FREE RESOURCES
Guides & playbooks
from the front lines.
Practical field guides from live client engagements โ what's working in chat automation right now. No fluff. All free.
The Instagram Automation Field Guide
Seven plays most creators with 10k+ followers are still doing manually โ comment-to-DM, story reply automation, double opt-in, rotating replies, follower gates, and AI-powered DMs. 26 pages, including the full @mealtime.maverick case study: 18,000 emails in 6 months, zero ad spend.
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The Conversational Commerce Field Guide
Seven flow teardowns from Glossier, Allbirds, Gymshark, Warby Parker, and others โ cart recovery, product recommendation, post-purchase, quiz-as-bot, loyalty, win-back, and subscription management. How DTC brands are replacing email flows with chat.
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AI Agents for Local Service Businesses
12 industry-specific playbooks โ dental, salons, dealerships, real estate, fitness, restaurants, HVAC, tutoring, legal, veterinary, medical, and driving schools. Sample conversations, integration patterns, and worked ROI maths for every vertical.
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The Click-To-Message Ads Playbook
The complete field guide to CTM ads โ Facebook and Instagram campaigns that drop prospects directly into Messenger, WhatsApp, or Instagram DMs instead of a landing page. Ad structures, bot flows, audience targeting, and the bidding strategies that produce sub-ยฃ2 qualified conversations.
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The Voice AI Playbook
Your phone line, answered by AI. The complete field guide to scoping, building and shipping AI voice receptionists โ five ready-to-use playbooks, the full five-layer tech stack explained, call data extraction, conversation design rules, and the real maths on costs and margins.
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The WhatsApp Playbook
The most-read channel โ if you earn it. Everything you need to set up, scale and not get banned on WhatsApp: the rules first, then tactics. Covers opt-in strategy, message types, broadcasts, click-to-WhatsApp ads, business usernames, and the full cost breakdown for 2026.
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