01
Intermediate~25 min read
Hands-Free CRM
Eliminate manual data entry by automatically logging every email, meeting, and call to your CRM.
The AI Workforce Playbook
The 12 Plays - deep how-to guides.
Each play from the book is expanded here into a full implementation guide: exact AI prompts, n8n node configurations, week-by-week rollout plans, success benchmarks, and common mistakes. These are the pages the book references. Everything is free and ungated.
12 plays covered end-to-endExact AI prompts includedn8n configuration notesWeek-by-week rollout plans
How to use these guides
The book introduced each play in enough depth to understand what it does and why it matters. These pages go further - they tell you exactly how to build it. Start with whichever play solves your most urgent problem. The plays are independent; you don't need to implement them in order. That said, Play 1 (Hands-Free CRM) builds the data foundation that several later plays depend on, so if you're starting from scratch, starting there is a reasonable choice.
Read Play
02
Intermediate~28 min read
24/7 Lead Qualification and Booking
Respond to every inbound lead in under two minutes, qualify them against your criteria, and book meetings automatically - regardless of time or channel.
03
Intermediate~20 min read
Dead Lead Reactivation
Monitor cold leads for trigger events and send a contextual reactivation message at exactly the right moment.
04
Intermediate~22 min read
RFP First Draft Generator
Turn a 40-hour RFP response process into a 5-hour one by generating 70 - 80% complete first drafts from your wins library.
05
Beginner~18 min read
Client Onboarding Automation
Trigger a complete, personalized onboarding sequence the moment a contract is signed - regardless of the time or day.
06
Beginner~18 min read
Billing and Invoice Follow-Up
Run a consistent, automatically escalating invoice follow-up sequence that pauses the moment payment is received.
07
Intermediate~20 min read
On-Demand Email Assistant
Generate a CRM-aware first draft of any client email in 30 seconds, with automated flagging of errors and tone issues before you send.
08
Beginner~16 min read
Emergency Client Response
Ensure your most important clients always receive an acknowledgment within minutes of a urgent message - even when the right person is unavailable.
09
Beginner~18 min read
Meeting Prep and Briefing
Deliver a one-page client meeting brief to every partner two hours before each client meeting - automatically.
10
Beginner~18 min read
AI-Assisted Hiring Screening
Process 200 resumes consistently in under an hour, delivering structured summaries to the hiring manager instead of a pile of PDFs.
11
Advanced~20 min read
Knowledge Base and Internal Q&A
Build an internal Q&A bot that answers questions from your firm's actual policy documents in seconds, with citations.
12
Advanced~20 min read
Real-Time and Predictive Reporting
Replace monthly reports with a live performance dashboard and threshold-based alerts that surface problems while there's still time to act.
Revenue Institute
Want someone to implement these plays for your firm? Revenue Institute builds the AI systems described in this book as part of every engagement.