The Insight PlaybookWhat makes your practice, your practice?
Turn what is in your head into a structured operating system your team can follow. Reduce friction. Remove dependency. Build a practice that flows.
One source of truth for how your firm works.
How many of these sound familiar?
Most founder-led practices carry more friction than they should.
Your team asks before they act.
Simple tasks require your involvement. Delegation feels slower than doing it yourself. You are the bottleneck, even when you do not want to be.
Quality depends on who is working.
Each team member handles situations differently. There is no defined standard. Consistency comes from memory, not from a system.
Every departure resets the team.
When someone leaves, their knowledge leaves with them. Rebuilding takes months. The same questions get asked again by the next person.
It looks solid from the outside.
Clients are happy. Revenue is stable. But inside, everything depends on a few people remembering how things work. That is fragility, not strength.
The first 100 days are running without a plan.
New clients form their opinion of your firm in the first 90 days, not the first meeting. If your onboarding lives in a checklist a few people remember, you are leaving that opinion to chance. The clients you lose in year two often decided in month two.
Undocumented is indefensible.
Your procedures live in your team's heads. When the audit comes, you cannot prove they exist, and you cannot defend what was never written down. For regulated practices, that is not just operational risk. It is regulatory exposure.
Client experience is where practices win or lose.
The first 100 days decide everything. New clients feel exposed. They are watching to see if you handle the small things, if your team knows what to do, if the people they met during prospecting are the people they get after the ink dries. Most firms miss it. They treat the first 100 days like paperwork. The clients who drift away in year two made that decision in month two.
Winning a good client is expensive. Losing one costs more.
You know the frameworks. You have even tried using them. The challenge is delivering them consistently, across every client, across every team member, across years. That is not a knowledge problem. It is a system problem.
The Playbook is the operating layer underneath those frameworks. Built inside a real practice. It gives you the structure to design a first 100 days, and a year of ongoing contact, that fits your firm. Every step has a clear owner. The Playbook is not your client experience. It is the system that makes a great one repeatable, even when you are not in the room.
What Happens When Your Top Administrator Leaves
Watch Shea demonstrate how a documented playbook lets Claude generate a complete transition plan in under 30 seconds.
The reason most playbooks die is maintenance.
Your dealer updates a compliance requirement. You change your CRM workflow. A new planning tool replaces an old one. In a traditional procedures manual, you have to find every section that is affected and update them individually. Sections get missed. Language falls out of sync. Within months, the team stops trusting the manual because parts of it are wrong.
That is playbook drift. And it is the number one reason practice manuals end up abandoned.
One change. One prompt. Every connected section updated and harmonized.
With Claude and Notion, you describe the change once. Claude identifies every section, procedure, and database entry that is affected and updates them all in one pass. Nothing gets missed. Nothing drifts out of sync. Your playbook stays current because maintaining it takes minutes, not hours.
The result: fewer errors, higher accuracy, and a team that operates with confidence because they trust what is in front of them. For regulated practices, this is not just operational. It is compliance risk mitigation. When your playbook is current, your procedures are defensible.
This is the difference between a document that decays and an operating system that stays alive.
What The Insight Playbook actually is.
Not a course. Not a documentation tool. It is a framework for building the operating system your practice should already have.
Stop designing from scratch.
A chapter-by-chapter framework covering operations, client experience, planning, compliance, team structure, and growth. Built inside a real practice over 27 years.
Write your playbook in hours, not months.
A Claude AI prompt that interviews you about your practice and writes your procedures, policies, and SOPs in your voice. Never used Claude? The Guide includes a full orientation. No AI experience needed. You will be up and running in minutes.
Start building on day one.
A Notion workspace you duplicate into your own account. Hub page, chapter structure, four databases, and a completion tracker. No Notion experience required. The Guide starts with a complete platform orientation before you build anything.
Built by someone who does the work.
This was not designed by a consultant watching from the outside. It was built by a CFP who runs a practice on this system every single day.
From scattered docs to a working playbook.
Watch how an advisor turns existing documentation into structured procedures, then uses the playbook to answer real team questions.
What you duplicate into your workspace
Not a blank Notion page. A complete structure with guidance, prompts, and databases already built.
14 chapters, in build order
Grouped into four phases so you always know what to build next, starting with the four that deliver value fastest.
Every chapter, same structure
Purpose, the standard, the procedure, and notes. Guidance is written into every section, so you fill in blanks instead of facing a blank page.
Voice Profiles for each person
Capture how each team member writes once, and every AI draft sounds like them instead of like generic AI.
Twelve prompts, ready to run
Build, deepen, maintain, operate, and migrate. Each one written and constrained so the output is usable, not generic.
Four databases, pre-loaded
Procedures, email templates, maintenance, and a completion tracker. They arrive with working examples, not empty tables.
See what you are getting
Three pages from The Guide. The full document is 38 pages covering the complete framework for building your practice playbook.
Three ways to start.
Choose the level that fits where you are today. Every tier builds on the one before it.
The Guide
One-time purchase
The complete framework for designing and building your practice operating system.
- Playbook design framework
- Recommended chapter structure
- Database design templates
- Migration guide
- Claude AI design partner prompt
Guide + Template
One-time purchase
Everything in The Guide, plus a ready-to-use Notion workspace you duplicate and start filling in today.
- Everything in The Guide
- Duplicatable Notion template
- Pre-built hub page with chapters
- 4 databases (procedures, emails, maintenance, completion)
- Placeholder content in every section
The Full Package
One-time purchase
Everything in Guide + Template, plus a 90-minute Playbook Strategy Session with Shea Sanche and Ryan Butler. Practice-specific. Recorded.
- Everything in Guide + Template
- 90-minute Playbook Strategy Session
- Shea (practice design) + Ryan (technical build)
- Practice-specific playbook architecture
- Executive summary and implementation notes
What is included
| Feature | The Guide | Guide + Template | Full Package |
|---|---|---|---|
| Playbook design framework and chapter structure | ✓ | ✓ | ✓ |
| Database design templates | ✓ | ✓ | ✓ |
| Claude AI design partner prompt | ✓ | ✓ | ✓ |
| Duplicatable Notion workspace | ✗ | ✓ | ✓ |
| Pre-built databases (4) | ✗ | ✓ | ✓ |
| 90-minute Playbook Strategy Session (Shea + Ryan) | ✗ | ✗ | ✓ |
| Executive summary and implementation notes | ✗ | ✗ | ✓ |
What Advisors Are Saying
We were running a good practice, but too much of it lived in our heads. The Insight Playbook gave us the structure to get it out and into a system our whole team could follow. It was built by someone who actually does this work, and you can tell.
The integration between Claude and Notion has been amazing. You open the playbook, talk it through, and Claude fills out the template for you. I get into a flow state building chapters. Having the template already built instead of starting from scratch made it easy from day one.
You already know this needs to happen.
You built something that works. You just cannot step away from it.
Your team should be able to operate without you answering every question. You want to change that without hiring a consultant or losing control.
A transition is coming, and you know what is not written down.
A team member leaving. Growth requiring new hires. Succession planning. Every transition exposes the gaps. This fixes them before they cost you.
You want to build on top of your practice, not just inside it.
AI, automation, and scale all require the same foundation: a documented operating system. You cannot build on top of what only lives in your head.
Questions advisors ask.
A practice playbook is a single, searchable place where every policy, procedure, and standard in your practice is written down. Right now that knowledge is spread across people’s heads: the founder’s, the assistant’s, the associate’s, each holding a different piece. A playbook puts it in one system the whole team can use. It covers client onboarding, meetings, compliance, technology, and everything else your practice does repeatedly. The standard to aim for is simple: a new team member should be able to follow any process without asking anyone.
Yes, but the free plan is all you need. Notion is free to sign up at notion.so and the free tier has no time limit. Once you have an account, you click the template link in your delivery email and duplicate it directly into your workspace. It takes about two minutes to get set up.
No to both. The Guide includes a full orientation to Notion and a step-by-step walkthrough for setting up Claude as your design partner. If you can use a word processor, you can use Notion. If you can have a conversation, you can use Claude. The template eliminates the blank-page problem entirely.
Your first four chapters can be populated in 20 to 30 hours spread over a few weeks. The AI prompt accelerates the writing significantly. Most advisors start seeing value within the first week.
You receive an email within a few minutes. It contains your Guide as a PDF, personalized to your license. If you purchased the Guide and Template, the email also includes a link to duplicate the Notion template directly into your workspace. If you purchased the Full Package, it includes a booking link for your Playbook Strategy Session. Everything is delivered digitally, so there is nothing to ship and nothing to wait for. Keep the delivery email, since it holds your access to the files.
Yes, because your client data never enters the playbook. The playbook documents how your practice operates: your processes, standards, and templates. Client names, account details, and personal information stay in your CRM and your regulated systems, where they belong. When you use AI to build or use your playbook, it is working on your documented process, not on your client information. That separation is deliberate, and it is what keeps the compliance question simple.
No. This is a digital product delivered immediately, and once the Guide and template are in your hands they cannot be returned. It is a one-time purchase, not a subscription. That is why we make the details clear before you buy: the pricing page shows exactly what is included at each level, and these questions cover the rest. If you are unsure whether it fits your practice, email hello@insightplaybook.com before purchasing and we will give you a straight answer.
About Shea Sanche, CFP
Shea Sanche, CFP
This is the system I built to run my own practice. Every procedure documented. Every process defined. A team that operates from a shared playbook instead of asking me.
I built The Insight Playbook because I wish someone had shown me this framework 10 years ago.
Ready to build your practice playbook?
The framework is ready. The template is built. The session is available. Pick the option that fits where you are today and start building.