Field guides
Playbooks you can
run this month.
Free and ungated. Each guide turns one piece of our method into steps your team can follow.
Leadership
Fractional CTO
The first 30 days with a fractional CTOWhat to prepare, decide and expect in the first month of a fractional CTO engagement, so the part-time hours go to decisions instead of discovery.4 stepsReview your cloud bill in two weeksA four-step playbook to find out what your cloud spend pays for, remove obvious waste and give every remaining cost an owner, without a rewrite.4 stepsHire your first engineersA four-step playbook for a non-technical founder to define, interview for and onboard the first engineering hires without relying on gut feel.4 stepsPrepare for technical due diligenceA four-step playbook to inventory your technology, find the risks before the other side does, fix what you can and present the rest with a dated plan.4 stepsPresent a technology roadmap to the boardA four-step playbook to turn scattered technical priorities into a one-page roadmap with owners, costs, risks and decision points that a board can review each quarter.4 stepsSet a security baseline in 30 daysA four-week playbook to inventory your systems, agree a short list of security controls, close the most important gaps and keep evidence ready for customers and insurers.4 steps
Leadership
Fractional Chief AI Officer
Write an AI use policy in one weekA five-day sequence to write a short, usable AI policy — what tools are approved, what data may go in, what needs review — that people will actually follow.5 stepsBuild a 90-day AI planA three-phase method to turn scattered AI ambition into a 90-day plan with owned workflows, clear rules and one measured result leadership can see.3 stepsGet a stalled AI pilot into productionA four-step playbook to diagnose why an AI pilot stalled, fix what blocks it, and either put it into daily use with an owner or stop it on purpose.4 stepsRun an AI steering groupA four-step setup for a small, monthly AI steering group that decides priorities, approves new uses and keeps risk in check without slowing teams down.4 stepsRun a quarterly AI usage reviewA four-step quarterly routine to find the AI tools your company actually uses, assess the data and contracts involved, compare practice with policy and give leadership clear decisions to make.4 stepsRun an AI pilot that ends in a decisionA four-step playbook to choose the right workflow, agree success and stop criteria up front, run a time-boxed pilot with real users and finish with a recorded decision.4 steps
Leadership
Fractional Product Leadership
Scope a first release in two weeksA two-week sequence to turn a product idea into a first release small enough to ship, with a clear user, a measurable outcome and an agreed scope.4 stepsTurn customer feedback into a roadmapA four-step routine to collect customer feedback in one place, find the problems behind the requests, and turn them into roadmap decisions you can explain.4 stepsRun a monthly roadmap reviewA four-step monthly routine to check the roadmap against results, retire work that no longer matters, and leave with decisions every team can explain.4 stepsPublish release notes every releaseA four-step routine to draft customer release notes and an internal changelog from the work that actually shipped, approved by the product owner and shared with support and sales on release day.4 stepsRun a weekly product metrics reviewA four-step routine to agree the few product metrics that matter, assemble them automatically each week, explain what moved, and turn the review into recorded decisions.4 steps
Leadership
Milestone & Custom Delivery
Run a fixed-scope technology milestoneA four-stage method to deliver one technology milestone — a migration, integration or first release — on a fixed scope, with acceptance criteria agreed before work starts.4 stepsTake over software from a vendor or departing developerA four-step handover checklist so the company owns its code, accounts and knowledge when a vendor contract ends or a key developer leaves.4 stepsWrite acceptance criteria for a milestoneA four-step method to write acceptance criteria that both sides can test, so a software milestone is either done or not, without argument.4 stepsPlan a legacy system migrationA four-step playbook to move off an old system in stages, with the data checked, the business running throughout and a way back if something goes wrong.4 steps
Hands-on AI
Automate the repeatable
Automate one workflow in 30 daysA four-week playbook to take one recurring workflow from manual to automated, with an owner, approval points and a measured result.4 stepsWhere to put the human in an AI workflowA practical way to place approval points, stop rules and review in an AI workflow, so it can run on its own where it should and nowhere else.4 stepsMeasure the ROI of an AI workflowA four-step method to prove, or disprove, that an AI workflow is worth what it costs — using your own baseline instead of vendor averages.4 stepsTriage support requests with AIA four-step playbook to classify, route and draft replies for incoming support requests, with an agent approving every customer-facing message.4 stepsQualify inbound leads with an AI agentA four-step playbook to answer, qualify and route website inquiries with an AI agent, so good-fit buyers reach a person faster and nothing is promised that sales has not approved.4 stepsFollow up on every quoteA four-step routine to track every quote or proposal you send, follow up on time with a message that adds value, and close each one out with a recorded reason.4 stepsRun maintenance requests through one intakeA four-step playbook to bring maintenance and facilities requests into one intake, capture complete details first time, and route each job to the right person by priority.4 stepsBuild an RFP answer libraryA four-step playbook to gather your approved proposal and questionnaire answers into one owned library, draft first responses from it, and keep it current after every submission.4 stepsAutomate supplier invoice approvalA four-step playbook to move supplier invoices from inbox to approved entry with suggested coding, purchase-order matching and a named approver for every invoice.4 stepsPrepare every sales call with a briefA four-step routine to send each seller a one-page brief before every booked call, built from the inquiry, CRM history and approved public information.4 stepsSpot at-risk customers earlyA four-step playbook to agree the warning signs that come before cancellation, flag matching accounts with evidence, and give account owners a short brief to act on each week.4 stepsHandle returns and refunds consistentlyA four-step playbook to write your return and refund policy as clear rules, check each request against order records, prepare the response for an agent to approve and route exceptions to a person.4 stepsReview submitted forms against a checklistA four-step playbook to turn your review checklist into checks an agent can apply, prepare each review with the evidence, and keep a reviewer approving every decision and message.4 stepsOnboard new suppliers without the email chaseA four-step playbook to give every new supplier one checklist and upload point, check their documents automatically, chase what is missing and keep a person approving every supplier.4 stepsReview expense reports against your policyA four-step playbook to turn your expense policy into clear checks, prepare each claim with its receipts and flags, and keep approvers and finance in charge of every decision.4 stepsOnboard new customers so they reach first successA four-step playbook to define what early success looks like for a new customer, send the right next step at the right time and bring in a person as soon as someone stalls.4 stepsReply to every review without sounding genericA four-step routine to gather reviews in one queue, draft specific replies in your voice, route serious complaints to a manager, and turn recurring themes into fixes.4 stepsList new products faster from supplier dataA four-step playbook to fix your attribute list and style guide, map supplier data to it, draft listings from supplier facts only and have a merchandiser approve every one.4 stepsHandle booking changes without the backlogA four-step playbook to write down your change rules, connect bookings and availability, draft replies that quote the policy and route exceptions to a supervisor.4 stepsDraft listings agents are happy to approveA four-step playbook to set the brokerage style and wording rules, draft from the property record only, flag risky wording and keep the listing agent as the approver.4 stepsKeep RFIs and submittals from slippingA four-step playbook to agree the fields your log needs, read RFIs and submittals as they arrive, track who owes each response and send the project lead a daily overdue list.4 stepsMake every lot traceable from day oneA four-step playbook to agree what a traceability record must contain, read paperwork as it arrives, link deliveries to batches and have the quality lead confirm every flag.4 stepsCatch shipment problems before customers doA four-step playbook to define what counts as an exception, connect tracking and order data, route each exception to an owner with context and measure how many are caught early.4 stepsSend quotes the same day as the site visitA four-step playbook to tidy your price list, capture site notes in a consistent way, draft quotes from them and keep an estimator approving every quote.4 stepsReport program outcomes without the scrambleA four-step playbook to agree measures once, connect program data, draft funder reports with sources and have the program lead approve every report.4 stepsSend client updates that get decisionsA four-step playbook to agree an update format clients value, draft it from the tools your team already uses, have the engagement lead review every update and track the decisions it asks for.4 stepsTurn finished jobs into repeat businessA four-step playbook to standardise job notes and photos, draft clear customer reports, have the office approve them and schedule follow-ups that bring customers back.4 stepsAnswer guest questions around the clockA four-step playbook to collect approved property information, answer routine guest questions with sources, pass bookings and complaints to staff and keep each property’s details current.4 stepsGet resident requests to the right crewA four-step playbook to agree request types and owners, extract location and details, flag duplicates and urgent hazards, and keep residents updated as requests move.4 stepsReview transaction files fasterA four-step playbook to turn your brokerage checklist into rules, read submitted files, flag what is missing or inconsistent and keep the coordinator approving every file.4 stepsGet complete applications soonerA four-step playbook to write down each program’s requirements, check applications as they arrive, request missing items early and route complete files to staff for decisions.4 stepsAnswer security questionnaires fasterA four-step playbook to build an approved answer library, draft each questionnaire from it, have the security owner approve every answer and keep the library current.4 stepsKeep customers updated during service interruptionsA four-step playbook to draft updates from the operations log, have a supervisor approve them, answer repeat questions from the approved status and cut repeat contacts.4 stepsSend better pre-arrival messagesA four-step playbook to write approved message templates, draft each guest’s message from their booking, flag special requests for staff and cut routine arrival questions.4 stepsKeep a daily site diary without the paperworkA four-step playbook to agree a diary template, capture crew notes the same way every day, draft the diary for the site manager to sign and keep a reliable record.4 stepsRun reliable daily vehicle checksA four-step playbook to agree a short vehicle checklist, capture checks with photos, route defects to maintenance and keep every vehicle’s open issues visible.4 stepsPublish match recaps soonerA four-step playbook to connect confirmed stats and media notes, draft recaps in your style, check every fact against the official feed and have an editor approve each piece.4 steps
Hands-on AI
Configure your AI
Set up ChatGPT or Claude for a teamA four-step playbook to turn scattered individual AI use into a shared, governed setup your team actually uses.4 stepsBuild a shared prompt library for your teamA four-step playbook to turn the prompts people already rely on into a small, tested, owned library the whole team can reuse.4 stepsChoose an AI assistant for your teamA four-step way to compare AI assistants on your own work, your data rules and your existing tools, so the choice rests on evidence rather than a demo.4 stepsTurn meeting notes into actionsA four-step routine to get decisions and action items out of meetings and into the tools where work is tracked, with each item reviewed by the meeting owner.4 stepsOnboard new hires with an AI assistantA four-step playbook to give new hires a reliable assistant for their first weeks, built on approved onboarding material and backed by a real person for anything sensitive.4 stepsBuild a structured interview kitA four-step playbook to give every role a consistent job description, scorecard and question set, drafted with an assistant from approved templates and owned by people.4 stepsClose the gaps in your help centerA four-step weekly routine to find the questions customers keep asking that your help center does not answer, draft articles for the biggest gaps and check whether the questions drop.4 stepsBuild training from your own proceduresA four-step playbook to turn approved procedures into short training modules and checklists, keep a subject expert approving every module and refresh training whenever a procedure changes.4 stepsAnswer student questions from approved sourcesA four-step playbook to collect approved program information, answer routine questions with sources shown, route personal questions to staff and review answers weekly.4 stepsAnswer supporters quickly without losing the personal touchA four-step playbook to collect approved supporter information, answer routine questions with sources, route personal and gift-specific questions to staff and review answers weekly.4 stepsClear the routine letter backlogA four-step playbook to tidy your templates, connect only the details letters need, have staff approve every letter and keep templates current as policies change.4 steps
Hands-on AI
Connect your tools
Stop re-keying data between systemsA four-step playbook to connect two business systems so information entered once reaches the other automatically, with a clear owner and a way to catch errors.4 stepsPrepare your documents for an AI assistantA four-step playbook to get policies, procedures and product documents ready for an AI assistant, so its answers are current, sourced and limited to what each person may see.4 stepsConnect your CRM to the tools around itA four-step playbook to connect your CRM with forms, email, calendar and billing so records stay current without people copying data between systems.4 stepsBuild a vendor contract registerA four-step playbook to gather every vendor contract in one place, record the key terms and renewal dates, flag unusual clauses and alert owners before each notice deadline.4 stepsAutomate your weekly status briefA four-step routine to draft the weekly status brief from approved tools, surface the items that need a decision, and leave a manager to edit and send it.4 stepsAutomate document intake with human reviewA four-step playbook to capture incoming forms and packets in one place, extract the key fields, check them against your rules and send only the exceptions to a named reviewer.4 stepsSet up inventory reorder alertsA four-step playbook to connect stock, orders and sales data, flag items likely to run short and give buyers a reasoned reorder suggestion to approve.4 stepsFind repeat failures in maintenance logsA four-step playbook to read work orders and technician notes together, group similar failures by machine and part, and give the maintenance lead a weekly list of repeat problems to investigate.4 stepsAbstract leases and track key datesA four-step playbook to turn leases into consistent, clause-linked summaries, have a qualified reviewer confirm each one, and remind owners before every notice date.4 stepsHand off every deal from sales to deliveryA four-step playbook to turn each closed deal into a reviewed handoff brief, so delivery starts with the goals, scope and promises the customer already shared.4 stepsOffboard employees without leaving access behindA four-step playbook to build a complete offboarding checklist from your systems, track every access removal and handover, and keep a signed-off record for each departure.4 stepsRun a clean shift handover every timeA four-step playbook to agree what a handover must contain, draft it from the systems the shift already uses, have the outgoing supervisor confirm it, and carry every open item to an owner.4 stepsClear the front-desk inbox safelyA four-step playbook to define which requests are routine, route anything clinical or urgent to staff first, draft replies from approved templates and keep staff approving every reply.4 stepsGet complete claim files from day oneA four-step playbook to define a complete claim file, extract details from submissions, request missing documents early and route organised files to handlers who make every decision.4 stepsStart each day with the work orders that matterA four-step playbook to agree what a supervisor needs each morning, connect the maintenance system, draft a short brief that puts safety and blocked work first and track whether stuck jobs move.4 stepsAnswer order status questions instantlyA four-step playbook to connect order and tracking data read-only, verify customers before sharing details, answer routine status questions and hand problem shipments to coordinators.4 stepsCollect client onboarding documents without the chasingA four-step playbook to turn your onboarding checklist into rules, track every document, send one clear request for what is missing and hand specialists complete files.4 stepsStop referrals from slipping throughA four-step playbook to bring referrals into one queue, capture administrative details, check paperwork against your checklist and hand scheduling staff complete referrals.4 steps
Hands-on AI
Build the missing piece
Run a computer vision proof of conceptA four-step playbook to test whether computer vision can support a real decision, using your own images and a clear pass-or-fail test agreed up front.4 stepsDecide whether to build, buy or configureA four-step method to decide whether a need is best met by configuring tools you have, buying a product, or building custom software, before any money is committed.4 stepsUse your existing cameras for computer visionA four-step playbook to test whether the cameras you already have can answer a counting, occupancy or safety question before you buy any new hardware.4 stepsBuild an internal tool your team will useA four-step playbook to build a small internal tool around one real job, test it with the people who do that job, and keep it maintained after launch.4 stepsTurn site photos into inspection reportsA four-step playbook to standardize how field crews capture photos and notes, organize them into a report automatically, flag possible issues and have a qualified reviewer confirm every finding.4 stepsMonitor venue occupancy without identifying anyoneA four-step playbook to count people entering, leaving and gathering in a venue from existing cameras, alert staff when agreed thresholds are passed, and review patterns after each event, all without identifying individuals.4 stepsAnalyze movement from ordinary videoA four-step playbook to set up consistent video capture, count repetitions or score movement automatically, and show clips and scores to a coach or supervisor who confirms the result.4 stepsCheck safety gear with existing camerasA four-step playbook to define the zones and gear that matter, test detection on your own camera footage, alert supervisors without identifying anyone, and measure whether compliance improves.4 stepsMap problem areas from field imagesA four-step playbook to standardize how fields are photographed, test detection on your own crops and conditions, map flagged areas for agronomists and measure whether scouting gets faster and earlier.4 stepsFind street defects from routine drivesA four-step playbook to choose the defects worth finding, capture images on routes your vehicles already drive, have an inspector confirm every flag and turn confirmed defects into work orders.4 stepsMake your footage searchableA four-step playbook to agree a short tag list, suggest tags on new footage, have a coach or editor confirm them and let staff jump straight to the moment they need.4 stepsStart tracking players from your own footageA four-step playbook to pick the questions tracking should answer, check your footage is usable, have an analyst correct tracks and share results coaches trust.4 stepsSpot empty shelves before customers doA four-step playbook to choose the shelves worth monitoring, capture usable images without identifying shoppers, alert staff with a photo of each gap and measure restocking speed.4 stepsGet useful alerts from farm camerasA four-step playbook to pick a few conditions worth flagging, check your cameras can see them, send staff short alerts with an image and use what staff find to improve the alerts.4 stepsReport sponsor exposure from footageA four-step playbook to agree the sponsor marks to find, detect them in approved footage, have a partnerships lead review the draft and deliver consistent reports sooner.4 steps
Bring the messy version
One workflow.
A better way to run it.
Show us the tools, the handoffs, and the part that keeps slowing your team down.
---
title: "Field Guides for Practical AI"
description: "Free, ungated playbooks for putting AI into real work: one workflow, one owner, one measured result."
url: https://lidvizion.ai/guides/
site: Lid Vizion
index: https://lidvizion.ai/llms.txt
---
Field guides
# Playbooks you can run this month.
Free and ungated. Each guide turns one piece of our method into steps your team can follow.
[Score a workflow](https://lidvizion.ai/tools/ai-readiness-assessment/) · [Workflow audit](https://lidvizion.ai/workflow-audit/)
Leadership
## Fractional CTO
- [The first 30 days with a fractional CTO](https://lidvizion.ai/guides/first-30-days-with-a-fractional-cto/): What to prepare, decide and expect in the first month of a fractional CTO engagement, so the part-time hours go to decisions instead of discovery.
- [Review your cloud bill in two weeks](https://lidvizion.ai/guides/review-your-cloud-bill-in-two-weeks/): A four-step playbook to find out what your cloud spend pays for, remove obvious waste and give every remaining cost an owner, without a rewrite.
- [Hire your first engineers](https://lidvizion.ai/guides/hire-your-first-engineers/): A four-step playbook for a non-technical founder to define, interview for and onboard the first engineering hires without relying on gut feel.
- [Prepare for technical due diligence](https://lidvizion.ai/guides/prepare-for-technical-due-diligence/): A four-step playbook to inventory your technology, find the risks before the other side does, fix what you can and present the rest with a dated plan.
- [Present a technology roadmap to the board](https://lidvizion.ai/guides/present-a-technology-roadmap-to-the-board/): A four-step playbook to turn scattered technical priorities into a one-page roadmap with owners, costs, risks and decision points that a board can review each quarter.
- [Set a security baseline in 30 days](https://lidvizion.ai/guides/set-a-security-baseline-in-30-days/): A four-week playbook to inventory your systems, agree a short list of security controls, close the most important gaps and keep evidence ready for customers and insurers.
Leadership
## Fractional Chief AI Officer
- [Write an AI use policy in one week](https://lidvizion.ai/guides/write-an-ai-use-policy-in-one-week/): A five-day sequence to write a short, usable AI policy — what tools are approved, what data may go in, what needs review — that people will actually follow.
- [Build a 90-day AI plan](https://lidvizion.ai/guides/build-a-90-day-ai-plan/): A three-phase method to turn scattered AI ambition into a 90-day plan with owned workflows, clear rules and one measured result leadership can see.
- [Get a stalled AI pilot into production](https://lidvizion.ai/guides/get-a-stalled-ai-pilot-into-production/): A four-step playbook to diagnose why an AI pilot stalled, fix what blocks it, and either put it into daily use with an owner or stop it on purpose.
- [Run an AI steering group](https://lidvizion.ai/guides/run-an-ai-steering-group/): A four-step setup for a small, monthly AI steering group that decides priorities, approves new uses and keeps risk in check without slowing teams down.
- [Run a quarterly AI usage review](https://lidvizion.ai/guides/run-a-quarterly-ai-usage-review/): A four-step quarterly routine to find the AI tools your company actually uses, assess the data and contracts involved, compare practice with policy and give leadership clear decisions to make.
- [Run an AI pilot that ends in a decision](https://lidvizion.ai/guides/run-an-ai-pilot-that-ends-in-a-decision/): A four-step playbook to choose the right workflow, agree success and stop criteria up front, run a time-boxed pilot with real users and finish with a recorded decision.
Leadership
## Fractional Product Leadership
- [Scope a first release in two weeks](https://lidvizion.ai/guides/scope-a-first-release-in-two-weeks/): A two-week sequence to turn a product idea into a first release small enough to ship, with a clear user, a measurable outcome and an agreed scope.
- [Turn customer feedback into a roadmap](https://lidvizion.ai/guides/turn-customer-feedback-into-a-roadmap/): A four-step routine to collect customer feedback in one place, find the problems behind the requests, and turn them into roadmap decisions you can explain.
- [Run a monthly roadmap review](https://lidvizion.ai/guides/run-a-monthly-roadmap-review/): A four-step monthly routine to check the roadmap against results, retire work that no longer matters, and leave with decisions every team can explain.
- [Publish release notes every release](https://lidvizion.ai/guides/publish-release-notes-every-release/): A four-step routine to draft customer release notes and an internal changelog from the work that actually shipped, approved by the product owner and shared with support and sales on release day.
- [Run a weekly product metrics review](https://lidvizion.ai/guides/run-a-weekly-product-metrics-review/): A four-step routine to agree the few product metrics that matter, assemble them automatically each week, explain what moved, and turn the review into recorded decisions.
Leadership
## Milestone & Custom Delivery
- [Run a fixed-scope technology milestone](https://lidvizion.ai/guides/run-a-fixed-scope-technology-milestone/): A four-stage method to deliver one technology milestone — a migration, integration or first release — on a fixed scope, with acceptance criteria agreed before work starts.
- [Take over software from a vendor or departing developer](https://lidvizion.ai/guides/take-over-software-from-a-vendor/): A four-step handover checklist so the company owns its code, accounts and knowledge when a vendor contract ends or a key developer leaves.
- [Write acceptance criteria for a milestone](https://lidvizion.ai/guides/write-acceptance-criteria-for-a-milestone/): A four-step method to write acceptance criteria that both sides can test, so a software milestone is either done or not, without argument.
- [Plan a legacy system migration](https://lidvizion.ai/guides/plan-a-legacy-system-migration/): A four-step playbook to move off an old system in stages, with the data checked, the business running throughout and a way back if something goes wrong.
Hands-on AI
## Automate the repeatable
- [Automate one workflow in 30 days](https://lidvizion.ai/guides/automate-one-workflow-in-30-days/): A four-week playbook to take one recurring workflow from manual to automated, with an owner, approval points and a measured result.
- [Where to put the human in an AI workflow](https://lidvizion.ai/guides/where-to-put-the-human-in-an-ai-workflow/): A practical way to place approval points, stop rules and review in an AI workflow, so it can run on its own where it should and nowhere else.
- [Measure the ROI of an AI workflow](https://lidvizion.ai/guides/measure-the-roi-of-an-ai-workflow/): A four-step method to prove, or disprove, that an AI workflow is worth what it costs — using your own baseline instead of vendor averages.
- [Triage support requests with AI](https://lidvizion.ai/guides/triage-support-requests-with-ai/): A four-step playbook to classify, route and draft replies for incoming support requests, with an agent approving every customer-facing message.
- [Qualify inbound leads with an AI agent](https://lidvizion.ai/guides/qualify-inbound-leads-with-an-ai-agent/): A four-step playbook to answer, qualify and route website inquiries with an AI agent, so good-fit buyers reach a person faster and nothing is promised that sales has not approved.
- [Follow up on every quote](https://lidvizion.ai/guides/follow-up-on-every-quote/): A four-step routine to track every quote or proposal you send, follow up on time with a message that adds value, and close each one out with a recorded reason.
- [Run maintenance requests through one intake](https://lidvizion.ai/guides/run-maintenance-requests-through-one-intake/): A four-step playbook to bring maintenance and facilities requests into one intake, capture complete details first time, and route each job to the right person by priority.
- [Build an RFP answer library](https://lidvizion.ai/guides/build-an-rfp-answer-library/): A four-step playbook to gather your approved proposal and questionnaire answers into one owned library, draft first responses from it, and keep it current after every submission.
- [Automate supplier invoice approval](https://lidvizion.ai/guides/automate-supplier-invoice-approval/): A four-step playbook to move supplier invoices from inbox to approved entry with suggested coding, purchase-order matching and a named approver for every invoice.
- [Prepare every sales call with a brief](https://lidvizion.ai/guides/prepare-every-sales-call-with-a-brief/): A four-step routine to send each seller a one-page brief before every booked call, built from the inquiry, CRM history and approved public information.
- [Spot at-risk customers early](https://lidvizion.ai/guides/spot-at-risk-customers-early/): A four-step playbook to agree the warning signs that come before cancellation, flag matching accounts with evidence, and give account owners a short brief to act on each week.
- [Handle returns and refunds consistently](https://lidvizion.ai/guides/handle-returns-and-refunds-consistently/): A four-step playbook to write your return and refund policy as clear rules, check each request against order records, prepare the response for an agent to approve and route exceptions to a person.
- [Review submitted forms against a checklist](https://lidvizion.ai/guides/review-submitted-forms-against-a-checklist/): A four-step playbook to turn your review checklist into checks an agent can apply, prepare each review with the evidence, and keep a reviewer approving every decision and message.
- [Onboard new suppliers without the email chase](https://lidvizion.ai/guides/onboard-new-suppliers-without-the-email-chase/): A four-step playbook to give every new supplier one checklist and upload point, check their documents automatically, chase what is missing and keep a person approving every supplier.
- [Review expense reports against your policy](https://lidvizion.ai/guides/review-expense-reports-against-your-policy/): A four-step playbook to turn your expense policy into clear checks, prepare each claim with its receipts and flags, and keep approvers and finance in charge of every decision.
- [Onboard new customers so they reach first success](https://lidvizion.ai/guides/onboard-new-customers-so-they-reach-first-success/): A four-step playbook to define what early success looks like for a new customer, send the right next step at the right time and bring in a person as soon as someone stalls.
- [Reply to every review without sounding generic](https://lidvizion.ai/guides/reply-to-every-review-without-sounding-generic/): A four-step routine to gather reviews in one queue, draft specific replies in your voice, route serious complaints to a manager, and turn recurring themes into fixes.
- [List new products faster from supplier data](https://lidvizion.ai/guides/list-new-products-faster-from-supplier-data/): A four-step playbook to fix your attribute list and style guide, map supplier data to it, draft listings from supplier facts only and have a merchandiser approve every one.
- [Handle booking changes without the backlog](https://lidvizion.ai/guides/handle-booking-changes-without-the-backlog/): A four-step playbook to write down your change rules, connect bookings and availability, draft replies that quote the policy and route exceptions to a supervisor.
- [Draft listings agents are happy to approve](https://lidvizion.ai/guides/draft-listings-agents-are-happy-to-approve/): A four-step playbook to set the brokerage style and wording rules, draft from the property record only, flag risky wording and keep the listing agent as the approver.
- [Keep RFIs and submittals from slipping](https://lidvizion.ai/guides/keep-rfis-and-submittals-from-slipping/): A four-step playbook to agree the fields your log needs, read RFIs and submittals as they arrive, track who owes each response and send the project lead a daily overdue list.
- [Make every lot traceable from day one](https://lidvizion.ai/guides/make-every-lot-traceable-from-day-one/): A four-step playbook to agree what a traceability record must contain, read paperwork as it arrives, link deliveries to batches and have the quality lead confirm every flag.
- [Catch shipment problems before customers do](https://lidvizion.ai/guides/catch-shipment-problems-before-customers-do/): A four-step playbook to define what counts as an exception, connect tracking and order data, route each exception to an owner with context and measure how many are caught early.
- [Send quotes the same day as the site visit](https://lidvizion.ai/guides/send-quotes-the-same-day-as-the-site-visit/): A four-step playbook to tidy your price list, capture site notes in a consistent way, draft quotes from them and keep an estimator approving every quote.
- [Report program outcomes without the scramble](https://lidvizion.ai/guides/report-program-outcomes-without-the-scramble/): A four-step playbook to agree measures once, connect program data, draft funder reports with sources and have the program lead approve every report.
- [Send client updates that get decisions](https://lidvizion.ai/guides/send-client-updates-that-get-decisions/): A four-step playbook to agree an update format clients value, draft it from the tools your team already uses, have the engagement lead review every update and track the decisions it asks for.
- [Turn finished jobs into repeat business](https://lidvizion.ai/guides/turn-finished-jobs-into-repeat-business/): A four-step playbook to standardise job notes and photos, draft clear customer reports, have the office approve them and schedule follow-ups that bring customers back.
- [Answer guest questions around the clock](https://lidvizion.ai/guides/answer-guest-questions-around-the-clock/): A four-step playbook to collect approved property information, answer routine guest questions with sources, pass bookings and complaints to staff and keep each property’s details current.
- [Get resident requests to the right crew](https://lidvizion.ai/guides/get-resident-requests-to-the-right-crew/): A four-step playbook to agree request types and owners, extract location and details, flag duplicates and urgent hazards, and keep residents updated as requests move.
- [Review transaction files faster](https://lidvizion.ai/guides/review-transaction-files-faster/): A four-step playbook to turn your brokerage checklist into rules, read submitted files, flag what is missing or inconsistent and keep the coordinator approving every file.
- [Get complete applications sooner](https://lidvizion.ai/guides/get-complete-applications-sooner/): A four-step playbook to write down each program’s requirements, check applications as they arrive, request missing items early and route complete files to staff for decisions.
- [Answer security questionnaires faster](https://lidvizion.ai/guides/answer-security-questionnaires-faster/): A four-step playbook to build an approved answer library, draft each questionnaire from it, have the security owner approve every answer and keep the library current.
- [Keep customers updated during service interruptions](https://lidvizion.ai/guides/keep-customers-updated-during-interruptions/): A four-step playbook to draft updates from the operations log, have a supervisor approve them, answer repeat questions from the approved status and cut repeat contacts.
- [Send better pre-arrival messages](https://lidvizion.ai/guides/send-better-pre-arrival-messages/): A four-step playbook to write approved message templates, draft each guest’s message from their booking, flag special requests for staff and cut routine arrival questions.
- [Keep a daily site diary without the paperwork](https://lidvizion.ai/guides/keep-a-daily-site-diary-without-the-paperwork/): A four-step playbook to agree a diary template, capture crew notes the same way every day, draft the diary for the site manager to sign and keep a reliable record.
- [Run reliable daily vehicle checks](https://lidvizion.ai/guides/run-reliable-vehicle-checks/): A four-step playbook to agree a short vehicle checklist, capture checks with photos, route defects to maintenance and keep every vehicle’s open issues visible.
- [Publish match recaps sooner](https://lidvizion.ai/guides/publish-match-recaps-sooner/): A four-step playbook to connect confirmed stats and media notes, draft recaps in your style, check every fact against the official feed and have an editor approve each piece.
Hands-on AI
## Configure your AI
- [Set up ChatGPT or Claude for a team](https://lidvizion.ai/guides/set-up-chatgpt-or-claude-for-a-team/): A four-step playbook to turn scattered individual AI use into a shared, governed setup your team actually uses.
- [Build a shared prompt library for your team](https://lidvizion.ai/guides/build-a-shared-prompt-library/): A four-step playbook to turn the prompts people already rely on into a small, tested, owned library the whole team can reuse.
- [Choose an AI assistant for your team](https://lidvizion.ai/guides/choose-an-ai-assistant-for-your-team/): A four-step way to compare AI assistants on your own work, your data rules and your existing tools, so the choice rests on evidence rather than a demo.
- [Turn meeting notes into actions](https://lidvizion.ai/guides/turn-meeting-notes-into-actions/): A four-step routine to get decisions and action items out of meetings and into the tools where work is tracked, with each item reviewed by the meeting owner.
- [Onboard new hires with an AI assistant](https://lidvizion.ai/guides/onboard-new-hires-with-an-ai-assistant/): A four-step playbook to give new hires a reliable assistant for their first weeks, built on approved onboarding material and backed by a real person for anything sensitive.
- [Build a structured interview kit](https://lidvizion.ai/guides/build-a-structured-interview-kit/): A four-step playbook to give every role a consistent job description, scorecard and question set, drafted with an assistant from approved templates and owned by people.
- [Close the gaps in your help center](https://lidvizion.ai/guides/close-the-gaps-in-your-help-center/): A four-step weekly routine to find the questions customers keep asking that your help center does not answer, draft articles for the biggest gaps and check whether the questions drop.
- [Build training from your own procedures](https://lidvizion.ai/guides/build-training-from-your-own-procedures/): A four-step playbook to turn approved procedures into short training modules and checklists, keep a subject expert approving every module and refresh training whenever a procedure changes.
- [Answer student questions from approved sources](https://lidvizion.ai/guides/answer-student-questions-from-approved-sources/): A four-step playbook to collect approved program information, answer routine questions with sources shown, route personal questions to staff and review answers weekly.
- [Answer supporters quickly without losing the personal touch](https://lidvizion.ai/guides/answer-supporters-quickly-without-losing-the-personal-touch/): A four-step playbook to collect approved supporter information, answer routine questions with sources, route personal and gift-specific questions to staff and review answers weekly.
- [Clear the routine letter backlog](https://lidvizion.ai/guides/clear-the-routine-letter-backlog/): A four-step playbook to tidy your templates, connect only the details letters need, have staff approve every letter and keep templates current as policies change.
Hands-on AI
## Connect your tools
- [Stop re-keying data between systems](https://lidvizion.ai/guides/stop-re-keying-data-between-systems/): A four-step playbook to connect two business systems so information entered once reaches the other automatically, with a clear owner and a way to catch errors.
- [Prepare your documents for an AI assistant](https://lidvizion.ai/guides/prepare-your-documents-for-an-ai-assistant/): A four-step playbook to get policies, procedures and product documents ready for an AI assistant, so its answers are current, sourced and limited to what each person may see.
- [Connect your CRM to the tools around it](https://lidvizion.ai/guides/connect-your-crm-to-the-tools-around-it/): A four-step playbook to connect your CRM with forms, email, calendar and billing so records stay current without people copying data between systems.
- [Build a vendor contract register](https://lidvizion.ai/guides/build-a-vendor-contract-register/): A four-step playbook to gather every vendor contract in one place, record the key terms and renewal dates, flag unusual clauses and alert owners before each notice deadline.
- [Automate your weekly status brief](https://lidvizion.ai/guides/automate-your-weekly-status-brief/): A four-step routine to draft the weekly status brief from approved tools, surface the items that need a decision, and leave a manager to edit and send it.
- [Automate document intake with human review](https://lidvizion.ai/guides/automate-document-intake-with-review/): A four-step playbook to capture incoming forms and packets in one place, extract the key fields, check them against your rules and send only the exceptions to a named reviewer.
- [Set up inventory reorder alerts](https://lidvizion.ai/guides/set-up-inventory-reorder-alerts/): A four-step playbook to connect stock, orders and sales data, flag items likely to run short and give buyers a reasoned reorder suggestion to approve.
- [Find repeat failures in maintenance logs](https://lidvizion.ai/guides/find-repeat-failures-in-maintenance-logs/): A four-step playbook to read work orders and technician notes together, group similar failures by machine and part, and give the maintenance lead a weekly list of repeat problems to investigate.
- [Abstract leases and track key dates](https://lidvizion.ai/guides/abstract-leases-and-track-key-dates/): A four-step playbook to turn leases into consistent, clause-linked summaries, have a qualified reviewer confirm each one, and remind owners before every notice date.
- [Hand off every deal from sales to delivery](https://lidvizion.ai/guides/hand-off-every-deal-from-sales-to-delivery/): A four-step playbook to turn each closed deal into a reviewed handoff brief, so delivery starts with the goals, scope and promises the customer already shared.
- [Offboard employees without leaving access behind](https://lidvizion.ai/guides/offboard-employees-without-leaving-access-behind/): A four-step playbook to build a complete offboarding checklist from your systems, track every access removal and handover, and keep a signed-off record for each departure.
- [Run a clean shift handover every time](https://lidvizion.ai/guides/run-a-clean-shift-handover-every-time/): A four-step playbook to agree what a handover must contain, draft it from the systems the shift already uses, have the outgoing supervisor confirm it, and carry every open item to an owner.
- [Clear the front-desk inbox safely](https://lidvizion.ai/guides/clear-the-front-desk-inbox-safely/): A four-step playbook to define which requests are routine, route anything clinical or urgent to staff first, draft replies from approved templates and keep staff approving every reply.
- [Get complete claim files from day one](https://lidvizion.ai/guides/get-complete-claim-files-from-day-one/): A four-step playbook to define a complete claim file, extract details from submissions, request missing documents early and route organised files to handlers who make every decision.
- [Start each day with the work orders that matter](https://lidvizion.ai/guides/start-each-day-with-the-work-orders-that-matter/): A four-step playbook to agree what a supervisor needs each morning, connect the maintenance system, draft a short brief that puts safety and blocked work first and track whether stuck jobs move.
- [Answer order status questions instantly](https://lidvizion.ai/guides/answer-order-status-questions-instantly/): A four-step playbook to connect order and tracking data read-only, verify customers before sharing details, answer routine status questions and hand problem shipments to coordinators.
- [Collect client onboarding documents without the chasing](https://lidvizion.ai/guides/collect-client-onboarding-documents/): A four-step playbook to turn your onboarding checklist into rules, track every document, send one clear request for what is missing and hand specialists complete files.
- [Stop referrals from slipping through](https://lidvizion.ai/guides/stop-referrals-from-slipping-through/): A four-step playbook to bring referrals into one queue, capture administrative details, check paperwork against your checklist and hand scheduling staff complete referrals.
Hands-on AI
## Build the missing piece
- [Run a computer vision proof of concept](https://lidvizion.ai/guides/run-a-computer-vision-proof-of-concept/): A four-step playbook to test whether computer vision can support a real decision, using your own images and a clear pass-or-fail test agreed up front.
- [Decide whether to build, buy or configure](https://lidvizion.ai/guides/decide-build-buy-or-configure/): A four-step method to decide whether a need is best met by configuring tools you have, buying a product, or building custom software, before any money is committed.
- [Use your existing cameras for computer vision](https://lidvizion.ai/guides/use-existing-cameras-for-computer-vision/): A four-step playbook to test whether the cameras you already have can answer a counting, occupancy or safety question before you buy any new hardware.
- [Build an internal tool your team will use](https://lidvizion.ai/guides/build-an-internal-tool-your-team-will-use/): A four-step playbook to build a small internal tool around one real job, test it with the people who do that job, and keep it maintained after launch.
- [Turn site photos into inspection reports](https://lidvizion.ai/guides/turn-site-photos-into-inspection-reports/): A four-step playbook to standardize how field crews capture photos and notes, organize them into a report automatically, flag possible issues and have a qualified reviewer confirm every finding.
- [Monitor venue occupancy without identifying anyone](https://lidvizion.ai/guides/monitor-venue-occupancy-without-identifying-anyone/): A four-step playbook to count people entering, leaving and gathering in a venue from existing cameras, alert staff when agreed thresholds are passed, and review patterns after each event, all without identifying individuals.
- [Analyze movement from ordinary video](https://lidvizion.ai/guides/analyze-movement-from-ordinary-video/): A four-step playbook to set up consistent video capture, count repetitions or score movement automatically, and show clips and scores to a coach or supervisor who confirms the result.
- [Check safety gear with existing cameras](https://lidvizion.ai/guides/check-safety-gear-with-existing-cameras/): A four-step playbook to define the zones and gear that matter, test detection on your own camera footage, alert supervisors without identifying anyone, and measure whether compliance improves.
- [Map problem areas from field images](https://lidvizion.ai/guides/map-problem-areas-from-field-images/): A four-step playbook to standardize how fields are photographed, test detection on your own crops and conditions, map flagged areas for agronomists and measure whether scouting gets faster and earlier.
- [Find street defects from routine drives](https://lidvizion.ai/guides/find-street-defects-from-routine-drives/): A four-step playbook to choose the defects worth finding, capture images on routes your vehicles already drive, have an inspector confirm every flag and turn confirmed defects into work orders.
- [Make your footage searchable](https://lidvizion.ai/guides/make-your-footage-searchable/): A four-step playbook to agree a short tag list, suggest tags on new footage, have a coach or editor confirm them and let staff jump straight to the moment they need.
- [Start tracking players from your own footage](https://lidvizion.ai/guides/start-tracking-players-from-your-own-footage/): A four-step playbook to pick the questions tracking should answer, check your footage is usable, have an analyst correct tracks and share results coaches trust.
- [Spot empty shelves before customers do](https://lidvizion.ai/guides/spot-empty-shelves-before-customers-do/): A four-step playbook to choose the shelves worth monitoring, capture usable images without identifying shoppers, alert staff with a photo of each gap and measure restocking speed.
- [Get useful alerts from farm cameras](https://lidvizion.ai/guides/get-useful-alerts-from-farm-cameras/): A four-step playbook to pick a few conditions worth flagging, check your cameras can see them, send staff short alerts with an image and use what staff find to improve the alerts.
- [Report sponsor exposure from footage](https://lidvizion.ai/guides/report-sponsor-exposure-from-footage/): A four-step playbook to agree the sponsor marks to find, detect them in approved footage, have a partnerships lead review the draft and deliver consistent reports sooner.
Bring the messy version
## One workflow. A better way to run it.
Show us the tools, the handoffs, and the part that keeps slowing your team down.
[Let’s map your workflow](https://lidvizion.ai/contact/) · [Read our approach](https://lidvizion.ai/approach/)