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For trades and service businesses

The bank wants a plan. The state wants filings. Your first quote needs a real number.

Twenty-five minutes of questions covers all three: a plan in the shape lenders expect, your state’s filings in order with who issues each one, and what an hour of your time really costs once insurance, comp, and the truck are in it. Written for your trade, in front of you the same day.

Launch checklistBlue Ridge Grounds LLC · Missouri

Phase 1. Legal Entity

  • 1.1

    File Articles of Organization for Blue Ridge Grounds LLC with the Missouri Secretary of State …

    Missouri Secretary of State, Corporations Unit$50 online / $105 by mail1-3 business days online
  • 1.2

    Appoint and maintain a registered agent with a physical Missouri street address; a post office box does …

    Missouri Secretary of State, Corporations Unit$0 if self-serving; $50-$150/year for a commercial registered agent serviceSame day as formation filing
  • 1.3

    Have an attorney licensed in Missouri draft a multi-member operating agreement for Blue Ridge Grounds …

    Missouri-licensed business attorney (private engagement)$1,000-$2,5001-3 weeks depending on attorney availability and owner decision-making
  • 1.4

    Obtain a Federal Employer Identification Number (EIN) from the Internal Revenue Service (IRS) online …

    Internal Revenue ServiceFreeSame day (online)
  • 4 more items in this phase. 5 phases in the document.

From the Kansas City example pack. Read all fourteen samples

Why people buy this

Nobody covers this part on a job site.

You can run the work. That part was never in question. The other half of owning a company shows up all at once and nobody warns you it is coming.

  • What do I charge for a job like this?
  • Do I need a state license or just the city?
  • Is $24 an hour too much for a helper?
  • The bank wants a business plan. What is that?
  • How much should be in the account before I quit?
  • Insurance before the first job or after?

Every one of those has a real answer, and it depends on your trade, your state, and your own numbers. The pack writes the answers down so you can hand them to a banker.

What lands in your dashboard

The numbers hold up in the bank meeting.

A loan officer flips between your plan and your projections looking for the crack. There is no crack: each document is written with the others in view, then software checks them against each other. If your plan says $240,000 in year one, your financials say $240,000 too, and the role you hire in month nine is the role your marketing advertises for.

In every pack

  • Business plan

    Ten sections. Runs 15 to 25 pages.

  • Market research

    Demand, seasonality, and licensing for your metro.

  • Financial narrative

    Three years of projections against your own assumptions.

  • Org chart and roles

    Snapshots at Day 1, Year 1 and Year 3. Every seat gets a pay range.

  • Launch checklist

    Each filing your state wants. Names the agency that issues it.

  • Starter equipment list

    Three budgets with current prices.

  • Working document

    A worksheet you keep filling in after the pack lands.

  • Founders worksheet

    Equity, decision rights, and buyouts. Only if you have a partner.

Added in the Growth Pack

  • Pricing strategy

    Your burdened labor rate. Margin math. Worksheets you can print.

  • Sales process playbook

    How to run a quote from first call to signed.

  • Marketing playbook

    Where your work comes from and what to do each week.

  • Google Business Profile SOP

    How to set up the listing that wins the map pack.

  • Customer communication

    What to say at kickoff and during the job.

  • Review request scripts

    Email and text templates that get a reply.

How it works

What happens after you pay.

1

You answer the questions

Somewhere between 32 and 45 of them depending on what you tell us. About 25 minutes. It saves as you go and it works on your phone.

2

The pack gets written and checked

Every document is written one at a time with the others in view. Then software reconciles the revenue figures across documents and matches the role names to the org chart.

3

It lands the same day

Word and PDF in your dashboard, and an email the moment it lands. A Selections Summary travels with it so anyone you hand the pack to can see which answer produced which document.

Check the work first

Read a real piece of every document before you pay.

We built a pack for two invented founders opening a lawn care company in Kansas City. All fourteen documents have a public sample. The research documents show a section or two rather than the whole thing, because the whole thing is what you are paying for. The working document and the pricing worksheets are there in full. Those only do anything once you run your own numbers through them.

Put your own numbers in

Run your own numbers before you spend a dollar.

Reading a sample tells you we can write. Running your own labor cost through the same math the pack uses tells you whether the thinking is any good. It works without an account and without an email.

While you are in the samples, open the working document. It is a live form, not a PDF: the same worksheet a paying customer keeps filling in as the real numbers arrive. Once you own a pack you also get Ask Your Playbook, a chat scoped to your own documents that cites the page every answer came from.

Pricing

Pick where you are.

One payment, and the documents are yours. If you already have work lined up for the first few months, Launch covers you. If you are opening cold and the phone has to ring, the six Growth documents are the ones that make it ring.

Launch Pack

$147

Everything you need to open the doors.

  • Business plan, 15 to 25 pages
  • Market research for your metro
  • Three-year financial narrative
  • Org chart snapshots at Day 1, Year 1 and Year 3
  • Launch checklist for your state
  • Starter equipment list at three budgets
  • A working document you keep filling in

By purchasing you acknowledge that CrewPlaybook is not a law firm, produces business planning and operations documents rather than legal documents, and writes them with AI from the answers you give during intake. Read the full acknowledgment.

If the phone has to ring, take this one

Growth Pack

$297

Open the doors, then fill the calendar.

  • Everything in the Launch Pack
  • Pricing strategy with the margin math done
  • Sales process playbook
  • Marketing playbook
  • Google Business Profile SOP
  • Customer communication playbook
  • Review request scripts

By purchasing you acknowledge that CrewPlaybook is not a law firm, produces business planning and operations documents rather than legal documents, and writes them with AI from the answers you give during intake. Read the full acknowledgment.

Read the example pack before you decide. Nothing is written until you submit your intake, and if you buy Launch and change your mind before then, email us and we move you to Growth for the difference.

Why it costs anything

Take each piece to the person who does it for a living and the bill lands between $5,600 and $18,000. Growthink, which writes business plans for a living, lists $2,000 to $25,000 for a professional writer. The bottom of that range buys one document out of fourteen.

  • 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

Straight answers

What you are probably thinking right now.

Is this just ChatGPT with a price on it?+

It is written by AI. We are not going to pretend otherwise. The difference is that a chat window is one generalist you have to direct, and this is a system of specialists that already knows the job. You answer 32 to 45 questions about your trade, your state, and your money. Then each document is built by its own specialist: market research runs live web searches on your metro, the launch checklist pulls your state's actual agencies and links every line to their pages, the financials are calculated rather than written, and a final pass reconciles every document against the others. Years of running trade businesses went into deciding what each one asks, checks, and refuses to guess at. A blank chat window does none of that, and it starts over every time you open it. Read the samples and judge the output. The longer answer has its own page: crewplaybook.com/vs-chatgpt.

Plan software is $20 a month. Why is this $147?+

Plan software rents you the workbench. You still drive it yourself, evenings at a time, section by section, and the subscription ends when you remember to cancel it. Here you answer questions for 25 minutes and the writing, the research, and the checking are done the same day. The plan is also one document out of eight: the software does not produce your state's filing checklist, your burdened labor rate, or an org chart with pay ranges. If you want forecasting software to live in every month, buy the software. If you want the paperwork done, that is us.

Will a bank or the SBA actually accept this?+

The plan is built in the structure lenders expect. Executive summary, market, operations, management, then a three-year projection with the assumptions written out next to it. Nobody can promise you an approval and anyone who does is selling you something. What you get is the document they asked for. You will also be able to answer questions about the numbers in it because you supplied the inputs.

What if my state does something strange?+

Licensing research runs per state. Every line in your checklist names the agency that issues the thing and links to where you confirm it. No person reviews your pack before it lands. That is exactly why we cite the issuing agency on every line instead of asking you to take our word for it. If a rule changed last month you find out in one click rather than at the counter.

I have been in the trade twenty years. Is this for me?+

Probably the Growth Pack rather than the Launch Pack. If you already know the work and the market, the parts that earn their keep are the burdened-rate math, the pricing worksheets, and the sales documents. Plenty of people who are excellent at the trade have never once worked out what an hour of their own time costs after insurance, comp, the truck, and the hours nobody bills for.

How long does this really take?+

About 25 minutes of questions. It saves as you go so you can stop and pick it up on your phone. After you submit, the pack is written in the background and lands in your dashboard the same day.

What if it comes out wrong?+

If something comes out broken, a corrupted file, the wrong state, an error on our end, we regenerate the affected documents at no charge. Email hello@crewplaybook.com and a person reads it. The refund terms are on the terms page.

Twenty-five minutes of questions. You have spent longer bidding one job.

Answer them at the kitchen table tonight. Tomorrow you are working from a plan instead of a legal pad.

By purchasing you acknowledge that CrewPlaybook is not a law firm, produces business planning and operations documents rather than legal documents, and writes them with AI from the answers you give during intake. Read the full acknowledgment.

By purchasing you acknowledge that CrewPlaybook is not a law firm, produces business planning and operations documents rather than legal documents, and writes them with AI from the answers you give during intake. Read the full acknowledgment.

See the samples first

Read the example pack first. Nothing is written until you hit submit.

CrewPlaybook writes business planning and operations documents. It is not a law firm. It does not write legal documents and it does not give legal advice. Where a legal document is the right next step your pack says so and points you to an attorney licensed in your state.

Two packs, $147 or $297

In your dashboard the same day.

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