Free resources

Playbooks you can actually run.

One new playbook or checklist every month, drawn from the work we do for clients and our own products. Tell us where to send it and the branded PDF lands in your inbox, ready to hand to your team.

SalesPlaybook · July 2026

The Lead Follow-Up Playbook

A complete follow-up system for small businesses: the intake rule, the cadence, the messages, and the weekly review that keeps leads from going cold.

AIPlaybook · June 2026

The AI Automation Starter Playbook

How to pick your first AI automation, five patterns that pay for themselves, and the rollout checklist that keeps it from becoming a science project.

WebChecklist · May 2026

The Website Pre-Launch Checklist

The 40-point checklist we run before any site goes live: content, SEO, performance, analytics, accessibility, and the legal items everyone forgets.

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