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