Practical guides for business teams
Understand first. Build next. Templates, questions and checks you can put to work with your team.
A practical website brief
A usable website brief covering the goal, audience, pages, content, enquiry handling and clear acceptance criteria.
Read the guide Practical guide · Search and content
What to check before buying SEO
Separate indexing issues, content gaps and lost enquiries, gather a baseline and agree on an SEO work plan that can be checked.
Read the guide Practical guide · Enquiries and integrations
Website-to-CRM handoff
A field map, duplicate rules, failure states and acceptance tests for connecting a website to a CRM without losing enquiry context.
Read the guide Practical guide · AI at work
Preparing and testing an AI knowledge base
Prepare reliable material for an AI assistant, assign owners, define action boundaries and test answers before launch.
Read the guide Field guide · Leads and CRMWhere leads get lost after advertising
Review the journey from an enquiry to the next action: entry points, ownership, meaningful statuses and handoffs between people.
Read the guide Field guide · AI at workWhen your business needs an AI assistant
Choose a useful AI assistant task: repeatable work, reliable knowledge, action limits, human handoffs and quality checks before launch.
Read the guide Field guide · Business operationsWhat to automate first
Choose your first automation project: find a manual handoff, define the rules, check data access and agree how to assess the result.
Read the guide