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The 12 Profit Levers and our implementation strategies target and resolve the most common and critical challenges business owners face.

12 Profit Lever Playbooks in a single portal

We built these playbooks so you can access them anywhere, and interactive tools so you can implement them to customise your business solutions.

Learn the same systems Codie has used to build her first million in a business and scale to multiple six and seven figures. Tried and tested on thousands of business owners, worth hundreds of thousands in value for your business.

THE 12 PROFIT LEVERS

The 12 Profit Levers you will get to scale your business, built on 15+ years of Codie's work.

LEVER 01

PRICING

Use this when an owner catches the reflex mid-quote and realizes the business has been paying a "Fear Tax" on every deal for years without knowing it.
It contains the Deep Diagnostic that pulls six real metrics from the business's own invoices and CRM to prove pricing is broken with evidence, plus the Margin-Floor Calculator that turns the book's 4:1:1 ratio into a hard dollar floor per offer.
It shows how to migrate an entire existing customer base off old pricing without a revolt, using the Grandfathering Decision Rule to segment accounts and a scripted three-email price-increase sequence sent at 60, 30, and 0 days out.
PROOF THIS WORKS
Ray Torres, owner of Torres Painting Co. in Chattanooga, was quoting exterior repaints at $6,480 against a true margin floor of $12,720, a gap costing roughly $186,000 a year across his crews. After running the install, his average invoiced exterior repaint reached $12,900 by Day 90, 9 of his first 15 quotes closed at the new price, and his Pricing score on the Owner Score went from 3 to 8
LEVER 02

Persona

Use this when your business does a little of everything for everyone and you can't remember why your best customers hired you. Your calendar is full, but a third of your team's hours are propping up the accounts that drain you and pay late.
The Deep Diagnostic pulls your own ledger apart with six formulas to find the customers hiding inside "good revenue" that are actually costing you money.
It shows you how to run the Persona Decision Memo, where the owner names the real 10x customer and the specific accounts to fire this quarter, paired with a professional Offboarding Kit so releasing revenue doesn't turn into ghosting or a bad review.
LEVER 03

Problem

Use this when your sales cycle keeps stretching and discounting is the only thing that gets deals to close.
It contains the Cost-of-Delay Calculator, a five-channel formula that turns "you're losing money by waiting" into arithmetic the buyer runs on their own numbers, priced in dollars per week.
Proof this works
Nora Beckett, who runs a four-person bookkeeping firm in Boise, saw her median sales cycle drop from 74 days to 31 days, and discounting that had been costing $38,000/year fell to zero in the final six weeks.
LEVER 04

Product

Use this when the business is selling too many offers, the founder can't stop saying yes to custom scope, and margin is bleeding out through a long tail of legacy SKUs nobody has the nerve to kill.
It contains the Deep Diagnostic, five numbers pulled straight from the payment processor, accounting system, and calendar that prove which offers are zombies before anything gets cut.
And how to redesign onboarding around a 48-72 hour first-value moment and arm the team with five verbatim scope-creep refusal scripts.
LEVER 05

Profit

Use this when the business is profitable on paper but you're scared every Friday, funding vendor terms and payroll out of personal stress while paying yourself last.
It contains a five-number deep diagnostic pulled straight from bank statements and aging reports, each with a hard "broken if" threshold, so the diagnosis is numbers, not vibes.
It walks through the Owner-Pay Phase-In Calculator, a quarterly step-up schedule from 40% to 100% of Market Replacement Salary gated on cash and margin thresholds, plus a signed Decision Memo naming the specific expense cut that funds it.
PROOF THIS WORKS
Rosa Delgado, owner of a commercial cleaning company in Tucson, started at 3.4 weeks of cash and owner pay of $4,000/month against a $180,000 market replacement salary. By Day 90, weeks of cash rose to 7.1 and climbing, and owner pay reached $6,000/month on automatic transfer.
LEVER 06

Pitch

Use this when the owner is still the entire sales team, every big deal routes through their calendar, proposals sit for days waiting on them, and reps text "can you hop on this call" instead of closing it themselves.
It contains a five-number diagnostic pulled straight from the CRM and calendar to prove how much revenue is capped at one person's personal close rate, plus a signed decision memo that sets the exact deal size under which the founder is banned from the room.
And how to certify a team to sell without the founder, a 10-criteria Sales Call Scorecard Rubric and a Non-Founder Close-Rate Dashboard, so the handoff is proven on a spreadsheet, not on faith.
LEVER 07

People

Use this when you've hired a team but every decision still seems to run through you.
It contains Five Diagnostic Numbers, plus a Role Outcome Scorecard that forces every hire onto a single owned outcome with a number, so vague "task list" roles can't hide.
It breaks down the Delegation Ladder, a five-rung decision-rights system paired with a published Owner No-Touch List, so every time the owner steps back in, it's logged as a countable "rescue."
PROOF THIS WORKS
Hector Delgado, owner of a 14-person residential HVAC company in Mesa, Arizona, saw his Founder Escalation Rate drop from 41 to 12 messages per week in 90 days, and installed-job gross margin rose from 34% to 38%.
LEVER 08

Promote

Use this when Builds one owned channel your team can run without you.
PROOF THIS WORKS
Marisol Vega's owned demand jumped from 22% to 38% of revenue in 90 days.
LEVER 09

Process

Use this when the business slows down the second you stop running it.
Grades every workflow: Document, Automate, or Delete.
PROOF THIS WORKS
Elise Chen cut founder-dependent workflows from 14 to 7 and took a full week off.
LEVER 10

Predicament

Use this when every approval still waits on you and the warning signs keep getting explained away.
Moves sign-off authority off your desk in three waves.
PROOF THIS WORKS
Tom Reyes's approval rate dropped from 90% to 8%. First week off in six years.
LEVER 11

Path

Use this when you're chasing lifestyle, scale, and an exit all at once, and losing all three.
Forces one 12-month focus.
PROOF THIS WORKS
Marcus Webb's roadmap alignment went from 36% to 100%. Workweek dropped from 58 hours to 44.
LEVER 12

Protect

Use this when the business has eaten your calendar and your family knows it.
Locks in a real owner distribution.
PROOF THIS WORKS
Sarah Kim's protected time went from 35% honored to 92%, worth $44,800 a year in new owner income.
LIVE

YOUR VIRTUAL IMPLEMENTATION WORKSHOP

We give you a ridiculous amount of valuable proprietary information, and we want to make sure you actually use this to transform your business.

Codie's implementation workshop walks through the tools and resources with her and her team of advisors live, and includes interactive chat Q&As with her and the audience.

The last thing your team wants is another passive resource with no plan associated. This gives you the action plan to execute.

WHAT PEOPLE SAY ABOUT CODIE'S LIVE WORKSHOPS

YES, THIS WORKSHOP IS INCLUDED IN THE OWN OR BE OWNED SYSTEM

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WHAT’S INCLUDED IN THE OWN OR BE OWNED SYSTEM

$38,810 TOTAL VALUE FOR $5,997

127 COPIES OF OWN OR BE OWNED

Share the knowledge with your team. Make this year your business’s year of growth.
$7,500

YOUR OWNER SCORE DIAGNOSTIC

Find where you’re bleeding. Your Owner Score is unique to you as a business owner and should shape how you implement and execute everything else.
$7,500

12 PROFIT LEVERS DASHBOARD

See your biggest opportunities and critical fixes in one place.
$12,000

ALL 12 PROFIT LEVER PLAYBOOKS

Run the plays and execute what you’ve actually learned.
$9,000

CUSTOM TOOLS FOR EACH PLAYBOOK

Interactive and customisable tools to use for your business, backed by our data helping thousands of business owners scale.
VALUE TO BE SET

ACCESS TO A CONCIERGE LOAN BROKER

Get the access to capital for your business at the best rates.
$10,500

2 LIVE IMPLEMENTATION CALLS

Bring your team to Codie. Don’t just give them resources and stop there. Make sure your critical moves get implemented.
$6,000

LIVE 1.5-DAY VIRTUAL ACTIVATION WORKSHOP

We build with you. This is a full day long because we won’t stop until we know you’re making real strides in your business.
$2,000