Resources for AI, Analytics, and Automation
This library gathers templates, checklists, and playbooks that help teams deliver practical AI outcomes. Every resource is written for real projects, with steps for discovery, design, build, and adoption. Materials align with advertising rules for Google and Meta, plain-language disclosures, and privacy-by-design. Use them to scope pilots, improve data quality, document risks, and train colleagues without adding complexity. No paywall and no exaggerated claims.
Featured toolkits
The kits below condense our consulting process into step by step worksheets you can run with your team. Each file includes the goal, inputs required, a suggested agenda, and acceptance criteria that define done. You will also find prompts and review checklists to keep outputs accurate and on-brand. Where relevant, we provide wording for user disclosures and data handling notes. These resources are vendor neutral and suitable for pilots using common productivity suites, modern data warehouses, and marketing platforms. They are designed to help you prioritise, estimate value, and document decisions so stakeholders can track progress and risks clearly.
AI Opportunity Scoring Sheet
Score candidate tasks by impact, feasibility, risk, and data availability. Prioritise pilots with clear ROI and low operational risk.
Data Readiness Checklist
Validate sources, permissions, and freshness. Document owners, SLAs, and metrics so analytics and automations remain dependable.
Human Review Playbook
Insert review gates for sensitive outputs. Define escalation paths and quality thresholds to keep decisions auditable.
Advertising and compliance pack
Use this pack to align your landing pages and creatives with platform rules while protecting user trust. The materials include disclosure examples, acceptable claim phrasing, and practical do’s and don’ts that map to common ad reviews. You will find a plain checklist for content accuracy and accessibility, along with consent models for analytics and remarketing. Each template keeps the focus on clarity and user value. The goal is to help your team ship pages that load quickly, communicate benefits without overpromising, and collect only the data you truly need. When combined with the data readiness checklist, you can trace how signals are used for optimisation and reporting without introducing shadow data flows.
- Landing page content audit with claim review examples
- Cookie consent language aligned to analytics use
- Creative copy tips that avoid restricted phrasing
Implementation templates and SOPs
Successful delivery depends on consistent ways of working. This section provides standard operating procedures that guide build, test, and rollout. Each SOP includes an objective, prerequisites, roles, and a numbered sequence with acceptance criteria. You will also find sample red team prompts for quality evaluation, and a post-launch monitoring plan with metrics and thresholds for intervention. The documents balance control with momentum so work continues without bottlenecks. They assume common tools used by growth-focused teams and encourage small, reviewable increments. Apply the templates as-is or adapt them to your internal change framework. The result is a shared language that keeps stakeholders aligned from first idea to steady operation.
Pilot to Production SOP
Gate reviews, rollback plan, and documentation handover to ensure stable, supportable releases.
Access & Security SOP
Role-based access, approval workflows, and data minimisation to protect personal and commercial information.
Prompt & Retrieval Patterns
Patterns for summarisation, classification, and retrieval that emphasise safety, context control, and traceability.
Resource updates and custom requests
We release new materials monthly and refine existing files based on reader feedback. If your organisation needs a variation that matches a specific workflow or approval path, you can request a tailored version using the form. We ask only for your name and email so we can reply with links and change notes. Submissions are stored securely and used only for responding to your message and sharing resource updates if you choose to subscribe. You can opt out at any time by following the unsubscribe link in our emails. For questions about how we process personal data, read our Privacy Policy linked below.
Using these resources
You may reuse and adapt the resources for internal projects, client work, or training, provided you keep references to risks and disclosures intact. We recommend linking to your own policy library and updating any examples so they reflect your stack and governance model. Where a template suggests data collection, ensure you have a clear purpose and a legal basis before deploying. If you publish landing pages based on these files, include accurate statements about benefits, limitations, and data handling. This helps users make informed choices and keeps your advertising accounts in good standing. For technical teams, treat the documents as living artefacts that evolve with production feedback rather than static paperwork.
Frequently asked questions
Can we use the templates for clients?
Yes. You can use and adapt them for delivery work. Please maintain plain-language disclosures and avoid overstating outcomes in any public copy.
Do you provide editable formats?
We publish in common formats that are easy to copy into your docs suite. If you need a specific format, send a request using the form on this page.
How often are resources updated?
We review content monthly and revise when platform rules or best practices change. Significant updates are announced via our newsletter.