Resources

Guides for running a connected operation

Practical notes from running real operations and building their systems: what to measure, what to fix first, and what to ask before you buy anything, from us or anyone else.

Photo: U.S. Department of Agriculture

For any operation

Where to start, what to measure, and what to ask before you buy.

Any operation Signs your spreadsheets have stopped working Spreadsheets are a good way to start. Read the guide

Any operation Map one process before you buy software A one-page map of how an inquiry becomes a paid job tells you more than any software demo. Read the guide

Any operation Before you put AI on your phone line A voice assistant can answer the calls you miss while you are in the arena or on a tractor. Read the guide

Equestrian

Boarding, lessons, rides, farriers and vets.

Equestrian Boarding billing without the month-end scramble Monthly board is the easy part. Read the guide

Equestrian A waiver for every rider One waiver per booking leaves gaps when six people ride on one name. Read the guide

Equestrian Rounds and farm calls, from the due date to the invoice at the truck For farriers and vets: one record per horse becomes the day's route, the reminders and the invoice. Read the guide

Agriculture

Orders, pick lists and delivery runs.

Agriculture Direct-sales orders, from text message to delivery run When orders arrive by text, voicemail, email and the market stall, taking the order is the easy part. Read the guide

Ranching

Herd records, and beef sold by the half and quarter.

Ranching Herd records your crew will keep The best herd record is the one that gets filled in at the chute. Read the guide

Ranching Beef by the half and quarter, from deposit to pickup A half is sold months before it is cut, and billed on a weight nobody knows until the processor sends it. Read the guide

Tools and demos

Try them with your own numbers. Nothing is sent unless you choose to send it.

Tool Time-back calculator Your own numbers, and how many hours a week one system could give back. Open

Tool Find your starting point Seven questions suggest where a first conversation could start, with the reasons shown. Open

Demo Workflow demo One inquiry followed through every record it creates: equestrian, agriculture or ranching. Open

Rather talk it through?

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