Resources

Free AI strategy resources

Tools, templates, and guides to accelerate your AI journey

Practical resources for the operators we work with — healthcare practices, marketplaces, professional services and venture-backed companies looking to install AI employees that replace manual ops.

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What a fractional Chief AI Officer does in the first 90 days

An inventory, the rules, one working system and a one-page board scorecard — what the seat should have produced by day 90.

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Scorecards people can use

A scorecard line is four things bolted together: the formula, the governing source, the window and denominator, and one named owner. Write those before you build anything.

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The weekly review, and what a Proof Sprint proves

A dashboard is a place to look. A weekly review is a place to decide. The three definitions a review runs on, and the three things a two-week Proof Sprint has to prove.

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AI Automation Examples

Eight concrete workflows operators are already running — from inbox triage and proposals to order ops, invoicing, lead routing, reporting, support, and meeting prep. Each with real ROI ranges.

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Connect Definitions Before APIs

Why we reconcile what "customer", "day" and "conversion" mean across three systems before connecting a single API — the method, the screen, and what is still in progress.

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Start with the Decision, Then Build the Dashboard

How a founder, one junior developer and Claude Code built an operating dashboard for a multi-million-dollar e-commerce marketplace in under seven days — and why the definitions mattered more than the tool.

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Downloadable Tools & Templates

Industry-Specific Guides

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