Free Resources

Tools to build
your operating system.

Practical blueprints, ROI calculators, and step-by-step guides for business owners building automation infrastructure. No fluff. No vendor lock-in.

6
Resources planned
Coming
Soon
Free
Always
🔔All resources are in production. They'll be available for download soon. Take the Free Audit to get personalised recommendations now.
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Coming Soon
Blueprint

WhatsApp Automation Blueprint

End-to-end blueprint for automating your WhatsApp lead qualification, follow-up, and CRM sync using n8n and the Cloud API.

12-step automation architecture
n8n workflow JSON templates
CRM integration checklist
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Coming Soon
ROI Calculator

AI Automation ROI Calculator

Spreadsheet-based calculator to estimate monthly savings from automating manual operations across sales, support, and admin.

Monthly cost savings estimate
Payback period calculation
Team hours recaptured per week
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Coming Soon
Guide

Lead Nurture Sequence Playbook

Exact message scripts and timing for a 7-day WhatsApp + Email nurture sequence that converts audit funnel leads into paying clients.

7-day sequence with exact scripts
Day-by-day timing guide
A/B test variants included
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Coming Soon
Checklist

Business Operating System Checklist

64-point audit checklist to identify every manual process in your business that should be automated or systematised.

64 automation opportunity checkpoints
Department-by-department breakdown
Priority scoring system
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Coming Soon
Guide

Document AI Integration Guide

How to connect OpenAI Vision to your document workflows — invoices, POs, contracts — and push structured data directly into your ERP.

Prompt engineering templates
Error rate benchmarks
Integration architecture diagram
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Coming Soon
Blueprint

CRM Automation Starter Pack

Step-by-step guide to connecting your existing CRM (HubSpot/Zoho) with AI-driven qualification and routing logic.

HubSpot & Zoho templates
Lead scoring logic
Routing rule examples
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