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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Executive leadership guidance for strategic decisions, org development, and stakeholder management. Use when planning strategy, preparing board presentations, managing investors, or making executive decisions.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Signup and registration flow optimization covering SSO strategy, progressive profiling, field reduction, multi-step flow design, authentication UX, post-submit experience, and mobile registration patterns.
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Analyzes RFP responses for coverage gaps, builds competitive feature matrices, and plans proof-of-concept engagements for pre-sales engineering
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Analyzes pipeline coverage, tracks forecast accuracy with MAPE, and calculates GTM efficiency metrics for SaaS revenue optimization
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Referral and affiliate program design covering referral loop architecture, incentive design, trigger moment optimization, viral coefficient modeling, affiliate program structure, and optimization playbook.
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