Learning Resources
Practical checklists, question sets, and guides to help you plan projects, evaluate vendors, and make clearer technology decisions.
Foundations
beginnerUnit 1
The Website Owner's Cheat Sheet
20 min
The definitive guide to owning and managing your website infrastructure, from domains and DNS to SSL and hosting.
- Domain ownership audit: Ensure you (not your dev) own the registrar account
- DNS Record Reference: A, CNAME, MX, and TXT records explained simply
- The Hosting Vetting Checklist: Performance, support, and backup requirements
- SSL & Security Baseline: Padlocks, encryption, and mixed content fixes
- Go-Live Checklist: 10 things to check before hitting the "publish" button
Foundations
beginnerUnit 2
Software & SaaS Strategy Playbook
25 min
How to plan your product roadmap, choose between SaaS and custom builds, and define your first MVP.
- The MVP Matrix: How to decide which features stay and which ones go
- SaaS Evaluation Worksheet: Vetting vendors for security, data export, and lock-in
- Workflow Mapping Template: Turning business process into software requirements
- Web App vs. Mobile App: Choosing the right platform for your users
- No-Code vs. Code: When to build it yourself vs. hire a team
Foundations
intermediateUnit 3
The Data & Analytics Roadmap
20 min
Transform your business data into actionable insights with this guide to structure, dashboards, and source of truth.
- The "Source of Truth" Audit: Identifying where your core data lives
- Database Schema Worksheet: Planning tables and relationships in plain English
- The Analytics Tracking Plan: What to measure, where to track it, and why
- Data Quality Scorecard: 5 tests to see if your reporting can be trusted
- Dashboard Requirement Guide: How to build views that drive decisions, not noise
Operations
intermediateUnit 4
Automation & API Safety Guide
15 min
Master the "Glue" of the internet. How to connect systems safely, handle errors, and manage API permissions.
- The API Key Safety Checklist: How to store and share credentials securely
- Zapier & Make Error Handling: What to do when your automations "break silently"
- Webhook & Event Testing: Verifying that data moves in real-time
- Integration Readiness Review: Questions to ask before connecting two systems
- Rate Limits & Scalability: Ensuring your automation works under pressure
Operations
beginnerUnit 5
Business Security & Privacy Shield
30 min
The essential operational habits that protect your business from phishing, data breaches, and compliance risks.
- The "Human Firewall" Training: Essential tips for your team to spot scams
- Account Protection Audit: MFA, password managers, and recovery paths
- PII Inventory Worksheet: Mapping where your customer data lives
- The Incident Response Starter: What to do in the first hour of a breach
- Vendor Privacy Review: Vetting the third-party tools you trust with data
AI & Automation
beginnerUnit 7
The AI Mastery Kit
25 min
From understanding LLMs to writing professional prompts and managing AI risks in your business.
- The Prompt Library Plan: Building reusable AI assets for your team
- AI Privacy & Training Opt-Out: How to protect your IP on major platforms
- The "Role & Context" Worksheet: Writing prompts that get 10x better results
- AI Risk Scorecard: Evaluating bias, hallucinations, and copyright issues
- Implementation Brief: Deciding between a simple prompt, RAG, or agents
Strategy & Buying
intermediateUnit 9
The Marketing Tech Stack Review
20 min
Align your marketing tools with your revenue goals and ensure your measurement is technically sound.
- The GA4 "Noise Reduction" Plan: The 5 reports that actually matter
- UTM & Campaign Tracking Policy: Standardizing how you measure source and ROI
- Conversion Pixel Audit: Ensuring your ads are actually tracking results
- CRM Handoff Checklist: How data moves from "Lead" to "Sale"
- Marketing Tech ROI Worksheet: Auditing your spend vs. actual utility
Strategy & Buying
advancedUnit 10
Buying & Reviewing Tech Work
30 min
Become a better client and buyer. How to vet talent, review proposals, and manage technical debt.
- Vetting Technical Talent: Portfolio review and interview red flags
- The Proposal Deep Review: Spotting hidden costs and scope gaps
- Acceptance Criteria Worksheet: Defining "Done" before work starts
- Technical Debt Audit: How to communicate about "clean-up" work
- Post-Launch Handoff: Documentation, maintenance, and ownership check
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