Free tools to write down how your business works
Most companies are not ready to license anything on day one. Start by writing down how the work gets done, finding where the records already live, and seeing how ready you are.
How-to guides (SOPs)
SOP just means a written 'this is how we do the job.' Turn a Loom, a recording, or the notes you already give new hires into one your team can follow.
Open the SOP generatorFill it out with the AI you already use
Already use ChatGPT, Claude, or Cursor? Answer a few plain questions. Copy one box. Paste it in and decide what to keep. About 15 minutes. Nothing saves until you click Apply.
Get the free helperThe work you repeat
List the jobs that happen over and over. Estimating. Closing out. Onboarding. The dinner rush. Whatever your week is built around.
Open the toolWhere the records live
Jobber, Clio, Toast, your CRM, the shared drive, email. Where does the history of the work already sit?
Open the toolWhat happened after
Did the job close, get redone, get approved, get paid? The ending is part of what makes the work useful later.
Open the toolAI Data Readiness Score
How close the business is to having work history a buyer would even look at. Not a price. A readiness score.
Check my scoreA private summary of the business
One place that pulls together the work you repeat, where the records live, and how ready you are. Coming later.
The AI helper is a free public recipe you drop into ChatGPT, Claude, or Cursor.
Not ready to license data yet? Use these free to get there.
Two minutes to see if it is even a conversation. For qualifying companies, we get paid when you do.