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Free Resources

Practical guides, checklists, and templates built from real automation projects. Everything here is based on what we've seen work across dozens of UK small businesses — not theory.

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✅Checklist

AI Automation Readiness Checklist

A 15-point checklist that tells you whether your business is ready to automate — and where to start if it is. Takes five minutes. No fluff.

  • 15-point readiness assessment covering tools, processes, team, and data
  • Category-by-category breakdown: communication, scheduling, documents, data entry, reporting
  • Clear yes/no scoring — no ambiguous scales

Download the Checklist →

📖Guide

The Property Manager's Automation Guide

How to automate rent chasing, maintenance triage, and compliance tracking — without replacing your existing software or hiring a developer.

  • 5 proven automation workflows for property managers
  • Tool recommendations for each workflow (Zapier, Make, custom GPTs)
  • Real time-savings data from UK property management clients

Download the Guide →

📖Guide

The Accountant's Automation Playbook

Automate document chasing, client onboarding, and deadline management — so your team spends billable hours on work that actually bills.

  • 4 automation workflows designed for UK accountancy practices
  • Integration guides for Xero PM, Senta, Karbon, IRIS, and TaxCalc
  • Client document chasing sequence templates

Download the Playbook →

📋Template

Trades Business Automation Starter Pack

Ready-to-use templates for quote follow-ups, invoice chasing, and review requests — built for electricians, plumbers, and builders who don't have time to write emails.

  • Quote follow-up sequence: 3 emails timed for day 1, day 3, and day 7
  • Invoice chasing sequence: 4 messages from friendly reminder to final notice
  • Review request templates: post-job and 7-day follow-up versions

Download the Starter Pack →

Want a custom automation plan for your business?

The £499 AI Assessment maps your specific workflows and identifies exactly where you're losing time — with a guaranteed 5+ hours saved per week or your money back.

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