Guides
Straight answers to the questions that come up before anyone builds anything.
Each guide covers one decision, answers it in the first paragraph, and includes the cases where the answer is no. Written for people running a business, not for people shopping for software.
How to automate meeting notes and CRM updates
A finished meeting can produce a filed summary, updated contact records, assigned tasks, and a drafted follow-up email. What that takes, and where a person still belongs.
Read the guideHow to decide what to automate first
Three tests for choosing a first project. The third one, whether the process gets skipped when the week gets busy, is the one most people miss.
Read the guideWhat does an AI voice agent cost for a small business?
The two cost layers behind a voice agent, what drives each, and the questions worth asking any vendor before you sign anything.
Read the guide01
Start with the vocabulary
Eight terms that come up in nearly every one of these guides, defined plainly. Useful if a vendor has been using a word at you and you would like to know what it means.
Open the glossaryQuestions
Common questions
Are these guides selling something?
They are written to be useful on their own, including the parts that say a given approach is not worth it for you. There is one call to action on this site and it is a free 30-minute call, so the guides do not need to do any convincing.
How often are new guides published?
Roughly one a week. Consistency matters more than volume, and a guide only goes up when it says something specific enough to be worth the reading time.