Sign In Start free trial

Resource centre

Operator playbooks, guides and templates.

Practical material for people running the business. Read for context, install for immediate use.

AI Scope Shield & Message Translator

Spot boundary creep and draft diplomatic change-order responses.

Profit Per Project Diagnostic

Calculate net margins after hidden time and overhead.

Agency Tech-Stack Auditor & Cost Pruner

Find duplicate SaaS capabilities and potential monthly savings.

Subcontractor & Freelancer Margin Matrix

Protect gross margins on contractor rates and expenses.

Agency Rate Card & Pricing Model Generator

Generate role rates, blended day rates and value-based quotes.

Client Health & SLA Risk Scorecard

Grade communication, revisions and payment risk.

Capacity & Resource Utilization Planner

Find billable capacity gaps for teams of 5–50 people.

Scope Creep to Change Order Generator

Price out-of-scope requests and get a client email and formal change order in minutes.

Retainer Burn & Churn Early Warning Auditor

Track burn pace across clients, score churn risk and get a tailored mid-month check-in script.

Sales-to-Delivery Handoff Matrix Builder

Check every handoff item before kick-off, score the friction risk and copy a ready-made brief.

True Effective Hourly Rate Diagnostic

Find out what each retainer or project really pays per hour, and get a renegotiation email.

Client Onboarding Velocity Benchmark

Measure the days from contract signed to first client value and find the slowest stage.

The 5-minute morning standup

Replace status meetings with a single ranked action queue. Template + agent config included.

How to turn Gmail into a decision engine

Wire your inbox into Flow Pilot Memory so every thread produces an action, not a to-read.

Templateinstall

AR chase | 7 / 14 / 30

A three-stage collections process that recovers cash without souring relationships.

Templateinstall

Renewal save play

Health-score trigger → CSM task → discount offer. Cuts churn by ~20% on average.

Agents: when to hire, when to hold

A decision framework for adding agents without losing the human context they need.

Why dashboards make businesses slower

The observability trap and how action-first tooling beats reporting for SMB ops.

Zero-inbox for founders

A pragmatic system for founders juggling ops, sales and delivery in the same week.

Templateinstall

Lead triage under 5 minutes

Score, route and reply with an agent bundle configured for high-intent inbound.

Choosing your first three processes to automate

Ranking heuristics: frequency × ambiguity × leverage.

Deeper reading

Browse the Operator Librarian

Long-form pieces on how modern businesses run, organised by role and stage.