Templates and checklists I actually use
The working documents behind the engagements. Request any of them and they arrive by email — no sequence, no follow-up campaign.
Automation readiness assessment
A 24-point checklist for working out which processes are worth automating first, and which need fixing before you touch them.
Request a copyVoIP migration planning template
Number inventory, porting timeline, call-flow mapping and a rollback plan in one workbook.
Request a copyn8n production runbook
Naming conventions, error-handling patterns and the monitoring setup used on every self-hosted instance.
Request a copyOdoo module scoping worksheet
Decide what launches in phase one, and which data has to be clean before it does.
Request a copyCRM data-quality audit
Twelve queries that surface duplicates, orphaned records and stale pipeline before you migrate anything.
Request a copyOperations report template
The monthly format used to report uptime, incidents, spend and what changed.
Request a copyTell me what is taking too long
Thirty minutes, no pitch. If automation is the wrong answer for your situation, you will hear that on the call.
Reply within one business day · NDA before any system detail is discussed