Playbooks

Build faster with our field manuals.

Step-by-step guides pulled from production rollouts. Copy them, remix them, or ask for a working session to adapt one to your stack.

Ops + RevOps

AI receptionist in a weekend

Blueprint for deploying an AI phone concierge—scripts, escalation logic, QA rubric, rollout timeline.

What you get

Runbooks, templates, and telemetry dashboards sourced from active engagements.

Access with workshop or managed engagement

Request this playbook

Leadership + Project teams

Meetings → actions

Meeting intelligence workflow that turns transcripts into accountable tasks with daily leadership digest.

What you get

Runbooks, templates, and telemetry dashboards sourced from active engagements.

Access with workshop or managed engagement

Request this playbook

IT + Automation leads

Stack picker: Zapier vs Make vs n8n

Decision matrix for choosing the right automation backbone across governance, cost, and complexity.

What you get

Runbooks, templates, and telemetry dashboards sourced from active engagements.

Access with workshop or managed engagement

Request this playbook

Need a custom workshop?

We run half-day sessions to adapt these playbooks to your stack, document SOPs, and hand your team a backlog to keep shipping.