Free Resources

Tools, templates and guides to help you streamline your operations, improve workflows, strengthen processes, and integrate AI into your business. All resources are created by Plot On It LLC using real-world consulting experience.

Operations Templates

Project Kickoff Checklist

A complete checklist to help teams start projects the right way, with clarity and structure.

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SOP Template (Editable)

An all-purpose Standard Operating Procedure template for internal processes.

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Handoff Workflow Template

Use this to eliminate gaps and missed steps between departments.

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AI Tools & Guides

AI Prompts for Admin Teams

50+ optimized prompts to help teams speed up admin, follow-up, and documentation.

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AI Workflow Automation Guide

Learn where to place automation in your business without overwhelming your team.

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AI Intake & Communication Templates

Instant intake models for claims, legal admin, clients, and internal requests.

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Industry-Specific Resources

Insurance & Claims Toolkit

Templates and guides for documentation, coverage analysis, and file clarity.

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Legal Administrative Support Kit

Non-legal workflows for discovery packets, client intake, and case file organization.

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Event & AV Operations Checklist

A full event coordination and AV readiness checklist for smooth production days.

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Business Systems & Cleaning Ops

Cleaning Company Starter SOPs

Use these SOPs to train new cleaners and standardize service quality.

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Client Communication Scripts

Professional scripts for onboarding, scheduling, and quality checks.

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Payroll & Shift Tracking Template

A simple but powerful sheet for managing hours, pay, and job logs.

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As Seen on Social Media

Dopamine Worksheet

Dopamine Worksheetto evaluate and commit.

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Women in Tech Leadership Panel

Insights, strategies and career development tips from the panel.

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ADMFA Studio Event Toolkit

Everything needed to plan, book and execute an event at ADMFA Studio.

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