The Library
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Parent-teacher meeting prep notes
A 1-page brief for a parent-teacher meeting — strengths first, factual growth areas, a clear ask, and 3 questions that invite the parent's perspective.
First-visit prep email — what to expect
A "first visit" email that takes the nerves out. Walks the new client through exactly what happens, what to bring, where to park — so they show up relaxed and on time.
Auction day prep agent
Builds the full auction-day pack — caller script, vendor briefing, buyer game-plan, and post-auction next steps.
Telehealth session prep + tech-check agent
Morning of telehealth: lists today's clients, sends each a personalised reminder + Zoom link + tech check, prepares the digital tools you'll use.
Group/family session prep agent
When the next session involves family, partner, or a group: helps plan the structure, anticipates dynamics, drafts the consent + ground-rules conversation.
Build a 1:1 prep template (with manager)
Drafts a prep template for your weekly 1:1 with a manager that drives action and growth.
Workflow: performance review prep coordinator
Coordinates manager + employee prep for a performance review.
Workflow: monthly board prep coordinator
Coordinates monthly board prep — pre-read, pre-meetings, decisions sought.
Workflow: monthly metric review prep
Prepares the monthly leadership metric review with anomaly investigation + action prompts.
Workflow: 'pre-meeting prep' for any meeting
Generates 5-min meeting prep notes for any upcoming meeting.
Workflow: weekly all-hands prep + recap
Coordinates the prep, run, and recap of the weekly all-hands meeting.
Workflow: BAS prep (AU quarterly)
Runs the quarterly BAS preparation for an AU small business.
Workflow: bookkeeping prep for monthly close
Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.
Build a 'meeting prep' template
Provides a 5-minute meeting prep template that improves outcomes from every meeting.
Build a 'hard conversation' prep protocol
Drafts a 30-minute prep protocol before a hard conversation to be clear and kind.
Run a quarterly BAS prep workflow in Xero
Pre-BAS Xero checklist: clean GST coding, fix unreconciled items, reconcile GST control accounts, generate the Activity Statement report, sanity-check vs P&L.
Run M&A due diligence prep
Prepares the buy-side due diligence checklist and request list for an acquisition target.