Articles

Articles

Long-form guides with worksheets and worked examples, each linked to its sources. Use them yourself, with or without us.

Clean desk with a laptop showing a chart, a magnifying glass, and sticky notes for a business audit

Guide · 12 min read

What an AI audit is and how to run one for your business

What an AI audit covers, how to inventory and score your tasks, check privacy and risk, and pilot safely. Includes scoring worksheets and a worked example.

Read the guide
Two colleagues discussing a project at a table with a laptop in a bright office

Guide · 8 min read

Should you hire an AI consultant or build in-house? What the failure-rate studies show

Should you hire an AI consultant or build AI in-house? What research on AI project failure says, where each option fits, and a simple way to decide.

Read the guide
Hands typing an email on a laptop at a wooden desk beside papers and a plant

Template · 8 min read

Quote follow-up email templates (with a follow-up schedule)

Copy-and-paste quote follow-up emails and texts, a day-by-day schedule, what to do when a customer goes quiet, and the Canadian CASL rules.

Read the guide
Hands using a calculator over financial paperwork and a binder on a desk

Guide · 10 min read

Payment reminder and overdue invoice email templates, with a schedule to get paid faster

Copy-and-paste payment reminder and overdue invoice email templates, a reminder schedule, invoice setup tips, and Canadian late-fee rules.

Read the guide
Hourglass with sand running on a wooden table in soft window light

Guide · 8 min read

Speed to lead: what the research says and how to reply faster

What the research on lead response time shows and what it can't prove, plus a step-by-step way to reply to inquiries faster, including after hours.

Read the guide
Hand drawing a business process flowchart with a red marker on a whiteboard

Guide · 14 min read

How to map your business problems and find the revenue leaks

A step-by-step method for mapping your business from first inquiry to repeat sale, measuring where money leaks, and ranking what to fix. Worksheets included.

Read the guide
A smartphone wrapped in a chain and fastened with a combination padlock

Checklist · 12 min read

PIPEDA-compliant AI: a privacy checklist and AI use policy for employees

Use AI tools with customer data under PIPEDA: a data tier system, vendor checklist, AI use policy template for employees, and a breach plan.

Read the guide

Find where your business is losing revenue.

An AI audit maps where time and money slip away and ranks the fixes. Start with a short intro call.

Book an AI audit