Systems & automation

Operations Research Desk

We document the operating procedures, automations and templates that let a small team behave like a large one.

AutomationSOPsCustomer serviceRetention

Published work

GuideCornerstone

Guide to AI business systems

The documents, reviews and habits that turn scattered AI use into a system that survives staff changes.

30 Jul 202616 min read
Resource

Free AI prompt pack for business

Twenty prompts across sales, service, marketing and operations, each with a context block you fill in once.

26 Jul 20264 min read
ArticleTrending

ChatGPT prompts for business that produce usable output

Prompt patterns for sales replies, offers, SOPs and summaries — with the context blocks that make them reliable.

26 Jul 20268 min read
TutorialBeginner

Use Claude for business writing and analysis

A working setup for using Claude on proposals, transcripts, SOPs and long documents.

21 Jul 20269 min read
GuideCornerstone

A practical guide to AI prompt engineering for business

How to write instructions that produce consistent, on-brand output — and how to test them like any other business asset.

20 Jul 202620 min read
TutorialBeginner

Automate customer replies without losing your tone

Build a three-tier reply system where templates handle the routine and people handle the rest.

12 Jul 202610 min read
GuideCornerstone

Guide to customer service automation

Automating speed and consistency while keeping judgement, apology and escalation firmly human.

11 Jul 202617 min read
Article

WhatsApp customer service templates for small teams

Reusable replies for delays, complaints, refunds and after-sales check-ins that keep your tone consistent.

9 Jul 20266 min read
TutorialBeginner

Use ChatGPT for customer support drafting

Set up a support drafting workflow with guardrails so replies stay accurate and on-brand.

8 Jul 20269 min read
Resource

Customer service SOP template

A numbered procedure covering response times, tone, escalation, refunds and weekly quality checks.

6 Jul 20264 min read
GuideCornerstone

Beginner's guide to business automation

How to remove repeat work without turning your business into a machine customers dislike talking to.

5 Jul 202618 min read
Resource

Lead generation planning worksheet

Map your three best lead sources, the message each needs and the follow-up that closes them.

4 Jul 20263 min read
Article

Customer retention strategies that hold in a small business

Retention is a scheduled activity, not a feeling. Here is the calendar and the three messages behind it.

30 Jun 20267 min read