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Beautiful digital planners for work & life

Plan with intention.
Execute with precision.

18 interactive planners for work, leadership, learning & wellbeing — they open in your browser, save as you type, and print beautifully.
Try any planner freeWorks on any deviceYours forever · free updates

Built by Helen — thirty years leading sales teams on the front line, now building these tools in public with AI. Not templates: the planners she wished she'd had. The story →

One studio · three ranges

Find your world.

Everything SMART makes, in three doors. Start where you are.

SMART Business

Tools for people who carry a number.

Two arms, one standard. The premium automotive playbooks are written from inside a franchised site — one for every seat that runs it. The Commercial Suite takes the same disciplines to anyone running a number outside the forecourt. Plus a live accountability console, and the guide to building your own AI tools.

Premium · Automotive · £67 each

The playbooks

Six of them — Head of Business, Aftersales, Used Car, LBDM, KPI, Customer Excellence. Written from the chair and the ramp: the systems, the numbers, and the disciplines that actually hold a site together. For the trade, by the trade.

Commercial Suite · £24–£29

The suite

Six tools for account managers, sales leads and founders — key accounts, the SaaS motion, change, improvement, emotional intelligence, articulation. Same rigour, no forecourt required.

See the whole SMART Business range →

The Key Account Director

Run your book from clarity, not memory

Track momentum, renewals, white-space and risk across your key accounts — and share a clean status summary in one click.

The SaaS Commercial Playbook

Your team's operating system

What to know, say, show and do — plus objection handling, a full PQL framework, and the KPIs that predict revenue.

Managing Change

Lead change without losing the room

Kotter's 8 steps, the Change Curve, and full internal + external stakeholder mapping — for the change with a deadline, or the change that never really ends.

New · The Articulation Guide

Most people know what they mean. Fewer land it.

The wording layer — introductions, meeting openers and closures, difficult conversations, appraisals both sides, silence and communicating change. Say this, not this, for every situation.

Premium · Automotive Retail

The playbooks for the dealership floor.

Deep, sector-specific operator's playbooks — one for every seat that runs a franchised site. Interactive, illustrative, and written from the floor, not the classroom. £67 each. Built on one belief: values make it safe, safety surfaces the truth, process holds, people own their part — and the results follow.

The reading behind these playbooks lives at Ground Truth Advisory — The Operational Truth (how dealerships actually run, seat by seat) and The badge tells you nothing (the Chinese entrants, read honestly). Free, no sign-up.

Head of Business · the job nobody trains you for

The person in the chair

Every path to the chair, the people decisions, the month-end plate, and equipping the team you inherit. Sixteen chapters.

Aftersales Manager · a retention engine, not a repair shop

Where the profit hides

Productivity, the cost of a comeback, red & amber, the changing car parc — leading from the floor. Twenty-one chapters.

Used Car Manager · you can’t manage it from the chair

The profit is in the metal

Sourcing, the day-one appraisal, time-to-market, pricing to the market and working the stock. Eighteen chapters.

LBDM · Field Operator · won on the road, not the showroom

The order behind the order

Pipeline maths, cold calling, the decision unit, beating the incumbent, and a live territory tracker. Eighteen chapters.

Automotive KPI Playbook · know every number, work every one

The numbers that run a site

Every KPI defined, the maths to work each out, UK benchmarks, and a live RAG target tracker. Ten-plus chapters.

Customer Excellence · every customer, every time

The basics that decide everything

Acknowledgement, communication, ownership and follow-through — sales and aftersales, every customer. Fourteen chapters.

Why these exist →  ·  The story behind the range.

The Operator's Library
All six playbooks — equip your whole management team

Every seat that runs a site, in one library: Head of Business, Aftersales, Used Car, LBDM, KPI and Customer Excellence. Ideal for a dealership or group equipping its managers.

£249 £402 · save £153
Buy the library · £249 →
Free guides live · SMART AI

Work with AI,
not just near it.

Free foundational guides on the AI Fluency Framework — the 4Ds turned into a working system for founders and leaders.

Delegation — knowing what to hand overDescription — asking so it landsDiscernment — judging what comes backDiligence — owning the result
Explore the free guides →
New

Build Your Own AI Playbook — stop using AI to write emails, and start turning what you know into a working tool. Nineteen tabs. Foundations free, The Build £67.

Build Your Own AI Playbook →
How it works

Three steps, no faff

1

Choose your planner

Browse the ranges above. Every planner has a free preview, so you can open it and click around before spending a penny.

2

Use it in your browser

Nothing to install. It opens on any device — phone, tablet or computer — and saves as you type, privately, on your own device. Print any page beautifully whenever you want paper.

3

It's yours, forever

After checkout your access code appears instantly on the confirmation page. Enter it once and you're in — with free updates every time the planner improves.

Payments are handled securely by Stripe. Your planner entries never leave your device.
Free with your email

Get the free AI fluency library.

Seven plain-English guides on working well with AI — the 4Ds framework, worked examples and a practice workbook. Join the list and start reading straight away. New planners and gentle planning tips too. No spam, ever. 🖤

Good to know

Questions, answered plainly

What exactly is an "interactive" planner?
A beautifully designed tool that opens in your web browser like a private app. You type straight into it — goals, trackers, reflections — and it saves automatically as you go. No downloads, no logins, no software to install.
Will it work on my device?
Yes — phone, tablet, laptop or desktop, on any modern browser. It's the same planner everywhere; nothing to sync or set up.
Can I really try before I buy?
Every planner has a free preview — a real, clickable look inside, not screenshots. Open one, explore it, and only buy if it fits. Use the 30-second finder above or the Browse button to get started.
What happens after I pay?
Your access code appears instantly on the confirmation page (payment is handled securely by Stripe). Enter the code on your planner's page and you're in — keep the code safe, it's yours to reuse any time.
Where does my data go?
Nowhere. Everything you type is saved privately in your own browser, on your own device. Nothing is uploaded, tracked or stored on a server — which also means it works offline once loaded.
Can I print it?
Yes — every planner prints cleanly, and the SMART Business tools also include a designed print-and-fill PDF workbook you can download from inside the tool.
Do I get updates?
Yes, free. When a planner improves, your existing access code unlocks the new version — nothing extra to pay.
Where does AI fit in?
Three ways, all optional: the free SMART AI guide library teaches practical AI fluency; every SMART Business tool includes a built-in "Working with AI" section with ready-made prompts; and the Ask SMART assistant (bottom right) can help you choose. Your planners themselves work entirely without AI.