Stop building automations without a plan.
12 operator-tested templates that cover the full automation lifecycle — from scoping and cost projection to QA, deployment, and client handoff.
- Scope every project before writing workflow logic.
- Test with structured QA protocols, not hope.
- Hand off workflows to clients or team with confidence.
- Track costs and failures like a professional operator.
One scoping mistake costs more than this pack. Built from real automation delivery projects.
Get the Operator Template Pack
One payment, instant access. Download your templates immediately after purchase.
$39.00
USD • One-time payment
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Want the full implementation system?
Get the Automation Playbook12 templates. 4 modules. Full lifecycle.
Every template you need from first idea to client handoff.
Planning & Discovery
- Automation Opportunity Audit
Inventory manual processes and score by ROI potential.
- Stakeholder Briefing Template
One-page alignment doc for clients and team leads.
- Tool Selection Scorecard
Compare tools across cost, capability, and reliability.
Scoping & Architecture
- Automation Scope Document
Define inputs, outputs, triggers, and success criteria.
- Workflow Architecture Map
Plan data flow, decision points, and tool handoffs.
- Cost Projection Worksheet
Forecast costs and calculate break-even timeline.
Build & QA
- Implementation Checklist
7-phase build checklist from setup to go-live.
- QA & Testing Protocol
Structured test cases for happy path, edge cases, and errors.
- Deployment Runbook
Go-live steps, smoke tests, and rollback procedures.
Maintenance & Handoff
- Maintenance Log
Track uptime, failures, costs, and scheduled reviews.
- Failure Mode Tracker
Document what broke, why, and how to prevent recurrence.
- Workflow Handoff Document
Complete handoff for transferring ownership.
Who this is for
- Consultants and freelancers delivering automation projects to clients who need structured delivery artifacts.
- Ops leads who need to systematize how their team plans, builds, and maintains automations.
- Solopreneurs who build their own workflows and want to stop cutting corners on planning and testing.
7-day action guarantee
If these templates don't improve how you plan and deliver automations within 7 days, email support for a full refund. No questions asked.
Zero risk. Either they work, or you get your money back.
How it complements other products
What you get
- 12 production-ready templates (Markdown + Notion)
- Organized in 4 modules covering full lifecycle
- Ready to fill in, not just read
- One-time purchase — no subscription
- Instant download after payment
Frequently asked
What format are the templates?
Markdown files (.md) that work in any text editor, plus a Notion import package for Notion users. Use whichever works best for your workflow.
Do I need the Automation Playbook to use these?
No. The templates are standalone. They complement the Playbook but don't require it. If you already know how to build automations and just need better planning and delivery process, this is for you.
Are these specific to particular tools?
No. The templates are tool-agnostic. They work whether you use Make.com, n8n, Zapier, or any other automation platform.
What happens after payment?
You get immediate access to download the template pack. A confirmation email with access instructions is also sent.
Can I use these for client projects?
Yes. Use the templates in client deliverables, rebrand them for your agency, or integrate them into your team's processes. The license covers commercial use.
Want the full implementation system instead? See the Automation Playbook.