Free Guides, Checklists & Templates
Practical resources for planning automation, websites, and marketing — no fluff, built from the same frameworks we use with clients.
Get the AI Automation Readiness Checklist
Our most requested resource — a step-by-step checklist for evaluating whether your business is ready for AI automation. Enter your email and we'll send it over.
Free Guides
Foundational reading for teams just getting started with automation and AI.
- PDF Guide
The Business Automation Starter Guide
A practical introduction to identifying and automating your first workflow.
Request This Resource - PDF Guide
AI for Small Business: A No-Jargon Guide
What AI can realistically do for a small team, explained without the hype.
Request This Resource
AI Checklists
Step-by-step checklists for evaluating and launching AI initiatives.
- Checklist
AI Readiness Checklist
Assess whether your data, systems, and team are ready for an AI initiative.
Request This Resource - Checklist
Chatbot Launch Checklist
Everything to verify before your AI chatbot goes live with real customers.
Request This Resource
Automation Templates
Ready-to-adapt workflow templates for common automation use cases.
- Template
n8n Workflow Starter Templates
A set of common workflow patterns to adapt for your own automations.
Request This Resource - Template
CRM Follow-Up Automation Template
A ready-to-adapt sequence for following up with new leads automatically.
Request This Resource
Website Planning Guides
Plan a website project properly before a single line of code gets written.
- Worksheet
Website Redesign Planning Workbook
A structured way to scope goals, content, and requirements before a rebuild.
Request This Resource - PDF Guide
Platform Selection Guide
A framework for choosing between Shopify, WordPress, and a custom build.
Request This Resource
SEO Checklist
Practical, prioritized SEO checklists — not generic best-practice lists.
- Checklist
On-Page SEO Checklist
The specific on-page elements worth getting right on every page you publish.
Request This Resource - Checklist
Technical SEO Audit Checklist
A structured pass through the technical factors that affect search visibility.
Request This Resource
Marketing Resources
Planning tools for paid ads, email, and campaign budgeting.
- Worksheet
Paid Ads Budget Planning Sheet
A simple worksheet for allocating a first ad budget across channels.
Request This Resource - Template
Email Marketing Sequence Templates
Starter structures for welcome, nurture, and re-engagement sequences.
Request This Resource
Business Automation Playbooks
End-to-end playbooks for automating a specific business function.
- Playbook
Customer Support Automation Playbook
A step-by-step approach to automating first-response support.
Request This Resource - Playbook
Sales Follow-Up Automation Playbook
How to make sure no lead goes more than a few minutes without a response.
Request This Resource
Downloads
Additional worksheets and templates for planning and evaluating automation projects.
- Worksheet
Automation ROI Worksheet
A simple way to estimate the time and cost impact of a proposed automation.
Request This Resource - Template
Process Mapping Template
A blank template for mapping a business process before automating it.
Request This Resource
Get AI Automation Insights
Practical automation, AI, and growth advice — delivered occasionally, never spammy.
Ready To Automate Your Business?
Book a free strategy session and we'll show you exactly where automation could save your team the most time.