Library
Prompts, workflows, playbooks, lessons and tools.
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Library
Everything a content membership includes, in one place. Every resource shows a preview; what your plan covers opens in full.
Difficulty
12 resources
Code recipe · Beginner · 15 min
Read a CRM export and list deals with no activity for a set number of days, sorted by value, with a suggested action column.
Checklist · Beginner · 10 min
The data hygiene an automation needs before it can route, score or nudge from CRM records.
Automation recipe · Intermediate · 45 min
Build meeting booked to prep note as a Make automation: when a prospect books a call, research their company and post a prep note to the rep before the meeting.
Workflow · Beginner · 25 min
Prepare the Monday pipeline review from the CRM export so the meeting spends its time on decisions, not on reading.
Checklist · Beginner · 10 min
What to check on a generated outreach or follow-up.
Code recipe · Beginner · 15 min
Turn qualification criteria into a deterministic scoring function you can test.
AI tool guide · Intermediate · 20 min
Use call recording and analysis to coach from real conversations.
Automation recipe · Beginner · 45 min
Build stalled deal nudge as a Make automation: every morning, list deals with no activity for fourteen days and draft a next action for each.
Automation recipe · Intermediate · 45 min
Build inbound lead enrichment and routing as a Zapier automation: enrich a new inbound lead, score it against your criteria and route it to the right person.
Workflow · Intermediate · 45 min
Build and maintain a library of objection responses from real calls, each with the evidence that works.
Workflow · Beginner · 15 min
Turn call notes into a CRM update with the next step scheduled before you forget the call.
Workflow · Beginner · 15 min
Research a prospect from public sources and write a first email built on one true observation.