Stop doing it all by hand. 17 systems for your small business, step by step.
17 practical playbooks to automate the busywork, build simple systems and earn more from the customers you already reach. Written for UK small businesses. No coding, no integrations to buy from us, no API keys.
One payment. Yours to keep. Opens in your browser on phone or computer.
17step-by-step playbooks
98numbered steps
30copy-paste templates
90day roadmap
Built to be used, not read once
Do, tick, done
Every playbook is a checklist. Tick each step as you go and the Vault tracks your progress.
Copy, paste, send
Auto-replies, review requests, invoice chasers, outreach messages and AI prompts, ready to copy with one tap.
Free tools first
Each playbook tells you the time and the cost up front. Most use tools you already have or free plans.
What's inside
⚡
Automate 7 playbooks
Win back hours every week
Instant reply to every enquiryEvery email enquiry gets a helpful reply within seconds, even when you're on a job or asleep.30 minutes · Free
Website enquiries straight into a lead trackerEvery website enquiry lands in one Google Sheet, you get an instant alert, and nothing gets lost in an inbox.1 hour · Free (Google Forms and Sheets)
Online booking with automatic remindersCustomers book themselves into times you choose and get reminders, so you stop playing phone tag and get fewer no-shows.45 minutes · Free to low cost
WhatsApp Business: greeting, away messages and quick repliesEvery WhatsApp message gets an instant, professional reply, and your common answers are one tap away.20 minutes · Free
Ask for a Google review after every jobA steady flow of genuine reviews, because every happy customer gets a polite, one-tap request at the right moment.30 minutes · Free
Get paid faster: automatic invoice remindersPolite reminders go out on schedule before and after the due date, so you stop chasing money by hand.30 minutes · Included in most accounting software
A week of social posts in one hour with AIA repeatable one-hour weekly routine that produces a week of posts in your own voice, scheduled in advance.1 hour a week · Free (ChatGPT/Claude free tiers, Meta Business Suite)
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Scale & Systems 5 playbooks
Run the business, not the other way round
Write your how-to guides (SOPs) in 30 minutes with AIYour key jobs are written down step by step, so anyone can do them the same way and you stop being the bottleneck.30 minutes per process · Free
Your weekly numbers on one pageA simple Google Sheet that shows the five numbers that tell you how the business is really doing, updated in ten minutes a week.1 hour to set up, 10 minutes a week · Free
A simple CRM so no customer falls through the cracksEvery customer and lead in one place with their history and next action, so follow-ups happen and repeat work comes back.1–2 hours · Free (HubSpot free CRM or Google Sheets)
Build an AI assistant that knows your businessA private AI assistant loaded with your prices, policies and SOPs that you and your team can ask instead of interrupting you.1 hour · Paid plan of ChatGPT (custom GPTs) or Claude (Projects)
Delegate your first 10 hours a weekA clear list of tasks to hand off, a simple way to hand them over, and a safe first hire or freelancer arrangement.2 hours · Depends on who you hire
💷
Monetise 5 playbooks
More income from the customers you already reach
Build an offer people say yes toA clear, packaged offer with a specific outcome, what's included and an honest price, written on one page.2 hours · Free
Price for profit (and raise prices without losing customers)Prices based on your real costs and target profit, three clear options, and a calm way to put prices up.2 hours · Free
Turn one-off jobs into repeat incomeA reminder system, maintenance plan or follow-up offer that brings existing customers back without hard selling.2 hours · Free to low cost
Build an email list with a free lead magnetA useful free download that collects consenting email subscribers, plus a 3-email welcome sequence that builds trust.3 hours · Free tier of an email tool (for example MailerLite or Mailchimp)
Outreach that works and stays within UK rulesA simple outreach routine that respects PECR and GDPR, plus message templates for email, LinkedIn and phone.1 hour to set up · Free
Every playbook gives you
The outcome, time needed, cost and tools, before you start
Why it matters, in plain English
Numbered steps you can tick off
Ready-to-copy templates and prompts
A "done when" checklist
Common mistakes to avoid
Search across every playbook
A 90-day roadmap so you know what to do first
The honest bit
This is a self-serve guide, not a done-for-you service. You follow the steps in your own accounts, so nothing needs our access or your passwords. Screens in other people's apps change over time; the steps tell you what to look for. It is general guidance, not legal, tax or financial advice. The Vault is new, so there are no customer reviews yet. If it isn't what you expected, email matthewcreighton181@gmail.com and Matthew will put it right.