Knowledge centre
Guides, criteria and practical resources to connect your business with technology.
Attract and measure
CSV log to track each contact from its origin through opportunity and closure. Records source, medium, campaign, stage and outcome to attribute sales by channel without relying only on the ad platform report.
Maintain and protect
Markdown checklist to respond to a website outage: detect, verify, communicate, escalate and close, with roles, escalation contacts, template message and incident log. Does not include access credentials.
Launch and sell
CSV matrix to evaluate WordPress, Shopify, and custom development using your company's criteria: operations, integrations, ownership, maintenance, and evolution. Helps you compare proposals in an organized way and spot where an option falls short.
Attract and measure
CSV map to record the real questions your B2B buyers ask, classify them by intent, and assign them to a catalog page: family, application, or product sheet. Helps you decide which content to create first.
Evolve
CSV registry to track an automation's results: baseline, usage, time, errors, exceptions with root cause and decision per period. Helps distinguish between an automation that works and one that delivers value.
Connect and automate
CSV log to track requests received via WhatsApp: source, type (sales or support), owner, status, next step, date and closure. Allows you to see what’s pending and which channel brings requests that actually close.
Evolve
Markdown sheet to request a software improvement with problem, users, scenarios, rules, acceptance criteria in Given-When-Then format, constraints, out-of-scope items and change log.
Maintain and protect
CSV log to document each restore test: system, backup used, isolated environment, responsible parties, validated criteria, total time, findings and next test. Does not contain credentials or real data.
Connect and automate
Markdown diagnostic to evaluate whether a spreadsheet is still suitable for a process. Walks through concurrency, controls, traceability, integrations and impact, and concludes with a decision: keep, tidy, or migrate.
Connect and automate
CSV template to map systems and data flows: which data travels, from which owning system, to where, with what trigger and frequency, how it is reconciled and what happens if it fails. Useful to prepare an integration without duplicating information.
Evolve
CSV register to document technical debt with symptom, evidence, business consequence, risk, priority and action, so technical conversation becomes an investment decision.
Connect and automate
CSV template to map a quotation and approval process step by step: input, owner, condition, output, exception, wait time and follow-up. Use it to capture the real process with your team before improving or automating it.
Explore how we connect business and technology in real projects.