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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 · Intermediate · 4h
Content marketing that compounds: playbook
Publish content that earns search traffic and reuse it across channels on a sustainable schedule.
- Organic traffic growing month on month from pages that answer real questions.
- Step 1: Map topics from questions
- Step 2: Publish one strong piece a fortnight
Steps 5Deliverables 3
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
Playbook · Intermediate · 5h
Run a product launch campaign: playbook
Execute a launch over four weeks with one message, a fixed asset list and measurement that decides the next launch.
- The launch target hit with every asset saying the same thing.
- Step 1: Lock the message in week one
- Step 2: Produce the asset list
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
Playbook · Advanced · 2h 30m
API rate limiting and abuse protection: playbook
Protect public endpoints from abuse without hurting real users.
- Abuse stopped at the edge while normal use never sees a limit.
- Step 1: Classify endpoints by cost
- Step 2: Limit by key, then by IP
Steps 5Deliverables 3
Playbook · Advanced · 3h
Database migration without downtime: playbook
Change a schema in production safely with expand, migrate, contract.
- Schema changes that never break the running version.
- Step 1: Expand: add, never rename
- Step 2: Write both, read old
Steps 5Deliverables 3
Playbook · Intermediate · 2h
Set up error tracking and alerting: playbook
Capture errors with context, alert on what matters and ignore what does not.
- Every new production error is seen within an hour and known errors do not page anyone.
- Step 1: Instrument with context
- Step 2: Group and name
Steps 5Deliverables 3
Playbook · Intermediate · 3h
Add a feature flag system: playbook
Introduce feature flags so unfinished work ships dark and launches are a switch, not a deploy.
- Any feature can be turned on for a subset of users without a deploy.
- Step 1: Store flags with targeting
- Step 2: Check on the server
Steps 5Deliverables 3
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

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