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Free business playbooks

Free playbooks for busy business owners

Slide-by-slide guides on delegation, SOPs, weekly planning and sales follow-up, packed with templates, checklists and scripts you can use today.

  • 4 playbooks
  • 45 slides of templates & checklists
  • Download as PDF
Browse the playbooks
The playbooks

Pick a playbook, start in 2 minutes100% practical

Built from the challenges business owners bring to us every week. No theory, just steps, templates and examples you can copy.

Playbook 01
The Delegation PlaybookGet 10 hours a week back in 30 days
12 slides12 min readFirst 3 slides free

The Delegation Playbook: get 10 hours a week back in 30 days

A step-by-step plan to audit your week, choose what to hand off, brief it properly and stop micromanaging, with templates you can copy.

Best for: Founders, Managers, Growing teams

What’s inside
  1. The Delegation Playbook
  2. The real cost of doing it all yourself
  3. Run a 5-day time audit
  4. Sort everything with Keep · Guide · Hand off
  5. 15 tasks most owners can hand off first
  6. Write a 5-line brief (copy this)
  7. Set decision rights so you stop being the bottleneck
  8. Agree checkpoints and a clear ‘definition of done’
  9. The 30-day roll-out
  10. Common delegation mistakes and the fix
  11. Your delegation scorecard
  12. Turn this playbook into results
Playbook 02
The SOP Starter KitDocument once. Run it forever.
11 slides10 min readFirst 3 slides free

The SOP Starter Kit: document once. run it forever.

How to choose, write and maintain standard operating procedures that people actually use, with a copy-paste template and a worked example.

Best for: Growing companies, Established teams, Operations leads

What’s inside
  1. The SOP Starter Kit
  2. SOPs are how a business runs without you in the room
  3. Which processes to document first
  4. What every good SOP contains
  5. SOP template (copy this)
  6. SOP: Handle a new website enquiry
  7. Make SOPs people actually use
  8. A simple naming & storage system
  9. The 2-hour SOP sprint
  10. Keep SOPs alive
  11. Turn this playbook into results
Playbook 03
The Founder’s Weekly Operating RhythmRun your week, before it runs you
11 slides10 min readFirst 3 slides free

The Founder’s Weekly Operating Rhythm: run your week, before it runs you

A proven weekly, monthly and quarterly cadence with agendas, a scorecard of the numbers to watch and a time-blocking template.

Best for: Founders, Directors, Established companies

What’s inside
  1. The Founder’s Weekly Operating Rhythm
  2. Signs you need an operating rhythm
  3. The rhythm at a glance
  4. Monday planning agenda
  5. The Big 3 method
  6. Your weekly scorecard: 8–10 numbers
  7. The 5-question Friday review
  8. A founder’s time-blocking template
  9. Meetings that earn their place
  10. Monthly & quarterly resets
  11. Turn this playbook into results
Playbook 04
Never Lose a LeadThe follow-up system for growing businesses
11 slides11 min readFirst 3 slides free

Never Lose a Lead: the follow-up system for growing businesses

Response-time rules, a 7-touch follow-up cadence, message templates that get replies, simple pipeline stages and a weekly lead review.

Best for: Sales-led businesses, Service companies, Growing teams

What’s inside
  1. Never Lose a Lead
  2. Where leads quietly leak
  3. Speed: reply while they’re still interested
  4. The 7-touch follow-up cadence
  5. Templates that get replies
  6. Lead stages that actually mean something
  7. A simple CRM in a spreadsheet
  8. Qualify in 5 questions
  9. Turn customers into repeat business & referrals
  10. The 20-minute weekly lead review
  11. Turn this playbook into results
Why owners download these

Use them today, not someday

  • Copy-paste templates: briefs, SOPs, follow-up scripts and agendas
  • Step-by-step plans with clear outcomes for each week
  • Built for founders, directors and team leads
  • Checklists you can share with your team
  • Short slides you can read in about 10 minutes
  • Save as a branded PDF for your team
FAQ

About the playbooks

Are the playbooks free?

Yes. The first 3 slides of every playbook are open to everyone. Share a few details once and all playbooks unlock, including the PDF download.

Who are these playbooks for?

Founders, directors and managers of startups, growing companies and established businesses who want practical systems for delegation, documentation, planning and sales follow-up.

Can I download them?

Yes. Once unlocked, every playbook can be saved as a branded PDF to keep, print or share with your team.

Will you spam me?

No. We use your details to send you the playbooks and, occasionally, genuinely useful resources. You can ask us to remove your details at any time.

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