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How it works

How it works

You answer the questions, and the pack is ready the same day.

You answer the questions at the kitchen table when you have a quiet stretch, and a complete document pack is ready by the end of the day. Here is the whole path, start to finish.
  1. You answer the questions

    Start the plan and pay through Stripe, by the month or by the year. The email you use at checkout becomes your account. Then you answer 38 to 67 questions about your trade, your state, your owners, your capital, your services, and how you price. Save it and come back from any device.

    If you have co-owners, the last section covers the decisions you should settle between yourselves, and it comes after the operations questions so a partnership can work through it together. Every answer saves itself as you go.

  2. Your pack gets built and cross-checked

    When you submit, your pack gets written in the background, one document at a time, each with the others in view: business plan, market research, financial narrative, equipment list, launch checklist, org chart, working document, the six pricing, sales, and marketing documents, and, for a business with more than one owner, the founders worksheet.

    Then software checks the pack against itself. The revenue numbers reconcile across documents, the role names match between the plan and the org chart, and the licensing steps match what the research found for your state. No person reviews it, which is why every requirement names the agency that issues it and links to the page where you confirm it.

  3. It lands the same day

    Your pack arrives in your dashboard in Word and PDF, ready to use, with an email the moment it lands. The Selections Summary travels with it, so anyone you hand the pack to can see exactly which of your answers produced which document.

    Download it again whenever you want. Your launch checklist marks the steps where a professional belongs, including the ones that need an attorney licensed in your state.

Check the work first

Read a 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.

See all fourteen samples
What each public sample shows
DocumentWhat the sample shows
Launch checklistPhase 1, six itemsRead it
Business plan2 of 10 sectionsRead it
Financial narrativeAssumptions and projectionRead it
Market researchSeasonality and labor marketRead it
Working documentCompleteRead it
Pricing worksheetsWorksheets completeRead it

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.

What an hour of your time actually costs

Put in a wage and the calculator adds payroll tax, comp, insurance, the truck, and the hours you do not bill. What comes out is the number you have to beat on every quote. It is the same math the pricing playbook runs on.

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 your pack is written you also have Ask, a chat that answers from your own documents and cites the page every answer came from.

Please note

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.