Criteria · First Phone

The First Phone Workbook

When first. Which second. Terms last.

The decision usually made by everyone else. Write the trigger, find the lowest rung that solves it, run six gates, score up to five devices, and write the terms before the box is opened.

$19USD · PDF + Excel · instant download
Get the workbook Not a review. Not advice. A method.
The gates page of the workbookThe First Phone Workbook coverThe scorecard page of the workbook
1Trigger sentence
6Pass/fail gates
46Questions
5Devices scored

What is inside

Two files. Use either one alone, or both. Most parents fill in the trigger, the shape and the terms on paper and enter the scores in the spreadsheet.

The workbook

PDF · 19 pages · print at home

  • The When page. One trigger sentence, six tick boxes, and what the ticks tell you.
  • The ladder. Four rungs, what each does and cannot do, and the hand-me-down warning.
  • The shape. Five lines to write before you look at a device.
  • Six pass or fail gates with tick boxes for five devices.
  • Four criteria at two pages each. 46 rated questions with 1 to 5 circles, signs to walk away and what to check yourself.
  • The terms page, a five-rule agreement with signatures, a setup checklist and the 90-day review.

The scorecard

Excel · 7 tabs · opens in Google Sheets and Numbers

  • Name your devices once. They flow to every tab.
  • Rung, price and monthly cost per device, checked against the ceilings you set.
  • Pass/Fail dropdowns on the gates. One fail marks the device OUT everywhere.
  • All 46 rated questions with 1 to 5 inputs for up to five devices.
  • Weighted totals and a ranking of the devices that cleared the gates.
  • A Terms tab with every ownership, replacement and exit question, the agreement and the setup checklist.

The six gates

A gate is pass or fail. One fail and the device is out. Not scored lower. Out.

The triggerIt solves the sentence you wrote. If it does not, nothing else it does matters.
The floorIt is the lowest rung that solves the trigger, or you have written why you went up.
The accountA child account under family controls, with app approval and purchase blocking.
The passcodeYou hold a controls passcode the kid cannot reset. Otherwise they control the device.
The planWorks on your existing carrier at a monthly increment you have written down.
The conditionIf used: still updated, fully reset, battery health known. If new: pass.

The four criteria

Each carries a weight. The weights are yours to change. Change one and every total recalculates.

The jobDoes it do what the trigger requires, and nothing that creates the next problem. 13 questions.
The controlsWhat you can actually enforce, not what the settings menu promises. 13 questions.
The exitCan it move up a rung, or down, without buying another device. 10 questions.
The cost to ownYear one including the plan, and the second phone. 10 questions.

How it works

Seven steps. Then buy the phone.

Name the trigger in one sentenceIf you cannot, stop. That is a reason, not a trigger.
Read the ladderFour rungs. Find the lowest one that solves the trigger.
Write the shapeThe job, the rung ceiling, two dollar ceilings, and who owns it.
Run the gatesUp to five devices. One fail and it is out.
Score what is left1 to 5 on four weighted criteria. Your judgement, not an average.
Write the terms before it arrivesOwnership, exit, replacement. The part nobody does.
Five rules, signed, datedConsequences next to each. Review date 90 days out.

Three of the nineteen pages

Real pages from the workbook, not mockups.

The When page
When. One trigger sentence, six boxes, four readings.
The Job criterion page
The job. Criterion 1 of 4, weight five.
The Terms page
The terms. Ownership, replacement, exit.

Who this is for

  • Your kid has started going somewhere without you
  • The group chat exists and they are not in it
  • Everyone else has one and you are not sure that is a reason
  • You want the rules written before the box is opened
  • You want someone to name the phone to buy
  • You want an argument about screens and age
  • You have already bought and want validation

Questions

What do I get?

Two files, delivered instantly after checkout. A 19-page printable PDF workbook and an Excel scorecard with seven tabs. The spreadsheet opens in Excel, Google Sheets or Numbers.

Does it tell me which phone to buy?

No. It is a method, not a review. It gives you the trigger test, a four-rung device ladder, six pass or fail gates, 46 questions across four weighted criteria, and a scorecard that totals up to five devices. The answer comes from your answers.

What is the right age for a first phone?

The workbook does not use age. It uses a trigger: the event or new routine that means a phone now. Write it in one sentence, and it tells you the lowest rung that solves it. For half of parents that is a watch, not a smartphone.

What are the terms?

The pages nobody does. Ownership: whose name is on the account, whether you can read messages, where it charges at night. Replacement: who pays when it breaks, the first time and the second. Exit: what earns the next rung, what loses one, and the first review date. Then a five-rule agreement, signed by both of you.

Do I need Excel?

No. The spreadsheet opens in Google Sheets and Apple Numbers as well as Excel. The PDF works on its own if you prefer paper. Most parents fill in the trigger, the shape and the terms on paper and enter the scores in the spreadsheet.

Can I change the weights?

Yes. The four criteria carry starting weights of five, four, four and three. They live on one tab. Change any weight and every total recalculates.

Is there a refund?

Contact us through the email on your receipt if the files do not open or you did not get what was described.

The First Phone Workbook

When first. Which second. Terms last.

A 19-page PDF and a seven-tab Excel scorecard. Instant download.

Get the workbook · $19 Not a review. Not advice. A method.
$19 PDF + Excel
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