Internal — Staff Only
Staff Resources Portal
Internal tools, templates, and workflows for the Securafy team. Keep these confidential.
BDR Tools
Assessment & Deployment
Tools & Templates — Everything you need to deploy a prospect assessment, send the agent installer, and follow up professionally.
Setup & Usage
How the Workflow Works
1
BDR fills the portal form
Enter company name, IT contact details, assessment scope, and a personal note. Submit triggers the n8n webhook.
2
n8n creates the Datto site
The workflow creates a tagged PROSPECT site in Datto RMM via the API, generates agent installer links, and sets an expiry.
3
Prospect receives the email
The HTML email template is sent automatically with download buttons for Windows and macOS agent installers plus step-by-step instructions.
4
Assessment data flows in
Once the prospect installs the agent, Datto begins collecting data. Review findings in the Datto RMM dashboard and prepare the report.
AI Services
NEW PRACTICE AREA
Strategy documents, sales materials, vertical playbooks, and automation assets for the AI as a Service practice.
📋
Consulting Framework · AI Services
AI Readiness Assessment
A structured 6-phase framework for evaluating a client's capability and readiness to adopt, deploy, and scale AI. Use this during discovery to qualify AI Services opportunities and guide the conversation.
Open Assessment →
🤖
Internal Reference · AI Strategy
AI Services Opportunity Map
Comprehensive map of AI tools, platforms, and services relevant to Securafy's delivery model — organized by use case, capability, and integration opportunity.
Open Map →
🗺️
Internal Reference · AI Strategy
AI Services Roadmap
Strategic roadmap for Securafy's AI services development — phased implementation plan, capability timelines, and delivery milestones.
Open Roadmap →
📄
Download · Word Document
AI Services Roadmap — Word Doc
The AI Services Roadmap as a formatted Word document for presentations, client briefings, or sharing with leadership.
Download .docx →
📣
Internal Reference · AI Marketing
AI Marketing Automation — Country Club Campaign
AI-powered marketing automation plan for the Country Club vertical campaign — strategy, automation workflows, content sequences, and execution timelines.
Open Plan →
🤖
Internal Playbook · Claude + n8n
AEO/SEO/Security Campaign Playbook
Website marketing campaign using Claude and n8n — automation flow, grading scale, Claude audit prompt templates, n8n workflow JSON, and outreach email structure.
Open Playbook →
⚙️
Internal Reference · AI Strategy
n8n AI as a Service — Go-To-Market Strategy
Packaging, pricing, and GTM strategy for the Securafy AIaaS vertical. Covers n8n platform capabilities, tier structure, vertical workflow libraries, and the AI Discovery Session framework.
Open Strategy →
Complete AI automation practice buildout — sales materials, vertical playbooks, n8n workflow specs, and all client-facing assets. Built and ready to deploy.
📊 Client-Facing · Sales Materials
BROCHURE
📄
Leave-Behind · PPTX · 3 Slides
AI Services Overview Brochure
Universal leave-behind for any prospect. Works for any industry. Covers all automation categories, pricing tiers, and the 30-day guarantee. Perfect for trade shows and introductory meetings.
Download →
🏢 Vertical · Industry Brochures
One 3-slide branded leave-behind per vertical. Hand the relevant one to a prospect at a vertical-specific meeting.
⚖️
LAW FIRMS
Download
🧮
CPA & ACCOUNTING
Download
COUNTRY CLUBS
Download
🏭
MANUFACTURING
Download
🏢
FRONT OFFICE
Download
🔍 Sales Process · Discovery & Proposal
🔍
Discovery Tool · Word Document
AI Discovery Questionnaire
19-question, 6-section guided discovery with AI maturity scoring. Use in the $500 paid discovery session to map automation opportunities and quantify ROI.
Download .docx →
📋
Client-Facing · Word Template
AI Services Proposal Template
Full proposal with exec summary, ROI box, timeline, pricing table, guarantee, and signature blocks. Fill [brackets] and send.
Download .docx →
📘 Internal · Vertical Playbooks
Full playbooks for each vertical — automation templates, objection handling, pricing packages, and pitch guides. BDR and delivery team use.
⚖️
Playbook · Word Document
Law Firm Playbook
5 automation templates, compliance framing, objection handling, pricing packages.
Download →
🧮
Playbook · Word Document
CPA & Accounting Playbook
6 automation templates, tax-season timing guide, bookkeeping anomaly add-on.
Download →
Playbook · Word Document
Country Club Playbook
6 automation templates, member experience framing, objection handling, pricing.
Download →
🏭
Playbook · Word Document
Manufacturing Playbook
6 automation templates, ERP integration notes, operations/risk framing.
Download →
🏢
Playbook · Word Document
Front Office Universal Playbook
7 templates, role-based automation matrix (6 roles × hours saved). Any business.
Download →
⚙️ Delivery · n8n Workflow Specs & Import Files
JSON
📦
n8n Import · JSON · All 34 Workflows
Master Workflow Collection — Bulk Import
All 34 workflows in a single JSON. Import the entire collection into n8n in one shot: Settings → Import Workflow. Includes all 6 verticals: Law Firms, CPA, Country Clubs, Manufacturing, Front Office, Universal.
Download JSON →
ZIP
🗜️
n8n Import · ZIP · 34 Individual Files
Individual Workflow Files — Per-Client Deploy
All 34 workflows as separate importable JSON files (LAW-01 through UNI-03). Use when deploying one workflow at a time for a specific client. Unzip and import the relevant file.
Download ZIP →
Workflow Quick Reference — All 34
Code Workflow Vertical Saves
LAW-01New Client Intake AssistantLaw Firms6–10 hrs/wk
LAW-02Deadline & Court Date RemindersLaw Firms4–6 hrs/wk
LAW-03Document Summary & Review PrepLaw Firms5–8 hrs/wk
LAW-04Invoice & AR Follow-Up BotLaw Firms3–5 hrs/wk
LAW-05Client Matter Status UpdatesLaw Firms4–7 hrs/wk
LAW-06Staff Onboarding JourneyLaw Firms4–6 hrs/hire
CPA-01Document Request & Chase SystemCPA & Accounting8–12 hrs/wk
CPA-02New Client OnboardingCPA & Accounting4–6 hrs/client
CPA-03Tax Deadline Reminder SystemCPA & Accounting5–8 hrs/wk
CPA-04Invoice & AR Follow-Up BotCPA & Accounting3–5 hrs/wk
CPA-05Client Inquiry Triage & RoutingCPA & Accounting6–9 hrs/wk
CPA-06Bookkeeping Anomaly & Variance AlertsCPA & Accounting4–7 hrs/wk
CLUB-01Member Inquiry AssistantCountry Clubs5–8 hrs/wk
CLUB-02Event & Tournament CoordinationCountry Clubs8–12 hrs/event
CLUB-03New Member Onboarding JourneyCountry Clubs4–6 hrs/member
CLUB-04Reservation Follow-Up FlowCountry Clubs3–5 hrs/wk
CLUB-05Member Dues & Billing CommunicationCountry Clubs3–4 hrs/wk
CLUB-06Review & Reputation ManagementCountry Clubs2–4 hrs/wk
MFG-01PO Follow-Up & Supplier ChaseManufacturing6–10 hrs/wk
MFG-02Customer Order Status UpdatesManufacturing5–8 hrs/wk
MFG-03NCR Intake & Routing SystemManufacturing4–7 hrs/wk
MFG-04Vendor Onboarding AssistantManufacturing4–6 hrs/vendor
MFG-05Shift Handover & Production DigestManufacturing5–8 hrs/wk
MFG-06Compliance Document Expiry AlertsManufacturing3–5 hrs/wk
FO-01Universal Inbox Triage & RoutingFront Office6–10 hrs/wk
FO-02Lead Capture & First Response (<2 min)Front Office5–8 hrs/wk
FO-03Meeting Preparation AssistantFront Office4–6 hrs/wk
FO-04Quote & Proposal Follow-Up SequenceFront Office4–6 hrs/wk
FO-05Employee Onboarding Journey (30 Days)Front Office5–8 hrs/hire
FO-06Internal AI Knowledge Base AssistantFront Office6–10 hrs/wk
FO-07Weekly Business Performance DigestFront Office3–5 hrs/wk
UNI-01Google Review & Reputation ResponderUniversal2–4 hrs/wk
UNI-02Social Media Content PipelineUniversal5–8 hrs/wk
UNI-03AI Sales Proposal GeneratorUniversal3–5 hrs/proposal
💰 Internal Reference · Pricing
Law Firms
Starter Build$3,500–$4,500
Starter Monthly$700–$900/mo
Growth Build$8,000–$12,000
Growth Monthly$1,400–$2,000/mo
CPA & Accounting
Starter Build$3,500–$5,000
Starter Monthly$750–$1,050/mo
Growth Build$9,000–$14,000
Growth Monthly$1,500–$2,200/mo
Country Clubs
Starter Build$3,000–$4,500
Starter Monthly$700–$1,100/mo
Growth Build$9,000–$14,000
Growth Monthly$1,600–$2,500/mo
Manufacturing
Starter Build$4,000–$6,000
Starter Monthly$800–$1,200/mo
Growth Build$12,000–$18,000
Growth Monthly$1,800–$2,800/mo
Front Office / General
Starter Build$2,500–$4,000
Starter Monthly$600–$900/mo
Growth Build$8,000–$12,000
Growth Monthly$1,400–$2,200/mo
Key Anchors
Discovery Session$500 flat
Single Workflow (min)$1,500 build
Minimum Monthly$300/mo
Guarantee30-day refund