Resource Library

Free playbooks, scripts, and SOPs built for distribution.

8 practical resources for diagnosing, planning, and executing automation in your business. Drop your email once — get access to everything.

Diagnostic 25 pages

Distribution Operations Audit

A 20-minute self-assessment that reveals where your distribution business is bleeding money — with scoring rubrics, industry benchmarks, and specific action items for every gap.

View resource
Metrics 20 pages

Distribution KPI Scorecard

The 12 metrics every distribution leader should review monthly — with exact formulas, NAW industry benchmarks, root cause analysis for when numbers decline, and specific improvement levers you can pull.

View resource
Voice AI 30 pages

Voice AI Script Library

10 battle-tested phone scripts for every common distribution call — inbound orders, order status, collections, quote follow-ups, and more. Written for human reps today, formatted for Voice AI implementation tomorrow.

View resource
Strategy 35 pages

90-Day AI Roadmap

A phase-by-phase plan to eliminate bottlenecks, cut manual work, and scale without hiring — with specific tool recommendations, budget guidelines, and team communication templates for each of the 90 days.

View resource
AR & Collections 30 pages

AI Collections Playbook

A complete 3-phase collections system — prevention, escalation, and resolution — with email templates, automation triggers, and the exact math to calculate how much slow AR is costing you.

View resource
Reference 75 pages

Complete AI Implementation Guide

The definitive 75-page reference for automating your entire distribution operation — department by department, system by system — from strategic planning through 12-month execution.

View resource
Process 45 pages

Distribution Automation SOP Bundle

15 ready-to-use Standard Operating Procedures covering the full customer lifecycle — from order processing to collections to retention. Document today, train tomorrow, automate next week.

View resource
Execution 30 pages

6-Week AI Sprint Kit

A complete week-by-week project system to implement AI automation in your distribution company in 42 days — with day-by-day plans, templates, checklists, and everything a team without project management experience needs to execute.

View resource

Ready to put any of this into practice?

Workd is the platform that runs everything in this library — Voice AI, CRM, orders, collections, routing — on one connected system.

Ready to See How AI Transforms Your Business?

Join hundreds of distributors already using Workd to automate sales, collections, and customer engagement.

Not sure where to start? Try our AI: (877) 371-5530