Guides and playbooks

What the resource centre covers

Six categories, each written for someone with a business to run and limited time. No theory for its own sake, and no material that assumes you already have a marketing team.

The first guides publish soon — each one lands when its feature is live.

• Coming soon

  Getting started

  Written for the first week. How to read your business scan, what the growth score is measuring, and which fix to do first.

  Inside

  • Walkthroughs of each screen you meet in the first session
  • How to interpret a finding and turn it into a decision
  • Setting up a business profile and brand kit properly the first time
• Coming soon

  Channel playbooks

  One document per channel, covering what it is good at, what it costs in effort, and how the platform runs it for you.

  Inside

  • Paid social, search advertising, email, SMS and WhatsApp
  • When a channel is worth adding, and when it is a distraction
  • The mistakes that waste the most money on each one
• Coming soon

  Templates and checklists

  Reusable structures you fill in rather than blank pages you stare at — briefs, offers, launch plans and review checklists.

  Inside

  • Creative briefs the AI Studio can act on directly
  • Campaign launch and pre-publish checklists
  • Offer and promotion planners for seasonal trade
• Coming soon

  Measurement and reporting

  How to judge whether marketing worked, using your own numbers and your own previous period as the comparison.

  Inside

  • Which figures are measured, which are estimated, and why the difference matters
  • Setting a budget from what a customer is worth to you
  • Presenting results to a partner, a board or a client
• Coming soon

  Consent and compliance

  Practical guidance on contacting people lawfully — what consent has to be recorded, per channel, and what the platform records for you.

  Inside

  • Consent capture and how it is stored against a contact
  • Advertising policy: what gets a campaign rejected and how to avoid it
  • Data retention, access and deletion in your workspace
• Coming soon

  Platform documentation

  Reference material for the product itself — what each module does, how integrations connect, and what the statuses mean.

  Inside

  • Module reference for every area of the workspace
  • Integration setup and the connection status vocabulary
  • Roles, permissions and approval workflow reference

If you would rather be taught than read

The resource centre is reference material. Two other places take you through the same ground in a different way.