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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.

3 tools1 template1 checklist2 papers3 worked examples

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.

  1. STEP 01

    Find the workflow.

    List the work that repeats, score it on five tests and see which one goes first.

  2. STEP 02

    Measure it.

    Put today's numbers on the record before anyone changes the work.

  3. STEP 03

    Write it down.

    One page that says how the work runs today, who owns it and what proves a fix.

  4. STEP 04

    Choose who does the work.

    The questions to ask any firm, and the ways to get AI work done without a hire.

  5. STEP 05

    Know what it returned.

    How a return gets measured in dollars, and what an install looks like from the inside.

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.

  1. 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.

  2. 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.

  3. 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.

  4. 04

    The files are yours.

    PDFs to print or forward, spreadsheets with the formulas in place, and a Word template your team can edit.

How to get started

Bring the workflow that costs you the most.

Book an intro call

Thirty minutes with the exec who owns the problem. We will tell you straight whether a play fits.