For trades and service businesses
Get the company out of your head and on paper.
You have been doing the work for years. What is new is everything around it: the plan, the numbers, what the state wants filed, what to pay your first helper. CrewPlaybook asks you about 25 minutes of questions, then writes it all out for your trade and your town, from a business plan you could hand a banker down to the launch checklist for your state. It is in your dashboard the same day, in Word, and it is yours.
Change your mind before you submit the intake and you get every dollar back.
No two packs come out the same.
Two roofers in two different states get two different packs. The plan reads like your company because it is built from what you told us about your trade, your town, your money, and where you want this thing to go over the next three years.
If you want to see what that looks like before you spend anything, you can read a finished pack we made for a made-up HVAC company in Phoenix. It is the same thing a paying customer gets, page for page, and you do not need an account to look at it.
- Business plan15 to 25 pages
- Market researchyour metro
- Financial narrativethree years
- Org chart and roleswith pay ranges
- Launch checklistyour state
- Equipment listyour budget
Your pack is in your dashboard the day you finish the intake.
One payment, and a good deal less than the $5,600 or more a plan writer and a consultant would bill for the same work.
The filings and licensing for your state, in the order you will actually need them.
What you actually get
You can see the work before you pay for it.
Most of what gets sold to someone starting a trade business is a promise you cannot check until after you have paid. You can read the entire example pack first, page for page, without an account and without leaving an email. Here is a page from it, and the chat that comes with every pack answering a question about it.
Section 01
Executive summary
Sun Valley Mechanical is a residential HVAC company serving the east Phoenix valley, starting with install and service across Chandler, Gilbert, and Mesa. The founder has run installs for other shops for years and is opening his own with one truck, one helper, and a plan to add a second crew in year two.
The plan sizes the market by ZIP, lays the first three years of revenue against real cost assumptions, and maps the licensing and filings Arizona requires before the first paid job.
Year one assumptions
- Revenue
- $410,000
- Gross margin
- 48%
- Break-even
- Month 7
Ask Your Playbook · from the example pack
What do I need to file first in Arizona?
Your launch checklist puts the Arizona LLC registration first, filed with the Arizona Corporation Commission, before you buy equipment or spend on marketing. It lists the ROC contractor license right after, since Arizona treats the license to do HVAC work as separate from forming the company.
Launch checklist · Phase 1Every answer cites the document it came from. The chat explains what your pack says. It does not give legal advice.
Everything in the pack
Fourteen documents that agree with each other.
Each one is generated with the others in view, so the number in your financials is the same number in your plan. The Launch Pack gets you open. The Growth Pack adds the documents that fill the calendar once you are.
In every pack
- 01
Business plan
15 to 25 pages, written to read, not to skim
- 02
Market research
Your metro: demand, seasonality, suppliers, licensing
- 03
Financial narrative
Assumptions, a three-year projection, and break-even
- 04
Org chart and roles
Day 1, Year 1, and Year 3, with pay ranges
- 05
Launch checklist
The filings, license, and insurance your state wants
- 06
Starter equipment list
Bootstrap, standard, and premium, priced
- 07
Working document
A companion you keep filling in as you go
- 08
Founders worksheet
Equity, decision rights, buyouts (when there's a partner)
Added in the Growth Pack
- 09
Pricing strategy
Burdened labor, margin math, printable worksheets
- 10
Sales process playbook
Discovery, quoting, objections, and follow-up
- 11
Marketing playbook
Positioning, channels, referrals, and seasonality
- 12
Google Business Profile SOP
The listing that wins the map pack, step by step
- 13
Customer communication
Kickoff, updates, handoffs, and follow-up
- 14
Review request scripts
Email and text templates, timed to the job
Pricing
Two packs. One payment. Yours to keep.
No subscription and nothing to cancel. You pay once, the documents land in your dashboard the same day, and they stay there.
Launch Pack
$147
Everything you need to open the doors.
- Business plan, 15 to 25 pages
- Market research and a three-year financial narrative
- Org chart for Day 1, Year 1, and Year 3
- Launch checklist built for your state
- Starter equipment list, priced three ways
- A working document you keep filling in
One payment, and the documents are yours to keep.
Growth Pack
$297
Open the doors, then fill the calendar.
- Everything in the Launch Pack
- Pricing strategy, with the margin math worked out
- Sales process playbook
- Marketing playbook and Google Business Profile SOP
- Customer communication playbook
- Review request scripts
One payment, and the documents are yours to keep.
Hired out, the same documents run
- Business plan writer$1,500 to $5,000
- Pricing and margin consultant$1,500 to $4,000
- Marketing consultant$1,500 to $5,000
- Sales process consultant$500 to $1,500
- Local SEO for the Google listing$300 to $1,500
- Org chart consultant$300 to $1,000
- Total, hired out$5,600 to $18,000
When you need more
A catalog of add-on documents, built from the same intake.
Six of them come with the Growth Pack. The rest are there when you want them, from employee onboarding to an operations SOP pack. Whatever you answered during your intake carries over, so an add-on you buy six months from now is still built for the same business.
The intake takes about 25 minutes.
Answer the questions when you have a quiet stretch, and the whole pack is waiting in your dashboard by the end of the day.
Please note