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 & Insights
Copy-ready templates for working sessions and rollouts, plus original thinking on systems, automation, and how teams operate at scale.
Downloads
PDFs and files you can download and share internally.
Watch & Listen
Walkthroughs and longer guides you can watch with your team.
PODCAST
AI adoption in Mid-Market companies
Justin Watt talks about why AI adoption often fails and how companies can build operational systems that deliver at scale.
PODCAST
The Case for Automations and AI
We talk about hype vs reality with AI tools, the three pillars of modernizing a company via people, process, and technology, and 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.
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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