Money Make better sense of spending, saving, choices, and money conversations.

124 Playbooks
12 Collections
38 Goals

Explore Playbooks

Featured playbooks

PRO 716 Views

Made for Web Developers

Develop a Performance Optimization Plan

Develop a performance optimization plan to improve your web application's performance and reduce costs.

Life area Money
Goal Advance Your Tech Career
Situation Need to Make a Decision

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PRO 800 Views

Made for Videographers

Make a Video Budget

Create a budget template for video production

Life area Money
Goal Create a Tradition
Situation Need to Make a Decision

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PRO 584 Views

Made for Videographers

Acquire Video Production Resources

Acquire video production resources and create a plan.

Life area Money
Goal Get Something Done
Situation Need to Make a Decision

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PRO 907 Views

Made for Salon Owners

Develop a Staff Compensation Plan

Develop a staff compensation plan to determine fair salaries and benefits for your salon staff. This…

Life area Money
Goal Grow a Business
Situation Need to Make a Decision

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PRO 619 Views

Made for Salon Owners

Create a Client Retention Strategy

Create a client retention strategy to increase client loyalty and retention at your salon.

Life area Communication
Goal Advance Your Career
Situation Client Has Not Rebooked

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PRO 658 Views

Made for Salon Owners

Develop a Pricing Strategy Playbook

Develop a pricing strategy for your salon that takes into account costs, target market, competition, and…

Life area Money
Goal Grow a Business
Situation Need to Make a Decision

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Collections for Money

PRO

Made for General Contractors

Run the Project From Estimate to Punch List Without

$10.00

10 Playbooks · 15 hr 30 min

Made for General Contractors

PRO

Made for Franchise Owners

Make the Franchise Actually Work for the Owner

$10.00

10 Playbooks · 14 hr 35 min

Avoid Professional Risk

PRO

Made for Financial Advisors

Build the Full Financial Planning Conversation

$10.00

10 Playbooks · 13 hr 40 min

Made for Financial Advisors

Have the Money Conversation Couples Avoid

10 Playbooks · 8 hr 54 min

Made for Financial Advisors

Turn Goals Into Actual Numbers

10 Playbooks · 4 hr 42 min

Made for Financial Advisors

PRO

Made for Entrepreneurs

Build the Business Around What Actually Makes Money

$10.00

10 Playbooks · 16 hr

Made for Entrepreneurs

Quick wins

PRO 933 Views

Made for Barbers

Protect Your Day Before the First Cut

Build a practical opening checklist that catches schedule pressure, missing supplies, client needs, break conflicts, and…

Life area Money
Goal Earn More

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All playbooks

PRO 716 Views

Made for Web Developers

Develop a Performance Optimization Plan

Develop a performance optimization plan to improve your web application's performance and reduce costs.

Life area Money
Goal Advance Your Tech Career
Situation Need to Make a Decision

Upgrade to open

PRO 800 Views

Made for Videographers

Make a Video Budget

Create a budget template for video production

Life area Money
Goal Create a Tradition
Situation Need to Make a Decision

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PRO 584 Views

Made for Videographers

Acquire Video Production Resources

Acquire video production resources and create a plan.

Life area Money
Goal Get Something Done
Situation Need to Make a Decision

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PRO 907 Views

Made for Salon Owners

Develop a Staff Compensation Plan

Develop a staff compensation plan to determine fair salaries and benefits for your salon staff. This…

Life area Money
Goal Grow a Business
Situation Need to Make a Decision

Upgrade to open

PRO 619 Views

Made for Salon Owners

Create a Client Retention Strategy

Create a client retention strategy to increase client loyalty and retention at your salon.

Life area Communication
Goal Advance Your Career
Situation Client Has Not Rebooked

Upgrade to open

PRO 658 Views

Made for Salon Owners

Develop a Pricing Strategy Playbook

Develop a pricing strategy for your salon that takes into account costs, target market, competition, and…

Life area Money
Goal Grow a Business
Situation Need to Make a Decision

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PRO 843 Views

Made for Salon Owners

Implement a Service Standardization Process

Implement a service standardization process to improve quality and efficiency in your salon.

Life area Money
Goal Grow a Business
Situation Need to Make a Decision

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PRO 952 Views

Made for Salon Owners

New Employee Resource Pack

Create a comprehensive business plan for your salon that includes staffing, compensation, pricing, and client retention…

Life area Money
Goal Grow Your Business
Situation Need to Make a Decision

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PRO 526 Views

Made for Salon Managers

Create a Salon Staffing Plan

Create a comprehensive staffing plan for your salon, taking into account your specific needs and goals.

Life area Money
Goal Advance Your Career
Situation Need to Make a Decision

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PRO 854 Views

Made for Salon Managers

Develop a Retail Sales Growth Strategy

Develop a retail sales growth strategy for a salon, including sales projections, team training, and performance…

Life area Communication
Goal Advance Your Career
Situation Need More Customers

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PRO 758 Views

Made for Salon Managers

Optimize Salon Scheduling for Efficiency

Create a comprehensive scheduling plan to optimize your salon's efficiency and productivity.

Life area Communication
Goal Advance Your Career
Situation Need to Make a Decision

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PRO 600 Views

Made for Salon Assistants

Keep Salon Inventory Useful and Reduce Waste

Optimize salon inventory to reduce waste and improve customer satisfaction.

Life area Money
Goal Improve Operations
Situation Need to Make a Decision

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PRO 539 Views

Made for Retail Owners

Build a Financial Plan for Your Retail Store

Manage your store's finances effectively by creating a comprehensive financial plan, cutting costs, and optimizing spending.

Life area Money
Goal Make a Financial Decision
Situation Need to Cut Spending

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PRO 926 Views

Made for Retail Owners

Plan Seasonal Promotions for Your Retail Store

Create a seasonal promotions plan to increase sales and drive revenue for your retail store.

Life area Money
Goal Get More Customers
Situation Need More Customers

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PRO 767 Views

Made for Retail Owners

Improve Your Retail Pricing Strategy for Better Returns

Optimize your pricing strategy to increase revenue and stay competitive.

Life area Money
Goal Make a Financial Decision
Situation Need to Make a Decision

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PRO 506 Views

Made for Retail Owners

Create a Store Budget Around Your Financial Goals

Create a comprehensive store budget plan to achieve financial goals.

Life area Budgeting
Goal Make a Financial Decision
Situation Need to Make a Decision

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PRO 802 Views

Made for Retail Owners

Manage Cash Flow and Costs in Your Retail Store

Create a cash flow management plan to reduce costs and increase profit for your retail store.

Life area Money
Goal Get Organized
Situation Need to Cut Spending

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PRO 514 Views

Made for Retail Owners

Build a Repeatable Merchandising Workflow

Create a merchandising workflow for a retail business

Life area Decisions
Goal Advance Your Career
Situation Need to Make a Decision

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PRO 836 Views

Made for Restaurant Owners

Update Menu Prices With Your Costs in Mind

Update menu prices to maximize profitability and competitiveness, considering food costs, labor costs, target audience, and…

Life area Money
Goal Make a Decision
Situation Need to Make a Decision

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PRO 627 Views

Made for Restaurant Owners

Build a Labor Schedule for Your Restaurant

Develop a labor scheduling system for your restaurant, taking into account menu economics, labor, inventory, prep,…

Life area Money
Goal Advance Your Career
Situation Need to Make a Decision

Upgrade to open

PRO 722 Views

Made for Restaurant Owners

Compare Restaurant Vendor Costs and Value

Create a vendor cost analysis framework to make informed decisions about restaurant vendors.

Life area Money
Goal Make a Decision
Situation Need to Make a Decision

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PRO 675 Views

Made for Restaurant Owners

Build a Cash Flow Plan for Your Restaurant

Create a cash flow management plan for your restaurant

Life area Budgeting
Goal Make a Financial Decision
Situation Need to Cut Spending

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720 Views

Made for Restaurant Owners

Check Which Menu Items Earn Their Place

Analyze and optimize your menu for maximum profit, considering food costs, target profit margin, and customer…

Life area Business & Entrepreneurship
Goal Grow a Business
Situation Need to Cut Spending

865 Views

Made for Restaurant Owners

Build a Restaurant Upsell Strategy Guests Appreciate

Create an effective upsell strategy to increase revenue for your restaurant.

Life area Business & Entrepreneurship
Goal Earn More
Situation Need More Customers

PRO 919 Views

Made for Restaurant Owners

Review Restaurant Labor Costs and Adjust Your Schedule

Analyze labor costs and adjust schedules to maximize profitability. This Playbook provides a step-by-step guide to…

Life area Money
Goal Improve Operations
Situation Need to Cut Spending

Upgrade to open

PRO 758 Views

Made for Restaurant Owners

Find Practical Ways to Improve Restaurant Operations

Streamline restaurant operations by analyzing labor costs, assessing menu profitability, identifying waste reduction opportunities, and outlining…

Life area Money
Goal Grow a Business
Situation Need to Cut Spending

Upgrade to open

PRO 595 Views

Made for Restaurant Owners

Use Restaurant Metrics to Guide Business Decisions

Make data-driven decisions using key metrics to drive profitability in your restaurant.

Role Restaurant Owner
Goal Advance Your Career
Outcome Improve Cash Flow

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PRO 698 Views

Made for Restaurant Owners

Build a Restaurant Budget You Can Track

Create a comprehensive restaurant budget template, considering various expenses and revenue projections.

Life area Budgeting
Goal Get Organized Financially
Situation Planning Monthly Expenses

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PRO 991 Views

Made for Restaurant Owners

Keep Restaurant Ingredients and Supplies in Stock

Create an inventory management plan to ensure you have the necessary ingredients and supplies to run…

Life area Business & Entrepreneurship
Goal Get Organized
Situation Need to Make a Decision

Upgrade to open

PRO 865 Views

Made for Realtors

Prepare to Negotiate a Property Offer and Repairs

Negotiate offers and repairs with confidence using this negotiation plan.

Life area Money
Goal Make a Financial Decision
Situation Need to Make a Decision

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PRO 560 Views

Made for Realtors

Coordinate Property Showings and Capture Buyer Feedback

Coordinate showings and gather feedback for a client looking to buy a property

Life area Money
Goal Get Hired
Situation Client Has Not Rebooked

Upgrade to open

PRO 624 Views

Made for Realtors

Identify Risks Before They Disrupt a Real Estate Deal

Assess and mitigate transaction risks to protect clients' interests and your own business.

Life area Money
Goal Get Organized
Situation Need to Make a Decision

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PRO 501 Views

Made for Realtors

Build a Referral Network for Your Real Estate Business

Build a strong referral network to increase client base and revenue

Life area Money
Goal Grow Your Client Base
Situation Need More Customers

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PRO 717 Views

Made for Property Managers

Review Vendor Performance Before Renewing the Contract

Renew a vendor contract by reviewing current terms, evaluating vendor performance, and negotiating renewal terms.

Life area Decisions
Goal Make a Decision
Situation Need to Make a Decision

Upgrade to open

PRO 927 Views

Made for Property Managers

Build a Checklist for Regular Property Inspections

Conduct regular property inspections efficiently with a comprehensive checklist and detailed report.

Life area Money
Goal Get Something Done
Situation Need to Make a Decision

Upgrade to open

PRO 835 Views

Made for Property Managers

Track Late Rent and Plan Timely Follow-Ups

Develop a system to track and address delinquencies, minimizing losses and maintaining positive resident relationships.

Life area Communication
Goal Get Organized Financially
Situation Need to Make a Decision

Upgrade to open

PRO 910 Views

Made for Property Managers

Create a Property Report Owners Can Understand

Create an owner reporting template that includes essential sections and a clear outline.

Life area Money
Goal Get Organized
Situation Need to Make a Decision

Upgrade to open

PRO 826 Views

Made for Property Managers

Plan Ahead for Your Residents’ Lease Renewals

Manage resident renewals efficiently with a comprehensive plan

Life area Money
Goal Get Organized
Situation Need to Make a Decision

Upgrade to open

PRO 562 Views

Made for Program Managers

Budget and Resource Plan

Create a budget and resource allocation plan for a program

Life area Money
Goal Make a Financial Decision
Situation Need to Make a Decision

Upgrade to open

PRO 929 Views

Made for Program Managers

Create a Budget Template for Your Program

Create a program budget template to plan and track your program's finances effectively.

Life area Budgeting
Goal Get Organized Financially
Situation Need to Make a Decision

Upgrade to open

PRO 540 Views

Made for Nail Technicians

Build a Clear Process for Client Payments

Develop a workflow for handling client payments. Create a customized payment plan, script for discussing payment…

Life area Money

Upgrade to open

PRO 943 Views

Made for Independent Contractors

Send a Clear Change Order

Document changed work, added cost, schedule impact, replaced scope, and the approval needed before the changed…

Life area Business & Entrepreneurship
Goal Communicate Better
Situation Talking About Money

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PRO 572 Views

Made for Independent Contractors

Set Rates and Terms That Protect Your Margin

Set a workable hourly rate and fixed fee, then choose payment terms that cover costs, risk,…

Life area Business & Entrepreneurship
Goal Earn More
Situation Comparing Financial Options

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PRO 764 Views

Made for Independent Contractors

Collect an Overdue Invoice Step by Step

Build a controlled invoice collection plan with checked records, timed messages, payment options, decision points, and…

Life area Business & Entrepreneurship
Goal Get Something Done

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PRO 718 Views

Made for Independent Contractors

Plan for Taxes and Insurance Gaps

Build a working plan for tax reserves, filing dates, insurance gaps, certificate requests, and questions that…

Life area Financial Organization
Goal Get Organized
Situation Comparing Financial Options

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PRO 620 Views

Made for Hairstylists

Price Every Service for Real Profit

Set profitable service prices from real appointment costs, capacity, and income targets instead of copying competitors…

Life area Money
Goal Earn More
Situation Comparing Financial Options

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PRO 707 Views

Made for Hairstylists

Turn a Full Chair Into Better Income

Audit a packed book and turn service-level numbers into a focused plan for earning more from…

Life area Money
Goal Earn More

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PRO 559 Views

Made for Hairstylists

Find What Is Draining Your Book

Turn recent booking records into a ranked diagnosis of no-shows, overruns, weak rebooking, client loss, and…

Life area Business & Entrepreneurship
Goal Earn More
Situation Need to Make a Decision

Upgrade to open

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