Specific operational decisions, implemented step by step. Each playbook addresses one question and gives you a complete answer — not a framework, a workflow.
The five accounts, the allocation percentages, and the complete Relay implementation. System enforces the behavior.
The 1, 3, and 5-account models with a clear decision framework for which one fits your revenue and complexity.
Five trigger points and a step-by-step migration guide. When the upgrade pays for itself and how to make it clean.
Lead → invoice → payment → allocation → taxes → reporting → planning. Map every stage and automate what you can.