WorkSmart Get the Scale Plan · $49.99
New member tool · plan.worksmartadvisor.com

Make more. Keep more. Build the freedom you want.

The WorkSmart Scale Plan turns your numbers into a plan for your business, your income, and your freedom number. Then it turns that plan into your next 30 days, one week at a time, with a check-in to keep you honest.

A personalized 30-day plan  ·  Weekly check-ins  ·  Works on any device

Sound familiar

You don't have a planning problem. You have a starting problem.

Most people who want a business plan are stuck in one of three places.

Camp 01

The plan in your head

You know roughly what you want. More revenue, fewer hours, freedom someday. But roughly is not a plan, and your head is a hard place to do math.

Camp 02

The spreadsheet graveyard

You downloaded the budget template. Started the revenue tracker. Maybe three of them. They sit half-finished in a folder you avoid opening.

Camp 03

The content treadmill

You listen to the podcasts and save the posts. You're more informed than ever and still no closer to a plan you can act on.

Whichever camp you're in, the fix is the same. The Scale Plan asks, you answer, and the math happens for you.

Three paths, one planner

Built around where you are, not where someone thinks you should be.

Pick your path and the whole planner adapts. A business owner and someone starting from zero shouldn't get the same questions, so they don't.

Path 01

The Business Owner

You have revenue. Now model your profit and what you take home, rank your next revenue levers, and plan the hires that get you out of the day-to-day. Job descriptions included.

Path 02

The Side-Income Builder

You have a day job and spare hours. Match a side income to the hours you have, then decide where that money goes so it starts working for you.

Path 03

Just Getting Started

No business yet. That's fine. Start from where you are today and walk out with a first plan you can act on this month, plus the skills to focus on first.

What you walk away with

Not another worksheet. A plan with your numbers in it.

Every answer feeds the math. By the last step you have a plan you could hand to an advisor or a business partner.

01

Your freedom number

The amount that makes work optional, with a trajectory from your income today to the life you are building toward.

02

A profit and take-home model

See what you keep, not what you bill. Then see what changes when you adjust your pricing or costs.

03

Your next revenue levers

The specific moves that grow revenue from where you are now, ranked so you know what to do first.

04

A skills and AI gap check

The skills that turn the plan into money, and where AI can do the heavy lifting so you move faster with the team you have.

05

A one-page plan

Print it, export it, or send it straight to the WorkSmart team for feedback and support.

06

Your next 30 days, scheduled

The plan becomes four weeks of specific moves, one week at a time, with a weekly check-in and a hiring and pricing toolkit for the hard calls.

The part most tools skip

You don't leave with a plan. You leave with the next 30 days scheduled.

A plan you never open again is a worksheet. This one you open every week. That is the difference between knowing what to do and doing it.

A personalized 30-day plan

Built from your goal, your numbers, and the levers you picked. Four weeks of concrete moves, not vague advice.

One week opens at a time

A weekly check-in

Log your week and get an honest coach review. Next week bends to match where you landed.

Accountability, built in

A hiring and pricing toolkit

A full hiring kit for your next role, and a pricing advisor that tells you straight where you are underpricing.

For the calls that stall owners

Your freedom number already exists. The only question is whether you know it.

Get the Scale Plan for $49.99

How it works

Fifteen minutes. Three moves.

Pick your path

Business owner, side-income builder, or just getting started. The planner adapts everything to your answer.

No login required to start

Answer specific questions

Your revenue, your hours, your costs, your goals. Numbers, not guesses. It saves on your device as you go.

Auto-saves while you work

Get your plan

One page with your freedom number, your levers, and your next steps. Print it or send it to the team.

Export, print, or share

"You don't need more information. You need a system."

Morgan DeBaun · Founder, WorkSmart

Get access

The plan is the start. The membership is how it gets done.

Join WorkSmart Plus on Patreon, or buy the tool on its own. Your call.

The Scale Plan only

$49.99 one-time
  • Full Scale Plan access, yours for good
  • All three paths, every step
  • Print and export your plan
  • No subscription
Buy the Scale Plan

Questions

Before you ask

What if I don't have a business yet?

That's path three. The planner starts from where you are today and builds a first plan you can act on this month, plus the skills to focus on first.

How long does it take?

About 15 minutes to build your plan if you have your numbers handy. Then the 30-Day Plan runs over the next month, a few minutes each week.

What happens after I buy?

You land in the tool logged in, with an access link in your inbox. Build your plan, then start your 30-Day Plan. Each week a new set of moves opens, you check in, and it adjusts. Your progress follows you on any device.

What if my numbers are rough?

Estimates work. A plan built on rough numbers beats no plan, and you can rerun it anytime as your numbers firm up.

What happens to my answers?

They save as you work and sync to your account, so your plan follows you from phone to laptop. At the end, you choose whether to share your finished plan with the WorkSmart team for feedback.

I'm already a WorkSmart member. Do I pay again?

No. Access is included. Open the planner and pick your path.

Two ways to leave this page.

Keep the plan in your head, or spend 15 minutes and put it on one page. You already know which one moves you forward.