Guides

How-to resources for AI in your business

Step-by-step guides written for business owners and operators. No assumed technical knowledge. Just what to do, why it works, and how to get it done.

Guide 01 — Getting Started

The Operations Audit: How to Find Where AI Fits in Your Business

Before you automate anything, you need to know what’s actually worth automating. This guide walks you through a structured ops audit — the same process we run at the start of every client engagement — so you can identify your highest-leverage AI opportunities yourself.

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Guide 02 — Tools

AI Tools Every Small Team Should Know About (2026 Edition)

A curated, opinionated list of the AI tools worth paying attention to if you run a small business. Organized by use case, with honest takes on what’s actually useful and what’s just well-funded hype.

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Guide 03 — Strategy

Build vs. Buy: How to Decide What to Build Yourself and What to Use Off the Shelf

One of the most expensive mistakes in AI implementation is building something you could have bought, or paying for a tool when a custom solution would have been simpler and cheaper. This guide gives you a decision framework that’s saved our clients significant time and money.

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Guide 04 — Implementation

How to Write an AI Brief Your Team Will Actually Use

Most AI projects fail at the handoff between ‘we want to do something with AI’ and ‘here’s what we’re actually building.’ This guide teaches you how to write a clear AI brief: what problem you’re solving, what success looks like, what data you have, and what you need to get started.

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Guide 05 — Honest Advice

When NOT to Use AI: The Honest Guide for Business Owners

AI gets oversold. This guide is the counterweight. We cover the situations where AI will slow you down, waste your budget, or create more problems than it solves — including the common mistakes we see businesses make when they’re eager to do something but unclear on what.

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Guide 06 — Roadmap

The 90-Day AI Roadmap for Small Businesses

A concrete, week-by-week plan for going from ‘we should probably do something with AI’ to having real systems running in your business. Includes the ops audit, tool selection, first build, team rollout, and measurement — all scoped for a small team without a technical co-founder.

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