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The Automation Playbook.
Find your automation opportunities across marketing, sales, operations, and customer service — the checklists, ROI math, and 30-day launch plan we use on real client builds, packaged so you can run it yourself.
Format
PDF · 7 chapters
Time to apply
One afternoon
Cost
Free
Pitch inside
None
/ Get the playbook
Name and email — the download appears instantly, and a copy lands in your inbox.
PDF · 10 pages · 7 worksheets. Yours to keep.
What's inside
Seven chapters, zero filler.
The same worksheets we use
inside paid engagements.
The hidden tax audit
A worksheet for counting the hours your team burns on copy-paste, re-keying, and report-building — most owners guess low by half.
The opportunity checklist
Forty automation candidates across marketing, sales, operations, and customer service. Check the ones that sting; that's your shortlist.
The ROI math
Hours per week × loaded rate × 52, build cost, break-even week. The same formulas we use to rank client builds.
Picking the stack
n8n vs. Make vs. Zapier, hosted vs. self-hosted, Claude vs. GPT — decided on your constraints, not hype.
Build vs. buy vs. hire
A decision tree for each workflow on your shortlist — including when a $20 VPS beats $500 a month in SaaS.
The 30-day launch plan
Discover, Design, Build, Launch, Optimize — the five-phase sequence we run on every engagement, mapped week by week.
The ownership checklist
BYOK pricing, credentials, documentation, exit clauses — what to demand from any agency so you're never locked in. Including us.
After the playbook
Bring your shortlist to a human.
Work through the checklist, then book the free assessment call — we'll score your shortlist live and attach the dollar figures. Or skip ahead to a free audit and get a one-page Quick Win Roadmap.
Questions
Frequently asked questions
What does the playbook cost?
Nothing. Your email, and that's it. We send the playbook plus an occasional automation insight — unsubscribe any time, no drip campaign designed to wear you down.
Who is it for?
Owners and operators of small businesses — 2 to 50 people — who suspect they're losing serious hours to manual work and want a structured way to find out where.
Is this just a brochure for your services?
No. The checklists and math work whether you build it yourself, hire someone else, or hire us. The advice has to stand on its own — that's the point.
How long does it take to work through?
The hidden tax audit takes about twenty minutes. The full playbook — shortlist, ROI math, and launch plan — is a focused afternoon.
What's the logical next step after the playbook?
Take your shortlist to the free assessment call and we'll score it with you live — or claim a free audit and get a one-page Quick Win Roadmap built on your actual workflows.
Where we go from here
Start with the worksheet.
Twenty minutes with the hidden tax audit and you'll know — in hours and dollars — what manual work is costing you. The rest of the playbook tells you what to do about it.
No subscription.
No lock-in.
No surprise invoices.