Resources

Checklists, templates, guides, and tools to help you take action on what you hear in the show.

Template

Proposal Schema + Merge Map (PandaDoc + DocuSign)

A ready‑to‑ship template bundle for solo operators: a compact proposal JSON Schema plus a cross‑platform merge map (PandaDoc tokens/field tags ↔ DocuSign tabLabels/anchorStrings), webhook checklists, and a v1→v2 changelog format. Assemble once, render to either tool, and e‑sign in minutes.

Guide

Configurator Embed Kit: Airtable + Google Sheets/Apps Script

Copy‑paste embeds, guardrail parameters, performance‑safe wrappers, and a Google fallback you can ship today. Built for solo operators publishing a self‑serve pricing configurator that won’t break on mobile or get blocked by host policies.

Guide

AI Lead Desk Build Kit (Make/Zapier/n8n)

A copy‑the‑build kit to stand up a zero‑hire Lead Desk: enrich every inbound, score against your ICP JSON, and route to Calendly only if qualified. Includes paste‑ready JSON, a tiny triage prompt, routing configs, nurture emails, run‑log schema, backoff code, and a cost sheet outline.

Template

Offer Catalog (Notion): 3‑Tier Portfolio + 2 Add‑Ons + Red Scope Gate

A copy‑ready Notion Offer Catalog for solo AI/automation operators: three named tiers, two standardized add‑ons, toggleable SLA blocks (48h/4h/1h), red/yellow scope gates, post‑launch support windows (2w/4w/60d), out‑of‑scope defaults, and a one‑page Service Card generator for your website or proposals.

Template

Baseline Sweep Starter Kit (Docker + cron + Slack + Tickets)

Copy‑paste templates to schedule a weekly OWASP ZAP Baseline sweep with Docker + cron, send color‑coded Slack alerts, and optionally open Jira/Linear tickets. Built for solo operators—safe, passive, and fast to ship.

Guide

Zero‑Downtime Zapier→Make/n8n Migration Guide (14‑Day Shadow‑Run + 15‑Minute Cutover)

Copy‑ready, zero‑downtime playbook for solo operators migrating a revenue‑critical Zap to Make or n8n. Includes a 14‑day shadow‑run with correlation IDs and parity gates, a risk register, cost model formulas (tasks vs credits vs executions) with Q2‑2026 facts, a 15‑minute cutover runbook with webhook toggle/rollback, and a post‑cutover validation script outline.

Checklist

Boxed‑Agent Checklist (Solo Operator Edition)

A one‑page pre‑flight and runtime checklist to ship AI agents safely as a solo operator: strict tool allowlists and approvals, timeouts and run caps, budgets and rate limits, checkpoints and reversible actions, schema‑validated I/O, a baseline A/B harness, and a crisp rollback plan.

Template

Solo Vendor Trust Center + Lite Questionnaire Answer Library

A production‑ready Notion Trust Center outline, a CAIQ‑Lite/SIG Lite answer‑library CSV schema with samples, and a Make/n8n flow spec to intake, autofill, route approvals, and export buyer questionnaires in hours—not days.

Checklist

When Clients Ask for On‑Prem: The 1‑Page Checklist

A vendor‑neutral, citable one‑pager to satisfy “on‑prem” asks without self‑hosting. Use it to prove residency, ZDR/MAM status, per‑tenant BYO keys, strict logging, and a visible kill‑switch — plus a clear decision box for when self‑host is actually required.

Template

LLM Regression Gate Starter Kit (Make/n8n + Promptfoo)

A copy‑ready bundle to stand up a lightweight LLM regression gate: frozen 20‑row goldens, a Promptfoo YAML with regex/contains/classifier examples, Make/n8n runner steps, and CI snippets using pass‑rate thresholds and exit codes. Built for solo operators who ship prompt changes weekly.

Checklist

Client Control Surface: Airtable + Softr Build Checklist

A step-ordered, field-accurate build checklist for shipping a thin client control surface with Airtable + Softr + Make. Designed for solo operators who need on/off toggles, SLA proof chips, and a panic switch—without building a full app.

Template

Governance‑as‑JSON Starter Pack (policy.json + Make/n8n snippets)

Copy‑paste policy‑as‑data for solo operators: a versioned policy.json, JSONLogic gate, Make/n8n evaluators, unit tests, and provider routing examples (OpenAI domains, Bedrock modelId scopes, Vertex regional endpoints). Use it to fail closed before any API/LLM call.

Checklist

Client SSO Readiness One‑Pager (SAML/OIDC)

A client‑ready one‑pager to scope and ship enterprise SSO fast. It walks you through protocol choice, IdP details, ACS/Audience fields, metadata exchange, test flows (IdP‑init/SP‑init), role/group mapping, JIT/SCIM, session targets, a safe fallback, and a 5‑minute rollback plan.