Quick Reference
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The Five Templates — Quick Reference
One page. Every template mapped to when to use it and in what order. Start here before anything else.
Everything here is built from real engagements. No fluff, no lead-bait. Just the frameworks and checklists we actually use — yours to keep.
One page. Every template mapped to when to use it and in what order. Start here before anything else.
The one context file that goes into every Claude project. Fill it in once — Claude knows your client, your systems, and your rules from that point forward.
Turn any repeatable task into a one-page numbered process with a named owner. The fastest way to stop reinventing the same workflow.
For multi-step work that happens more than once — client onboarding, sprint delivery, outreach campaigns. Strategy and steps in one place.
Five phases for building AI workflows that actually work. Clear → Realistic → AI-ify → Feedback → Team Rollout. Use this before you build anything.
Document any automation before you build it — trigger, logic, output, error handling. If you can't fill this in, you're not ready to automate.
The tools are a starting point. If you want someone to run the process — diagnose, fix, and measure — that's what we do.
Tell us where to send the template and it's yours.