Executive playbooks.
Turn-key operator guides for standing up finance, RevOps, marketing, product, and people functions inside growth-stage companies.
- PlaybookJul 2, 2026 · 5 min
Rolling Out Secure SDLC Without Slowing Engineering
SAST, SCA, secret scanning, and the PR-gate design that engineers accept.
Read → - PlaybookJul 2, 2026 · 5 min
Recruiting Ops for Your First 100 Hires
ATS setup, sourcing model, scorecards, and the funnel metrics to instrument day one.
Read → - PlaybookJul 2, 2026 · 5 min
Roadmap North Star: Choosing the Right Metric
How to pick, socialize, and hold the line on a single north-star metric.
Read → - PlaybookJul 2, 2026 · 5 min
Product Discovery in Three Cycles
Interview scripts, prototype tests, and the decision doc that ends analysis paralysis.
Read → - PlaybookJul 2, 2026 · 5 min
Lightweight PRD Template for Weekly Ship Teams
The 1-page PRD that replaces 20-page specs for 90% of features.
Read → - PlaybookJul 2, 2026 · 5 min
Pricing Experiment Design Without Blowing Up Revenue
Test structures (van Westendorp, conjoint-lite, A/B), sample size math, and rollback plans.
Read → - PlaybookJul 2, 2026 · 5 min
Standing Up a Customer Advisory Board in 60 Days
Charter, invite list, agenda template, and how to run one that people show up for.
Read → - PlaybookJul 2, 2026 · 5 min
Beta Program That Scales Past 50 Customers
Cohort structure, feedback loop, and the promotion-to-GA criteria.
Read → - PlaybookJul 2, 2026 · 5 min
Product Launch Checklist for Cross-Functional Launches
The 6-week runway, RACI, and the metrics you set before code freezes.
Read → - PlaybookJul 2, 2026 · 5 min
Sunsetting Features Without Burning Customers
Deprecation timeline, comms template, and migration path.
Read → - PlaybookJul 2, 2026 · 5 min
Market Sizing You Can Defend in a Board Meeting
Bottoms-up, tops-down, and analog methods — reconciled into one credible number.
Read → - PlaybookJul 2, 2026 · 5 min
Quarterly Competitive Teardown Cadence
Watchlist, artifact collection, and the 2-page brief that lands with the exec team.
Read → - PlaybookJul 2, 2026 · 5 min
Build/Partner/Acquire Matrix for Adjacent Market Entry
Criteria weights, evaluation template, and worked example.
Read → - PlaybookJul 2, 2026 · 5 min
Strategic Planning Off-Site Facilitation Guide
Pre-work, 2-day agenda, and the artifact set you leave the room with.
Read → - PlaybookJul 2, 2026 · 5 min
M&A Target Screening for Bolt-On Acquisitions
Sourcing, filter set, and the 10-question first-call script.
Read → - PlaybookJul 2, 2026 · 5 min
Investor Narrative Refresh Before Your Next Raise
Story arc, proof points, and the 12-slide teaser that gets first meetings.
Read → - PlaybookJul 2, 2026 · 5 min
Scenario Planning Lite for 20-Person Companies
Three scenarios, key uncertainties, and the trigger metrics that pick the path.
Read → - PlaybookJul 2, 2026 · 5 min
Designing the KPI Tree: North Star to Team Metrics
How to cascade one metric into 6 team KPIs without double-counting.
Read → - PlaybookJul 2, 2026 · 5 min
SOC 2 Type I in 90 Days
Scope, tooling, control mapping, and the auditor-selection playbook.
Read → - PlaybookJul 2, 2026 · 5 min
ISO 27001 vs SOC 2: Which First and Why
Decision framework by ICP, geography, and sales stage.
Read → - PlaybookJul 2, 2026 · 5 min
Phishing Drill Program That Improves Behavior
Cadence, template rotation, and the metric that tracks real progress.
Read → - PlaybookJul 2, 2026 · 5 min
Cloud Config Baseline for AWS and GCP
The 30-control baseline every fractional CISO ships week one.
Read → - PlaybookJul 2, 2026 · 5 min
Quarterly Access Review Without the Spreadsheet Hell
Tooling options, workflow, and the evidence pack auditors expect.
Read → - PlaybookJul 2, 2026 · 5 min
Running an Incident Response Tabletop Exercise
Scenario library, facilitator guide, and the after-action template.
Read → - PlaybookJul 2, 2026 · 5 min
Security Questionnaire Response Library
The 120 answer templates that cut response time from 8 hours to 45 minutes.
Read → - PlaybookJul 2, 2026 · 5 min
Audit-Readiness Checklist for Series B Companies
The 47-item list of controls, docs, and reconciliations your auditor will ask for — pre-built.
Read → - PlaybookJul 2, 2026 · 5 min
Pricing & Packaging Teardown Every CFO Should Run Annually
The 5-lens framework (willingness-to-pay, cohort NRR, competitive, unit economics, sales friction).
Read → - PlaybookJul 2, 2026 · 5 min
Standing Up a Business Operating System (EOS-lite)
Weekly L10, quarterly rocks, annual planning — the ops cadence for 20–200 person companies.
Read → - PlaybookJul 2, 2026 · 5 min
Board Reporting Pack a Fractional CFO Ships in Week 2
The exact 12-slide board pack template — KPIs, cash, pipeline, hiring, risks — plus the cadence to keep it evergreen.
Read → - PlaybookJul 2, 2026 · 5 min
Building a 13-Week Cash Forecast That Boards Trust
Line-item structure, refresh cadence, and the three variance rules every fractional CFO enforces.
Read → - PlaybookJul 2, 2026 · 5 min
SaaS Metrics Baseline in 21 Days
How to stand up ARR, NRR, CAC, LTV, and burn multiple reporting from raw Stripe + HubSpot data.
Read → - PlaybookJul 2, 2026 · 5 min
Headcount Planning Model Tied to Revenue Plan
Bottoms-up ratio model + top-down burn constraint. Excel template included.
Read → - PlaybookJul 2, 2026 · 5 min
Closing the Books in Five Business Days
Owner, dependency, and buffer for each close step — from AP cutoff to variance narrative.
Read → - PlaybookJul 2, 2026 · 5 min
The Monthly Investor Update Template That Preempts Questions
Structure, tone, and the four charts every investor scrolls to first.
Read → - PlaybookJul 2, 2026 · 5 min
ICP Refresh Workshop: A Fractional CMO's First Deliverable
Win/loss interviews, firmographic clustering, and the ICP one-pager your whole GTM aligns to.
Read → - PlaybookJul 2, 2026 · 5 min
Website Conversion Audit in 10 Days
The 34-point heuristic + analytics diagnostic that surfaces the 3 changes worth shipping this quarter.
Read → - PlaybookJul 2, 2026 · 5 min
Demand Gen Channel Mix Model for $1M–$10M ARR
How to allocate across paid, content, events, and partnerships — with CAC payback targets.
Read → - PlaybookJul 2, 2026 · 5 min
Building a Brand Messaging House in Two Sprints
Positioning statement, value props by persona, proof points, and messaging pillars.
Read → - PlaybookJul 2, 2026 · 5 min
90-Day Content Engine Buildout
Editorial calendar, writer stack, SEO briefs, distribution loops, and the KPI you actually watch.
Read → - PlaybookJul 2, 2026 · 5 min
Account-Based Pipeline Motion for Series A
Tiering, plays, sales/marketing SLAs, and the tools that don't overbuy for stage.
Read → - PlaybookJul 2, 2026 · 5 min
Marketing Attribution Without a $50K Tool Stack
First-touch + self-report survey + weekly review. When to graduate to MMM.
Read → - PlaybookJul 2, 2026 · 5 min
Event Strategy Sprint Before Your Next Conference
Pre-, at-, and post-event playbook that turns a $30K booth into 8 SQLs.
Read → - PlaybookJul 2, 2026 · 5 min
Engineering Org Design for 5–25 Engineers
Pod structure, on-call rotation, and manager-to-IC ratios that survive doubling headcount.
Read → - PlaybookJul 2, 2026 · 5 min
Technical Debt Triage: What to Fix, What to Live With
The 4-quadrant matrix, cost-of-delay scoring, and how to sell the roadmap to the CEO.
Read → - PlaybookJul 2, 2026 · 5 min
Hiring Your First Staff Engineer
Scorecard, interview loop, take-home vs live coding, and the offer package that closes.
Read → - PlaybookJul 2, 2026 · 5 min
Setting Up an Architecture Review Cadence
RFC template, review rhythm, and how to keep it lightweight enough to actually happen.
Read → - PlaybookJul 2, 2026 · 5 min
Building an Incident Postmortem Culture
Blameless template, action-item tracking, and the metrics that make it stick.
Read → - PlaybookJul 2, 2026 · 5 min
The Build vs Buy Decision Framework
Five inputs (core to strategy, TCO, integration, roadmap velocity, exit risk) with weights.
Read → - PlaybookJul 2, 2026 · 5 min
Developer Productivity Metrics That Aren't Vanity
DORA + SPACE applied to a 15-engineer team. What to instrument first.
Read → - PlaybookJul 2, 2026 · 5 min
AI Adoption Inside Engineering: 60-Day Rollout
Tool selection, guardrails, PR-review policy, and measuring the actual lift.
Read → - PlaybookJul 2, 2026 · 5 min
Process Mapping Sprint: 5 Core Workflows in 2 Weeks
How a fractional COO maps, measures, and re-owns your most fragile processes.
Read → - PlaybookJul 2, 2026 · 5 min
OKR Rollout That Actually Sticks
Cadence, scoring, review, and the three failure modes that kill OKR adoption year one.
Read → - PlaybookJul 2, 2026 · 5 min
Cross-Functional Project Management for Companies Without a PMO
RACI, status template, and the weekly ritual that keeps 6 initiatives on track.
Read → - PlaybookJul 2, 2026 · 5 min
Vendor Consolidation Audit: Cutting 20% of SaaS Spend
The 4-week teardown that finds duplicate tools, unused seats, and renewal leverage.
Read → - PlaybookJul 2, 2026 · 5 min
Building the Ops Dashboard in Notion + Sheets
No BI tool required. What to track, who owns each cell, and how to keep it fresh.
Read → - PlaybookJul 2, 2026 · 5 min
Hiring Your First Ops Analyst as the COO Exits
Scorecard, comp range, and the 90-day plan that transfers institutional knowledge.
Read → - PlaybookJul 2, 2026 · 5 min
Annual Planning in Six Weeks (Not Six Months)
The step-by-step calendar, template pack, and facilitation notes for a 50-person offsite.
Read → - PlaybookJul 2, 2026 · 5 min
Sales Forecast Hygiene in 30 Days
Stage definitions, exit criteria, and the weekly commit call that stops the miss.
Read → - PlaybookJul 2, 2026 · 5 min
Outbound In a Box: SDR Motion for $2M–$10M ARR
Territory, cadence, tooling, comp, and the 6-week ramp plan.
Read → - PlaybookJul 2, 2026 · 5 min
Sales Comp Plan Refresh Without Torching Motivation
Rate design, accelerators, SPIFs, and how to communicate changes mid-year.
Read →