In the fast-paced world of business, success often hinges on having a reliable framework to guide daily operations.
Enter the Core 20 Playbooks—an essential collection of workflows and routines designed to create consistency, scalability, and clarity. From marketing to finance, these playbooks cover the critical areas that every business must manage effectively. Let’s explore how these playbooks can transform your business into a well-oiled machine.
Introducing the The Core 20
Build Awareness and Engagement through Marketing
Marketing is the voice of your business, and these playbooks ensure it’s both consistent and impactful.
Social Media Engagement (Daily): Regular interactions with your audience help foster relationships and build brand loyalty.
Client Newsletter (Weekly): A consistent email newsletter nurtures leads and keeps clients informed.
Content Creation & Repurposing (Weekly): Ensure your marketing efforts go further by repurposing content across platforms.
Testimonial Review & Curation (Monthly): Showcase client success stories to build credibility.
Marketing Reporting & Analysis (Quarterly): Track campaign performance to refine your strategy.
Together, these playbooks amplify your brand’s message and ensure a steady stream of qualified leads.
Drive Revenue Growth through Sales
Sales processes are the lifeblood of any business, and these playbooks streamline every aspect.
Daily Prospecting & Outreach (Daily): Ensure consistent effort in identifying and engaging potential clients.
Pipeline Management (Weekly): Keep deals organized and moving forward with regular pipeline reviews.
Partnership Check-Ins (Quarterly): Strengthen partnerships by maintaining regular communication.
Direct Sales Reporting & Analysis (Quarterly): Use data-driven insights to refine your sales strategy.
By implementing these sales playbooks, your team will create a predictable and scalable revenue pipeline.
Delivering Exceptional Service through Client Experience
Happy clients lead to referrals and repeat business. Use these playbooks to ensure a seamless customer journey.
Client Updates (Weekly): Regular updates keep clients informed and engaged with their projects.
Client Experience Reporting & Analysis (Quarterly): Evaluate client satisfaction and identify opportunities for improvement.
Delivering Outstanding Offer (Ad-Hoc): Follow a detailed checklist to ensure top-tier service delivery every time.
These playbooks put the client first, creating a premium experience that drives long-term loyalty.
Keep the Engine Running through Operations
Operational efficiency is essential for scaling your business. These playbooks ensure smooth internal workflows.
Daily Mise Checklist (Daily): A daily preparation routine keeps everyone aligned and productive.
Conducting Weekly Meetings (Weekly): Efficient meetings ensure clarity and action among team members.
Monthly Review Meetings (Monthly): Reflect on achievements and plan for the month ahead.
Quarterly Planning (Quarterly): Align long-term goals with actionable quarterly plans.
Interviewing & Hiring (Ad-Hoc): Standardize hiring practices to attract top talent.
By implementing these playbooks, you’ll foster a culture of accountability and continuous improvement.
Maintaining Profitability through Finance
Financial playbooks are the backbone of a stable and profitable business.
1. Bookkeeping (Weekly): Stay on top of financial records with weekly updates.
2. File Management Practices (Monthly): Organize financial documents to ensure accessibility and compliance.
3. Monthly Financial Reports (Monthly): Review key metrics to make informed decisions.
With these playbooks, you’ll gain full control over your business’s financial health and growth.
Bring Playbooks to Life through our Accelerator
Our Accelerator Program is designed to help participants define, design, and determine the Core 20 Playbooks for their organization. Over a focused 90-day period, participants dive deep into identifying the processes that power their business and documenting them in a systematic way. This program is more than just theory—it’s about creating actionable playbooks that unlock the ability to delegate effectively. By operationalizing their businesses through these structured workflows, participants gain the freedom to focus on growth while their teams execute with precision.
Next Steps
The Core 20 Playbooks provide a roadmap for running a successful business. Here are.your next steps to leverage this to build your system.
Duplicate our Notion template and choose 3 playbooks to start listing the steps to execute them.
Set a timer for 10 minutes and let your mind flow freely with the steps for each Playbook
Share them with your team. Ask them to provide their input
Increase your team's efficiency by decreasing the number of questions sent over slack
Share this with a friend that wants to delegate and free up time!
