The intake

Seven sections. About 15 to 25 minutes.

This is the part you do. Everything else is on us. Here is what it asks, section by section, before you pay for it.

questions everyone sees: 38
minutes, start to finish: 15 to 25
from submit to pack: Same day

What it asks

Every section, and how long it is

Nothing here is a trick question and nothing needs a document in front of you. If you do not know a number yet, say so and the pack works with a range.

38 questions if you are a single owner in a trade on the list and not open yet. A second owner adds the two sections that let us write your founders worksheet, which is the document you take to an attorney. A business already taking jobs sees up to 13 more, about what it runs today, and 17 to 19 answers are enough for the pack to be written. The rest can wait.

The intake, section by section
Section	Questions
Your tradeWhat you do and who you serve.One more if your trade is not on the list and you pick Other. We research it before the pack is written.	4 questions
About youBackground that shapes the plan.	6 questions
Business basicsName, structure, and timeline.One more if the business is already taking jobs.	7 questions
Owners and equitySplits, contributions, and how decisions get made.Only if you have more than one owner.	Up to 5 questions
OperationsServices, pricing, crew, and how you'll get customers.One more if you offer a service that is not on the list for your trade, and one more if you run on software you can name.10 more if the business is already taking jobs.	14 questions
Financial positionCapital, funding, and revenue targets.Two more if the business is already taking jobs.	7 questions
Owner decisionsProfit splits, exits, and how disagreements get settled.Only if you have more than one owner.	Up to 8 questions

How it behaves

You will not lose your work

It saves as you go

Every answer is written the moment you leave the field. Close the tab on question nine, come back on your laptop, and it is on question nine.

Nothing is built until you submit

The agents do not run while you fill it in. You can change any answer as many times as you want. Submitting is the moment the pack starts being written.

Then it is the same day

The pack lands in your dashboard, and we email you when it is there. You do not sit and wait on a progress bar.

You can correct it later

If an answer turns out wrong, fix it and regenerate. The working document exists for exactly this: you fill in real numbers as you get them and the plan is rebuilt against what actually happened.

Please note

A full refund of your first charge within seven days of it, as long as your pack has not been generated yet, and the subscription is cancelled with it. Once the pack is written the work is done, so that is the cutoff. If you subscribe and then get busy, email us before day seven. After that, cancelling stops the next renewal. Full terms.

Start it

Checkout first, then the questions open

Checkout comes first because the intake writes to an account, and the account is created from the address you pay with. You will get a sign-in link by email the moment it clears. One plan, with every document in it; the two cards are the two ways to pay for it. One subscription covers one business.

Read the example pack first What is in the plan

Monthly

$49 a month

Open the doors on it, then decide month by month.

Everything in the plan
Billed today, then every month until you cancel
Cancel anytime from Settings

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.

Annual

$490 a year

The same plan, billed once a year. Ten months' cost.

Everything in the plan
Billed today, then every year until you cancel
Cancel anytime from Settings