Tactical guides you can run this week.
Each playbook is a printable, opinionated step-by-step. Designed for agency owners who'd rather execute than read theory.
The 90-second response playbook
How to set up an inbound flow that converts at 3× the industry average — by responding inside 90 seconds, every time.
Renewal save-cohort design
How to slice your book into save cohorts, design the right intervention per cohort, and measure what worked.
First 30 days with AI voice
What to do, what to skip, and what mistakes to avoid in your first month running an AI voice agent.
Hiring producers in the AI era
What to test for, what to pay, and how to onboard a producer who'll thrive alongside an AI workflow.
Going commercial without a comm-lines hire
How to build a commercial-lines pipeline using AI voice + Tarmika quoting, even with personal-lines DNA.
TCPA-safe AI outreach checklist
A 27-item checklist your compliance team can audit you against. Print it, run it, sleep at night.
Want a custom playbook for your agency?
Customers on the Growth and Agency plans get a custom 90-day playbook as part of onboarding.