Industry playbooks
Clinics, real estate, agencies, SaaS, logistics and more.
27 Feb 2026 · 2 min read
Automation playbook for manufacturers and distributors: dealer enquiries, quotes, reorders and account management
Manufacturers and distributors sell through dealers, distributors and direct accounts, on quotes and reorders. The systems that answer dealer enquiries fast, quote from the price book, trigger reorders and manage accounts without a bigger inside-sales team.
13 Feb 2026 · 2 min read
Automation playbook for law, accounting and consulting firms: intake, engagement, delivery and reminders
Professional services firms bill for expertise and give away hours to intake, engagement letters, chasing documents and reminding clients. The systems that recover those hours and improve the client's experience.
30 Jan 2026 · 2 min read
Automation playbook for hotels, restaurants and hospitality: bookings, guest messaging, reviews, repeat visits
Hospitality lives on occupancy and repeat guests. The systems that convert enquiries into bookings, message guests before, during and after the stay, harvest reviews and bring guests back — without a bigger front-of-house team.
16 Jan 2026 · 2 min read
Automation playbook for recruitment and staffing agencies: sourcing, screening, scheduling, placements
Recruiters spend most of their day on sourcing, scheduling and chasing. The systems that source candidates continuously, screen consistently, schedule without the back-and-forth, and keep clients and candidates informed.
26 Dec 2025 · 2 min read
Automation playbook for logistics and freight businesses: quotes, tracking, exceptions and collections
Logistics companies win on responsiveness and lose margin on manual coordination. The systems — instant quotes, proactive tracking, exception handling, automated invoicing and collections — that scale service without scaling headcount.
12 Dec 2025 · 2 min read
Automation playbook for coaching businesses and online course creators
Coaches and course creators sell attention and deliver transformation, and drown in admin between the two. The funnel, the enrolment, the delivery reminders and the community touches that let one person serve hundreds well.
28 Nov 2025 · 2 min read
Automation playbook for SaaS: from signup to expansion without the operations headcount
SaaS growth is a series of hand-offs — marketing to sales, trial to paid, onboarding to success, usage to expansion. The systems that make each hand-off automatic and measurable.
14 Nov 2025 · 2 min read
Automation playbook for agencies: winning clients and delivering without the Sunday-night admin
Agencies sell time and lose it to admin. The systems for new business — outbound, proposals, referrals — and for delivery — onboarding, reporting, renewals — that give a small agency the operations of a large one.
31 Oct 2025 · 2 min read
Automation playbook for real estate brokerages: from portal lead to closed deal
Brokerages run on speed and follow-up across dozens of agents and hundreds of listings. The systems — lead capture, matching, viewing scheduling, nurture, listing marketing, reporting — that make every agent operate like the best one.
17 Oct 2025 · 2 min read
Automation playbook for dental and medical clinics: enquiries, bookings, reminders, recalls, reviews
A clinic's front desk is an enquiry-response and scheduling operation that runs between patients. The five automations that fill the diary, cut no-shows and keep patients coming back — within the privacy rules.
