Playbooks & Services
Built from almost 20 years of CRM, marketing, and operations leadership. Start free, grab the complete system, or go modular—then add hands-on advisory when you’re ready to scale.
Free
Starter Playbooks
Free
- 3 foundational playbooks to get started
- Includes: 3Ps Framework, 10x Strategy Meeting, Prioritization Formula
- Intro to CRM + AI automation (Notion, n8n, Make)
- Email support (response within 5 days)
Best Value Early Adopter
Playbook Pro — Complete System
$249 $99 Early Adopter
- Full access to 9 modules (70+ playbooks & frameworks)
- SOPs, postmortems, project reviews, GTM plans
- Team tools: hiring guides, leveling rubrics, coaching models
- Planning: loglines, battlecards, value props, working backwards
- AI automation: n8n, Make, Power Automate workflows
- Private Discord + quarterly updates
- Email support (48h response)
Limited-time launch offer. Price increases to $129–$149 after early adopter window; full list price $249.
Custom
Advisory & Implementation
Scoped engagement
- CRM & AI strategy design for your team
- Done-for-you workflow automation (n8n, Salesforce, Make)
- Fractional leadership (CRM/Product/Ops)
- 1:1 onboarding, workshops, enablement
- Slack access & dedicated project support
Modular
Individual Modules (Sections)
$19-$49 per module
- Focused by topic (e.g., Managing Your Team, Planning, Process)
- Each module includes 3-20 playbooks
- Lifetime access & updates for included playbooks
Buying multiple modules? The full bundle is usually cheaper.
A la carte
Single Playbooks
$7-$15 each
- Bite-sized frameworks & templates
- Instant PDF/Notion downloads
- Upgrade credit: recent purchases applied to bundle*
*Optional: Offer upgrade credits via coupon codes for recent buyers.
⚡ Early Adopter Offer: Get the complete system for $99 today (full list price is $249). This launch price increases soon, so don't delay!