The Library
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Session recap with takeaways + homework
Sent within 24h of a session. Captures the key takeaways and the one thing they're committed to before next time.
Mid-project scope creep capture + comms agent
A scope-creep workflow that calls the ask in or out, prices the work, gives the client three options, and produces both the reply and the internal log entry.
Mid-engagement scope shift capture + comms agent
A 5-step scope shift workflow: scope check, the pricing, three client options, the reply, and the variation order - so mid-engagement asks get handled in 30 minutes instead of becoming write-offs.
Seasonal menu launch agent (4-week plan)
A 4-week launch plan with weekly milestones for content, press, bookings, staff training, and the post-launch capture - so the new menu is a moment, not a soft fade.
Pre-engagement scope workshop agent (run a 60-min session that locks scope)
A 5-piece scoping workshop pack: 60-minute agenda, discovery questions, live capture template, the same-day follow-up email, and the in-call fee objection handler.
Goal-review session progress note
Structured note for a session focused on reviewing client goals (typically every 4-8 sessions). Captures what's changed and what's next.
Build a 'how I take notes' system doc
Drafts a personal note-taking system doc covering capture, processing, retrieval, and review.
Build a 'how to run a hackathon' plan
Plans an internal hackathon with format, scope, and how to capture results.
Write a personal mission statement
Drafts a personal mission statement that captures values, work, and how you want to show up.
Build a 'vibe check' research method
Designs a fast-and-cheap weekly 'vibe check' to capture customer sentiment without full research.
Workflow: blog post → SEO refresh
Refreshes existing blog posts to recapture lost rankings.
Build a note-taking system
Designs a personal note-taking system covering capture, processing, and retrieval.
Write a 'for the record' note
Drafts a 'for the record' email after a contentious meeting or conversation to capture what was agreed.
Build an Apple Notes capture system
Sets up a fast-capture system in Apple Notes that doesn't require a complex tool.
Write a marketing campaign post-mortem
Drafts a structured campaign post-mortem that captures learnings for next time.
Write a personal branding statement
Drafts a personal branding statement that captures who you are professionally in one sentence.
Build a north star metric
Pick the single most important number for your business — the one that captures whether you're creating long-term value — and define how it gets measured.
Pre-kickoff brief sign-off email
A pre-kickoff written confirmation that captures everything from the discovery call. Reduces scope-creep risk before a single hour is billed.
Build a Critical Infrastructure Act compliance check (AU)
Checks whether a business is captured by AU SOCI Act + what compliance requires.
Set up an Obsidian vault
Sets up an Obsidian vault for note-taking with structure, plugins, and capture flow.
Build a weekly bookkeeping rhythm for solo operators
30-minute Friday bookkeeping ritual: bank rec, invoice chase, expense capture, dashboard glance. Built for AU sole traders.