Business types
Say what you run. The crew arrives tuned to it.
A generic crew is a good start. A crew that already knows an online store fails silently, or that a course business runs on completion rather than enrolments, is a better one. Setup asks one question: what kind of business is this? Then it applies a preset: a pre-filled business configuration plus tuning notes for each seat, layered on top of the twelve agents through your brain vault. The agents themselves are never forked.
The deep five
Built from businesses we actually run
These five aren’t researched from listicles. Each one is distilled from the live configuration of a business I operate, with the names, prices and war stories filed off and the lessons kept. That’s the difference between a preset and a template: these carry scar tissue.
SaaS & subscription software
Distilled from the subscription software I run, where support silence tells you nothing and the product has to be tested like a stranger would use it.
- ✓Daily synthetic checks on your product's core paths, because low support volume is not evidence of health
- ✓Activation and churn framing: report the moment users get value, not raw signups
- ✓Dunning posture: a failed annual renewal is an expired card, not a decision to leave
- ✓The arbitration rule: retention beats acquisition, and a live product failure beats both
Digital products & downloads
Distilled from my digital product catalogues, where a purchase and its delivery are seconds apart and the gap between them is a broken promise.
- ✓Daily probes on the two paths that matter: a stranger can pay, and a payer receives
- ✓Peak-window support: urgency set by the clock, not the tone of the email
- ✓The catalogue truth rule: nothing is marketed that the delivery path does not carry
- ✓Resend access first, diagnose second
Online store & print on demand
Distilled from the store I run with a print-on-demand partner, where digital fails loudly and physical fails silently.
- ✓The ageing sweep: every open order aged against its window daily, chased before the customer asks
- ✓Personalisation rules: never guess a spelling, never auto-correct one, confirm before production
- ✓Margin reported by class (digital, POD, held stock), never blended
- ✓Last-order dates before gifting peaks, derived from real supplier lead times
Course creators & education
Distilled from the education business I run for nervous beginners, where the product is not the content but the student finishing.
- ✓Completion as the north star: stall clusters are content defects, not support tickets
- ✓Pricing provenance: no rate card means the crew never quotes, ever
- ✓Institutional correspondence prepared but never sent by the crew
- ✓Copy rules that never imply a student is behind, slow or failing
Nonprofits & charities
Distilled from the charity operations I run alongside the commercial brands. The most conservative preset in the pack, on purpose.
- ✓The crew never touches donation money: no lane for it exists, by design
- ✓Every public fundraising or impact claim escalates with its evidence, every time
- ✓No urgency tactics or manufactured scarcity in any ask
- ✓Sponsor screening against your hard-no categories before a lead reaches you
The researched fifteen
Researched starting points, honest about it
These fifteen are ready today, and they carry a different label on purpose. They’re tuned starting points built from operating experience in adjacent verticals, not businesses I’ve personally run, and each preset says so in its own file (grounding: researched). Same format as the deep five, same seven sections, same editable plain English. Each one is organised around its vertical’s silent failure: the thing that goes wrong without ever producing an angry email.
Coach & consultant
The pipeline you stopped feeding while you were busy delivering: the famine is always booked during the feast.
Agency & freelancer
The retainer client cooling quietly months before the cancellation email, while their work still gets done on time.
Content creator & newsletter
Cadence decay and list rot: the queue runs dry, the audience recalibrates, and the numbers tell you weeks too late.
Cafe & restaurant
The stale perimeter: wrong hours on a maps listing turning strangers away at a dark door, with no complaint ever filed.
Trades & home services
The quote never followed up and the job never invoiced: the work is fine, the follow-through leaks the money.
Salon & beauty
The lapsed regular: the book still looks full while clients drift past their own rhythm to whoever had an opening.
Gym & fitness studio
Attendance decay: four visits a week, then two, then none, all without a word, weeks before the cancellation.
Photographer
The pipeline either side of the shoot: dates held on trust, editing queues ageing past promises, gallery links expiring.
Events & weddings
The unconfirmed dependency and the change that never propagated, discovered after the one deadline that cannot move.
Real estate agent
The enquiry answered two days late and the vendor left in silence; the crew never touches a price guide, ever.
Property manager
A maintenance request ageing invisibly while a hundred statutory clocks run; the tenant is not silent, they are compiling.
Accountant & bookkeeper
The stalled dependency behind every missed lodgement: the client who never sent documents, asked once, then nothing.
Allied health clinic
The missed referral and the broken recall: silent twice over, and the crew is never the clinician, by design.
Local retail
The top seller quietly out of stock and the aged stock nobody re-decides: cash turning into shelves that stop turning back.
Handmade & makers
The overcommitted queue: every sale is a promise drawn against making hours, and making hours do not scale.
Every agent stays editable. That’s the point.
A preset is plain instructions written into your own brain vault: a business configuration file and a page of per-seat notes, readable by you, editable by you. It’s a tuned starting point, not a locked mode. If your store does something the preset doesn’t cover, you write it in, and the crew reads what your vault says, not what my template said. Setup never blocks on a question you can’t answer yet either: a skipped answer is a visible gap in the file, and the crew works around it.
One question at setup. The tuning comes with the pack.
All twenty presets are part of the pack, on every plan, along with the updates that keep them current.