OWNER PLAYBOOK · VOYAGE CHART

Chart your voyage with Lot Keeper

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 people do not want to learn a tool. They want someone to clean up last year's records before their accountant asks. That can be you, using Lot Keeper.
ARRIVED LOOKS LIKE
Two paid record cleanups delivered as a done for you service.
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

For example: I will turn your last year of crypto wallets into one clean record for your accountant, read only, in a week.

2. Set a price and a scope

20 min

A flat price per year of records with a wallet limit, for example $150 for up to five wallets. Say clearly that you do not give tax advice.

3. Offer it to three people before a deadline

20 min

Reach out a month before the filing deadline in your country. Use the script.

FIRST MESSAGE · DIRECT MESSAGE TO SOMEONE YOU KNOW · TO A FRIEND OR CONTACT WHO USES SEVERAL WALLETS

Filing season is coming. I offer a crypto record cleanup: you send me your public wallet addresses, I label every move, match transfers between your own wallets and hand you one clean file for your accountant. Read only, no keys, no tax advice. It is $150 for up to five wallets and takes about a week. Want a slot?

4. Deliver the first cleanup and ask for a testimonial

120 min

Walk them through the review queue items only they could answer, send the export, and ask for one sentence you can share.

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.

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