Practical operating kits

Fix the messy handoffs that happen after someone says yes.

Client onboarding, intake, CRM cleanup, grant deadlines, AI rules, structured search, and agent setup. Built for small teams that need a working system this week.

Workflow kits

Choose the kit closest to the operational mess you want to clean up first.

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Agent setup

Codex Goal Mode Setup Sprint

If your coding agent keeps drifting, give it a tighter job and a clearer definition of done.

  • One tailored setup prompt
  • Quality checklist and first three tasks
  • Delivered by email within 24 hours
$50
Client Intake and Document Collection Agent Kit cover
Document intake

Client Intake + Document Collection Agent Kit

For forms, files, approvals, and onboarding assets that get lost before work starts.

  • Intake schema and document tracker
  • Email and SMS request templates
  • Logic map, QA checks, and handoff playbook
$39
CRM Cleanup Sprint Kit cover
CRM cleanup

CRM Cleanup Sprint Kit for Solo Consultants

Your CRM should tell you who needs follow-up next, not bury you in stale notes and duplicates.

  • CRM audit scorecard and clean field schema
  • Duplicate merge rules and follow-up segments
  • AI cleanup prompts and weekly review scorecard
$49
Grant Application Sprint Kit cover
Grant deadlines

Grant Application Sprint Kit for Small Nonprofits

A small nonprofit grant deadline gets chaotic fast. Use this to organize fit, budget inputs, reviewers, and reporting.

  • Funding-fit scorecard and grant calendar
  • Budget builder and reviewer checklist
  • Prompt pack and reporting tracker
$5
Low-cost starter kit for deadline-driven grant work.
Small Team AI Policy Kit cover
AI rules

Small Team AI Policy Kit

Your team is already using AI. Give them clear rules before client data or sensitive docs end up in the wrong tool.

  • Acceptable-use policy and data rules
  • Tool register and incident checklist
  • Training outline and client disclosure copy
$29
H-1B Cap-Exempt Employer Search Kit cover
Structured search

H-1B Cap-Exempt Employer Search Kit

A focused search workflow for university, research, hospital, and affiliated nonprofit employer research.

  • Employer categories and search strings
  • Starter leads and weekly tracker
  • Outreach templates and verification notes
$19

How delivery works

Checkout happens on Gumroad. After purchase, you get the files and templates immediately. Most kits are designed to be copied, edited, and used the same day.

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