ResourcesFor owners and operators
Tools, templates and papers for owners and operators.
Use them to find the workflow that costs you the most, put numbers on it and write it down, then judge who should fix it and how you would know it paid. They are free, there is no form, and the files are yours to keep.
01The kit, in order
Five steps from a hunch to the intro call.
Start at the top if you do not know where AI would pay in your business. Jump in lower down if you already have a workflow in mind.
- STEP 01
Find the workflow.
List the work that repeats, score it on five tests and see which one goes first.
- STEP 02
Measure it.
Put today's numbers on the record before anyone changes the work.
ToolSpreadsheetThe lead response audit“How fast do we really answer a new inquiry, nights and weekends included?”Log a week of inquiries and see how fast they get a first reply: the median, the slowest, after hours and by channel.Use the tool ToolSpreadsheetThe invoice exception log“Where do our invoices stall, and how many hours does it cost us?”Count the invoices that fail the match and the minutes each one takes, and see the hours accounts payable spends on exceptions.Use the tool - STEP 03
Write it down.
One page that says how the work runs today, who owns it and what proves a fix.
- STEP 04
Choose who does the work.
The questions to ask any firm, and the ways to get AI work done without a hire.
ChecklistPDF + SpreadsheetThe AI Partner Scorecard“How do we choose who does this without paying for a slide deck?”Twenty questions to ask any consultant, agency, software vendor or partner, what a strong answer sounds like, and a sheet to score them side by side.Open it PaperPDFAI without an AI hire“Do we hire someone, buy software or bring in a partner?”The five ways a company gets AI work done, what each one charges for, what you keep when it ends and who runs the system afterward.Read the paper - STEP 05
Know what it returned.
How a return gets measured in dollars, and what an install looks like from the inside.
PaperPDFMeasuring AI in dollars“Every vendor promises a return. How would we know it is real?”How to tell whether an AI system paid: the baseline you take first, the readout a person signs, and the ledger that runs after launch.Read the paper Worked examplePDFResponding to leads faster, start to finish“What would this look like at a company like ours?”A made-up HVAC company runs the method on its missed calls and web inquiries: the baseline, the readout, the install and the first quarter.Open it Worked examplePDFOrders and invoices without the retyping, start to finish“What would this look like at a company like ours?”A made-up distributor runs the method on its emailed purchase orders and vendor invoices, from the baseline to the first quarter.Open it Worked examplePDFGetting quotes out faster, start to finish“What would this look like at a company like ours?”A made-up manufacturer runs the method on its RFQs and quotes, from the baseline to the first quarter.Open it
02How the kit works
Take what helps. Nothing here asks for your email.
The tools run in your browser and the files download directly. If a piece is useful, bring what it produced to a call.
- 01
Your entries stay in your browser.
The tools keep what you type on this device so you can come back to it. Nothing you type is sent to us.
- 02
The tools count, time and rank.
Dollar figures come later, from a person who has checked them, on a readout you keep either way.
- 03
Every figure says where it comes from.
Examples run on made-up companies and carry an illustrative label. Your own numbers come from your own records.
- 04
The files are yours.
PDFs to print or forward, spreadsheets with the formulas in place, and a Word template your team can edit.
03Read more
The thinking behind the kit is in the Field Guides.
How to get started
Bring the workflow that costs you the most.
Thirty minutes with the exec who owns the problem. We will tell you straight whether a play fits.