Resources
Playbooks, checklists, and frameworks.
Practical guidance for documenting, automating, and optimizing your operation.
How to Build an Operations Playbook in 7 Days
A lightweight approach to documenting processes, roles, and exceptions without slowing the team down.
The Small Business Automation Scorecard
Score each workflow by effort, impact, and risk to prioritize your first automation wins.
Handoff Checklist to Stop Work-from-Stalling
A 10-point checklist to tighten handoffs between sales, ops, and delivery teams.