Free playbook · Interactive + PDF
Twelve workflows that are quietly eating your week.
The missed call. The quote nobody chased. The invoice nobody owns. The report you rebuild every Monday. This playbook helps you put a dollar figure on each one — and pick the first to fix.
- Chapters
- 8
- Workflows
- 12
- Worksheets
- 2
- Cost
- Free
Built around your numbers, not ours — every figure comes from your own business.
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Open the full playbook.
It opens right away in your browser, with a PDF you can download and print.
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The twelve
Which of these still happen by hand?
Each gets a page: scenario, steps,
what it’s worth, when to skip it.
Missed-call text-back
01Every unanswered call gets a text within a minute.
All your leads in one place
02Every inquiry, from every channel, in one list — answered fast.
Self-booking with screening questions
03Customers book themselves — and poor fits are filtered out first.
Reminders and rebooking
04Fewer no-shows, and cancelled slots filled again.
Quote follow-up
05No estimate dies of silence.
Won-deal handoff
06A signed deal starts the work — without asking the customer everything twice.
Document and receipt reading
07Photos, PDFs and forms become clean data.
Status updates
08Customers know where things stand — without calling.
Invoice follow-up
09Collections run on a schedule, not on memory.
Review requests and check-ins
10Every customer is asked; problems reach you first.
Win-back and reorder reminders
11Past customers hear from you before they drift away.
The Monday numbers email
12Your weekly report builds itself before you wake up.
What’s inside
Eight chapters. One shortlist.
About 35 minutes, start to finish.
The hour audit
01Ten kinds of manual work. Enter your hours, what an hour is worth and how much a machine could realistically do — it totals the cost and the honest savings.
Twelve workflows
02A page each: a real-life scenario, what starts it, what it does, what you’ll need, how to value it — and when to skip it.
Which one first
03Score all twelve on four factors and multiply. The math picks your first build, not the loudest problem.
A 30-day plan
04Week by week: measure, build the simple version, run it with someone watching, then prove it and pick the next.
The ownership checklist
05Ten things to insist on from any automation vendor, with why each one matters. Use it on us, too.
What goes wrong
06The five reasons most automation projects fail — and how to avoid every one.
Why it’s free
Knowing what to build is the easy part.
Picking the right workflow shouldn’t cost you anything. The hard part is building it well — handling the odd cases, connecting your tools, and making sure it keeps running. That’s the part we do.
The playbook · FAQ
Playbook questions.
Still deciding? It takes one minute to get and about 35 to use.
Book a free call →Is it really free?
Yes. You leave your name and email, and the full playbook opens right away in your browser. There’s also a PDF to download and print.
Who is it for?
Owners and managers of small businesses — roughly 1 to 50 people — who know they’re losing time to repetitive work but aren’t sure where to start.
How long does it take?
About 20 minutes to read and 15 for the two worksheets. Most owners finish in one sitting.
Do I need to be technical?
No. It’s written in plain English, and the worksheets do the math for you.
Will you add me to a sales sequence?
No. We’ll only reach out if you tick the box asking for a free call. Otherwise, the playbook is yours to use.
Start with the hour audit
Find out what manual work is costing you.
Open the playbook and start with chapter one. It takes about 20 minutes.
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