Assembles board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives.
Multi-agent board meeting protocol running a structured 6-phase deliberation with isolated C-suite contributions to prevent groupthink. Use when making major strategic decisions or resolving cross-functional disagreements.
Headcount and delivery-capacity planning — effective capacity from raw headcount, hire/contract/defer scenarios, and capacity-vs-commitment gap reports. Use when planning a quarter, sizing a hiring ask, or testing whether a roadmap fits.
Executive leadership guidance for strategic decisions, org development, and stakeholder management. Use when planning strategy, preparing board presentations, managing investors, or making executive decisions.
Financial leadership advisor on financial planning, fundraising, investor reporting, and unit economics. Use when building a financial model, preparing for fundraising, calculating unit economics, or managing cash runway.
Framework for rolling out organizational changes without chaos, using ADKAR adapted for startups. Use when announcing a reorg, switching tools, pivoting strategy, killing a product, or managing change resistance.
Channel economics: design and analyze the financial structure of go-to-market channels. Use when picking a channel mix, modeling partner margin or TCO, designing partner tiers and rebates, or analyzing channel conflict.
AI leadership advisor on AI strategy, governance, risk, investment, and org design. Use when defining an AI strategy, building an AI governance program, scoring AI maturity, or drafting an AI risk register.
Customer leadership advisor on CX strategy, retention and expansion, and voice-of-customer programs. Use when defining a CX strategy, scoring CX maturity, planning churn interventions, or designing a VoC program.
Data leadership advisor on data strategy, governance, quality, and platform decisions. Use when defining a data strategy, scoring data maturity, auditing data governance, evaluating a data platform, or designing the data org.
C-suite orchestration that routes founder questions to the right advisor role(s) and runs multi-role board meetings. Use when coordinating executive decisions, routing strategic questions, or resolving cross-department conflicts.
People leadership for scaling companies: hiring, compensation, org structure, performance, and retention. Use when building hiring plans, designing comp frameworks, restructuring teams, or managing performance.
Security leadership for growth-stage companies. Use when building security programs, selecting compliance frameworks (SOC 2, ISO 27001, HIPAA, GDPR), managing incidents, or assessing vendor risk.
Marketing leadership advisor on brand strategy, demand generation, and marketing operations. Use when building a marketing strategy, planning demand-gen campaigns, designing lead scoring models, or aligning marketing with revenue.
Commercial policy: the governance framework defining what terms sales can offer and what triggers approval. Use when authoring a policy charter, defining discount/payment/liability rules, auditing deals, or generating a regional policy.
Meta-framework for how a company runs -- the connective tissue between C-suite roles (EOS, Scaling Up, OKR-native). Use when setting up company operations, selecting a management framework, designing meeting rhythms, or implementing OKRs.
Systematic competitor tracking that feeds positioning, battlecards, and roadmap decisions. Use when analyzing competitors, building battlecards, tracking market moves, conducting win/loss analysis, or updating positioning.
Create competitor comparison and alternative pages for SEO and sales enablement. Use when building alternative pages, vs pages, or competitor-vs-competitor pages, planning comparison content, or managing competitor data.
Generate business documents — contracts, proposals, SOWs, NDAs, MSAs — with jurisdiction-aware clauses for US, EU, UK, and DACH. Use when starting client engagements, writing proposals, drafting agreements, or needing GDPR-compliant DPAs.
Deal desk: reviews, approves, and structures non-standard sales deals. Use when standing up a deal desk, building approval-threshold matrices, designing deal-review packets, routing deals, or auditing deals for compliance.
Form optimization for lead capture, contact, demo request, application, and checkout forms. Covers field-cost analysis, multi-step form design, validation UX, mobile optimization, and A/B testing frameworks.
Free tool marketing strategy covering idea evaluation, tool design, lead capture architecture, SEO landing pages, launch playbook, and ROI measurement for calculators, generators, checkers, graders, and interactive tools.
Plan, sequence, and pressure-test internal announcements before they send. Use when announcing a reorg, policy, or product change, drafting an all-hands or exec update, or deciding who hears what and in which order.
Audit and repair an internal knowledge base — staleness, ownership gaps, orphans, duplication, and findability. Use when the wiki is untrusted, docs are out of date, nobody owns pages, or search returns the wrong answer.
Design strategic partnerships — technology, channel, co-marketing — and the programs that scale them. Use when evaluating a partner, picking a partnership type, designing a partner program, structuring a deal, or modeling ROI.
Popup and modal optimization for conversion. Covers exit-intent, slide-ins, banners, timing optimization, frequency capping, audience targeting, compliance, and A/B testing frameworks for lead capture, promotions, and announcements.
Map, measure and improve business processes — SIPOC and swimlane capture, cycle-time and bottleneck analysis, handoff diagnosis, and a payback-ranked improvement backlog. Use when a process is slow, error-prone, or crosses too many teams.
Cut software and services spend through seat-utilisation analysis, redundant-tool detection, and renewal-timing leverage. Use when auditing SaaS spend, preparing a renewal negotiation, or hunting a budget-reduction target.
Referral and affiliate program design covering referral loop architecture, incentive design, trigger moment optimization, viral coefficient modeling, affiliate program structure, and optimization playbook.
Vendor lifecycle — weighted selection scorecards, risk tiering, renewal and notice-deadline tracking, spend concentration, and SLA credits. Use when selecting a vendor, preparing a renewal, or reviewing a vendor portfolio.