Playbooks
the exact plays we run on engagements. published so any operator can use them. follow as written or hire us to ship them.
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Playbook
SystemsThe 30-day CRM rebuild
rebuild your CRM around your actual sales motion in 30 days.
7 steps · 4 hr/wk
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Playbook
MarketingFirst $10k of ad spend
how to spend your first $10k profitably across paid social and search.
meta + google · 14 days
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Playbook
MultiThe Scale OS install
the operating-system install we run for $1–$10M businesses.
90-day deployment plan
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Playbook
AI60-second response playbook
how to answer every inbound lead within 60 seconds — without staffing up.
voice AI + sms
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Playbook
Financial5-day close framework
cut monthly close from 18 days to 5 without adding headcount.
audit-ready monthly close
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Playbook
Financial13-week cash forecast
the rolling 13-week cash forecast every owner-operator should run.
spreadsheet + dashboard
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Playbook
MultiOwner-independence sprint
hand off the 6 workflows that keep you owner-dependent.
90 days · 6 workflows
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Playbook
FinancialAR collections automation
a no-friction AR follow-up loop that runs on autopilot.
reduce DSO by 18 days
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Playbook
MarketingClosed-loop attribution build
tag every ad dollar to a signed contract, properly.
server-side + CRM
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Playbook
FinancialCAC payback model
the spreadsheet that tells you when a customer is profitable.
cohort-based
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Playbook
ConsultingThe 18-month exit-ready plan
how to operate your way to exit-ready in 18 months.
quarterly milestones
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Playbook
ConsultingRoll-up integration framework
how to integrate an acquired business in 12 weeks.
12 weeks per add-on