members, this will happen almost immediately. Others may need a little time. Usually, it only takes two to four weeks before leadership team members are introducing it to their departments.

From there, department members who lead their own meetings can follow the same principle. As they become comfortable with the software, they can roll it out at the next level down. And so forth.

4) Don’t go too fast

Make sure your team leaders know and understand how to use Traction Tools before rolling it out to their own Level 10 Meetings™. If they aren’t comfortable using the software yet, then no one in their department will be either, and the onboarding process will be painful at best, and unsuccessful at worst.

5) Don’t surprise your people

Before you begin the rollout, communicate with everyone at every level of the company. Give plenty of heads-up—in advance, and multiple times—so that when the transition comes to their department, they know exactly what’s going on, and why.

Your people should understand what Traction Tools is for, why your company is switching over, when it’s being rolled out to their departments. They should know who the power user is, so they have a go-to person within the company. And they should also know how to reach out to the Traction Tools Client Success Team.

6) Don’t straddle the fence

It may be tempting for people to keep using paper methods or spreadsheets to track their To-Dos and Rocks. If your managers don’t hold people accountable to quit using paper, your transition will take a lot longer, and it’ll be a rough ride. With multiple sources of information, you’ll create gaps in accountability and balls will drop.

Quitting paper means going cold turkey. Just rip that bandage off in one quick motion!

7) Lean on us!

When you sign up with Traction Tools, you get unlimited free support. Use it! If you hit a snag or have a question about switching over, our Client Success Team is Johnny-on-the-Spot. We’ll even fly out to give your team onsite training, if you need it.

Ready to Roll?

If your leadership team is ready to start rolling out Traction Tools software to the rest of your company, check out our rollout guide in the Traction Tools Knowledge Base, and go over these seven best practices as a team. Make sure you’re taking a strategic approach at the right pacing.

And reach out to our Client Success Team. They’ve earned their name! You’ll get everything you need to ensure the smoothest transition possible.

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  • Megan Mayfield
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