SQL playbook
Core Reporting Query Pack
Ten PostgreSQL-compatible patterns for revenue, customer behavior, retention, controls, funnel performance, concentration, and recurring-revenue movement.
- PDF, editable DOCX, and SQL source
- Adaptation worksheet and query-selection guide
- QA checklist and change log
Template
KPI Starter Pack
Define metrics, ownership, targets, guardrails, review cadence, and dashboard handoff requirements.
- PDF and editable DOCX
- KPI dictionary and metric-quality tests
- Worked example and 90-day plan
Checklist
Data-Quality Checklist
Catch completeness, accuracy, uniqueness, timeliness, lineage, and access problems before publication.
- PDF and editable DOCX
- Control matrix, issue log, and release gate
- Example control queries
Checklist
AI-Readiness Checklist
Assess whether a business can adopt AI safely, productively, and against a measurable use case.
- PDF and editable DOCX
- Readiness scorecard and prioritization matrix
- Discovery guide and 30/60/90-day plan
Governance template
Small-Business AI Policy Template
Build clear rules for approved tools, data handling, human review, training, and incident response.
- PDF and editable DOCX
- Policy, adoption packet, tool register, and incident form
- Practical operating template; legal review not included
Playbook
Workflow Automation Playbook
Select, design, value, pilot, and govern automation without automating a broken process.
- PDF and editable DOCX
- Process map, opportunity score, ROI estimate, and control plan
- Automation canvas and 90-day plan
Template
Executive Briefing Template
Communicate an AI or data initiative with clear value, evidence, risk, recommendation, and follow-through.
- PDF and editable DOCX
- One-page executive brief and follow-through worksheet
- Worked example, decision log, and quality gate