Frameworks and guides for systematic business building.
Practical resources to help you evaluate automation opportunities, build better processes, and grow systematically.
Everything here is free. Created from real projects, not theory.
Explore The Guides
A curated collection of guides designed to help founders, marketers, and operators sharpen their strategy and drive results. Each one is tailored to the real challenges modern brands face, and they’re all free.
Workflow Documentation Template
Standardized format for documenting processes before automation. Makes it easier to communicate workflows or evaluate internally.
What's included:
/ Step-by-step process documentation format
/ Decision point mapping worksheet
/ Tool and integration inventory
/ Handoff and approval tracking
/ Example completed workflow
Format: PDF template, 8 pages + example
For: Operations teams preparing for automation
Monthly Automation Tracking Dashboard
Template for monitoring automation performance after implementation. Track time saved, throughput, errors, adoption.
What you'll track:
/ Time savings (hours/week)
/ Throughput metrics (volume processed)
/ Error rates and quality
/ Team adoption rate
/ ROI tracking
Format: Google Sheets dashboard template
For: Businesses with implemented automation
The Automation Opportunity Scorecard
Quick scorecard to identify your highest-ROI automation opportunities. Answer 8 questions, get ranked list of processes to automate first.
What you'll get:
/ Scored list of automation opportunities
/ Impact vs. feasibility matrix
/ Estimated time savings per process
/ Recommended implementation order
Takes: 3-5 minutes
Results: Instant email with scorecard
The Service Productization Framework
Assessment for consultants and service providers packaging expertise into defined offerings. Get framework recommendations based on your business model.
What you'll get:
/ Service tier structure recommendation
/ Pricing framework guidance
/ Delivery model suggestions
/ Go-to-market approach outline
Takes: 8-12 minutes
Results: Custom framework sent via email
AI Automation Vendor Evaluation Checklist
Questions to ask automation providers to separate implementation-focused partners from pure consultants.
What's included:
/ Technical capability questions
/ Process and methodology evaluation
/ Portfolio and reference framework
/ Red flags and green flags
/ Scoring rubric for comparing vendors
Format: PDF checklist, 6 pages
For: Businesses vetting automation providers
Automation Readiness Assessment
Is your business ready for automation?
Interactive assessment to identify which processes are automation-ready and which need refinement first. Answer questions about your operations, get a custom analysis in your inbox.
What you'll get:
/ Readiness score across 4 key areas
/ Specific processes flagged for automation
/ Estimated ROI and timeline
/ Personalized next steps based on your score
Takes: 5-10 minutes
Results: Instant email delivery
ROI Calculator for Automation
Calculate return on investment for automation projects. Input your metrics, see payback timeline and capacity value.
What you'll calculate:
/ Time savings in hours and dollars
/ Capacity value (what you could do with freed time)
/ Implementation cost factors
/ Payback timeline projection
Format: Google Sheets template (make a copy)
For: Business owners evaluating investments
Process Optimization Checklist
Before automating, optimize. Answer questions about a specific process, get optimization recommendations before investing in automation.
What you'll get:
/ Process efficiency analysis
/ Manual optimization opportunities
/ Whether automation is ready (or optimize first)
/ Specific steps to improve process
Takes: 5-7 minutes
Results: Email with optimization recommendations
Ready to actually implement?
Resources are helpful. Working systems are better.
If you're ready to move from templates to implementation, book a discovery call and we'll map your automation opportunities.