Playbooks
Real playbooks, real numbers, real client accounts.
Every download here is something I run on actual paying clients. No recycled blog posts, no gated opinions. Drop your email, get the file, unsubscribe whenever.


The Growth Leak Audit
27 yes/no checkpoints across paid ads, Klaviyo, checkout, and automation. The same fill-in-the-blank workbook I run on every new client. Find your leaks in 30 minutes, fix the first one by tomorrow.
- 8 paid ad checkpoints (Meta pixel, attribution, creative rotation)
- 7 Klaviyo checkpoints (flows, segmentation, deliverability)
- 7 checkout + store checkpoints (LCP, mobile CVR, trust signals)
- 5 automation checkpoints + scoring rubric


The Klaviyo RPR Playbook
Seven chapters, six flows, and the dollar math to prove it worked. Ship Welcome, Browse Abandon, Cart, Post-Purchase, Winback, and Back-in-Stock in 21 days. Target campaign RPR: $0.15 to $0.25.
- 90-day gap analysis priced in dollars
- Six core flows shipped in a 7-day sprint
- 4-week campaign cadence at 12 to 18 percent CTOR
- Deliverability + holdout test to prove the lift


The Meta Ads ROAS Playbook
Seven chapters on audience structure, creative cadence, bid strategy, and the budget math to prove the lift. Build the baseline, ship weekly creative tests, fix your bid strategy, close the tracking loop with CAPI. Target: 3.0x+ ROAS in 30 days.
- 30-day baseline priced in dollars vs 3.0x ROAS
- 1-3-1 account structure with Advantage+ Shopping
- 3x3x3 weekly creative tests by post ID
- Pixel + CAPI with server dedup and priority events


The Google Ads Conversion Playbook
Seven chapters on account structure, match types, Performance Max tuning, and the dollar math to prove the lift. Cut wasted spend, sharpen the SQR, and ship a conversion tracking stack that survives iOS and cookieless. Target: -30% CAC in 21 days.
- 90-day Google Ads gap sheet with dollar gap by campaign
- Search + PMax split with brand isolated
- Weekly query mining + negative keyword hygiene
- Offline + enhanced conversions wired end to end


10 n8n Automations for DTC
Ten Shopify, Klaviyo, Slack, and Gorgias workflows that replace manual ops β with the hour-math to prove the ROI. Native node setups first, HTTP Request only where the native node does not exist yet.
- Auto-tag customers by LTV in Klaviyo from Shopify orders
- Gorgias tier-escalation to Slack with order context
- Fulfilled-order review requests to Judge.me or Loox
- Weekly Klaviyo flow performance digest to Google Sheets


15 Hidden Conversion Leaks on Shopify
A systematic audit covering Core Web Vitals, PDP structure, checkout friction, and trust β with the dollar-gap math for each leak you patch. The same checklist I run on every new e-commerce engagement.
- Core Web Vitals thresholds and the Shopify speed killers
- PDP + cart + checkout fixes that move CVR
- Mobile-specific conversion leaks and fixes
- Post-purchase leaks: thank-you page, subscription, referral


The AI Agent Stack for Marketing Ops
Six agent patterns that actually ship client work β built on Claude, n8n, and the data tools you already run. Research, content, analytics, customer service co-pilot, creative iteration, plus the governance layer.
- Agent vs workflow decision framework with token cost math
- Research, content, analytics, CS, creative iteration patterns
- Human-in-the-loop gates for anything customer-facing
- Token budget + audit log + PII handling governance
