Start free
Two free downloads to start with.
Nonprofit AI policy template
A board-ready AI use policy you can edit tonight: what staff can use it for, what needs approval, and how donor and client data stays protected.
Get the template →Nonprofit AI Field Guide
Where a small nonprofit team gets real hours back, from grant drafts to board reports, and the handful of things you should never hand to it.
Get the field guide →For small businesses
The Follow-Up Fix: DIY guide.
A 28-page plan for any small business that knows leads are slipping. A lead tracker, ready-to-send message templates, a 1-3-7 day follow-up rhythm and review requests. 30 minutes a day for 7 days. $97.
By industry
10 automations, written for your business.
Every guide covers the same ground: answer faster, follow up without remembering to, get more reviews and referrals, and win back the clients who drifted. The examples, scripts and timing are specific to your field.
Real estate agents
10 Automations for Independent Agents. Step-by-step setups you build in the tools you already use. Inside:
- Text back new internet leads within minutes
- Follow up with every open house visitor
- Home anniversary and birthday touches
- Seller nurture while a listing is pending
- Closing day to referral ask
- Plus 5 more
Home services
10 Automations for HVAC, Plumbers, Cleaners & Landscapers. Step-by-step setups you build in the tools you already use. Inside:
- Missed call text back
- Estimates that follow themselves up
- Seasonal tune-up reminders that book work
- Review requests after every job
- The invoice chase, automated
- Plus 5 more
Beauty & personal services
10 Automations for Hair, Nails, Lashes & Esthetics. Step-by-step setups you build in the tools you already use. Inside:
- The 48-hour confirmation text
- Rebook before she leaves the chair
- Waitlist fills for cancellations
- Win back clients who went quiet
- Review requests that get answered
- Plus 5 more
Med spas & aesthetic clinics
10 Automations That Run Alongside Your Booking Software. Step-by-step setups you build in the tools you already use. Inside:
- Consult follow-up so leads don't ghost
- Aftercare that books the next visit
- Treatment plan reminders
- Membership and package renewals
- Abandoned booking recovery
- Plus 5 more
Fitness coaches & trainers
10 Automations for Coaches Who Work Online. Step-by-step setups you build in the tools you already use. Inside:
- Onboard new clients without the back and forth
- Weekly check-ins that happen
- Payment reminders that aren't awkward
- Win back quiet clients
- Testimonial collection
- Plus 5 more
Coaches & consultants
10 Automations for Business, Life & Executive Coaches. Step-by-step setups you build in the tools you already use. Inside:
- Discovery calls that book themselves
- The proposal chase, ended
- No-show-proof your calendar
- Package renewal reminders
- Referral partner nurture
- Plus 5 more
Solo attorneys & small firms
10 Automations That Turn Admin Time Into Billable Time. Step-by-step setups you build in the tools you already use. Inside:
- Never let an intake slip
- Engagement letters sent the same day
- Document collection, chased for you
- Status updates clients don't have to ask for
- Retainer replenishment alerts
- Plus 5 more
Insurance agents
Insurance Agents DIY Automation Guide. Step-by-step setups you build in the tools you already use. Inside:
- The 24-hour quote follow-up
- Renewal reminders that go out on time
- New policyholder onboarding
- Annual review scheduling
- Lapsed policy win-backs
- Plus 5 more
Rather not DIY?
Have it built for you.
Take Off a Hat (or Two) is $1,997: I build three workflows in the tools you already use, plus a one-page AI policy. Most builds are live in about two weeks. I'll give you a firm date on our call, once I know what we're building.