🔪Ginsu Drop: Biz Diversification Audit Worksheet
Are your eggs in one basket or many? Let's find out.
Recently, my article, Castles in the Sand asked the uncomfortable question:
How much of your author business is built on tools and platforms you don’t actually control?
In the daily hustle and bustle of life, business, and getting things done, it’s not always something we think about, but it should be.
Always, always have an exit plan.
Don’t have one yet? Let’s find you one. Start with this worksheet. It’s your one-person publishing studio diversification diagnostic. Print it, fill it in, find out where you stand. Or, make your AI do it. That works too.
📋 Want the fillable version? Duplicate this Notion page to fill in digitally, or grab the PDF.
Note: I did a YouTube live on this here. The Automated Author segment around the 29-minute mark hit the line this whole worksheet is built around:
“The real key is flexibility. If we know our process, our prompts, Skills, and workflows can come with us wherever we go.”
Six months later, this worksheet is how you find out if that’s actually true for your own studio. Or if you’ve been building castles in the sand.
⚡ What Is Diversification, Really?
Before we audit, let’s define what we’re actually looking for. Diversification is anything that reduces:
Single-point-of-failure risk (one tool disappears, one platform bans you, one API sunsets, and your whole studio goes dark)
Proprietary lock-in (files you can only open in one program, workflows you can only run on one platform, audiences you can only reach through one company’s algorithm)
Provider dependency (one company’s terms of service, one company’s pricing whim, one company’s continued existence)
Diversification doesn’t mean using ten of everything. It means your process, your prompts, your Skills, your files, and your audience can come with you wherever you need to go. Portable formats. Exportable data. Skills as text files, not vendor-only scripts. Backups that aren’t hostages.
If Vellum shut down tomorrow, could you still ship a book next month? If Claude or Novel Crafter or ChatGPT disappeared, would your prompts survive? If Substack pivoted, would you still know how to reach your readers? That’s the audit.
Instructions
For each of the 9 Author Studio Stack categories below, answer the three audit questions honestly. “I have no exit plan” is a valid answer. This is an assessment, not a test.
Time needed: ~20 minutes (more if the honest answers make you flinch)
Grading scale:
🟢 Green: Portable, backed up, and you could switch providers in a weekend. You own your files, your process is documented, and no single vendor’s disappearance would stop you.
🟡 Yellow: Some risk. You could recover, but it would hurt — a week of rebuilding, re-exporting, or re-learning. You have partial backups or a second option you haven’t fully set up yet.
🔴 Red: Sole provider, proprietary lock-in, no exit plan. If this vendor disappeared tomorrow, you’d lose work, audience, or momentum you can’t get back with a weekend and a credit card.
Category 1: ✍️ Writing
(Be specific: “just Scrivener,” “Claude + custom Skill,” etc. For lock-in, think: proprietary file format? sole-provider API? subscription with no export? For exit plan: “none” / “rebuild in a weekend” / “would take a month” / “have exports/backups.”)
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
Category 2: ✂️ Editing
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
Category 3: 🔍 Research
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
Category 4: 🎨 Design (covers, graphics, ads)
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
Category 5: 🎵 Audio (audiobooks, podcasts, music)
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
Category 6: ⚙️ Automation (workflows, scheduling, systems)
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
Category 7: 📦 Publishing (formatting, uploading, distribution)
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
Category 8: 📊 Analytics (sales tracking, market research, keywords)
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
Category 9: 📣 Marketing (ads, email, social, launch)
Category Grade: 🔴 Red / 🟡 Yellow / 🟢 Green — ___
📊 Scoring Summary
Tally your color grades across all 9 categories.
Total single-point-of-failure count (categories where you have exactly one provider and no exit plan): _____ / 9
Total portable-format count (categories where your working files can leave the vendor with you): _____ / 9
Sand-to-stone ratio: 🔴🔴🔴 to 🟢🟢🟢 → _____
If your red count is 4 or higher, you’re building on sand. That’s not a moral failing, it’s just information. The rest of this worksheet is how you start moving the important stuff onto stone.
🚨 Red-Flag Zones
Circle every category you graded 🔴. These are your urgent zones. For each one, name the specific failure mode:
Red zone 1: Category: _____ Failure mode: (e.g., “If Vellum shuts down, I can’t format my backlist and my source files are stuck in .vellum”)
⸻
Red zone 2: Category: _____ Failure mode:
⸻
Red zone 3: Category: _____ Failure mode:
⸻
The failure mode is the thing you cannot recover from with a weekend and a credit card. If the answer is “I lose the audience I spent three years building,” that’s a red zone. If the answer is “I have to spend an afternoon reformatting,” that’s a yellow.
🛡️ Hardening Plan
Pick your top 3 red zones. For each one, define one small hardening action you can take this month. Not a heroic rebuild. One action.
Hardening actions come in four flavors:
Export: Get your data out of the proprietary format into something portable (Markdown, CSV, JSON, plain text)
Backup format: Keep a second working copy in a portable format alongside the vendor-native one
Alt-provider: Set up a parallel account on a competing tool so you’re not sole-sourced
Skill file: Save the prompt, workflow, or process as a portable Skill (text file, versioned, vendor-agnostic) so it survives the tool
Hardening action 1: Red zone: _____ Action: _____ Flavor: Export / Backup / Alt-Provider / Skill File Done by: _____
⸻
Hardening action 2: Red zone: _____ Action: _____ Flavor: Export / Backup / Alt-Provider / Skill File Done by: _____
⸻
Hardening action 3: Red zone: _____ Action: _____ Flavor: Export / Backup / Alt-Provider / Skill File Done by: _____
⸻
Three small hardening actions in a month is a lot. That’s a whole quarter’s worth of “if this tool disappears, I’ll be fine” protection.
💡 Starter Ideas (pick one, or make your own)
If you’re staring at the hardening plan and drawing a blank, here are moves that work for almost every indie author studio:
Export every Vellum project to ePub and PDF this month. Your manuscript came in as a Word doc (portable), but your formatted layouts live in Vellum's proprietary .vellum files. If Vellum disappears, you keep your words but lose every styling choice. Exported ePub/PDF files are your insurance.
Save your Sudowrite (or Claude, or ChatGPT, or whatever) prompts as portable Skill files. Text files. Version them. Now they survive any tool switch.
Set up a monthly newsletter subscriber export. Your email list is your audience. If Substack pivots, that CSV is your rescue rope.
Duplicate your Notion workspace to Markdown quarterly. Notion is great until it isn’t. Portable copy = insurance. (Obsidian is a free, great way to organize markdown backups. I teach an entire class on it here. And a free YouTube here.)
Move your book covers from Canva to native .PSD layered files. Canva’s a wonderful tool. It’s also a subscription and a cloud. Keep layered originals somewhere you own.
Go wide: Set up KDP + Draft2Digital + your own store. Three distribution channels means no single retailer can end your career.
Back up your prompts and Skills to GitHub. Free, versioned, portable, yours.
Keep a “vendor kill switch” doc. One page per tool: “If this disappears, here’s my 30-day plan.” That doc alone reduces panic by about 80%.
📅 Plan Next Month
Don’t leave this worksheet without a commitment. One hardening action, done, this month.
Next month I will harden: _____
My first step: _____
My deadline: _____
What I’ll no longer be single-sourced on when this is done: _____
🗓️ When to Re-Audit
Put this on your calendar: every 6 months. Vendors get bought. Terms of service change. Free tiers evaporate. Whole platforms pivot. What was 🟢 today can turn 🔴 by next quarter, and you want to know that before your launch week, not during it.
Next audit date: _____
The full deep-dive is Castles in the Sand, the companion to this worksheet. Do the audit. Find the sand. Then let’s rebuild on stone. 🏰



