The Framework is a complete set of operational digital Playbooks for your field — front desk, clinical, billing, HR, compliance, finance, marketing. Written for the way your kind of business actually works. Configured to yours. Yours to edit from there.
Built by the team businesses like these already trust.
It works. It's worked for years. And it walks out the door the day she gives notice — the script she uses on the phone, the way she onboards a new client, who chases down an unpaid invoice, the reason you do the thing that way.
None of it is written down, because writing it down was never the urgent thing.
You're not behind. You just never had a reason to sit down and write it out. Nobody does until they have to.
Each department gets its own digital Playbook, so you hand each one to the person who runs that part of the business. Every digital Playbook comes with its Configuration Key, too — the exact questions we'd ask to tailor it, if we were doing the work ourselves.
The roles your kind of business actually has and the words your team already uses — not a generic handbook with the word "business" swapped in.
A short set of questions. Business name and logo, your state, your business model, which Service Lines you run. The Playbook builds from your answers.
Each Playbook is written for your field — the words your staff use, the rules your board enforces, the departments your kind of business actually has. Choose your industry and everything below changes to match.
Every Framework includes a Core Five — Front Desk, Client Care & Sales, Billing & Collections, Operations, and Office Manager — the five departments every business like yours needs, plus whatever else your field requires.
| The Core Five5 digital Playbooks $3,4855 × $697 each | The Complete Framework10 digital Playbooks $5,97010 × $597 each |
Every digital Playbook has a price and the package is the sum — no bundles, no discount math, no struck-through prices. Every digital Playbook also comes with its own Configuration Key, the exact questions we'd use to tailor it for you. Service Lines are $497 each and only added if you run the service.
*All pricing above is for digital delivery. Printed binders are available separately — see Printed.
Here's what Intake actually changes. Your business name and logo on every digital Playbook. Your state, wherever local licensing rules are referenced. Your business model. And which Service Lines apply to you.
Here's what it doesn't. It doesn't know how your business runs on its own. It isn't written in your voice, and it isn't built around your workflows — not yet. Anyone promising you that at this price is telling you something that isn't true.
What you're buying is not starting from a blank page. A full set of digital Playbooks, already written, professionally, for your field. You'll change things in them. You're supposed to — that's what a framework is.
And that's where the Configuration Key comes in. Every digital Playbook comes with one — the exact questions we'd ask if we were sitting across the table, writing it around exactly how you run. Work through it yourself, or hand it to Personnel Matters and let us do it as consulting.
It takes a little of your time up front. Every digital Playbook comes with its Configuration Key, so whoever ends up running it — you, someone on your team, or us — has exactly what they need.
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