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How it works

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

You pay once, 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.

01

You answer the questions

Pick a pack and pay through Stripe. The email you use at checkout becomes your account. Then you answer 32 to 45 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.

02

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, and, for a business with more than one owner, the founders worksheet. The Growth Pack adds the six pricing, sales, and marketing documents.

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.

03

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.

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.