The playbooks
The methods we charge for, written down free.
Twelve working documents from our own operating stack — six to get delegating, six for the operators already running agents and hitting the harder problems. Each one is the exact process we run, not a teaser chapter. If you can implement them alone, you don't need us.
Foundations
For operators with nothing delegated yetThe Delegation Audit
Map a full week of your time against what only you can do. Ends with your delegation gap scored in hours and priced at your rate — the same exercise that opens every coaching engagement.
Read the playbook →Your First Agent: Inbox Triage
Set up an agent that reads, sorts, and drafts first responses to your inbound — using Claude Co-Work. The build we start nearly every client on, step by step with our actual prompts.
Writing — coming soonThe Report That Writes Itself
Turn the weekly pack you assemble by hand into a scheduled task that lands in your inbox Monday at 06:00 — sources, template, and the review pass that keeps it honest.
Writing — coming soonCall Notes → First-Draft Proposal
The workflow that turns a recorded sales call into a structured proposal draft before you're back at your desk. Includes the template stack and the judgment checklist.
Writing — coming soonFollow-Up That Never Forgets
Event-driven automations that chase what you used to chase — client onboarding, unanswered proposals, overdue actions — without a CRM migration or a single nagging email from you.
Writing — coming soonThe SME Workflow Diagnostic
Run a lightweight version of our firm diagnostic on your own team: where hours leak, how to score recoverable time, and how to sequence builds by payback. Board-readable output.
Writing — coming soonAdvanced
For operators already running agents in angerOrchestrating Agents That Hand Off
One agent is a tool; a chain of them is an operation. How to sequence specialised agents so output from one becomes trusted input to the next — with the handoff contracts, failure modes, and stop conditions that keep a chain from compounding its own mistakes.
Writing — coming soonThe Context Layer
Most agent output is mediocre because the agent doesn't know your business. How to build the shared context layer — decisions, standards, client history, house style — that every agent reads from, and the discipline that stops it rotting within a quarter.
Writing — coming soonKnowing When Your Agent Is Wrong
Delegation without inspection is just hope. Build an evaluation harness for your own workflows: sampling rates, the failure taxonomy worth tracking, drift detection when a model updates underneath you, and the review threshold at which a human must sign.
Writing — coming soonRedesigning Roles Around Agents
The uncomfortable one. When half a role is automated, what's left isn't half a job — it's a different job. How to redraw responsibilities, rewrite the scorecards, handle the conversation honestly, and avoid the quiet attrition that follows a badly run automation.
Writing — coming soonGovernance Without a Committee
Data boundaries, client confidentiality, audit trails, and what to tell your insurer — written for an SME that has no risk function and can't afford a six-month policy exercise. One page of rules your team will actually follow.
Writing — coming soonThe Unit Economics of Delegation
What an agent actually costs once you count tokens, tooling, review time, and the build. How to price a workflow's payback honestly, spot the automations that never clear their own overhead, and defend the numbers to a finance director.
Writing — coming soonOne email. All twelve. No drip sequence.
You get the playbooks in a single reply, plus an occasional note when we add one — a few times a year, not a few times a week. Unsubscribe is one click and we won't take it personally.
Rather have it installed than explained?
Everything in these playbooks is what we build for clients — on your tools, with your data, running before we leave.
Start delegating A 45-minute call. No pitch.