Playbooks & Services
Built from 19+ years of CRM, marketing, and operations leadership. Start free, unlock the full playbook system with a one-time payment, or get hands-on advisory support for your team.
Starter Playbooks
Free
- 3 foundational playbooks to get started
- Includes: 3Ps Framework, 10x Strategy Meeting, and Prioritization Formula
- Intro to CRM + AI automation (Notion, n8n, Make)
- Email support (response within 5 days)
Playbook Pro
$99 one-time
- Full access to 9-module master playbook (50+ frameworks)
- SOPs, postmortems, project review templates, and GTM plans
- Team tools: Hiring guides, leveling rubrics, coaching models
- Planning assets: Loglines, battlecards, value props, working backwards
- AI automation: n8n, Make, Power Automate workflows
- Private Discord + quarterly playbook updates
- Email support (48h response)
Advisory & Implementation
Custom
- Custom-designed CRM & AI strategy for your team
- Done-for-you workflow automation (n8n, Salesforce, Make)
- Fractional CRM/Product/Ops leadership support
- 1:1 onboarding and hands-on workshop facilitation
- Slack access and dedicated project support
⚡ Playbook Pro will first be available at the $99 early adopter price. This offer will increase to $129+ once testimonials, video walkthroughs, and case studies are added.