Resources
Playbooks you can put to work today.
Whether you are refining your website, automating revenue ops, or aligning teams around new growth loops, these resources capture the patterns we use in the field every week.
Designing AI-ready marketing sites
A practical framework for marrying brand storytelling with data capture and automation triggers.
9 min readTemplateHow to stand up an automation discovery sprint
Workshop agendas, stakeholder prompts, and scoring rubrics to surface the highest-impact workflows.
6 min readGuideOperational analytics stack for revenue teams
Recommended architecture for blending marketing, product, and sales data into a single source of truth.
8 min readToolkit library
These templates and worksheets keep projects on track. Copy them into your workflow—or invite us in and we will run the sprint together.
HubSpot + Notion automation starters
Open-source workflows for syncing CRM data, generating briefs, and keeping teams aligned.
AI assistant safety checklist
Governance prompts we run through before every automation launch—covering scope, tone, and escalation paths.
Growth loop ideation worksheet
Align product, marketing, and success on the loops that keep users coming back and referring peers.
Async collaboration rituals
Cadences that keep cross-functional squads moving quickly without meeting overload.
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