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Free Resources

Take our playbooks. Seriously, they're free.

The same checklists, templates, and guides we use with paying clients — to get found by AI, and to automate the busywork. No jargon, no strings attached.

Checklist

The AI Visibility Checklist

The 25-point checklist we run on every new client's website. See how ready your site is to be found and recommended by AI — no technical background needed.

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Checklist

Find Your Time-Wasters

A simple checklist to spot the repetitive tasks in your business that AI could already handle for you — and roughly how many hours each one is costing you.

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Template

What Does AI Say About Your Business?

A simple spreadsheet with 50 questions to ask ChatGPT, Perplexity, and Google's AI about your own business — plus an easy way to score what comes back.

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Guide

When Should AI Answer vs. a Real Person?

A simple way to decide what an AI assistant should handle on its own, what needs a person, and how to make the handoff so customers barely notice.

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Guide

How to Write Pages AI Will Quote

A simple guide to rewriting a web page so AI can quote it correctly — clear answers, simple sentences, real before-and-after examples.

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Template

Build Your First AI Assistant

Everything you need to set up your first AI assistant using tools you probably already have — simple templates and a checklist to test it before it talks to real customers.

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Template

Technical Setup Templates

Ready-to-use snippets that tell AI exactly what your business, products, and services are. Copy, paste, fill in the blanks — no coding experience needed.

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Guide

Where AI Gets Its Answers

A simple breakdown of where each AI tool gets its information — review sites, forums, lists — and how to get your business into them.

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Template

The 90-Day Game Plan

The exact plan we use with clients for a 90-day AI project — visibility or automation — including the check-up, the fix-it list, and a simple weekly scorecard.

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Prefer someone to just do it for you?

The playbooks are free. The team that runs them for you is one call away.