Playbooks & Services
A growing library of CRM, lifecycle, and operating playbooks built from 20 years of hands-on leadership. The full system is launching soon — join the waitlist for early access.
Starter Playbooks
A small set of foundational playbooks to help you think more clearly about planning, prioritization, and execution.
- 3 foundational playbooks
- 3Ps Framework, 10x Strategy Meeting, Prioritization Formula
- Intro to CRM + AI-enabled workflows
Playbook Pro — Complete System
The full operating system for CRM, lifecycle marketing, planning, and team execution. Designed for leaders building durable systems, not one-off tactics.
- 9 modules covering planning, execution, team leadership, and AI automation
- 70+ playbooks, SOPs, templates, and frameworks
- CRM, experimentation, and lifecycle operating models
- Private community + ongoing updates
Advisory & Implementation
Hands-on support for teams that want help applying the playbooks in the real world.
- CRM & lifecycle strategy
- AI & automation implementation
- Fractional leadership & enablement
Launching Soon
Join the waitlist to get early access, launch updates, and preferred pricing when the playbooks go live.
Join the Waitlist