Resources
These resources are built from real Switchboard projects. They capture the checklists, workflows, and patterns we use with clients to reduce manual work and make operations easier to run.
Templates
Copy-ready templates for working sessions, rollouts, and quick wins.
TEMPLATE
60 minutes Workflow Audit Template
Map current processes and identify automation opportunities in 60 minutes.
Downloads
PDFs and files you can download and share internally.
Watch & Listen
Walkthroughs and longer guides you can watch with your team.
PODCAST
The Case for Automations, AI, Software
We talk about hype vs reality with AI tools, the three pillars of modernizing a company via people, process, and technology, and so much more!
VIDEO
Joanna Li: Startups are a multiplayer game
Joanna Li, COO and co-founder of Switchboard, shares how automation and AI are revolutionizing small business operations.
VIDEO
This is how smart teams use AI
In this episode, I sit down with Justin Watt, co-founder of Switchboard and the systems mind behind some of the smartest workflows in the business.
VIDEO
How to improve agency operation
Justin Watt, former Director of Operations at Metalab and now co-founder at Switchboard, to answer real-world questions about agency operations.
VIDEO
Joanna Li: Startups are a multiplayer game
Joanna Li, COO and co-founder of Switchboard, shares how automation and AI are revolutionizing small business operations.
VIDEO
This is how smart teams use AI
In this episode, I sit down with Justin Watt, co-founder of Switchboard and the systems mind behind some of the smartest workflows in the business.
SWITCHBOARD CONNECT
Stay ahead with us
Short insights on automation, AI, and modern ops.
No spam, just practical ideas.
No spam, just practical ideas.
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See a real transformation
A before-and-after look at how a team reduced manual work and gained operational visibility.
View the case study
Pitch Switchboard internally
A page you can share to answer the questions your team will ask.
Open the pitch guide
Want help applying this?
If you want support improving workflows and automating the right work, let’s talk.
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