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Playbooks

Impact Playbook Library

Select an industry, city, and persona to see how we cut spend, launch new software, and protect compliance. Every playbook includes pains, solutions, metrics, FAQs, and CTA language you can re-use.

Industries

5

SaaS, logistics, healthcare, finance, services.

Cities

5

Localized regs and buyer context baked in.

Personas

3

VP of Operations, Chief Product Officer, Head of Operations

saas cost reductionsoftware consolidation agencyai automation partneraustin ai developersclient portal developmentsecure ai workflowsoc2 software partnerprofessional services automation

Austin • VP of Operations

SaaS Spend Optimization Partner in Austin

Josh Agency instruments your entire software stack, surfaces waste, and rebuilds the workflows that deserve investment so your team ships faster with fewer tools.

  • Telemetry layer mapping contracts, seats, roles, and feature usage
  • Secure automation that replaces three redundant tools with one build sprint
Open playbook 32% impact

New York • Chief Product Officer

Secure Client Portal Builders in New York

We co-design onboarding portals, document automation, and deal rooms that keep legal teams comfortable while giving clients real-time visibility.

  • Dual-track build combining AI summaries with human approvals
  • Audit log service that mirrors every touch and document download
Open playbook +18% impact

Chicago • Head of Operations

Logistics Automation Lab in Chicago

Josh Agency blends telemetry, dispatch workflows, and AI copilots so logistics teams eliminate manual work and win new accounts with faster response times.

  • Unified dispatcher desktop with governed AI suggestions
  • Pricing + margin engine tied to real-time capacity and costs
Open playbook -63% impact

Boston • VP of Growth

Healthcare Proposal Studio in Boston

We build AI-assisted proposal tooling that keeps PHI safe, tags every claim, and gives sales teams more time with accounts.

  • Template + component library that assembles compliant packages
  • Automated evidence pull from case studies, claims, and EHR integrations
Open playbook -58% impact

San Francisco • Revenue Operations Lead

Financial Client Engines in San Francisco

Josh Agency deploys AI playbooks that score leads, prep regulated communications, and surface next-best-actions while respecting compliance.

  • AI-generated briefs and outreach reviewed by compliance before sending
  • Unified pipeline dashboard linking spend, ARR, and conversion
Open playbook -22% impact