Learn
Operating playbooks for print and promo shops
Practical guidance on the work behind every custom order: quoting, margin, proofing, purchase orders, size collection, production, invoicing and accounting. Start with the workflow guide, then use a free worksheet on your next live job.
Free mini-playbooks
One worksheet for each step of the job
Each worksheet is a short playbook for one step in the operating path: when to use it, common mistakes, an example workflow, and how TaggIQ runs it when you are ready.
Quote Template
Reduce quote revisions, missing approvals and margin-killing assumptions.
Open the playbookPurchase Order Template
Reduce supplier callbacks, wrong items and late surprises.
Open the playbookSize Collection Form
Stop chasing sizes across email threads, messages and last-minute changes.
Open the playbookDecoration Spec Sheet
Give production the same source of truth sales promised the customer.
Open the playbookArtwork Approval Checklist
Stop vague proof approvals from becoming reprints, disputes and production delays.
Open the playbookProduction Handoff Checklist
Start jobs with the right information instead of stopping the floor to chase missing context.
Open the playbookProfit Margin Calculator
Catch weak-margin jobs before the quote leaves your shop.
Get the calculatorSupplier Comparison Checklist
Stop choosing a supplier on unit price alone and then absorbing the real cost later.
Open the playbookPromo Distributor Workflow Checklist
Keep every promo job moving from customer request to paid invoice without a dropped step.
Open the playbook
AI agents
When the worksheet becomes a job for an agent
Each agent owns one repetitive job from these playbooks and works from the same records your team uses.
- Quote Agent Proposed build Every quote followed up. Stops the moment they reply. See the Quote Agent
- Production Agent Proposed build Chases artwork, sizes and sign-off so jobs keep moving. See the Production Agent
- Margin Agent Proposed build Flags thin margins before the quote goes out. See the Margin Agent
Skip the theory. See the workflow.
See how TaggIQ AI agents handle quotes, repeat orders, production and margin, on your current tools or in the TaggIQ platform.
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