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Resources

Playbooks, checklists and the research behind them.

Everything here comes from our own flow research across 16 industries — free, by email, no strings.

Free downloads

The Business-Flow Playbooks

The full lead-to-AMC flow for your industry — fit-out, MEP, fire & safety, FM, freight, solar, agencies and more — with every margin leak marked.

The AMC & Renewal Leak Checklist

The handover-to-renewal checklist service trades use to stop AMCs lapsing — PPM triggers, renewal owners, compliance certificates.

The Tool-Consolidation Worksheet

Map every tool that touches a customer, job or invoice — and every seam where data is re-typed — to see what your stack really costs.

Guides & playbooks

One playbook per trade — the whole flow, every leak marked.

Each playbook maps the real lead-to-AMC flow for that business: every stage, the modules that run it, and the exact points where margin, hours or renewals go missing. Free, by email.

Interior Fit-Out & Design-Build playbook
Construction
Interior Fit-Out & Design-Build

Enquiry to final account: where budget variance, unpriced variations and snagging delays eat a fit-out margin.

13 stages mappedGet the playbook
MEP / M&E Contractors playbook
Construction
MEP / M&E Contractors

Tender to AMC: day-works absorbed into the base contract, retention forgotten, and the PPM annuity never signed.

14 stages mappedGet the playbook
Fire & Safety Firms playbook
Construction
Fire & Safety Firms

Install to statutory renewal: the PPM schedule, the compliance certificate and the AMC that quietly lapses.

14 stages mappedGet the playbook
Facilities Management (FM) playbook
Facilities Management
Facilities Management (FM)

Mobilisation to QBR: extras delivered free, SLA penalties, and the CAFM-to-billing gap.

14 stages mappedGet the playbook
Freight Forwarders playbook
Logistics
Freight Forwarders

Quote to POD: per-shipment margin, accessorial charges never billed, and the CargoWise cost question.

14 stages mappedGet the playbook
Customs / Border Brokers playbook
Logistics
Customs / Border Brokers

Classification to disbursement recovery: unbilled broker hours and the drawback revenue nobody claims.

14 stages mappedGet the playbook
3PL Providers playbook
Logistics
3PL Providers

Onboarding to renewal: activity-based billing, storage vs handling, and contract stickiness.

14 stages mappedGet the playbook
Solar EPC + O&M playbook
Energy
Solar EPC + O&M

Survey to O&M annuity: asset performance, maintenance delays and performance-linked service revenue.

14 stages mappedGet the playbook
Furniture & Joinery Manufacturing playbook
Construction
Furniture & Joinery Manufacturing

Order to install: material wastage, per-piece margin and the quote-to-cash re-keying tax.

14 stages mappedGet the playbook
DTC Brands playbook
E-commerce
DTC Brands

Order to retention: overselling across channels, true per-order margin and the reconciliation scramble.

14 stages mappedGet the playbook
Marketing Agencies playbook
Professional Services
Marketing Agencies

Pitch to retainer: unbilled scope creep, over-servicing against retained hours, and utilisation.

14 stages mappedGet the playbook
IT Consulting / Systems Integration playbook
Professional Services
IT Consulting / Systems Integration

SOW to renewal: unbilled WIP, utilisation blind spots and turning projects into managed-service AMC.

14 stages mappedGet the playbook
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