Practical AI for operators, no hype, just what works.
The checklists, workflows, and patterns we use with clients to reduce manual work and make operations easier to run. Take what's useful. Share it with your team.
Playbooks, templates, and tools to put AI to work.
Step-by-step playbooks plus the copy-ready templates, toolkits, and reading we hand clients during an engagement. Take what's useful and share it with your team.
Templates, tools & reading
Work Is Multiplayer. Your AI Should Be, Too.
Why personal AI leaves every handoff ending in “ask so-and-so”, and what changes when people and AI read from one shared record. A visual explainer, free and ungated.
From Spreadsheets to a Modern Claims Platform
For settlement administration firms running on an aging system and a wall of spreadsheets. What maps, what automates, what stays human, and what the first two weeks look like. Includes a take-home workbook.
Where the Hours Go for In-House Real Estate Legal Teams
For general counsel at real estate owner-operators. Separate the reading from the deciding, measure it in your own numbers, and write your positions down. Includes a take-home workbook.
Find the Work Before the RFP Exists
For the person who finds public-sector work. Using AI for the four jobs of that seat: finding the deal early, reading the field, knowing the buyer before the call, and answering the solicitation. Includes four working prompts and a calculator.
60-Minute Workflow Audit Template
Map current processes and identify automation opportunities in an hour.
The Little Book of Big Automations
A step-by-step guide to identifying and implementing your first automations. A dozen ideas you can put to work this quarter.
Software Selection Toolkit
A hosted toolkit for choosing software the right way — a vetting workbook in Google Sheets and Excel, plus quick guides, email templates, and a glossary.
Ops Book Recommendations
The operations and leadership books we recommend most — the reading behind how we think about building and running teams.
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Podcasts we've been on lately.
Podcasts and recorded conversations on AI, automation, and how operations actually work in mid-market companies.
How to Build AI-Ready Operations Software
Justin on the SaaS Therapy podcast — building AI-ready products and the operational systems behind them.
AI Adoption in Mid-Market Companies
Justin Watt on why AI adoption often fails and how companies can build operational systems that deliver at scale.
The Case for Automations and AI
Hype versus reality with AI tools, the three pillars of modernizing a company (people, process, technology), and more.
Joanna Li: Startups are a Multiplayer Game
Joanna Li, COO and co-founder of Switchboard, on how automation and AI are reshaping small-business operations.
Stay ahead with us.
Short insights on automation, AI, and modern ops. No spam, just practical ideas you can use this week.
Take what you've learned into your team.
See a real transformation
A before-and-after look at how a team reduced manual work and gained operational visibility.
View the case studyPitch Switchboard internally
A page you can share to answer the questions your team will ask before greenlighting a project.
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