Guides
Field-tested playbooks
Short, practical writeups pulled from real client work. Download and run.
- Lehigh Valley Business Startup ChecklistStartup · Starter · 90 minutes
- AI Readiness ChecklistAI Operations · Starter · 45 minutes
- Agent Workflow Starter MapAI Operations · Operator · 50 minutes
- Local Growth QuickstartLocal Growth · Starter · 60 minutes
- Google Business Profile Setup ReviewLocal Growth · Starter · 35 minutes
- Local SEO Audit WorksheetSEO · Operator · 75 minutes
- Paid Ads Tracking StarterPaid Media · Operator · 55 minutes
- Content Calendar Operating SystemContent · Starter · 60 minutes
- ChatGPT Brand Kit and Visual Assets GuideBrand · Operator · 70 minutes
- Website Conversion AuditWebsites · Operator · 70 minutes
- Business Software and App Stack ChecklistSoftware · Operator · 65 minutes
- Small Business Security ChecklistSecurity · Starter · 60 minutes
- Lead Follow-Up Automation MapOperations · Operator · 55 minutes
Startup · Starter · 90 minutesUpdated Apr 2026
Lehigh Valley Business Startup ChecklistA local-first checklist for registering a Pennsylvania business, getting tax accounts in order, and checking city-level requirements in Allentown, Bethlehem, and Easton.
3 sections8-point checklist4 prompts
What it covers01Handle the official setup02Check the local layer03Build the first operating baseline
- Lehigh Valley Business Startup ChecklistStartup · 90 minutesA local-first checklist for registering a Pennsylvania business, getting tax accounts in order, and checking city-level requirements in Allentown, Bethlehem, and Easton.
AI Readiness ChecklistAI Operations · 45 minutesA practical way to choose the first AI workflow worth testing before buying tools, hiring help, or automating the wrong work.
Agent Workflow Starter MapAI Operations · 50 minutesA mapping guide for turning one recurring business process into a scoped agent workflow.
Local Growth QuickstartLocal Growth · 60 minutesA practical starter guide for local service businesses to tighten visibility, conversion, and follow-up.
Google Business Profile Setup ReviewLocal Growth · 35 minutesA setup and maintenance checklist for keeping your Google Business Profile accurate, active, and useful for local buyers.
Local SEO Audit WorksheetSEO · 75 minutesA practical audit for service pages, local search visibility, technical basics, and proof signals.
Paid Ads Tracking StarterPaid Media · 55 minutesA setup checklist for campaigns, landing pages, conversion events, and weekly reporting before ad spend scales.
Content Calendar Operating SystemContent · 60 minutesA planning guide for turning ideas, offers, customer questions, and proof into a repeatable publishing cadence.
ChatGPT Brand Kit and Visual Assets GuideBrand · 70 minutesA practical guide for using ChatGPT to define brand voice, visual direction, promptable asset rules, and first-generation visuals without losing consistency.
Website Conversion AuditWebsites · 70 minutesA practical review for finding the points where visitors lose clarity, trust, or momentum.
Business Software and App Stack ChecklistSoftware · 65 minutesA practical checklist for deciding what your business needs across CRM, scheduling, payments, email, forms, documents, analytics, automation, and support.
Small Business Security ChecklistSecurity · 60 minutesA plain-English security checklist for accounts, passwords, devices, data access, backups, vendors, and incident response.
Lead Follow-Up Automation MapOperations · 55 minutesA workflow guide for turning form submissions, calls, ads, Google Business Profile actions, and bookings into timely follow-up without losing context.
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