OWNER PLAYBOOK · VOYAGE CHART

Chart your voyage with Margin Buddy

Pick where you want to go. Every route starts with a move you can make within the hour.

Sell it as a service
You want to set this up for clients and charge for it.
MOVES MADE
00/ 4
STREAK
0 days
WHY THIS ROUTE
Many groups want Margin Buddy but will not run it. Set it up for them.
ARRIVED LOOKS LIKE
Two paying setup clients.
Progress saves on this device. Sign in any time to keep it on your profile.
NEXT MOVE · WITHIN THE HOUR

1. Write a one line offer

15 min

I set up Margin Buddy for your group in a week.

2. Price it

15 min

Start with a setup fee plus a small monthly.

3. Offer it to three groups

20 min

Send a short pitch.

FIRST MESSAGE · DM OR EMAIL · TO A GROUP LEAD

I set up Margin Buddy for groups like yours, live in a week. Can I show you in 15 minutes?

4. Deliver and get a quote

120 min

Set up, train, ask for two sentences.

Check in on me

Leave an email and we nudge you at 24 and 72 hours with your next move. Optional.

Or to keep this voyage on your profile.

PORTS ALONG THE ROUTE

Apps that stack well on this route

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Your own swap/bridge front-end. Integrator fee optional and disclosed.

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Put your name on the bow
Every route goes further on a vessel you own. Built on order, refundable deposit.
Own Margin Buddy from $229 →
No budget yet? Be a CEO anyway at CEOism, then come back for your vessel. ceoism.com ↗

A starter chart. A fuller, app-specific playbook is being written.

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