A free step-by-step companion for the processes you run every week

The Process Playbook turns a recurring job, like following up a quote, chasing an invoice or onboarding a new starter, into a short checklist with a clear start and a clear finish. Each step comes with a tip, a template you can copy, an AI prompt where AI genuinely helps, and tools worth testing. A built-in timer shows how long each step really takes, so you can see where the hours go.

It is free, there is no sign-up, and your processes are saved in your own browser.

Start with a ready-made playbook

• Quote follow-upFrom quote request to a won job, or a clear no
• Invoice chasingFrom job done to paid, without awkward calls
• New employee onboardingFrom first day to doing the job without asking

See all free playbooks

How it works

1. Pick a ready-made playbook, or describe your own process in a sentence.
2. Run it: tick off each step, copy the templates and prompts, and let the timer run.
3. After a few runs, see which step is slowest and fix that one first.

Questions

Is it really free? Yes. The Process Playbook is free to use with no account. You can optionally save your processes across devices with an email sign-in link.

Who is it for? Owners and teams in small and mid-sized businesses who run the same jobs every week and want them done the same way every time.

Not sure which process to start with? Take the free 2-minute Process Scan. It points to the process costing you the most time and can open the matching playbook here.