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The full document catalog

Every document a trade or service founder needs to operate.

The plan, the filings, the numbers, and the documents you reach for once the phone starts ringing. About 25 minutes of intake produces what would take forty hours of research and writing.

Launch Pack, one-time
$147
Growth Pack, one-time
$297
Add-ons, each
$39 to $79

What's in your pack

Buy a pack once and receive the documents below the same day. The Launch Pack gets you open. The Growth Pack adds the six documents that decide what you charge and how the phone rings.

01
LaunchLaunch + Growth
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.
02
LaunchLaunch + Growth
Market research
What we found about your local market: typical margins, seasonality, suppliers, licensing, and the trade associations worth joining.
03
LaunchLaunch + Growth
Financial narrative
Three-year revenue and profit projection with the assumptions broken out, plus the monthly break-even number.
04
LaunchLaunch + Growth
Org chart and roles
Day 1, year 1, and year 3 staffing. Who does what, what they cost, and when each role gets added.
05
LaunchLaunch + Growth
Launch checklist
Every step from entity formation to first job, with the issuing authority, typical cost, and how long it takes.
06
LaunchLaunch + Growth
Starter equipment list
What to buy at launch, sized to your crew and your budget tier. Bootstrap, standard, or premium.
07
LaunchLaunch + Growth
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.
08
LaunchMulti-owner only
Founders worksheet
Equity splits, decision rights, buyout terms, and how you break a deadlock. Bring this to the attorney who drafts your operating agreement.
09
GrowthGrowth Pack
Pricing strategy playbook
Burdened labor math, margin literacy, per-service-line markup logic with sample priced jobs, role-by-role commission structures, and printable worksheets you fill in by hand. Teaches you how to read your own financials so the numbers refine over time.
10
GrowthGrowth Pack
Sales process playbook
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.
11
GrowthGrowth Pack
Marketing playbook
Positioning you can say out loud, 5-8 channel plays ranked now/next/later with setup steps and a weekly motion, a local proof engine, a referral program with scripts, a seasonal calendar, and honest budget guidance.
12
GrowthGrowth Pack
Google Business Profile SOP
The full procedure for the listing that wins the map pack: claim and verify, pick the right categories, a trade-specific photo shot list, posting cadence, Q&A seeding, spam watching, and the monthly maintenance routine.
13
GrowthGrowth Pack
Review request scripts
Email and text templates for asking for a Google review, tuned by job type. Includes the timing window that actually gets a reply.
14
GrowthGrowth Pack
Customer communication playbook
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.

14 documents, delivered the same day

Launch $147 · Growth $297

The six Growth docs are $354 bought one at a time

Add-on documents, 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, against $300 to $4,000 for the equivalent from a consultant. Six of these come with the Growth Pack, marked below once you own them.

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.

Read a sample
$49vs $500-$1,200 consultant

Available with any CrewPlaybook pack

Operations

Pricing strategy playbook

Before your first bid, or any time you raise rates.

Burdened labor math, margin literacy, per-service-line markup logic with sample priced jobs, role-by-role commission structures, and printable worksheets you fill in by hand. Teaches you how to read your own financials so the numbers refine over time.

Read a sample
$79vs $1,500-$4,000 consultant + CFO advisory

Available with any CrewPlaybook pack

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

Operations

KPI dashboard spec

When you can't tell if you're winning without checking the bank balance.

The 8-14 numbers your trade actually runs on, each with a plain-English definition, the exact formula, where the data lives, who owns it, and the red flags. Plus a weekly scorecard you can rebuild in a spreadsheet and a monthly review agenda.

$49vs $1,000-$3,000 fractional CFO setup

In development

Operations

Year-two growth plan

When year one is working and the question becomes what's next.

The months-13-24 plan: pull your real year-one baseline, see the gap to a reachable target state, pick from 3-5 growth levers with prerequisites and the math, and run four quarters with decision gates and financial guardrails.

$79vs $2,000-$5,000 business consultant

In development

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

Hiring

Hiring roadmap

When you're turning down work because there's only one of you.

Who to hire, in what order, triggered by your own numbers instead of the calendar. Each role gets a job ad draft, screening questions, a paid working-interview plan, grounded comp framing, and a first-90-days bar.

$59vs $1,000-$3,000 HR consultant

In development

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.

Read a sample
$59vs $500-$1,500 consultant

Available with any CrewPlaybook pack

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.

Read a sample
$39vs $150-$400 marketing

Available with any CrewPlaybook pack

Marketing

Marketing playbook

When the phone needs to ring and you don't know which lever to pull.

Positioning you can say out loud, 5-8 channel plays ranked now/next/later with setup steps and a weekly motion, a local proof engine, a referral program with scripts, a seasonal calendar, and honest budget guidance.

Read a sample
$79vs $1,500-$5,000 marketing consultant

Available with any CrewPlaybook pack

Marketing

Google Business Profile SOP

When competitors show up in the map pack and you don't.

The full procedure for the listing that wins the map pack: claim and verify, pick the right categories, a trade-specific photo shot list, posting cadence, Q&A seeding, spam watching, and the monthly maintenance routine.

Read a sample
$49vs $300-$1,500 local SEO agency, every month

Available with any CrewPlaybook pack

What the same documents cost hired out

Bring each piece of the pack to a separate professional and the bill lands between $5,600 and $18,000. The figures below are mid-market 2026 rates.

  • 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
CrewPlaybook Growth Pack$297

Operator's Room, optional

Ask Your Playbook is a chat scoped to your own documents, with a citation on every answer. It comes with your pack: 20 messages a month at no extra charge.

With any pack
$0
20 messages a month, resetting on the 1st.
Operator's Room
$9/mo
No message ceiling, plus 25% off every document on this page.

Optional. No subscription is required to use your pack or the chat. Cancel anytime.

Please note

CrewPlaybook writes business planning and operations documents from your intake answers. It is not a law firm and does not produce legal documents. Nothing in the pack or the add-ons replaces legal, tax, or HR advice.