Free to use

AI resources for small business owners

Guides, checklists and tools I built for founders running 5 to 20 people.

Why I give this away

Not every business can hire help right now. Some founders would rather build it themselves, and plenty of them do it well.

Everything on this page is the same thinking I use with paying clients. Take what you need and put it to work. If you get stuck, or you'd rather hand it off, you'll already know how I work before we talk.

Guides and checklists

Free guide

Fix First, Scale Smart

The 10 systems a growing business needs before adding AI to any of them, and the order to build them in. Get the guide →
Free by email

AI playbooks and checklists

10 step-by-step guides for automating the work your team does by hand, like lead intake, client onboarding and SOPs. Get the playbooks →
Sample SOPs

Workflow SOPs by trade

Worked SOPs for one workflow at a time, starting with an HVAC service call. Each step says what AI does, what a person decides and when the work stops for a human. See the sample SOPs →
Research

Small business AI statistics

Over 120 statistics on how small businesses use AI, what it changes and what holds them back, each checked against its primary source. See the research →
Guide

Founder bottlenecks

A diagnostic for the decisions and know-how that only live in your head, and how to hand them to your team. Run it on yourself first. Read the guide →
Free guide

Find your first automation in 5 days

A one-week tally of what your team retypes between tools, then a step-by-step build for the top item. Includes the message to send your team. Read the guide →
Free checklist

The holiday test for your automations

Find the automations that stop when one computer is off, and move the worst one somewhere that is always on. Read the checklist →

Want help putting these to work?

Start with the free process audit. You get your top 5 automation opportunities, priced in dollars.

Get the free process audit