Pro Content Library

AI Playbooks & Guides

Battle-tested playbooks, templates, and prompt libraries created specifically for SME owners navigating AI adoption.

37
Total resources
22
Pro exclusive
15
Free access
15
Available to you

Unlock 22 Pro resources

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50 AI Prompts — Ready to Copy & Use

Sales, marketing, ops, finance, strategy & HR prompts with fill-in-the-blank placeholders.

Open Prompt Library
Guidebeginner
Pro
The SME Owner's Prompt Library: 50 Ready-to-Use AI Prompts
50 battle-tested prompts for the most common SME business tasks — from writing emails to analysing data to planning strategy.
Templatebeginner
Pro
AI Sales Email Templates: 10 High-Converting Sequences
Ten complete email sequences for the most common B2B sales scenarios — cold outreach, follow-up, re-engagement, referral requests, and more.
Checklistbeginner
Pro
AI Tool Procurement Checklist: 15 Questions Before You Sign
The due diligence checklist every SME should run before signing up for any AI tool — covering security, data privacy, contract terms, and integration.
Guideintermediate
Pro
Writing AI Chatbot Scripts That Don't Frustrate Customers
How to write chatbot conversation flows that feel helpful and human — with 15 ready-to-use script templates for common SME customer service scenarios.
Templatebeginner
Pro
AI Onboarding Template Pack: 5 Ready-to-Use Documents
Five AI-generated onboarding document templates — welcome email, 30-60-90 day plan, first week schedule, buddy programme guide, and probation review framework.
Guideintermediate
Pro
Advanced Prompt Engineering for Business: Get 10x Better Results from AI
Master the techniques that separate average AI outputs from genuinely useful ones — with 20 advanced prompting frameworks for business use.
Checklistbeginner
Free
AI Readiness Checklist: 20 Questions Before You Buy Any AI Tool
Before investing in any AI tool, run through these 20 questions to ensure you're ready to get value from it — and avoid the most common implementation mistakes.
Playbookbeginner
Pro
Building Your AI Strategy: A 90-Day Framework for SME Leaders
A structured 90-day framework for SME leaders to assess, plan, and begin implementing AI across their business — without the overwhelm.
Guidebeginner
Pro
Automating Your Finance Function with AI: A Practical Guide for SMEs
How to use AI to automate bookkeeping, expense management, cash flow forecasting, and financial reporting — saving 10+ hours per month.
Playbookintermediate
Pro
AI Recruitment Playbook: Hire Better, Faster, and at Lower Cost
A complete guide to using AI at every stage of the hiring process — from job descriptions to candidate screening to offer management.
Guidebeginner
Pro
AI Content Marketing System: From Zero to 30 Pieces Per Month
How to build a sustainable AI-assisted content engine that produces 30+ pieces of quality content per month with just a few hours of your time.
Playbookintermediate
Pro
AI-Powered Lead Generation Playbook for SMEs
A step-by-step playbook for using AI tools to identify, qualify, and convert leads — without a large sales team.
Templatebeginner
Free
AI ROI Calculation Template
Spreadsheet template for calculating return on investment for AI projects with pre-built formulas.
Checklistbeginner
Free
Employee AI Training Checklist
Comprehensive checklist for training employees on new AI tools and ensuring smooth adoption.
Guideintermediate
Free
AI Implementation Roadmap Guide
Complete guide to planning and executing an AI implementation project from pilot to full deployment.
Case Studyintermediate
Pro
Retail AI Success Stories
Collection of case studies from retail businesses that successfully implemented AI for inventory, personalization, and sales.
Checklistbeginner
Free
AI Tool Selection Checklist
A practical checklist for evaluating and selecting the right AI tools for your business needs.
Playbookbeginner
Free
AI Adoption Playbook for SMEs
A comprehensive guide to implementing AI in small and medium enterprises, covering strategy, tools, and best practices.
Case Studyintermediate
Free
Healthcare AI Implementation Case Study
Real-world case study of a medical practice that reduced admin time by 40% using AI-powered scheduling and documentation.
Guideadvanced
Free
Data Privacy & AI Compliance Guide
Essential guide to GDPR, data protection, and compliance considerations when implementing AI systems.
Playbookintermediate
Free
Finance Department AI Transformation Playbook
Step-by-step playbook for automating finance operations including invoicing, expense management, and forecasting.
Templateintermediate
Free
Customer Service Automation Template
Ready-to-use templates for automating customer service workflows with AI chatbots and email responders.
Checklistintermediate
Pro
Manufacturing AI Optimization Checklist
A practical checklist for UK manufacturing SMEs evaluating and implementing AI across production, quality control, predictive maintenance, and supply chain functions.
Guideadvanced
Pro
Financial Services AI Compliance Guide
A practical compliance guide for UK financial services SMEs deploying AI — covering FCA obligations, Consumer Duty requirements, model risk management, and explainability standards.
Case Studybeginner
Pro
E-commerce Personalization Case Study
How a UK e-commerce SME used AI-powered personalisation to increase average order value by 23% and reduce cart abandonment by 31% — with full implementation detail and cost breakdown.
Guideadvanced
Pro
Legal AI Due Diligence Guide
A practical guide for UK SME legal teams and business owners on using AI in legal due diligence — covering contract review, risk identification, compliance checking, and the limits of AI in legal contexts.
Templatebeginner
Pro
AI Training Program Template
A complete, customisable AI training programme for SME teams — including session plans, exercises, assessment criteria, and a 90-day adoption roadmap for building genuine AI capability.
Guidebeginner
Free
AI Adoption Starter Guide
A comprehensive introduction to AI for small and medium enterprises, covering fundamentals, opportunities, strategy, and implementation steps.
Playbookbeginner
Pro
AI-Powered Customer Service Playbook
A complete playbook for implementing AI in your customer service function — from chatbot selection through to escalation design, quality monitoring, and measuring CSAT impact.
Playbookintermediate
Pro
AI Project Management Playbook
A complete playbook for managing AI implementation projects in SMEs — covering project scoping, stakeholder management, risk mitigation, vendor management, and post-launch governance.
Case Studybeginner
Pro
Healthcare AI Integration Case Study
How a 45-person UK GP practice reduced administrative burden by 34% and improved patient triage accuracy using AI — a detailed case study with implementation timeline, costs, and lessons learned.
Templateintermediate
Pro
AI Governance Framework Template
A ready-to-customise AI governance framework for UK SMEs — covering policy, accountability, risk management, and compliance obligations under UK GDPR and the EU AI Act.
Playbookintermediate
Pro
Enterprise AI Implementation Playbook
A comprehensive step-by-step playbook for SME leaders planning their first enterprise-grade AI implementation — from readiness assessment through to post-launch optimisation.
Case Studybeginner
Free
Small Business AI Success Story: Retail
Real-world case study of a family-owned boutique that increased revenue by 35% using AI tools.
Checklistbeginner
Free
AI Tools Comparison Checklist
A practical framework for evaluating and selecting AI solutions with comprehensive scoring criteria.
Guidebeginner
Free
Prompt Engineering Basics
Master the art of communicating with AI through effective prompt engineering techniques and templates.
Templatebeginner
Free
AI ROI Calculator Template
Spreadsheet template for calculating return on investment for AI projects with pre-built formulas and industry benchmarks.

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