Insights and expertise
Insights on research, operations, and leadership for growing businesses
Plain-language guides, checklists, and examples for leaders who want to improve how the business runs, develop their people, and use automation and AI without wasting money or taking on unnecessary risk.
Guide
Checklist
Is it safe to use ChatGPT or other AI tools with customer data?
Coming soonGuide
Customer onboarding automation: what to automate and what to keep human
Coming soonGuide
What an operations audit covers, step by step
Coming soonChecklist
How to write an AI use policy for a small or mid-sized business
Coming soonGuide
Research, operations, or leadership: where should a growing business start?
Coming soonGuide
Why employees leave, and what exit interviews miss
Coming soonChecklist
First-time managers: a practical development plan
Coming soonGuide
How to run employee or customer research in a growing business
Coming soonFree scorecard
Where is your business losing time?
A short self-assessment that scores onboarding, proposals, follow-up, billing, and internal workflows, with a summary of where to start.