Pulse · Implementation Playbooks
Pulse Implementation Playbooks
Step-by-step deployment guides for the AI tools we recommend most. Built for SMB owners deploying solo or with one IT partner. Pulse subscribers only.
Deploying ChatGPT Business for a small service business →
Built for: Owner-operator or office manager rolling ChatGPT out to 3-15 staff without dedicated IT.
Time: 1-2 weeks part-time (2-4 hours of active setup)
Stand up ChatGPT Business across your team without the security holes of personal Plus accounts on shared inboxes. Ends with one billing line, role-appropriate access, and a small library of GPTs that capture your company's voice.
Standing up an AI receptionist (Numa or Smith.ai) for a trades shop →
Built for: Plumbing, HVAC, or electrical shop with 5-25 staff already on ServiceTitan, Housecall Pro, or Jobber, losing after-hours / overflow calls.
Time: 2-3 weeks (1 setup week + a 2-week supervised pilot)
Capture the after-hours and overflow calls you currently lose to voicemail without hiring a second dispatcher. The decision between Numa (AI-only) and Smith.ai (hybrid AI+human) depends on call-volume + average-job size — covered in Step 1.
Migrating from manual bookkeeping to AI-assisted (Bench or alternative) →
Built for: Service-business owner doing under $5M revenue, currently doing books themselves on Sundays or paying a local bookkeeper $400-$1,200/mo, on QuickBooks or Xero.
Time: 2-3 weeks with mostly-async vendor onboarding
Move from manual or human-only bookkeeping to an AI-assisted hands-off arrangement that still produces a CPA-reviewed monthly close. Covers vendor selection, the data migration, and how to set up your tax preparer to consume the new file.
Subscribers see the full step-by-step inside every playbook — checklist, numbered steps, role handoffs, week-by-week ramp, and success metrics. Pulse becomes available after a paid Delegate audit; cancel anytime.
Unlock all playbooks — $19/mo with Pulse →