Free resources
Guides, checklists and templates.
Practical resources for planning automation, websites and marketing — built from the same frameworks we use on client projects. Free to download, no email required.
Most requested
AI Readiness Checklist
Assess whether your data, systems, and team are ready for an AI initiative.
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Free Guides
Foundational reading for teams just getting started with automation and AI.
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PDF Guide
The Business Automation Starter Guide
A practical introduction to identifying and automating your first workflow.
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PDF Guide
AI for Small Business: A No-Jargon Guide
What AI can realistically do for a small team, explained without the hype.
AI Checklists
Step-by-step checklists for evaluating and launching AI initiatives.
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Checklist
AI Readiness Checklist
Assess whether your data, systems, and team are ready for an AI initiative.
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Checklist
Chatbot Launch Checklist
Everything to verify before your AI chatbot goes live with real customers.
Automation Templates
Ready-to-adapt workflow templates for common automation use cases.
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Template
n8n Workflow Starter Templates
A set of common workflow patterns to adapt for your own automations.
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Template
CRM Follow-Up Automation Template
A ready-to-adapt sequence for following up with new leads automatically.
Website Planning Guides
Plan a website project properly before a single line of code gets written.
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Worksheet
Website Redesign Planning Workbook
A structured way to scope goals, content, and requirements before a rebuild.
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PDF Guide
Platform Selection Guide
A framework for choosing between Shopify, WordPress, and a custom build.
SEO Checklist
Practical, prioritized SEO checklists — not generic best-practice lists.
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Checklist
On-Page SEO Checklist
The specific on-page elements worth getting right on every page you publish.
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Checklist
Technical SEO Audit Checklist
A structured pass through the technical factors that affect search visibility.
Marketing Resources
Planning tools for paid ads, email, and campaign budgeting.
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Worksheet
Paid Ads Budget Planning Sheet
A simple worksheet for allocating a first ad budget across channels.
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Template
Email Marketing Sequence Templates
Starter structures for welcome, nurture, and re-engagement sequences.
Business Automation Playbooks
End-to-end playbooks for automating a specific business function.
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Playbook
Customer Support Automation Playbook
A step-by-step approach to automating first-response support.
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Playbook
Sales Follow-Up Automation Playbook
How to make sure no lead goes more than a few minutes without a response.
Downloads
Additional worksheets and templates for planning and evaluating automation projects.
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Worksheet
Automation ROI Worksheet
A simple way to estimate the time and cost impact of a proposed automation.
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Template
Process Mapping Template
A blank template for mapping a business process before automating it.
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