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The "Save My Ass" Systems Playbook
You don’t need another template.
You need to know what to build.
You’re not new to this. You’ve got some systems that work: a calendar you trust, maybe a Notion page you actually love.
And then there’s the rest. The task list you’ve rewritten five times. The follow-up that slipped. The four apps you check every morning just to figure out where to start. The template you built out over a whole weekend and abandoned by Wednesday.
That’s not a discipline problem. It’s a design problem. And you can’t design the right system until you know which one is actually broken.
What’s inside
The Scouting Report. About 23 questions and 20–30 minutes. Before it scores a single system, it checks two things. First you, the Person: your values, capacity and rhythms. Then your Business: your offers, marketing and support. After that it scores your five systems: Home Base, Tasks & Projects, Client Experience, Content Engine, and AI & Automations.
Your personalized CEO Playbook. It gives you:
a status for every system
your Play Call, which is your top one to three priorities in order
three quick wins for this week
my recommendation for your next step
Email it to yourself, or save it.
The Backend Breakdown. A 38-page guide with a chapter for each system. Each chapter covers what it is, the signs you need it, my honest take on your tech options, a quick win, where to go deeper, and when to get help. It also has Before You Build and Simplify Your Stack chapters.
Two fillable worksheets.
Your Technology Suite: see what you’re actually paying for.
Deciding on Your Tech: work through it before you add anything new.
Add-on: your results, walked through by me ($97)
I’ll record a private Loom of your results: what to build first, in what order, and what can wait. Add it at checkout. You’ll have it within 3 business days.
“I’ve tried systems before. They didn’t stick.”
Most systems start with the tool. This starts with you: how you actually work, how much capacity you really have, and what your business needs right now. If capacity is the real problem, your Playbook will say so, because system fixes alone won’t stick until that’s handled.
This is for you if:
You keep asking “what systems do I actually need?”
You want to know what to build before you buy anything prebuilt.
You’re not sure Notion (or any tool) is right for you yet.
You’d rather build it yourself with a clear plan than pay someone to guess.
This isn’t for you if:
One specific thing is stuck and you want it fixed. Book The Assist.
You want someone to look at your whole backend with you. Book The Huddle.
You already know you want a ready-made Notion system. Grab the Solopreneur OS.
FAQ
Do I need Notion? No. The Scouting Report and the guide work no matter what you use. The guide tells you where I use Notion and what the alternatives are.
How do I get it? Everything arrives in your inbox right after checkout.
A schedule is one thing. Systems that support your schedule are the game changer. Your business shouldn’t depend on one person’s memory to keep running. Start by knowing what to build.