Profit Lever Toolkit
Exports the tab you're on. Enable "Background graphics" in the print dialog.
Using the Toolkit

Order of operations, start to finish

One engagement, three tools, in the order they're meant to be used — from the first discovery call through the year-end review. The Simulator drives the other two: dial in a lever there and it lights up in the Playbook and Roadmap automatically.

Before the first client conversation: skim the Playbook once so the six lever categories are familiar. You don't need to memorize 120 questions — you need to recognize which category a client's comment falls into so you can follow up in the room.

Fill in Client / company, Prepared by, and Date once, at the top of any tab — they carry across all three tools and onto every exported PDF.

1
Discovery call — live, in the room

Run the Playbook

Open the Playbook. Work category by category, starting with the Ten Quick Wins. Ask the four questions for any lever that's plausibly relevant — skip the ones that obviously don't apply to this business. Type directly into each lever's Notes field as the client talks; it saves automatically in your browser, no separate note-taking app needed.

Where an answer suggests real headroom, jot a rough number too — "could raise prices 3–5%", "churn feels closer to 15% than they think." That's the raw material for the next step.

2
Same day, or right after the call

Build the model in the Simulator

Switch to the Simulator and enter the client's real numbers — revenue, gross margin, net margin. Then go lever by lever: set each slider to match what the discovery call actually supports, and zero out anything the conversation ruled out. If the discussion went past the ten quick wins, use Deep dive further to unlock the other twenty.

The projected profit impact updates live and compounds through every active lever — this number, not a gut estimate, is what goes in the proposal.

3
Right after that — no re-entry needed

Check the sequence in the Roadmap

Switch to the Roadmap. Because it's synced to the Simulator, the levers you just dialed in are already highlighted — a green outline, a badge showing the modeled percentage — and everything you zeroed out is dimmed. That's your working set for this client, with zero extra clicks.

Review the default twelve-month sequence against it: delete or reorder any month whose levers don't apply here, and pull forward anything the client is especially eager to tackle. The order is a sensible default, not a mandate.

4
Packaging the deliverable

Export the client-facing PDFs

With the client fields filled in at the top, hit Export PDF report from whichever tab is active — it exports that tab only. For a proposal or kickoff packet, export the Simulator (the dollar case) and the Roadmap (the sequenced plan). The Playbook is normally kept internal — it's your working notes from the call, not a client-facing document, though nothing stops you from sharing it if it's useful.

5
Kickoff

Walk the client through the Roadmap

Present month by month, not lever by lever — the Roadmap's narrative per quarter ("cash and quick wins" first, "big bets" last) is the pitch for why the order makes sense. Confirm who owns Month 1 and by when, since everything after it is sequenced to depend on it.

6
Ongoing — monthly or quarterly check-ins

Revisit and re-model

At each milestone, come back to this same toolkit: update the Simulator with the client's actual numbers, log what happened in the Playbook notes for the relevant levers, and adjust the Roadmap sequence for what's next based on what actually worked. The same client fields and lever sync carry forward automatically — there's nothing to rebuild.

The one habit that makes this work: always dial the levers in the Simulator first. Every other tab reads from it — the Playbook's highlighting and the Roadmap's Gantt chart and highlighting all follow the Simulator's state, not the other way around.