Starter + Full Pack
Business plan
How a job moves through the company, the market you're in, quarter-by-quarter milestones, and the risks that matter for your trade.
Sheet
C-001
Section
Catalog
Pack docs
10
Add-ons
3/6
One intake / one pack / same day
Every document a trades founder needs to operate.
Plan, ops, legal, and the add-on docs you reach for after launch. Twenty-five minutes of intake produces what would take forty hours of research and drafting.
01
What's in your pack
Buy a pack once and receive the documents below the same day. Starter includes operations only. Full Pack adds the operating agreement and buy/sell.
Read first
Starter + Full Pack
Working document
A fillable companion you write in as the business takes shape. Pulls answers from your intake and leaves room for what changes after launch.
Reference
Starter + Full Pack
Org chart and roles
Day 1, year 1, and year 3 staffing. Who does what, what they cost, and when each role gets added.
Starter + Full Pack
Launch checklist
Every step from entity formation to first job, with the issuing authority, typical cost, and how long it takes.
Starter + Full Pack
Starter equipment list
What to buy at launch, sized to your crew and your budget tier. Bootstrap, standard, or premium.
Multi-member only
Founders worksheet
Decision rights, capital contributions, and how disagreements get resolved. Bring this to the operating agreement signing.
Starter + Full Pack
Market research
What we found about your local market: typical margins, seasonality, suppliers, licensing, and the trade associations worth joining.
Starter + Full Pack
Financial narrative
Three-year revenue and profit projection with the assumptions broken out, plus the monthly break-even number.
Legal
Full Pack only
Operating agreement
Your LLC's governing document, assembled from your selections. Take this to an attorney licensed in your state before you sign.
Multi-member Full Pack
Buy/sell agreement
What happens when an owner exits, dies, divorces, or wants out. Take this to an attorney before you sign.
02
One intake. A working document that keeps the pack current.
Forty-eight questions across trade, founder context, business basics, members and equity, operations, financial, and (for the Full Pack) legal. Twenty-five minutes to complete.
Every document above pulls from those answers. The business plan reads in your trade voice, the launch checklist names the state authority for your filing, the equipment list is sized to your crew and budget, the operating agreement reflects the ownership splits you typed.
Six months in, your crew, services, and pricing will look different from launch day. The Working Document ships with every pack and is where you capture what changed: new services, hired crew, rate revisions, accounts won. Add-ons you buy after launch pull from the intake plus your working document, so a sales playbook in month six reflects what you actually sell in month six, not what you projected in month zero.
- Questions
- 48
- Time to complete
- 25 min
- Trades supported
- 13
- States covered
- 50
- Pack docs
- 10
- Delivery
- Same day
Step-by-step? See how it works.
03
Add-on docs, one at a time
Documents you reach for after launch as the business grows. Each one pulls from the same intake. Priced $39 to $79; piecemeal cost from a consultant runs $300 to $4,000 per doc.
Operations
Operations
Customer communication playbook
When you sign your first customer.
The customer-facing communication kit: kickoff call script, materials-delivery notification, mid-job photo updates, internal handoff intros between your team members, and the post-job courtesy follow-up sequence.
$49vs $500-$1,200 consultant
Available with any CrewPlaybook pack
Operations
Pricing strategy worksheet
Before your first bid, or any time you raise rates.
Markup logic per service line, target gross margin, and the math behind your hourly or per-job rate. Operationalizes the pricing model from your intake.
$49vs $300-$1,000 consultant
In development
Operations
Operations SOP pack
When you can't keep doing things by memory.
Six to eight trade-specific standard operating procedures: lead intake, job kickoff, quality control, callback handling, payment collection, safety incidents. Each SOP has its own steps, owners, and decision points.
$79vs $1,500-$4,000 consultant
Available with any CrewPlaybook pack
Hiring
Hiring
Employee onboarding checklist
When you make your first hire.
Day 1, week 1, and month 1 steps for getting a new hire productive: paperwork, equipment issue, training milestones, and check-in cadence.
$39vs $300-$600 HR consultant
Available with any CrewPlaybook pack
Sales
Sales
Sales process playbook
When your close rate matters more than your lead volume.
The sales motion itself: discovery questions to qualify a lead, quote presentation script, objection handling, follow-up cadence on outstanding quotes, and how to handle a no without burning the relationship.
$59vs $500-$1,500 consultant
In development
Marketing
Marketing
Review request scripts
After every completed job.
Email and text templates for asking for a Google review, tuned by job type. Includes the timing window that actually gets a reply.
$39vs $150-$400 marketing
In development
04
What it would cost piecemeal
Hire each piece of the pack out separately and the bill lands between $4,300 and $14,500. Numbers below are mid-market 2026 rates.
- Business plan writer (mid-tier)$1,500 to $5,000
- Attorney for operating agreement$500 to $2,000
- Attorney for buy/sell agreement$1,500 to $5,000
- Founders worksheet$500 to $1,500
- Consultant for roles and org chart$300 to $1,000
- Total piecemeal$4,300 to $14,500
- CrewPlaybook Full Pack$297
05
Operator's Room (optional)
Keep working with your pack after the same-day delivery. Chat with your pack, prompts to refresh your working document at 30 / 60 / 90 days, and one add-on credit per active month.
- Standard
- $29/mo
- Launch offer
- $19/mo
- First 100 customers who subscribe within 30 days of a pack purchase lock in this rate for as long as the subscription stays active.
Optional. No subscription required to use your pack. Cancel anytime.
Notice
CrewPlaybook is a self-help service that assembles documents from your selections. Nothing in the pack or the add-ons replaces legal, tax, or HR advice. Review every legal document with an attorney licensed in your state before signing.