Free playbooks

Free Process Playbooks for Small Businesses

Every business has a handful of processes it runs every week. When they live in people's heads, steps get skipped, follow-ups slip and the owner becomes the bottleneck.

Each playbook below is a short, tested sequence with a clear start, a clear finish, templates you can copy and AI prompts for the steps where AI genuinely helps. Read them here, or run them in the free Process Playbook with a timer that shows where your time goes.

Quote Follow-Up Process: From Quote Request to Won Job6 steps · starts when a customer asks for a quote
Invoice Chasing Process: How to Get Paid Without Awkward Calls4 steps · starts when a job is finished
New Employee Onboarding Checklist for Small Businesses5 steps · starts when someone new is joining

Don't see your process?

Open the Process Playbook and build your own from scratch, or take the free 2-minute Process Scan to find which process is costing you the most time.