Free download from Episode 157 of the Vital Wealth Strategies Podcast

Stop managing outcomes. Start managing the disciplines that produce them.

The Discipline Playbook gives you the daily, weekly, monthly, and quarterly rhythms that build a more profitable, predictable business, without making you a prisoner of your own success.

With Patrick Lonergan and Michael O’Keefe

Cover of The Discipline Playbook for Entrepreneurs, fillable edition, with an inside page showing outcomes versus disciplines

Fillable PDF

Type directly into the shaded boxes, set an owner and target for each discipline, and save a new copy for every quarterly reset.

Cover of The Discipline Playbook for Entrepreneurs, printer-friendly edition, with an inside page showing outcomes versus disciplines

Printer-friendly PDF

A light, ink-saving layout made for paper. Print it for your next leadership meeting and fill it in by hand.

Hopium is not a strategy

Pointing at a 20% sales increase isn’t a plan. Making 20% more sales calls is. The playbook turns the outcomes you want into a few measurable disciplines your team can own, track, and review in the meeting you already run.

Start with your biggest constraint, pick one or two disciplines, and add more only when you’re executing the ones you have.

“The plans of the diligent lead toward abundance, while haste leads toward poverty.”Proverbs 21:5
  1. 1
    The VisionaryBuild relationships, expand thinking, and create future opportunities.
  2. 2
    The IntegratorLead, manage, and hold people accountable.
  3. 3
    OperationsDeliver consistently and make the system better every day.
  4. 4
    MarketingConsistently create qualified opportunities.
  5. 5
    SalesCreate conversations, advance opportunities, and convert revenue.
  6. 6
    FinanceCreate financial visibility and improve economic performance, starting with a 13-week cash flow forecast.
  7. 7
    Human ResourcesBuild culture and develop great people.
  8. +
    The Discipline of RestMore hours don’t automatically produce more value.
  9. +
    Your Quarterly ResetOne page to decide what you keep, add, and drop each quarter.

Discipline isn’t the opposite of freedom. It’s what makes freedom possible.

Get the playbook

For educational purposes only. Not tax, legal, or investment advice for your specific situation. [Insert Vital Wealth’s required regulatory and advisory disclosures here.]

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Investment advisory services are offered through Vital Capital LLC, a state registered investment adviser (CRD# 318147) registered in Iowa, California, Florida, Illinois, Pennsylvania, and Texas. Financial planning, tax strategy, and insurance services are offered through Lonergan Group LLC, doing business as Vital Wealth, a separate and distinct entity from Vital Capital LLC. Registration as an investment adviser does not imply any certain level of skill or training.

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