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492 resources

Playbook · Beginner · 1h 30m
Scope control and change requests: playbook
Keep projects within scope with a change-request habit that clients accept because it is fair and fast.
- No unpaid scope creep, no relationship damage.
- Step 1: Write the scope as deliverables with done-criteria
- Step 2: Log every request
Steps 5Deliverables 3
Playbook · Beginner · 2h
Client onboarding that sets the tone: playbook
Onboard a new client in the first week so expectations, access and communication are settled before work starts.
- Every new client has a kickoff, a plan and one channel within seven days of signing.
- Step 1: Send the welcome pack the day of signing
- Step 2: Collect access before kickoff
Steps 5Deliverables 3
Cheat sheet · Beginner · 5 min
Marketing channels cheat sheet
What each channel is for, what it costs, and how to measure it. 4 sections, 16 entries.
- Owned
- Paid
- Earned
Entries 16
Checklist · Beginner · 10 min
Campaign launch checklist
What must be true the morning a campaign goes live.
- Campaigns fail on details: a wrong link, a mismatched price. This list catches them.
- ☐ Every asset states the same price, date and offer
- ☐ Every claim has proof
Items 10
Guide · Beginner · 8 min
Measuring marketing honestly
How to attribute results without fooling yourself, with a small set of numbers that survive scrutiny.
- Marketing measurement fails in two ways: claiming everything and measuring nothing. This guide is a middle path: a few numbers, defined precisely, compared consistently, and read with their limits stated.
- Define the events
- Tag consistently
Playbook · Beginner · 3h
Set up email marketing that people open: playbook
Build an email programme with a clear promise, a real cadence and a list that grows because the emails are good.
- Open rate above the industry median three months in a row.
- Step 1: Make the promise
- Step 2: Build the welcome sequence
Steps 5Deliverables 3
Cheat sheet · Beginner · 5 min
Production readiness cheat sheet
The practices that separate a deployed app from a production system. 4 sections, 16 entries.
- Observability
- Safety
- Delivery
Entries 16
Checklist · Beginner · 10 min
Production deploy checklist
What to verify before and after a production deploy.
- Deploys go wrong in the same ten ways. This list is those ten.
- ☐ Typecheck, tests and build green on the exact commit
- ☐ Migrations applied before the code that needs them
Items 10
Guide · Beginner · 10 min
Reading a codebase you did not write
A method for getting productive in an unfamiliar codebase in a day.
- Every developer inherits code. The difference between a week of confusion and a productive first day is method, not talent. This guide is the method: entry points, one path, conventions, then the change.
- Find the entry points
- Trace one path end to end
Cheat sheet · Beginner · 5 min
Small business systems cheat sheet
The systems a small business runs on and what each must do. 4 sections, 16 entries.
- Money
- Customers
- Work
Entries 16
Checklist · Beginner · 10 min
Monthly business admin checklist
The admin that keeps a small business out of trouble, done once a month.
- Small businesses get into trouble through missed admin, not bad decisions. This list is the monthly minimum.
- ☐ Books reconciled and closed
- ☐ Invoices sent for all completed work
Items 10
Guide · Beginner · 10 min
Writing procedures people follow
How to write a standard operating procedure that a new person can follow the first time.
- Most procedures are written for the person who already knows the job. This guide is a method for writing one that a new person follows correctly on their first attempt, which is the only test that matters.
- Header, trigger, owner
- One action per step, named controls
Playbook · Beginner · 4h
Choose and roll out a CRM: playbook
Select a CRM for a small team and roll it out so it is actually used within a month.
- Every customer conversation logged in the CRM within a month.
- Step 1: Write the three jobs
- Step 2: Trial two for a week
Steps 5Deliverables 3
Playbook · Beginner · 2h
Document and file organisation: playbook
Set up a shared file structure and naming convention that people actually follow.
- Anyone finds any document in under a minute without asking.
- Step 1: Structure by function, two levels
- Step 2: Name for sorting
Steps 5Deliverables 3
Playbook · Beginner · 2h
Invoicing and collections process: playbook
Get invoices out the day work is done and paid within terms, with reminders that escalate on a schedule.
- Average days to payment under terms plus seven.
- Step 1: Fix the terms and the template
- Step 2: Invoice on completion
Steps 5Deliverables 3
Playbook · Beginner · 4h
Set up bookkeeping for a small business: playbook
Put bookkeeping on a monthly rhythm with accounts, categories and a close that takes an afternoon.
- Books closed within five days of month end, every month.
- Step 1: Simplify the chart of accounts
- Step 2: Connect the feeds
Steps 5Deliverables 3
Cheat sheet · Beginner · 5 min
Ecommerce launch cheat sheet
The essentials of a digital store launch, in one place to keep open. 4 sections, 16 entries.
- Before launch
- Delivery
- Launch week
Entries 16
Checklist · Beginner · 10 min
Product listing before publishing checklist
What every listing needs before a buyer sees it.
- Thin listings get returns and questions. This list is the minimum for a listing that sells and stays sold.
- ☐ Name says what it is and for whom
- ☐ First image shows the real product
Items 10
Guide · Beginner · 8 min
Digital delivery and licensing basics
How digital products should be delivered and licensed so buyers get access, sellers keep control and disputes are rare.
- Digital goods have no shipping, which means delivery and licensing are the whole customer experience after payment. This guide explains the delivery model that works, what a licence must say, and how to handle the disputes that still happen.
- Deliver to an account, not a link
- A licence in plain words
Playbook · Beginner · 2h 30m
Launch email and social plan: playbook
Announce a store or a product line with a sequence that builds interest, launches, and follows through without discount pressure.
- Launch week orders from an audience that was told what to expect.
- Step 1: Tease with the problem
- Step 2: Launch with the products
Steps 5Deliverables 3
Playbook · Beginner · 3h
Catalogue setup that scales: playbook
Set up product data, categories and images so adding the hundredth product is as clean as the first.
- A catalogue structure that needs no rework at a hundred products.
- Step 1: Design the category tree from buyer questions
- Step 2: Write the product data template
Steps 5Deliverables 3
Cheat sheet · Beginner · 5 min
Assistant integration patterns cheat sheet
The recurring patterns for putting a model into a workflow, and when each fits. 4 sections, 16 entries.
- Patterns
- Guardrails
- Metrics
Entries 16Any assistant
Checklist · Beginner · 10 min
AI automation go-live checklist
What must be true before an assistant-driven automation runs on real work.
- Assistant automations fail quietly and confidently. This list makes the failure visible before it costs anything.
- ☐ The step the assistant performs is a transformation, not a decision or side effect
- ☐ Inputs are redacted of personal data
Items 10Any assistant
Guide · Beginner · 8 min
Prompt maintenance
How to keep a library of production prompts working as models, inputs and policies change.
- A prompt that worked in March drifts by June: the model updated, the inputs changed shape, a policy sentence was reworded. This guide is the maintenance routine that keeps a prompt library trustworthy.
- Version prompts like code
- Keep a fixed test set
Any assistant

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