Free Resources for DFW Businesses
Guides, tools, and insights to help you leverage technology for growth.
Productivity ROI Calculator
Calculate how much time and money automation could save your business.
Productivity Assessment
Answer a few questions to discover your automation opportunity
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2 Weekly Hours Spent on These Tasks
Your Productivity Opportunity
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Free Downloadable Guides
12 practical resources to help you leverage technology for growth. 142 pages of actionable insights.
The Small Business Guide to AI Automation
A beginner-friendly introduction to AI and automation. Learn what's possible, where to start, and how to calculate ROI.
Includes:
- 10 high-impact automation use cases
- ROI calculation worksheet
- Implementation roadmap template
- Vendor evaluation checklist
Church Technology Playbook
Practical technology solutions for churches of all sizes. From websites to member engagement tools.
Includes:
- Technology assessment worksheet
- Budget planning guide
- 15 quick wins for immediate impact
- Staff training checklist
DFW Digital Advertising Guide
Learn how to run profitable Google and Facebook ad campaigns targeting Dallas-Fort Worth customers.
Includes:
- Budget recommendations by industry
- DFW market insights
- Ad copy templates
- Campaign tracking setup guide
The 2026 DFW Small Business Technology Report
Exclusive research on how DFW small businesses are using AI, automation, and digital marketing in 2026.
Includes:
- Survey data from 200+ DFW businesses
- AI adoption trends by industry
- ROI benchmarks for key technologies
- Expert predictions for 2026-2027
Website Performance Audit Checklist
Grade your website's performance, SEO, accessibility, and conversion optimization with this comprehensive checklist.
Includes:
- 100-point scoring system across 8 categories
- Mobile responsiveness checks
- Page speed optimization tips
- Conversion rate improvement checklist
Marketing Automation Platform Comparison
Compare 7 popular marketing automation platforms to find the right fit for your business size and budget.
Includes:
- Feature comparison charts
- Pricing breakdown by tier
- Pros and cons for each platform
- Decision worksheet to narrow your choice
E-Commerce Launch Roadmap
Step-by-step guide to launching an online store, from choosing a platform to your first sale.
Includes:
- Self-assessment quiz for readiness
- Platform comparison (Shopify vs WooCommerce vs Custom)
- 90-day launch timeline with weekly tasks
- Pre-launch checklist covering legal, photography, payments
HVAC Marketing Playbook
Industry-specific marketing strategies for DFW HVAC companies to generate more leads and book more appointments.
Includes:
- 7 proven marketing strategies with ROI data
- Google Local Services Ads setup guide
- Emergency vs. planned purchase customer journeys
- 30-day quick start plan with case study
Website Project Brief Template
Define your website project scope, avoid scope creep, and get accurate proposals with this fill-in-the-blank template.
Includes:
- Project goals and objectives worksheet
- Technical requirements checklist
- 20 questions to ask every developer
- Proposal evaluation scorecard with red flags
Marketing Budget Planner
Calculate the right marketing budget for your business and allocate it strategically across channels for maximum ROI.
Includes:
- Industry benchmarks (5-20% of revenue)
- Revenue goal calculator with formulas
- Channel budget breakdown for 8 common channels
- Monthly expense tracker and quarterly review checklist
Church Vendor Evaluation Scorecard
Objectively evaluate technology vendors for your church with this 100-point scoring system used by ministry leaders.
Includes:
- 5-category scoring rubric (ministry understanding, solution fit, implementation, pricing, support)
- 10 reference check questions to ask past clients
- Side-by-side comparison matrix for up to 3 vendors
- Board presentation prep guide
Launch Online Giving in 7 Days
Day-by-day implementation plan to add online giving to your church, from platform selection to launch communication.
Includes:
- Daily task breakdown (choose platform, setup, integrate, train, launch)
- Platform comparison (Tithe.ly, Pushpay, Givelify, Subsplash, Kindrid)
- Email templates, bulletin inserts, announcement scripts
- Objection handling with data-driven responses
Case Studies
See how DFW businesses have transformed with automation and AI.
HVAC Company Saves 18 Hours Weekly
Industry: Home Services
Size: 12 employees
Challenge: Spending 20+ hours weekly on scheduling, customer follow-ups, and quote generation.
Solution: AI chatbot for initial inquiries, automated scheduling system, and follow-up email sequences.
Results:
- 18 hours saved per week
- 40% faster response to inquiries
- 25% increase in booked appointments
- $47,000 annual labor cost savings
- 4.8-star rating improvement on Google
Church Increases Online Giving 140%
Industry: Religious Organization
Size: 180 members
Challenge: Outdated website, low online giving adoption, manual event registration process.
Solution: Modern website redesign with integrated giving platform, automated event management, and member portal.
Results:
- Online giving increased 140% in first year
- 89% of event registrations now online
- Mobile bounce rate dropped from 78% to 22%
- Google search visibility up 310%
- Staff admin time reduced 12 hours/week
Law Firm Generates 127 Qualified Leads
Industry: Legal Services
Size: 4 attorneys
Challenge: Inconsistent lead flow, high cost per client acquisition, no digital marketing presence.
Solution: Google Ads campaign targeting DFW legal keywords, landing page optimization, and lead nurturing automation.
Results:
- 127 qualified leads in 90 days
- $52 average cost per lead
- 18% conversion to paid consultation
- 410% ROI in first quarter
- Predictable monthly lead flow established
Retailer Launches E-commerce in 6 Weeks
Industry: Retail (Boutique)
Size: 1 location, 3 employees
Challenge: COVID forced store closure. Needed to pivot to online sales quickly with limited tech experience.
Solution: Custom e-commerce website with inventory sync, local pickup option, and email marketing automation.
Results:
- Launched in 6 weeks from kickoff to first sale
- $18,000 monthly online revenue within 3 months
- Average order value: $87
- 42% repeat customer rate
- Successfully navigated pandemic with revenue growth
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