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Free Growth Resources

Free guides we use with our own DTC clients. Short, specific, and built from running support for online brands since 2010.

Guide

AI Conversion Playbook

An 11-page guide to AI chat, after-hours calls and human handoff for Shopify brands, with a 30-day roadmap. Free PDF.

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Guide

BFCM Support Timeline

What to set up, and when, so your support team survives Black Friday week.

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Worksheet

BFCM Support Surge Worksheet

Eight Black Friday ticket drivers, each with the decision to make and a reply to paste into your helpdesk, plus a staffing sum for your peak day. About 20 minutes.

Checklist

Helpdesk Audit Checklist

30 pass-or-fail checks for Freshdesk, Zendesk and Gorgias. Find the routing, macro and automation gaps that slow your queue.

Template

Ecommerce Support Reply Library

Ready-to-send replies for order tracking, returns, refunds and sizing questions. Load them into your helpdesk as macros and edit them to match your policies.

Checklist

Conversion Checklist for Online Stores

A 30-point self-test to find where your store loses sales to slow or missing answers, from product pages to checkout.

Guide

VA Hiring Playbook

How to hire, test, train and keep a support VA for your store, with a role card, a paid-trial scorecard and a 30-day plan.

Blueprint

AI Support Agent Blueprint

A step-by-step build sheet for an AI support agent: what it answers, what it never does, how it hands off, and how to test it before customers see it.

Guide

AI Growth Playbook for SaaS

Where software companies lose trials, customers and margin to slow answers, and how AI and trained people split the work across six moments.