01Technology & AI
Workbook · 25-40 min
AI Prompt Design Workbook
Specify the outcome, context, evidence, constraints, output contract, and acceptance test behind serious AI work.
EZY PZ originalGeneral business use
The EZY PZ Working Library
Tools you can use.
Help when you want it.
Search practical resources rebuilt from years of real business work. No email gate. Preview the purpose, provenance, and safety notes before downloading.
28public resources now
4,811 source files indexed
4,811 source files indexed
⌕
Business area
Resource type
02Technology & AI
Workbook · 45-90 min
Vendor & Software Due-Diligence Workbook
Evaluate workflow fit, pilot evidence, security, privacy, integrations, total cost, contract risk, and exit readiness.
EZY PZ originalProfessional review recommended
03Compliance & Risk
Workbook · Use during incident
Incident Response Workbook
Create a time-stamped record of detection, severity, decisions, containment, evidence, communication, recovery, and corrective action.
EZY PZ originalProfessional review recommended
04Technology & AI
Workbook · 45-90 min
IT Asset & Software Inventory
Create an owner-based inventory of devices, software, access, data, vendors, patching, recovery, and retirement status.
EZY PZ originalGeneral business use
05Technology & AI
Checklist · 20-30 min
Secure Remote-Work Setup Checklist
Prepare the person, device, identity, network, workspace, data handling, communication, support, and offboarding controls for remote work.
EZY PZ originalProfessional review recommended
06Technology & AI
Workbook · 60-120 min
Website Pre-Launch Trust & Quality Review
Review identity, accessibility, claims, privacy, security, conversion, analytics, search, and ownership before launch.
EZY PZ originalProfessional review recommended
07Business Operations
Workbook · 60-90 min
Quarterly Business Review Workbook
Turn activity and metrics into an executive readout, root causes, decisions, priorities, owners, and stop-doing choices.
EZY PZ originalGeneral business use
08Business Operations
Template · 30-45 min
Mortgage Company Scope-of-Work Outline
A deep archive outline spanning strategy, legal and compliance, operations, technology, vendors, staffing, finance, marketing, and launch.
Sanitized archive editionProfessional review recommended
09Business Operations
Workbook · 60-90 min
Small-Business Operating Blueprint
Turn an idea into explicit decisions about customers, economics, delivery, controls, people, systems, and the next 90 days.
EZY PZ originalProfessional review recommended
10Sales & E-commerce
Workbook · 60-90 min
SEO Strategy Workbook
Connect search intent to customer decisions, useful pages, technical health, conversion economics, and stop-change-scale rules.
EZY PZ originalGeneral business use
11Sales & E-commerce
Workbook · 60-90 min
Local SEO Self-Audit & 90-Day Plan
Audit local search foundations, customer intent, pages, authority, reviews, conversion, and measurement—then sequence the work.
EZY PZ originalGeneral business use
12Sales & E-commerce
Workbook · 30-45 min
E-commerce Unit Economics Workbook
Calculate what remains after landed product, platform, payment, fulfillment, returns, support, and acquisition costs.
EZY PZ originalGeneral business use
13People & HR
Workbook · 30-45 min
New-Hire 30/60/90-Day Plan
Define what a new hire should understand, practice, own, and improve at each stage—with owners and checkpoints.
EZY PZ originalProfessional review recommended
14People & HR
Template · 20-30 min
Employee Coaching & Corrective Action Record
Document objective facts, expected standards, employee perspective, support, required change, evidence, and follow-up.
EZY PZ originalProfessional review recommended
15People & HR
Workbook · 30-45 min
Goal, Role & Performance Planner
Connect company outcomes to role responsibilities, measurable goals, support, evidence, feedback, and development.
EZY PZ originalProfessional review recommended
16Money & Tax
Checklist · 15-20 min
Corporation Setup Checklist
A concise archive checklist for organizing corporate setup decisions, filings, records, tax elections, banking, and operating administration.
Sanitized archive editionProfessional review recommended
17Compliance & Risk
Workbook · 60-120 min
Quarterly Compliance Review Workbook
Run an evidence-based review across licensing, advertising, communications, privacy, security, records, vendors, training, and remediation.
EZY PZ originalProfessional review recommended
18Compliance & Risk
Manual · 45-60 min read
Quarterly Compliance Checks - Archive Edition
A substantial mortgage-focused archive manual covering online activity, ethical standards, monitoring, findings, training, and corrective action.
Sanitized archive editionProfessional review recommended
19Mortgage & Real Estate
Workbook · 25-40 min
Mortgage Lead Intake Workbook
Capture borrower goals, tradeoffs, timeline, property, income, assets, obligations, history, document status, and next action.
EZY PZ originalProfessional review recommended
20Mortgage & Real Estate
Template · 20-30 min
Mortgage Transaction Communication Pack
Editable milestone messages for contract receipt, disclosures, appraisal, conditions, and closing preparation.
EZY PZ originalProfessional review recommended
21Mortgage & Real Estate
Workbook · 30-45 min
Loan Options Comparison Workbook
Compare loan structures using shared assumptions and make cash, payment, flexibility, restrictions, and breakpoints visible.
EZY PZ originalProfessional review recommended
22Mortgage & Real Estate
Manual · 60 min read
Mortgage Operations Training Guide
A comprehensive archive training manual covering process roles, credit, income, assets, DTI, documentation, communication, and problem solving.
Sanitized archive editionProfessional review recommended
23Mortgage & Real Estate
Guide · 45-60 min read
Self-Employed Borrower Guide
A deep archive guide to self-employment concepts, business documents, income analysis, cash flow, and mortgage-process considerations.
Sanitized archive editionProfessional review recommended
24Mortgage & Real Estate
Guide · 45 min read
New Construction Loans Guide
A substantial archive introduction to construction-loan structure, draws, builders, budgets, inspections, conversion, risk, and borrower communication.
Sanitized archive editionProfessional review recommended
25Mortgage & Real Estate
Guide · 45-60 min read
Preparing a Home for Sale
A long-form archive guide covering staging, repairs, curb appeal, decluttering, photography, showings, offers, and moving preparation.
Sanitized archive editionVerify current requirements
26Mortgage & Real Estate
Reference · 15 min read
Home Buyer Glossary
An archive glossary of common real-estate and mortgage terms written for consumer education.
Sanitized archive editionVerify current requirements
27Mortgage & Real Estate
Checklist · 10 min read
Mortgage Process Do-Not-Do Checklist
An archive consumer checklist explaining financial and documentation changes that can disrupt mortgage processing.
Sanitized archive editionProfessional review recommended
28Mortgage & Real Estate
Guide · 10-15 min
ARM vs. Fixed Mortgage Guide
An archive educational guide comparing adjustable and fixed-rate structures, payment behavior, time horizon, and risk tradeoffs.
Sanitized archive editionProfessional review recommended
Publication standard
Curated—not dumped.
The source archive includes completed client work, credentials, third-party materials, dated government forms, duplicate files, and macro-enabled spreadsheets. Those do not belong on a public website.
01
Select
A resource must solve a real, repeatable problem.
02
Sanitize
Names, contacts, client facts, and document metadata are removed.
03
Label
Every item states its provenance and when professional review is recommended.
04
Publish
The editable version is free, with no email gate.
One simple business model
Use it. Review it. Build it.
Use it yourself
Free templates, archive editions, guides, checklists, and workbooks.
$0Review it with us
Paid analysis, feedback, applicability checks, and recommendations.
Scoped workBuild it with us
Customization, implementation, automation, documentation, and handoff.
Scoped work