Free for B2B operators

The Treetop content library.

Frameworks, playbooks, long-form guides, state-of reads, buyer's questions, and composite case studies — all free, all opinionated, all aimed at B2B teams between $5M and $50M trying to actually deploy AI (not just talk about it).

In this library
Frameworks & templates

Frameworks & templates

Free, opinionated frameworks for AI rollout, policy, and decision-making. Use directly or as a starting point.

AI implementation roadmap template
90-day plan with week-by-week milestones, owners, deliverables.
AI policy template
One-page AI usage policy framework for B2B companies.
Claude Project template library
12 starter Project templates: proposals, briefs, QBRs, follow-ups.
AI vendor evaluation framework
10-criteria scorecard for picking AI vendors.
AI rollout 90-day plan
Operational checklist for the operator running rollout.
AI build vs buy framework
Decision tree for build, buy, or hybrid AI approaches.
AI readiness checklist
25 organizational questions to answer before rollout.
AI use case prioritization framework
5-dim scoring to pick the right first 3 workflows.
AI rollout checklist for CEOs
15 boxes to check before greenlighting rollout.
Long-form guides

Long-form guides

Practical, opinionated guides for B2B operators rolling out AI or hiring fractional leaders.

How to roll out AI to a 50-person company
The operator’s guide for $5M-$30M companies.
How to choose an AI strategy consultant
Buyer’s guide: filters, questions, red flags.
How to measure AI ROI
Honest methodology with worked example.
How to hire a fractional CMO
Step-by-step buyer’s guide with interview questions.
How to write a Claude system prompt
Patterns that work in production B2B settings.
How to train your team on Claude
Onboarding playbook that actually produces adoption.
How to pitch AI to your board
7-slide deck structure, common questions, what to cut.
How to run an AI pilot that doesn’t stall
4-week pilot structure with pre-committed decision rules.
12 AI implementation mistakes to avoid
From real engagements: what to do instead.
How much should I budget for AI in 2026?
Realistic budget guidance by company size.
Function & industry playbooks

Function & industry playbooks

Function-specific and industry-specific playbooks for B2B teams in 2026.

B2B SaaS marketing playbook 2026
Channel mix, team shape, AI integration, budget allocation.
Professional services AI playbook
Agencies, consultancies, firms: pricing, talent, margin.
B2B content marketing playbook 2026
Post-AI-Overview strategy: POV, operator-led, LLM-O.
B2B sales development playbook 2026
Beyond cold spray: signal-driven warm motion.
Customer success AI playbook
Where to deploy AI in CS without losing the human touch.
Healthcare AI playbook 2026
Private practices and clinics; HIPAA-first deployment.
Legal AI playbook 2026
Mid-sized law firms (5-50 attorneys); pricing implications.
Manufacturing AI playbook 2026
Mid-market industrials; commercial-side focus.
Financial services AI playbook 2026
Advisory, wealth, brokerage; compliance posture.
E-commerce AI playbook 2026
DTC brands $2M-$50M; creative testing, customer service.
Nonprofit AI playbook 2026
Mid-sized nonprofits; capacity expansion framing.
Real estate AI playbook 2026
Brokerages + property management.
Role-specific Claude workflows

Role-specific Claude workflows

Daily workflows tuned to specific operator roles.

How to use Claude as a CEO
Briefings, board prep, decision frameworks, POV development.
How to use Claude as a COO
Meeting synthesis, process docs, cross-functional briefs.
How to use Claude as a Chief of Staff
Synthesis, exec briefing, decision documentation.
How to use Claude as a founder
Pre-Series-B workflows: sales, recruiting, content, investor updates.
How to use Claude as an account manager
Daily AM workflows; multiply book size.
How to use Claude as a product manager
PRDs, customer interview synthesis, release notes.
Tactical workflow how-tos

Tactical workflow how-tos

Specific operational workflows with sample prompts and templates.

How to clean your CRM with AI
Quarterly cleanup workflow with sample prompts.
How to build an internal prompt library
Structure, tooling, governance for team prompt sharing.
How to do competitive research with Claude
From hours to 30 minutes per competitor brief.
How to prep for a board meeting with Claude
CEO workflow with sample prompts and Q&A prep.
How to evaluate a SaaS vendor with Claude
Discovery, normalization, scorecard, decision artifact.
How to write a press release with Claude
Without making it sound generic.
How to summarize customer calls with Claude
Sales and CS daily workflow.
How to audit your current AI usage
4-step workflow to find shadow AI before adding more.
How to onboard a new hire with AI
Cut time-to-productivity in half.
How to use AI in performance reviews
Synthesis yes, judgment no.
How to write a marketing plan with Claude
Past the generic template trap.
How to explain AI to your team
The framing that produces adoption.
Glossary & definitions

Glossary & definitions

Plain-English definitions of the AI vocabulary buyers and operators encounter.

What is an LLM?
Large language model, explained for business.
What is a system prompt?
The instructions that shape every conversation.
What is a foundation model?
Definition for business buyers.
What is an AI hallucination?
When the AI confidently makes things up.
What is Claude Code?
Anthropic’s terminal-based coding assistant.
What is AI orchestration?
Connecting AI workflows into systems.
What is an MCP server?
Model Context Protocol, explained.
What is tool use in AI?
When the AI does more than just talk.
Rollout & adoption diagnostics

Rollout & adoption diagnostics

Diagnose what is going wrong in an AI rollout and fix it.

Why most AI rollouts fail in the first 30 days
5 patterns that kill rollouts early.
7 signs your AI rollout is failing
Early warning signals + recovery playbook.
What to do when your team resists AI
Diagnose the resistance; fix specifically.
AI rollout mistakes by company size
Different scale, different traps.
12 AI implementation mistakes to avoid
From real engagements: what to do instead.
The AI tool stack for a 30-person company
Anti-bloat recommendation.
When to stop paying for an AI tool
5 cancel signals.
State of / trend reads

State of / trend reads

May 2026 point-in-time assessments of where AI in B2B is, what works, what doesn’t.

State of AI in B2B sales 2026
What’s working, what’s overhyped, what’s next.
State of AI in B2B marketing 2026
How marketing teams are actually getting leverage.
State of fractional executive talent 2026
Supply, demand, pricing, quality variance.
AI trends for mid-market companies 2026
8 practical trends shaping $5M-$50M B2B.
Claude vs ChatGPT 2026
Honest side-by-side current-version comparison.
Is now a good time to hire a fractional CMO?
May 2026 market read.
Buyer’s questions

Buyer’s questions

Direct answers to the questions B2B buyers are actually asking right now.

Is Claude safe for business data?
Yes, with the right tier and settings. Here’s what to verify.
Is it worth hiring an AI consultant?
Usually yes for tightly-scoped first engagements.
Do I need an AI strategy?
You need a roadmap, not a strategy.
Is AI going to replace my marketing team?
No — but it changes what they do.
How long does it take to implement AI?
2-12 weeks for the first workflow.
What are the risks of using AI in business?
Five risks worth taking seriously, with mitigations.
When should I hire a fractional CMO?
Between $3M-$30M ARR with a team to lead.
Case studies

Case studies

Composite case studies showing real patterns from real B2B engagements.

All composite case studies
Browse 11 case studies across 11 industries by metric and outcome.