Leak Checklist
Free
For creators and small-business owners
A business money plan that tells you what to do first.
Answer 20 minutes of questions. Get a plan that ranks your money moves, fastest cash first.
Made by Katie Dickieson
A business growth plan, not financial advice.
How it works
You're not bad with money. You're busy.
- Answer 20 minutes of questions
- Get your money plan
- Tick off the 30-day list
- Watch your 3 numbers
Your plan, in this order
Fastest cash
- Money you're owed
- Money leaks
- Moves that add up
- One thing to build
Most profit
Sample screens
What you get.
Swipe for more
Samples for a made-up business, not a real result.
9 sections in every playbook
- The verdict
- Today's three numbers
- Money cleanup
- Your 30-day plan
- Ready to send
- Your highest-margin path: one thing to build
- Content queue: posts and emails
- Killed, and why: ideas to skip
- The honest list: what it can't fix
How sure is each number?
- CLIENT SAIDyou said
- CALCULATEDmath shown
- SEE A PROcall a pro
See 5 more labels
- ESTan estimate
- VERIFIEDchecked at the source
- SEENI saw proof
- NOT CONFIRMEDstill a question
- UNVERIFIEDnot checked
VERIFIED and SEEN come with Done for You.
The tracker
Everything runs on three numbers.
- Potential QuotedMight come in. The only place for guesses.
- Confirmed InvoicedSomeone said yes, with a real amount.
- Received PaidIn your account, minus refunds.
Who it's for
Is this for you?
Made for
- Creators: brand deals, affiliate links, UGC, products
- Founders with clients and retainers
- Service businesses with repeat clients
- ADHD and AuDHD brains who want one next step
Not for
- Investment, tax, credit or legal advice
- Income promises. I can't, so I won't.
- Pay-to-play and gifted-only deals. I cut those.
Prices
Four ways in. Start where you are.
Follow the Money live class
$44 was $77
- Live Thursday January 21, 2027, 1pm ET
- 80 minutes. Replay the same day.
- $44 early bird through Sunday January 17, 2027, then $77
- Your three numbers and 3 fast-cash moves
- 7 minutes of live inbox digging
- Ticket price comes off DIY within 72 hours after class, or Done for You within 14 days after class
DIY Playbook
$111
You answer. The app does the math.
- Pay once. 90 days of access.
- After 90 days, your playbook stays readable
- Optional tracker: $22 a month. Cancel online in one click.
- 20-minute intake (ranges, not exact figures)
- Your 9-section playbook, drafted by AI, stamped UNVERIFIED (not checked by me)
- A cleanup checklist that saves your progress
Done for You
$777 was $1,111
We talk, then I build it with AI's help.
Founding price, until Sunday January 10, 2027 or 5 spots sell
$777in full2 payments of $444$888 total
Then $1,111, or 3 payments of $444 ($1,332 total). Payments are 30 days apart. If the 5 spots sell first, checkout shows the new price before you pay.
- Everything in DIY
- A 45 to 60 minute video call with me, on a Thursday
- I check your numbers and deal terms
- I approve every page. Delivered within 5 business days after the call, plus 1 written revision
DIY vs Done for You
| DIY | Done for You | |
|---|---|---|
| Playbook, checklist, tracker | ||
| Call with me | ||
| I check your numbers | ||
| Ready-to-send message | AI draft | In your voice |
| Every page | Stamped UNVERIFIED | I approve it |
| 1 written revision |
At most 2 done-for-you clients a week, 4 at a time. If I'm full, checkout shows the next opening and doesn't charge you. Buying means you agree to the Own the Margin terms. UK buyers welcome.
Free
Where the F*ck Did My Money Go?
The Leak Checklist, straight to your inbox.
- Inbox search terms
- 10-item leak cleanup
- Three-number worksheet
Questions
The stuff you're actually wondering.
Is this financial advice?
No. It's a business growth plan. Investment, tax, credit and legal questions get a SEE A PRO label.
How much money will I make?
I don't know, and no income is promised. The playbook ranks your options by what each might pay per hour of your time.
What's the difference between DIY and Done for You?
DIY is drafted by AI and stamped UNVERIFIED unless flagged for my review. Done for You adds our call, my checks and my approval on every page.
Do you use AI?
Yes. Claude, an AI model from Anthropic, helps research and draft. I review every done-for-you page, and the ranking is plain math, not the AI's opinion.
Do you need my logins or passwords?
No. I never log into your accounts. Never send passwords, account numbers or Social Security numbers. The intake asks for ranges, and uploads are deleted 30 days after delivery.
I have ADHD. Will this be one more thing I don't finish?
It's built for brains like mine. The intake saves as you go, and the first section names one thing to do today.
When is the Done for You call?
On a Thursday, at least 2 business days after you send your intake. Your playbook arrives within 5 business days after the call.
What about refunds?
- Class: full refund up to 24 hours before it starts.
- DIY: full refund within 7 days of buying, if you haven't sent your intake.
- Done for You: full refund before your call, not after. Full rules in the terms.
What happens after the 90 days?
Your playbook and checklist stay readable. The tracker is $22 a month only if you choose it. Cancel online in one click.
Can I buy from the UK?
Yes. Prices are in US dollars, and you keep your UK 14-day right to cancel (a refund minus the value of work done, until it's fully delivered).
Will the playbook try to sell me more stuff?
Sometimes, and it's always labeled, affiliate links included. You never need to buy more for it to work.
The fine print, in plain words
Not advice. The Money Playbook is a revenue and business growth plan. It is education and strategy, not financial, investment, tax, accounting, credit or legal advice. I am not a lawyer, CPA or licensed financial adviser. No income is promised.
About my numbers. Any numbers I share about my own business are my real results. I share them to show the method. They are not a prediction of yours. I don't have enough client data yet to tell you a typical result, so I won't pretend to.