BUSINESS succession PLAYBOOK™
A calm, clear continuity plan — for the business you actually run.
If something happened to you tomorrow ... could someone else step in to run your business with ease?
Most solopreneurs and small business owners assume a trusted loved one could "figure it out" in an emergency — during an illness, accident, hospitalization or work.
But without access to digital tools, platforms, contracts and instructions, even the most willing helper would be left overwhelmed.
Your business may feel personal and flexible — but it runs on systems, subscriptions, schedues and files. And without a plan to bridge that gap, your work, your clients and your income are vulnerable.
That's why I created the Business Succession Playbook™ — a practical, private and personalized continuity playbook for small businesses in the digital age.
Learn what the Playbook is — and why it matters
Get a brief overview of how the Playbook works, who it's for and why it's one of the most important tools a modern business owner can have.
A modern solution for a very human problem.
Whether you're a coach, consultant, creative or contractor — if your business runs on email, cloud storage, digital calendars or client platforms, it's a digital business.
And digital businesses require digital clarity.
This Playbook is your customized, centralized guide to how your business actually operates — so that if you're ever unavailable, someone else can step in with confidence and easy. And without panic.
It's not morbid.
It's thoughtful.
And it's forward-thinking.
What's inside the Business Succession Playbook™?
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The Playbook itself: A guided digital framework that helps you capture and organize the essential details that keep your business running — from key contacts and login access to workflow notes and tools.
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An orientation video: A friendly walkthrough of how the Playbook works, including the purpose of each tab, how to approach the content and thoughtful suggestions to set both your business — and your Successor — up for success.
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Practical prompts and tips: Built-in cues throughout the Playbook to help you think through what someone else would need to know if they had to step in quickly.
💡More than 360 prompts — so you have clarity.
The Playbook includes hundreds of guided prompts across every tab, helping you think through what someone else would need to know in order to step into your business.
From passwords and platforms to client workflows and financial accounts, the prompts make sure you don't overlook the details that matter most — even the ones you take for granted.
It's like having a built-in digital continuity coach.
Why it matters
Without a continuity plan:
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Your clients could be left in the dark
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Payments and communications might be missed
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A well-meaning loved one could struggle to know what to do
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Your business reputation — and all your hard work — could take a hit
With the Playbook:
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You create breathing room for yourself and your business
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You make it easier for someone to support or represent you
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You protect your income, your relationships and your legacy
What other Business Owners are saying
“[The Business Succession Playbook™] is such a valuable tool that I'm now sharing it with my small business clients. Business continuity for the small business owner doesn't get enough attention — and this Playbook is just what my clients need!”
Susan W., Owner,
Susan Weber Organizing, Portland, OR
“It includes information that a small business owner wouldn't even think of.”
Whitney, CEO & Founder
Oregon-based business
“I now have concise and organized information that will guide my successor through everything they will need to know should I unexpectedly cease to be able to run my businesses. I feel like a weight has been listed from my shoulders!"
Dusty, owner of multiple
businesses in Denver, CO
The Business Succession Playbook™ is for you if:
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You're the only one who really knows how your business runs
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You use digital tools but haven't documented your systems or passwords
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You want to plan responsibly
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You're thinking ahead to scaling, delegating and eventual succession
This isn't just a file. It's a continuity companion.
Built to reflect how your business actually works.
Designed to support real humans in uncertain moments.
And created to bring peace of mind — not just to you, but to the people who care about you.
What kind of prompts and cues are included?
Here's a sample of the categories you'll be guided through — with built-in prompts so you never have to start from a blank page:
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Accesses and logins: password managers, domain hosts, email systems
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Key contacts: accountants, lawyers, collaborators
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Client info: project status, billing systems, scheduling
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Financial tools: bank accounts, subscriptions, revenue streams
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Operational details: how scheduling, fulfillment and follow-ups are managed
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Emergency stops: how to pause client work, notify others or hand things off
And because business owners use different tools
The Business Succession Playbook™ is available in two formats: Excel and Google Sheets.
Let's make sure your business can keep going — even if you have to step away.
Give your business — and your Successor — the clarity it deserves.
faqS
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In what format(s) is the Business Succession Playbook™ available?The Business Succession Playbook™ is available in two versions: Excel and Google Sheets. Purchase the version that makes best sense for you and your business.
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What do I get when I purchase the Business Succession Playbook™?In addition to the Business Succession Playbook™, you'll also receive an orientation video that provides an overview of the digital framework and explains the purpose and goals of each tab. The video also includes suggestions and tips on how to set up your business — and your Successor — up for success.
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How much does the Business Succession Playbook™ cost?The comprehensive Business Succession Playbook™, which includes 360+ prompts, costs $679.