Playbooks

Bigger goals, handled step by step — Miles walks you through the whole thing.

Some things aren't one task — they're a *project*. Getting tax-ready. Working your sales pipeline. Launching a website. You know roughly what needs to happen, but the steps blur together and it's easy to stall halfway. A Playbook is Miles carrying you through the whole sequence, one step at a time, so a big goal actually gets finished.

If a skill is one thing Miles knows how to do, a Playbook is several of them lined up in the right order toward a real outcome. Miles runs the steps with you, checks each one off, and picks up where you left off if you wander away and come back.

How it works

1. Browse the Playbooks. Open Playbooks in the menu. Each one shows its goal and the ordered steps it'll take to get there — like “Know Your Numbers” (price a job → find your break-even → set aside for taxes) or “Work Your Pipeline.”
2. Start it. Tap Start and the Playbook becomes a real project in your Get Work Done, so it never gets lost — you can see progress there or right on the Playbooks screen.
3. Miles walks you through, step by step. For most Playbooks, Miles runs the current step with you in chat, then moves to the next when you're ready. You'll see ✓ for done, → for where you are, and ○ for what's still ahead.
4. Some Playbooks drip over time. A few (like a guided multi-day program) release one short step per day into Get Work Done instead of running all at once — so you get a bite-sized task each day rather than a marathon.
5. Pause and resume freely. Step away whenever. Miles remembers your spot and offers to pick it back up — “you've still got that going, on step 2 — want to continue?”

What it helps you do

• Finish the big things that usually stall, because the next step is always teed up.
• Follow a proven order instead of guessing what to do first.
• Keep everything in one project you can track, pause, and come back to.
• Get a consultant-style walk-through of jobs like pricing, taxes, sales, and launching — without hiring one.

Questions business owners ask

Is a Playbook rigid — do I have to do every step in order? It's a guide, not a cage. If you want to jump to something else, Miles helps with that and steers you back when you're ready. You can also set a Playbook aside entirely.

Where does the work show up? As a project in Get Work Done, so it lives alongside your other tasks and you always know what's left. Manual Playbooks run in your chat with Miles; scheduled ones surface a task a day.

Does it cost extra? No — starting and running a Playbook is part of Bizer. If a step involves an outside tool you'd have to pay for separately (say, a paid website plan), Miles will tell you before you get there.

What if I stop halfway? Nothing's lost. The project stays put and Miles reminds you it's there, ready to resume from your exact step.

Can I run more than one? Yes. Each is its own tracked project, so you can have a couple going — though finishing one before starting the next usually feels better.