Playbooks & toolkits

Resources

The checklists, templates, and SOPs we use on real client work. Buy once, download instantly, and keep every update.

Free

Shopify CRO Audit Kit

The do-it-yourself version of our Commerce Tech Audit. 100 scored checks across every page of the buyer journey, plus a method to turn findings into a ranked 30-day fix list.

  • A baseline metrics worksheet that shows which step of your funnel leaks the most
  • 100 checklist items across 11 areas, from speed to post-purchase, each with what good looks like
  • A 0/1/2 scoring system with High/Med/Low severity so the worst problems surface first
  • An impact-versus-effort method with a worked example that produces a 30-day fix list
  • A fill-in product page teardown template and an annotated example teardown
36-page PDF + scoring spreadsheet (CSV)
Free $27
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Free

Klaviyo Flow Templates for Ecommerce

Nine revenue flows with complete copy, ready to adapt. 31 emails with subject lines, preview text, timing, splits, and design notes, plus the segments, deliverability setup, and QA checks to launch them.

  • Nine flow blueprints: welcome, abandoned checkout, abandoned cart, browse abandonment, post-purchase, review request, cross-sell and replenishment, winback, and sunset
  • 31 fully written emails, each with three subject lines, preview text, body copy, and a CTA
  • Triggers, filters, delays, and conditional splits mapped out for every flow
  • How to stop abandoned cart and abandoned checkout flows from emailing the same person twice
  • Optional SMS variants with the compliance basics
63-page PDF + subject-line spreadsheet (CSV)
Free $37
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Marketplace API Approval Playbook

Get your app approved on Amazon SP-API, Walmart, TikTok Shop, and Shopify. Step-by-step registration, the answers reviewers look for, and the security policies you need on file. Reviewed October 2026.

  • The universal pre-flight checklist that prevents the most common rejections
  • A fill-in Data Protection and Security Policy template, plus an Incident Response Plan outline
  • Platform chapters for Amazon SP-API, Walmart Solution Providers, TikTok Shop, and Shopify
  • Strong versus weak example answers to the use-case questions reviewers ask
  • Restricted data and PII handling, OAuth and token concepts, and rate-limit basics per platform
51-page PDF with policy templates
$47
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SaaS Launch Infrastructure SOP

From empty droplet to paying customers, the conservative way. The exact DigitalOcean, Node.js, PM2, Nginx, PostgreSQL with PgBouncer, Stripe, and Amazon SES setup we repeat for every SaaS we launch.

  • Droplet provisioning and hardening: SSH keys, firewall, fail2ban, automatic security updates, swap
  • Node.js LTS and PM2 with a production ecosystem file, log rotation, and zero-downtime reloads
  • Nginx reverse proxy with TLS, security headers, websockets, and rate limiting on auth routes
  • Managed PostgreSQL with PgBouncer: per-app roles, pool sizing math, transaction-mode pitfalls, restore drills
  • Stripe billing with verified webhooks, idempotency, and the subscription events that actually matter
81-page PDF with commands and config files
$67
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