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Practical guides drawn from the work we do for clients and for our own businesses.
Strategic Consulting
Claude Code for Executives: Shipping Internal Tools Without a Dev Team
A practical guide for non-developer leaders using Claude Code to build internal tools, dashboards and simple sites safely.
AI Readiness Assessment: A Practical Checklist for Mid-Market Companies
A working checklist to find out whether your company is ready for AI, where to start, and what to fix first.
Diligence Advisory
Commercial Due Diligence: What PE Firms Should Test Beyond the Pitch Deck
The questions commercial due diligence should answer, and how to test each claim in a seller's pitch deck with real evidence.
How Private Equity Firms Are Using AI Across the Deal Cycle
Where AI is genuinely useful for PE firms, from sourcing and diligence to portfolio operations, and how to assess a target's own AI claims.
AI Transformation
AI Receptionists: What They Can Handle and Where They Fail
A practical look at which calls an AI receptionist handles well, which it should hand off, and how to roll one out safely.
Building an AI Voice Agent with Twilio and ElevenLabs
A step-by-step guide to building a working AI voice agent on a Twilio number using ElevenLabs, based on one we run ourselves.
What Are MCP Servers? Connecting AI to Your Business Apps
A plain-English guide to MCP servers: what they are, how they connect AI to your business systems, and how to set them up safely.
Claude Skills: Turning Repeat Work into One-Click Processes
How Claude skills turn the tasks you explain over and over into packaged, repeatable processes, with real examples and a build checklist.
n8n vs Claude for Workflow Automation: When to Use Each
A practical way to decide between n8n and Claude for each automation, and how to connect them so each does the part it is good at.
AI Dashboards: Live Reporting from QuickBooks, Shopify and Amazon
How to build a live AI dashboard across QuickBooks, Shopify and Amazon that owners actually read, with layout rules that make trends obvious.
Hiring an AI Automation Agency: What to Ask Before You Sign
The questions to ask an AI automation agency before signing, covering scope, data access, ownership, maintenance and how success gets measured.
Cold Emailing with AI: Research, Personalization and Deliverability That Holds Up
A practical setup for AI-assisted cold email: better research, honest personalization, protected domains and rules you must follow.
Training AI on How Your Business Works: Record a Task or Let It Observe
Two practical ways to teach AI your processes, recording a task or letting AI observe the work, with privacy and approval built in.
Managed IT Services
SPF, DKIM and DMARC Explained, Including HubSpot, Mailchimp and Other Third-Party Senders
How SPF, DKIM and DMARC work together, and how to authenticate every tool that sends email using your domain.
How to Read DMARC Reports, and How to Stop Getting Them
What DMARC aggregate and failure reports contain, how to read them, and how to turn them off safely once your domain is stable.
Why Are My Emails Going to Spam? A 10-Point Checklist
A practical 10-point checklist for finding out why your business email lands in spam, and what to fix first.
Email Warm-Up: How Long It Takes and What Actually Matters
How long email warm-up takes for new domains and mailboxes, how to ramp volume safely, and which signals to watch.
How to Set Up DKIM on Microsoft 365 and Google Workspace
Step-by-step DKIM setup for Microsoft 365 and Google Workspace, including the DNS records, verification and common mistakes.
Cloudflare Turnstile: Stop Contact Form Spam Without Annoying Real People
A layered approach to contact form spam built on Cloudflare Turnstile, with the exact settings we use on our own site.
Moving Your Website to New Hosting Without Downtime
How to move a website to new hosting in parallel, cut over cleanly with DNS and keep a rollback path the whole time.
DNS Migration: Moving Your Domain to Cloudflare Without Breaking Email
How to move a domain's DNS to Cloudflare safely, with a full record inventory, DNSSEC handled correctly and email tested after cutover.
DNS Records Explained: A, CNAME, MX and TXT in Plain English
A plain-English guide to the DNS records that run your website and email, and the common mistakes that break them.
Website Migration Checklist: What Breaks and How to Prevent It
A practical checklist for website migrations, organized around the things that most often break and how to catch each one.
Managing DNS at Scale with Claude and Cloudflare
How to use Claude connected to Cloudflare to inventory, clean up and standardize DNS across many domains, with guardrails that keep it safe.
Where to Deploy AI-Built Apps: Your Own Server, Netlify or Cloudflare
A plain comparison of a VPS, Netlify and Cloudflare for hosting apps built with AI tools, with a simple decision guide.
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