Free playbooks
The working methods behind a business run with AI.
Practical guides for deciding what to hand off, building it safely and keeping it useful. These are the same methods we use in our own business and with clients. The first is live now; the rest will be released as they are ready.
Foundations
Start here if AI still waits for you to ask.The Delegation Audit
Map one real week, separate the work that needs you from the work that merely depends on you, and price the difference. You finish with one high-value job to hand off first.
Read the playbook →Your First AI Helper: Sorting the Inbox
Set up AI to read your incoming email, sort it, and draft first replies for you to check. The first thing we set up for nearly every client, step by step with the exact instructions we use.
In developmentThe Report That Writes Itself
Turn the numbers you pull together by hand every week into something that lands in your inbox Monday morning on its own. It covers where the numbers come from, the layout, and the quick check that keeps it honest.
In developmentFrom Phone Call to Quote
How a recorded call with a customer becomes a draft quote before you're back at the desk. Includes the templates and the checklist of what to look over before it goes out.
In developmentFollow-Up That Never Forgets
Automatic follow-ups that chase what you used to chase: new customers, unanswered quotes, overdue invoices. You keep the software you have, and you stop typing the nagging emails yourself.
In developmentFinding the Hours in Your Business
Run a simple version of our diagnostic on your own team: where the hours leak, how to put a number on them, and what to fix first. Written so you can show it to your accountant or business partner.
In developmentAdvanced
Go further once the first system is running.When One AI Helper Isn't Enough
One AI helper does a job. Several working in a line run a whole process. How to set them up so one's output feeds the next without mistakes piling up, and when to make them stop and ask you.
In developmentTeaching AI How Your Business Works
Most AI output is average because the AI doesn't know your business. How to write down what it needs to know: how you price, how you talk to customers, what you've decided before, and how to keep that current.
In developmentKnowing When the AI Gets It Wrong
You still need to check the AI's work. This one covers how to spot-check it, which mistakes to watch for, what to do when the AI changes underneath you, and which things a person must always sign off.
In developmentWhat Your Team Does Once AI Does the Rest
This is the uncomfortable one. When half of someone's job is automated, what remains is a different job rather than half of the old one. How to rethink who does what, have the conversation honestly, and keep good people through it.
In developmentThe Rules: Data, Privacy and Your Insurer
What the AI can and can't see, keeping customer information private, and what to tell your insurer. Written for a business with no compliance person and no time for a six-month policy exercise. One page of rules your team will follow.
In developmentWhat AI Costs You
What AI costs once you count the subscriptions, the setup, and the time spent checking its work. How to work out honestly whether something pays for itself, and spot the ones that never will.
In developmentGet each playbook when it is published.
A short email when a new guide is ready, plus the occasional field note from work we are running. A few useful messages a year, not a course funnel.
Rather have it installed than explained?
We use these same methods to build AI-assisted systems on your tools and data, train the people using them and stay until the work runs.
See the done-for-you service →