Intelligence / Automation Playbooks

Automation Playbooks

Industry-specific workflow systems you deploy, not just read.

Every playbook is a complete implementation kit — not a guide about automation, but the actual automation, ready to install. Workflow files, prompt packs, SOPs, and setup guides included. Built on the same systems we deploy for agency clients.

⚡

Workflow Files

n8n / Make ready

🤖

AI Prompts

Pre-engineered

📋

SOPs

Step-by-step ops

📖

Setup Guide

Deploy in days

Licensed Framework IP
AutomationAVE
Licensed

Automation Velocity Engine — Diagnostic Kit

Diagnose before you build

The complete AVE diagnostic system: Automation Opportunity Matrix, process readiness scoring, adoption KPIs, and the 3-phase deploy sequence we use with agency clients.

  • Automation Opportunity Matrix template
  • Process readiness scorecard
  • ADKAR adoption checklist
  • ROI projection worksheet
  • +1 more
Business DevelopmentDeal Engine
Licensed

Deal Engine — B2B Field Kit

Dream 50 fixed. Pipeline that closes.

ABM tier model, Pain/Value/Access/Timing fit scoring, trigger-event targeting, and the one-afternoon reprioritisation framework from our B2B practice.

  • Account scoring workbook
  • Dream 50 audit template
  • Trigger-event research SOP
  • Pipeline stage definitions
  • +1 more
Digital MediaC2C
Licensed

Content-to-Capital Pipeline — Pillar-Cluster Playbook

Authority architecture, not orphan pages

ICP Search Journey Map, pillar-cluster architecture, editorial calendar tied to commercial intent, and attribution from content to booked calls.

  • Pillar-cluster map template
  • STDC stage content matrix
  • Cluster brief generator
  • Internal linking SOP
  • +1 more
OperationsEngagement Model
Licensed

Engagement Model OS

Client lifecycle, utilization, NPS

The operating system for professional services firms: engagement blueprints, delivery monitoring, utilization tracking, and NPS loops that protect margin.

  • Engagement blueprint template
  • Utilization dashboard spec
  • NPS + recovery playbook
  • Client 360 view structure
  • +1 more
Creative AgenciesComing Soon

Agency Operations Playbook

Replace your ops overhead with a 3-automation stack that runs on its own.

Designed for marketing, design, and content agencies managing multiple clients. Covers automated client onboarding, project status updates, invoice follow-up, and content pipeline management. Includes a complete AI brief generator prompt pack.

Includes

  • Client Onboarding Workflow
  • Project Tracker Automation
  • Invoice Follow-Up Sequence
  • AI Brief Generator Prompts
  • Client Portal SOP
B2B SalesComing Soon

SMB Lead Machine

A full lead nurture system for small teams without a dedicated sales ops hire.

End-to-end lead capture, qualification, and nurture automation for SMBs operating without a CRM admin. Connects web forms, WhatsApp, email, and a lightweight CRM. Includes a follow-up sequence framework and a lead scoring SOP.

Includes

  • Lead Capture Automation
  • Multi-Channel Follow-Up Sequences
  • Lead Scoring Framework
  • CRM Integration Guides
  • Cold Outreach Prompt Pack
HospitalityComing Soon

Hospitality Automation Suite

Automate guest intake, bookings, and follow-up without adding headcount.

A complete automation pack for hotels, guesthouses, and serviced apartments. Includes automated booking confirmation workflows, AI-powered guest enquiry handling, review collection sequences, and front-desk SOPs. Built on n8n + WhatsApp + email.

Includes

  • n8n Workflow Files
  • WhatsApp Bot Templates
  • Guest Email Sequences
  • Front-Desk SOPs
  • Setup Guide

Don't See Your Industry?

We Build Custom Playbooks

Our agency team builds bespoke automation systems for any industry. Book a strategy session and we'll map your highest-leverage automation opportunities, then build and deploy the entire system — no off-the-shelf compromise.

Book a Strategy Session

01

Discovery Call

Map your current workflows and identify automation targets

02

System Design

Architecture your automation stack with the right tools

03

Build & Deploy

We build it, test it, and go live with you

04

Handover & SOPs

Full documentation so your team can maintain it