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.
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.
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.
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.
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
See what you are getting
Three pages from The Guide. The full document is 31 pages covering the complete framework for building your practice playbook.
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.
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.
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.
The structure works for any financial planning practice. The compliance chapters reflect your specific regulatory environment, and the Claude prompt adapts to whatever jurisdiction you operate in.
A 90-minute recorded session with Shea Sanche, CFP (practice design) and Ryan (technical implementation). They review your practice, architect your playbook structure, design your databases, and walk your team through the build process. You receive a full executive summary and implementation notes within 72 hours. Limited to one session per week.
Neither. It is a framework for building the operating system your practice needs. Notion is the platform. The Guide is the process. The template gives you a head start. The Playbook Strategy Session makes it specific to your practice.
It was built inside a financial advisory practice, but the core framework applies to any founder-led professional services firm. The Claude prompt adapts to whatever practice type you describe. Not in financial services? Reach out at hello@insightplaybook.com and we will let you know if it is a fit.
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.