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Free business playbooks

Playbooks that help you decide, not just read

Each playbook opens with a 2-minute self-test and the numbers behind the problem, then gives you the system to fix it and an honest view of who should run it.

  • 4 playbooks
  • 49 slides of tools, scores & templates
  • Download as PDF
Browse the playbooks
The playbooks

Pick a playbook, start in 2 minutes100% practical

Start with the free slides: a score or a calculation that tells you how big the problem is in your business. If it’s small, you’ve lost two minutes. If it’s big, the rest of the playbook shows you exactly what to do about it.

Playbook 01
The Delegation Decision PlaybookDecide what to hand off, who should do it, and what waiting costs
13 slides12 min readFirst 3 slides free

The Delegation Decision Playbook: what to hand off, to whom, and what waiting costs

A scored bottleneck test, the real maths of your hour, a four-question hand-off filter and an honest comparison of doing it yourself, hiring, freelancers and managed support.

Best for: Founders, Managing directors, Growing teams

What’s inside
  1. The Delegation Decision Playbook
  2. The founder bottleneck test
  3. What your hour is really worth, and what it’s spent on
  4. Audit one real week in four columns
  5. The four-question hand-off filter
  6. Who should take the work? Five routes compared
  7. The brief that prevents rework
  8. Decision rights: stop being the bottleneck
  9. Quality control without micromanaging
  10. The 30-day roll-out
  11. Warning signs, real causes, fixes
  12. Three ways forward from here
  13. Get the first 10 hours back, without the roll-out
Playbook 02
The SOP SystemMake your business run the same way every time, even without you
11 slides11 min readFirst 3 slides free

The SOP System: make your business run the same way every time

Put a cost on undocumented work, score which processes to document first, choose the right format, and decide whether to write SOPs yourself or have them written and run.

Best for: Growing companies, Operations leads, Established teams

What’s inside
  1. The SOP System
  2. What one undocumented process costs a year
  3. The SOP priority score: what to document first
  4. Not every process needs a full SOP
  5. What every SOP that gets used contains
  6. SOP template (copy this)
  7. SOP: Handle a new website enquiry
  8. The 2-hour SOP sprint
  9. Store them where work happens, and keep them alive
  10. Write them yourself, or have them written and run?
  11. Show us a process once. We’ll make it repeatable.
Playbook 03
The Founder’s Operating RhythmRun your week, before it runs you
12 slides11 min readFirst 3 slides free

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

Score how much control you have over your week, then install a weekly, monthly and quarterly cadence with agendas, a scorecard and a clear split of what you decide versus what should be prepared for you.

Best for: Founders, Directors, Leadership teams

What’s inside
  1. The Founder’s Operating Rhythm
  2. How much control do you have over your week?
  3. The rhythm at a glance
  4. The 30-minute Monday plan
  5. The Big 3 method
  6. A one-page scorecard: 8–10 numbers
  7. The 5-question Friday review
  8. The 4D rule for everything that isn’t a Big 3
  9. A founder’s time-blocking template
  10. Monthly and quarterly resets
  11. Keep the decisions. Hand off the preparation.
  12. Walk into Monday with everything already prepared
Playbook 04
Never Lose a LeadThe follow-up system that turns more enquiries into customers
13 slides12 min readFirst 3 slides free

Never Lose a Lead: the follow-up system that turns more enquiries into customers

Calculate what slow and missing follow-up costs you each month, then install response-time rules, a 7-touch cadence, scripts, pipeline stages and a weekly lead review.

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

What’s inside
  1. Never Lose a Lead
  2. Calculate your monthly lead leak
  3. Four places leads quietly leak
  4. Speed: reply while they’re still interested
  5. The 7-touch follow-up cadence
  6. Messages that get replies
  7. Qualify in five questions
  8. Lead stages that actually mean something
  9. A CRM in a spreadsheet, in 30 minutes
  10. The 20-minute weekly lead review
  11. Turn customers into repeat business and referrals
  12. The system is easy. Running it every day is not.
  13. Every enquiry answered. Every follow-up sent.
What makes these different

Built to end in a decision

  • A self-test in every playbook, so you know if the problem is costing you
  • Worked numbers you can swap for your own: hours, cost and lost revenue
  • Side-by-side comparisons of doing it yourself, hiring and outsourcing
  • Templates, scripts and agendas you can copy the same day
  • A realistic 30-day plan, including how much of your time it needs
  • A branded PDF to share with your team or partners
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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We’ll review your requirements and respond with the most suitable next step.

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