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