Free for founders
AI playbooks for your team's repeatable work
10 step-by-step guides for small business owners. Each one takes a job your team does by hand, like chasing leads or onboarding clients, and shows you how to automate it.
Sound familiar?
It's Friday afternoon. You look back at the week and try to count what moved the business forward.
- A lead filled out your contact form on Tuesday. Nobody replied until Thursday.
- You answered the same client question for the third time this month.
- Your office manager spent Wednesday afternoon copying details from emails into the CRM.
- The new hire shadowed someone for 2 days, because the process only lives in one person's head.
Every one of those jobs can run without you. You already know that. You haven't had a free afternoon to set it up.
These playbooks hand you the setup, step by step. Pick one and give it an afternoon.
Turn the busywork into systems that run without you
Each playbook takes one of those jobs and walks you through setting it up once, so your team stops doing it by hand every week.
Leads hear back the same day
Every form fill lands in your CRM and gets a reply while the lead is still thinking about you.
Your team finds answers without you
Processes live in one searchable library, so questions stop landing in your inbox.
Clients get the same answer every time
Routine questions get answered from your knowledge base, and the tricky ones come to a person.
Nobody retypes data
Details move from forms and emails into your systems on their own.
What you get
10 playbooks as PDFs, one job each. Every one lists the tools and what they cost, how long setup takes and each step in order. They're written for founders with 5 to 20 people and no ops manager, and they assume you've never built an automation.
Send me the playbooks10 playbooks, one job each
Start with the job that eats the most of your week.
Lead intake automation
New leads land in your CRM, sorted and tagged, minutes after they fill out your form.
AI customer support
A knowledge base and chatbot that answer the questions your team hears every day, and pass the hard ones to a person.
SEO briefs with AI
Turn a keyword into a content brief your writer can start on the same day.
Internal SOP library
Every process in one searchable place, so new hires stop asking you where things are.
AI content calendar
Plan blog, social and email in one Notion calendar, with AI writing the first drafts.
Client onboarding checklist
The welcome email and intake form go out on their own the day a client signs.
Your first automation
Find the one task worth automating first, then build it.
AI email drafting
First drafts of your routine emails, in your voice, ready for a quick edit.
Website traffic monitoring
Free tools that watch your site and email you when traffic drops.
Documenting repeatable tasks
Record a task once and get written steps anyone on your team can follow.
Inside every playbook
- ✓ Who it's for, and what you'll have running when you finish
- ✓ The tools you need, what they cost and how long setup takes
- ✓ Step-by-step instructions, in order
- ✓ Tips and the mistakes to watch for
- ✓ How to tell it's working
Get all 10 playbooks, free
Leave your name and email. I'm refreshing every playbook with current tools and prices, and the new set goes to your inbox as soon as it's ready.
You're on the list.
I'll email all 10 playbooks to you as soon as the updated set is ready.
FAQ
Questions founders ask
Want someone to build these for you? That's the paid work I do. Start with the free process audit to see which ones pay off first.
Is it really free?
Yes. No call and no card. You get all 10 playbooks by email. If one of them makes you want help building it, you know where to find me.
When do I get them?
I'm updating all 10 with current tools and prices. The new set goes to your inbox as soon as the refresh is done, so you won't get an outdated version.
Do I need to be technical?
No. Every step assumes you've never built an automation. If you can set up a Google Form, you can follow these.
How much do the tools cost?
Each playbook lists the tools and their prices up front. Several start on free plans, and none need an enterprise contract.
Who are these for?
Founders of service businesses with 5 to 20 people and no ops manager. If you're the person everyone asks where things are, these are for you.
What happens after I sign up?
I email you the playbooks myself. If you reply with a question, I read it and answer it.