Step-by-step guides, fill-in templates and ready-to-use instructions you can copy into AI tools.
Restaurant Ordering Playbook
A ready-made workbook with 58 ingredient yields and 51 recipe cards. Connect your register so last week's sales flow in, and it builds your order list by supplier, plus a price tracker that flags increases. Instant digital download.
$49
See what’s inside
- Excel workbook (also works in Google Sheets): 58 ingredient yields and 51 recipe cards that turn last week’s sales into an order list by supplier
- Price tracker that flags any case price that went up 5% or more
- Automation Map tab: for every tab, what you do by hand today and which tool can do it for you
- 28-page setup guide with a welcome page and pictures of every tab
- New: Put It on Autopilot, an 8-page guide to set the workbook up once, have sales flow in from your register or Stripe, and get each supplier order as a draft you approve. Free, connected and AI-assistant options
- Your First Smarter Order in 30 Minutes: a 3-page quick start
Small Store Stock & Reorder AI Playbook
Know what to reorder, how much, and when, from last month’s sales: an order list for each supplier in full cases, a check on order minimums, and a list of the slow movers tying up your cash. ChatGPT writes the supplier emails.
$49
See what’s inside
- Excel workbook (also works in Google Sheets): 10 tabs, room for 300 items and 10 suppliers
- Paste your item sales from Square, Shopify, Clover or Lightspeed
- Order lists by supplier, rounded up to full cases, with a minimum-order check
- Slow movers tab: the money sitting on your shelves
- 19-page setup guide with pictures of every tab
- Your First Stock Order in 30 Minutes: a 3-page quick start
- Four-week setup plan and copy-paste ChatGPT prompts
Sales Planning Playbook for Food & Drink Makers
Turn what you sell at markets, to shops and online into an 8-week plan: units by week and channel, batches to make each week, and the ingredients and packaging to order before you run out. A monthly review checks the plan against what really sold. Set it up once and it runs on autopilot: sales flow in from Square, Shopify or Stripe, supplier email drafts wait for your yes, and a savings scoreboard shows what you save.
$49
See what’s inside
- Excel workbook (also works in Google Sheets): up to 20 products and 6 places you sell
- Adjustments for holiday markets, promotions and skipped weeks
- Production plan: full batches each week, never below your safety amount
- Materials tab: what each batch needs, and what to order given delivery times
- Monthly review: plan versus what really sold
- 30-page setup guide with pictures of every tab
- Your First Sales Plan in 30 Minutes: a 3-page quick start
- Four-week setup plan and copy-paste ChatGPT prompts
Customer Service & Admin Playbook
Saved replies that fill in your own business facts, one list of every message and review that needs you, and invoice reminders that tell you when to send and are already written. A by-hand, step-by-step playbook: you read and send everything yourself. Advanced, optional: reminder drafts straight into Gmail with Zapier’s free plan.
$49
See what’s inside
- Excel workbook (also works in Google Sheets): a Today tab with everything that needs you
- 15 ready-made replies that fill in your hours, prices, areas and policies
- Messages and reviews lists with follow-up dates
- Invoice tracker: due dates, 4 reminder emails written for you, and when to call instead
- Advanced, optional: step-by-step Zapier setup for Gmail drafts (you still read and send every email)
- Admin checklist for the jobs that keep slipping
- 19-page setup guide with pictures of every tab
- Your Customer Service Setup in 30 Minutes: a 3-page quick start, plus a four-week setup plan
Marketing Playbook: A Month of Posts and Review Requests
Plan a month of social media posts in one sitting and ask every customer for an honest review. The workbook lays out the dates, suggests ideas for your kind of business, and writes the ChatGPT prompt for each post and the review request for each customer. A by-hand, step-by-step playbook: you post and send everything yourself.
$49
See what’s inside
- Excel workbook (also works in Google Sheets): a month of post dates at 2, 3 or 4 posts a week
- 120 post ideas with photo ideas: 24 each for restaurants and cafes, stores, service businesses, food and drink makers, and other businesses
- A ready-to-copy ChatGPT prompt for every post, built from your own business facts
- Review request tracker: the message is written for you, with one polite follow-up, then it stops
- Review rules in plain words (Google and Yelp), so you never put your profile at risk
- Weekly results tracker and a This month screen with everything that needs you
- 20-page setup guide with pictures of every tab and a page for each type of business
- Your First Month of Posts in 30 Minutes: a 3-page quick start, plus a four-week setup plan