Free guides
Free playbooks for your industry.
Practical, researched guides for business owners: the systems your industry really runs on, the rules that apply to you, and the marketing that works. Every figure and regulation is sourced. Free; we email it to you.
Professional services
Book More Consults, Protect Client Files: A Guide for Small Firms
A practical playbook for law, accounting, consulting and insurance firms on booking, intake, secure documents, security rules and referrals.
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Healthcare
The Independent Practice Playbook: Fewer No-Shows, Safer Patient Data
Practical steps for online booking, digital intake, reminders, reviews and security that fit a small practice and respect HIPAA.
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Retail & e-commerce
The 2026 Store Owner's Guide to Checkout, Inventory and Repeat Sales
Practical fixes for abandoned carts, out-of-sync stock, rising ad costs and the rules that cover your payments, texts and website.
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Home & field services
The Home Services Lead Playbook: Get Found, Answer Fast, Book the Job
A practical 2026 guide to Google Business Profile, service-area pages, missed calls, reviews, Local Services Ads and texting rules.
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Events & hospitality
From Inquiry to Booked: A 2026 Playbook for Restaurants and Venues
Practical steps to answer inquiries faster, show up on Google, fill slow dates, grow a guest list with consent and protect guest payments.
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Beauty & wellness
The Full-Chair Playbook: Bookings, Rebooking and Reviews for Salons
A practical 2026 guide for salons, barbershops, spas, med spas and studios: fewer no-shows, more regulars, and local marketing that follows the rules.
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Automotive
The Full-Bay Playbook: Booking, Trust and Repeat Service for Shops
A practical 2026 guide for repair shops, dealers, collision, tire and detail businesses on booking, approvals, reviews, reminders and protecting customer data.
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Manufacturing
Quote Faster, Connect Your Systems, Keep the Line Running
A practical 2026 playbook for small and mid-size manufacturers: RFQ-ready websites, connected quoting and ERP, ransomware defense and CMMC.
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Finance
Protect Client Data and Win Trust: A 2026 Guide for Financial Firms
Practical steps for small advisory, brokerage, insurance, lending and tax firms to secure client data, onboard without paper and market within the rules.
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Real estate
The 2026 Real Estate Playbook: Own Your Leads, Protect Your Closings
How agents, teams and brokerages can build a lead engine they own, follow up faster, advertise fairly and keep client money safe at closing.
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Technology
Win Technical Buyers: Trials, Security Reviews and Cloud Costs
A practical playbook for small tech companies: a site that converts, onboarding that sticks, security reviews that move fast and a cloud bill you can predict.
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Nonprofits
The Lean Nonprofit's Playbook for Online Giving and Donor Retention
Practical steps to make giving easy, thank donors properly, keep them giving, and use free tools like Google Ad Grants without extra staff.
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