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Write a 'when I'm gone' professional handover doc
Drafts a comprehensive handover doc for someone covering your role temporarily or permanently.
Build a 'no meeting day' protection script
Drafts the language to protect deep-work blocks against meeting requests.
Write a 'I need to delegate this' brief
Drafts a delegation brief that gives the receiver everything they need to do the work without you.
Build a meeting reduction plan
Plans a 30-day meeting reduction sprint with cancel, shorten, and async swaps.
Workflow: 'protect my deep work' calendar manager
Manages the founder's calendar to protect deep work blocks against meeting requests.
Workflow: monthly board prep coordinator
Coordinates monthly board prep — pre-read, pre-meetings, decisions sought.
Workflow: stakeholder map for any major decision
Maps stakeholders for a major decision + the per-stakeholder engagement plan.
Workflow: 'before this meeting' calendar audit
Audits a single upcoming meeting + decides keep/cancel/restructure.
Workflow: weekly all-hands prep + recap
Coordinates the prep, run, and recap of the weekly all-hands meeting.
Workflow: weekly sales pipeline review
Runs the weekly sales pipeline review with deal-level commit + commitment.
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: 'first 100 days as new exec' coordinator
Coordinates a new exec's first 100 days — listening, point-of-view forming, executing.
Workflow: weekly engineering retro coordinator
Runs the weekly engineering team retro with structure, prompts, and action tracking.
Workflow: 'how to delegate this' analyser
Analyses what to delegate vs keep + drafts the delegation brief.
Workflow: monthly OKR check-in
Runs the monthly OKR check-in — progress, blockers, recalibration.
Workflow: 'reduce my meetings' coordinator
Audits the calendar + recommends meeting reductions with cancellation scripts.
Workflow: weekly leadership report generator
Compiles a weekly leadership report from team updates, metrics, and customer voice.
Workflow: meeting note → action extractor
Multi-step workflow that takes raw meeting transcripts and produces decisions, actions, and follow-ups.
Build a 'metric ownership' framework
Assigns clear ownership for every important metric — who's accountable for it.
Build a 'one number you stare at' practice
Picks the single number a team stares at every day — to focus action.
Build a 'data ethics' policy
Drafts a data ethics policy covering use, sharing, and bias.
Build a 'research insights to OKRs' protocol
Translates a quarter of research insights into the org's next-quarter OKRs.
Build an 'evidence-based decision' template
Drafts a template for any major decision that requires showing the evidence.
Build a 'dashboard request triage'
Triages dashboard requests from stakeholders to prevent dashboard sprawl.
Build a 'research-as-a-service' offering
Designs a productised research offering for clients — packaged, repeatable, profitable.
Build a 'data trust' building protocol
Plans how a data team builds trust with stakeholders over time.
Build an experimentation playbook
Drafts an experimentation playbook covering ideation, design, run, learn.
Build a 'data review meeting' for a team
Designs a recurring data review meeting for an individual team.
Build a 'data democratisation' program
Plans a program to spread data literacy + access across the company.
Build an AU GST registration check
Checks whether a business needs to register for GST under AU rules.
Build a BAS lodgement checklist (AU)
Drafts a quarterly BAS lodgement checklist for AU small business.
Build a Fair Work compliance check (AU employer)
Audits an AU employer for Fair Work Act + entitlements compliance.
Build a Critical Infrastructure Act compliance check (AU)
Checks whether a business is captured by AU SOCI Act + what compliance requires.
Build a restraint of trade clause check (AU)
Reviews a restraint of trade (non-compete) clause for AU enforceability.
Build an ABN registration check (AU)
Determines whether a business activity needs an ABN and walks through registration.
Build an ASIC compliance calendar (AU)
Drafts an annual ASIC compliance calendar for AU Pty Ltd companies.
Build an AUSTRAC AML/CTF compliance check
Checks whether a business needs to comply with AUSTRAC AML/CTF rules.
Build a workers compensation insurance check (AU)
Checks workers comp obligations for an AU employer.
Build a 'data > opinion' culture protocol
Designs a protocol for shifting from opinion-driven to data-informed decisions.
Build an EU AI Act readiness check
Checks whether AI features fall under the EU AI Act and what compliance requires.
Build a contract review framework
Provides a framework for non-lawyers reviewing customer + vendor contracts.
Build a 'records of processing' (ROPA) doc
Drafts a Records of Processing Activities document required by GDPR Art 30 (and best practice in AU).
Build an employment contract review (AU)
Reviews an AU employment contract for fairness + Fair Work compliance before signing.
Run a Privacy Impact Assessment (PIA)
Conducts a Privacy Impact Assessment for a new feature or processing activity.
Build a vendor security review checklist
Drafts a vendor security review checklist for evaluating third-party SaaS suppliers.
Build a vendor DPA review checklist
Drafts a checklist for reviewing a vendor's Data Processing Agreement.
Build a sub-processor list page
Drafts a public sub-processor list page for transparency with B2B customers.
Build an Accessibility (DDA) compliance check
Audits a digital product for AU Disability Discrimination Act + WCAG 2.1 AA compliance.
Build a children's privacy compliance check
Audits whether a product's collection of children's data complies with AU + global rules.
Build an AU R&D tax incentive eligibility check
Checks whether a startup's activities qualify for the AU R&D Tax Incentive.
Build a bug bounty program
Plans a bug bounty program with scope, payouts, and triage process.
Build a vulnerability disclosure policy
Drafts a vulnerability disclosure policy that invites researchers to report security issues safely.
Build a whistleblower policy (AU)
Drafts a whistleblower policy compliant with AU Corporations Act + Treasury Laws Amendment.
Run a trademark search (AU)
Plans a trademark search before adopting a new brand name.
Build a DMCA / takedown response process
Drafts a process for responding to DMCA / IP takedown notices.
Build an AI risk register
Drafts an AI risk register for AI features in production with mitigation owners.
Build an AI ethics policy
Drafts an AI ethics policy covering responsible use, transparency, and oversight.
Build an Australian Consumer Law (ACL) compliance check
Audits product, marketing, and refund practices for ACL compliance.
Build a Spam Act 2003 compliance check
Audits email + SMS marketing for AU Spam Act 2003 compliance.
Build an Acceptable Use Policy (AUP)
Drafts an AUP that defines what users can + can't do with the product.
Build an ISO 27001 readiness plan
Plans the path to ISO 27001 certification for an SMB.
Build a SOC 2 readiness plan
Plans the path to SOC 2 Type I and Type II for a startup.
Build a Notifiable Data Breaches (NDB) plan
Drafts a breach notification plan compliant with the AU NDB scheme.
Build a Data Subject Access Request (DSAR) process
Drafts a process for handling subject access requests (right to data + right to delete).
Build a Privacy Policy (AU)
Drafts a Privacy Policy for an AU SaaS that meets Privacy Act 1988 + global expectations.
Build a data retention policy
Drafts a data retention policy with per-category retention periods and deletion mechanisms.
Build a Data Processing Agreement (DPA)
Drafts a Data Processing Agreement for B2B customers that meets GDPR + AU expectations.
Build a cookie policy
Drafts a cookie policy with categories, controls, and AU + EU compliance.
Build Terms of Service (AU SaaS)
Drafts Terms of Service for an AU SaaS that's clear, fair, and legally sound.
Build a Modern Slavery Statement (AU)
Drafts a Modern Slavery Statement under the AU Modern Slavery Act 2018.
Build an analytics review meeting agenda
Drafts a recurring analytics review meeting agenda for the leadership team.
Build a 'metrics that matter' framework
Picks the 5 metrics that actually matter for a business stage and ignores the rest.
Build a metric review meeting
Designs a recurring metric review meeting that drives action, not status.
Build a self-serve analytics culture
Plans the shift from analyst-bottlenecked reporting to self-serve analytics.
Build a 'how to take feedback from your team' framework
Drafts a framework for managers to genuinely receive feedback from their team.
Build a 'help, my team is bored' diagnostic
Diagnoses team boredom (different from burnout) and suggests interventions.
Build a 'protect Friday afternoon' team rule
Drafts a team-wide rule that protects Friday afternoons from new urgency.
Build a 'how to check in with someone going through hard times' guide
Drafts a guide for checking in with a colleague going through grief, illness, or crisis.
Build a 'team values calibration' workshop
Designs a workshop for a team to calibrate on their values — what 'good' looks like in practice.
Build a 'doc culture' policy
Drafts a 'doc culture' policy that defaults to writing things down for clarity and async work.
Build a 'how we make decisions' doc
Drafts a 'how we make decisions' doc covering decision rights, formats, and one-way doors.
Build a 'first quarter' plan for a new exec
Plans the first quarter of a new exec hire to land well and ship one visible win.
Build a 'team retro template'
Drafts a recurring team retro template that drives action, not just venting.
Build a 'how to run an offsite' plan
Plans a 2-day team offsite covering work, connection, and recovery.
Build a 'when to escalate' guide
Drafts a clear 'when to escalate' guide so issues surface at the right time.
Build a 'one ritual we never skip' identification
Identifies the one team ritual that's most important and how to protect it.
Build a 'manager office hours' for the company
Plans recurring office hours where execs are bookable by anyone in the company.
Build a 'product roadmap as comms' practice
Designs a public-ish roadmap practice that aligns the team without overcommitting.
Build a 'getting things done' for executives
Adapts GTD for execs whose work is mostly meetings, decisions, and people.
Build a 'team norms' workshop
Designs a workshop where a team decides their own working norms.
Build a quarterly hiring plan
Plans hiring for the next quarter with roles, sequencing, and budget impact.
Build an 'office hours' design for managers
Designs a 'manager office hours' format for direct reports to drop in with questions.
Build a 'how to be a great manager of your founder' guide
Drafts a guide for the leadership team on how to manage 'up' to a founder/CEO.
Build a 'first 1:1 with a founder' template
Drafts a template for a first 1:1 between an employee and the founder/CEO.
Build a 'why we exist' team workshop
Designs a workshop for a team to articulate why their team exists in the company.
Build a 'first time CEO' coaching plan
Designs a coaching plan for a first-time CEO covering the year-1 fundamentals.
Build a 'product team principles' doc
Drafts product team operating principles — the few rules that guide product decisions.
Build a 'reorg' communication plan
Drafts the comms plan for a team reorg — managing change without panic.
Build a 'how to run a hackathon' plan
Plans an internal hackathon with format, scope, and how to capture results.
Build a 'how to disagree well' framework
Drafts a framework for disagreeing in meetings without breaking trust.
Build a 'how to run a town hall'
Plans a town hall meeting that informs without dragging.
Build a 'how to do an exit announcement'
Drafts the announcement of a senior employee leaving the company without panic.
Build a 'first 30 days as a new manager' plan
Plans a new manager's first 30 days to set the team up for trust and clarity.
Build a Linear / Asana / Monday setup
Sets up project management tooling (Linear / Asana / Monday) with the right structure.
Build a 'manager → employee' first 1:1 template
Drafts a template for a manager's first 1:1 with a new direct report.
Build a skip-level meeting template
Drafts a skip-level meeting template that gives execs real signal from the team.
Build a career conversation template
Drafts a career conversation template that helps managers actually develop their people.
Build an all-hands meeting agenda
Drafts a recurring all-hands meeting agenda that informs without dragging.
Build an AMA session format
Designs an AMA (Ask Me Anything) session with leadership that earns trust.
Build a 'how we use AI' team policy
Drafts a team-level policy for using AI in daily work — what's encouraged, what's restricted.
Build a 'no surprise' principle for managers
Drafts the 'no surprises' principle for managers — what to escalate up, what to share down.
Build a Slack etiquette guide
Drafts a Slack etiquette guide that improves async comms across the team.
Build a Notion team workspace
Plans a Notion team workspace structure that supports async work without bloat.
Build a 'phone call instead of meeting' protocol
Sets up a protocol for using phone calls instead of video meetings for low-stakes conversations.
Build a 'kill the meeting' decision tree
Provides a decision tree for whether a request should be a meeting, async doc, or email.
Build a 'ruthless calendar review'
Conducts a ruthless review of the next 4 weeks of calendar to cancel, decline, and protect.
Build a 'meeting-free week' experiment
Plans a one-week experiment of zero recurring meetings to see what changes.
Build a 'meeting follow-up' protocol
Drafts a 10-minute post-meeting protocol that converts conversations into committed action.
Build a calendar audit
Audits a calendar to find meetings to cut, shorten, or convert to async.
Build a 'meetings I shouldn't be in' audit
Audits which meetings you shouldn't be in and how to gracefully exit.
Build a 'meeting prep' template
Provides a 5-minute meeting prep template that improves outcomes from every meeting.
Build a 'between meetings' protocol
Designs a 5-minute protocol for the gap between meetings to reset and prep.
Build a 'hard conversation' prep protocol
Drafts a 30-minute prep protocol before a hard conversation to be clear and kind.
Write a 'what's working' marketing audit
Audits a brand's current marketing across channels and gives a 'do more / less / stop' verdict.
Write a quarterly marketing review
Drafts a quarterly marketing review with results, learnings, and next-quarter plan.
Build a marketing budget allocation
Suggests how to allocate a marketing budget across channels with rationale and benchmarks.
Write a thought leadership LinkedIn post
Drafts a long-form LinkedIn post that establishes authority on a specific industry trend.
Build a marketing OKR set
Drafts quarterly marketing OKRs aligned to a business goal with measurable KRs.
Write a board recruiting brief
Drafts a brief for recruiting a new board director or independent advisor.
Build a 'how we sell' enablement deck
Drafts a sales enablement deck explaining the company's selling philosophy and method.
Build a vendor evaluation for AI tools
Evaluates AI tool vendors against criteria specific to AI procurement (model, data, lock-in).
Build a sales proposal review checklist
Provides a checklist for managers reviewing a rep's proposal before it goes to a customer.
Build a sales kickoff agenda
Plans an annual sales kickoff (SKO) agenda with content, recognition, and energy management.
Build a sales rep coaching plan
Drafts an individual coaching plan for a sales rep with strengths, gaps, and 30-day actions.
Write a 'we're sorry, layoffs' message
Drafts the all-hands message announcing layoffs with honesty and care.
Write a 'we missed our number' note
Drafts an honest note to the team or board explaining why a target was missed.
Build a buy-side LOI
Drafts a Letter of Intent to acquire a target company with key terms and conditions.
Build a sales QBR for the team
Drafts an internal sales QBR template covering performance, pipeline, and learnings.
Build a 'cost to serve' analysis
Calculates true cost-to-serve per customer segment to inform pricing and prioritisation.
Run M&A due diligence prep
Prepares the buy-side due diligence checklist and request list for an acquisition target.
Write a board observer briefing
Drafts a briefing for a board observer joining their first board meeting.
Build a 'first 100 days' plan for a new CEO
Plans the first 100 days for a new CEO joining a venture-backed company.
Run a 'red team' assessment
Conducts a structured red-team review of a strategy or major decision to surface flaws.
Build a customer advisory board plan
Plans a customer advisory board with structure, charter, and meeting cadence.
Run a moat analysis
Identifies the durable competitive advantages a business is building or could build.
Build a brand architecture
Designs a brand architecture covering master brand, sub-brands, and product naming.
Build a decision log template
Provides a decision log template for capturing strategic decisions and their context.
Build an innovation horizons plan (3 horizons)
Allocates investment across core, adjacent, and transformative innovation horizons.
Build a strategic kill criteria
Defines the explicit conditions under which a project, product, or initiative should be killed.
Build a quota-setting framework
Sets sales quotas tied to capacity, market opportunity, and company plan.
Build a sales velocity equation
Calculates sales velocity (deals × ACV × win rate / cycle) and recommends levers to pull.
Build a discount approval matrix
Designs an approval matrix for sales discounts with thresholds and approver roles.
Run a scenario planning exercise
Builds 3 plausible future scenarios and the strategic implications of each.
Write a layoff comms plan
Drafts a complete layoff communications plan covering affected staff, remaining team, and external.
Build an annual operating plan (AOP)
Drafts an annual operating plan tying strategy to quarterly OKRs, budget, and headcount.
Build an acquisition target list
Builds a target list of potential acquisitions to grow capability, customers, or revenue.
Build a CFO scorecard
Designs a weekly scorecard for the CFO covering finance, runway, and risk.
Build a CFO board snapshot
Drafts a 1-page CFO snapshot for board updates covering financials, runway, and asks.
Build a customer concentration risk analysis
Analyses customer concentration risk and recommends mitigation actions.
Run a win/loss analysis
Runs a structured win/loss analysis on a batch of deals to extract patterns.
Run a strategic offsite plan
Plans a 2-day strategic offsite agenda with pre-work, sessions, and outputs.
Write a performance review
Drafts a fair, specific performance review covering wins, gaps, and development plan.
Build an executive dashboard spec
Specifies the 8 metrics and layout for a CEO/leadership dashboard reviewed weekly.
Build a sales coaching framework
Designs a sales coaching framework for managers to improve rep performance.
Build a partnership pipeline
Builds a structured pipeline of strategic partnerships with stage progression.
Build a quarterly business review (QBR) for the team
Drafts an internal QBR template for the leadership team covering performance, learnings, and decisions.
Build an annual budget
Builds an annual operating budget across revenue and expense categories.
Write an executive briefing
Drafts a 1-page executive briefing for a board, CEO, or senior leader on a complex topic.
Write a delegation matrix
Builds a RACI/delegation matrix for a team or project to clarify ownership.
Build a profitability analysis by product
Calculates profitability by product line and recommends which to push, hold, or kill.
Write a 'state of the company' memo
Drafts an annual or quarterly 'state of the company' memo to the team.
Build a board deck
Drafts a 15-slide board deck covering performance, plan, and decisions needed.
Write a 1:1 agenda for direct reports
Provides a reusable 1:1 agenda template for managers and direct reports.
Build a hiring plan
Builds a 12-month hiring plan with roles, sequencing, comp, and budget impact.
Build a north star metric
Recommends and defines a north star metric tied to long-term value creation.
Run a make-vs-buy analysis
Helps decide whether to build internally, buy from a vendor, or use an open-source tool.
Build a strategic priorities memo
Drafts a 'strategic priorities' memo to align the team on what matters and what doesn't.
Build a 90-day plan for a new exec
Drafts a 30-60-90 day plan for a newly hired executive to land their role.
Run a Porter's Five Forces analysis
Maps competitive forces for a market entry or category expansion decision.
Build a sales forecast model
Builds a weighted sales forecast model with stage probabilities and commit logic.
Build a sales compensation plan
Designs a sales compensation plan with base, variable, accelerators, and SPIFFs.
Build a 3-year strategic roadmap
Maps a 3-year strategic roadmap with year-by-year themes, bets, and proof points.
Run a strategic pre-mortem
Imagines the failure of a project or strategy 12 months out and surfaces root causes to mitigate now.
Set quarterly OKRs
Builds 3 quarterly OKRs with measurable key results aligned to a single company goal.
Run a project post-mortem
Conducts a blameless post-mortem on a finished project with structured learnings and action items.
Write a board update memo
Drafts a quarterly board memo covering progress, decisions needed, and risks.
Build a competitor teardown
Conducts a structured teardown of a single competitor across product, GTM, and financials.