1. Review the free preview. 2. Mark each action: Not started, In progress, Working, or N/A. 3. Flag up to three priorities, assign a next step and a date.
Choose “Working” when the practice is in use and you can point to evidence. The score is Working ÷ applicable actions; in-progress actions are not counted as complete.
Progress is stored only on this device. Export a backup before clearing browser data or switching devices.
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Your action plan
Flag up to three priorities. Put a named owner, a specific next step and a date in each card.
Save or move your work
Export a backup of your statuses, owners, dates, and notes, then import it on another device. The backup does not include the playbook text.
One company license
The one-time company license has no scheduled expiration and covers the purchasing company's approved employees without a per-employee charge. Each employee uses an individually approved work email address; the company can request additional employee access and should remove access when someone leaves. Access is for that company's internal use only. Do not share it outside the company, copy or repackage the playbook, sublicense it, or resell it.
Marshall Referral Group · marshallreferralgroup.com · Version 2.0, September 2026. Set targets that fit your business model and applicable requirements.