Guides & playbooks
From a good idea to the next concrete step.
Guides explain a topic far enough that you can decide. Playbooks set the sequence. Templates take the structure off your plate. All documents are fully readable, no sign-up needed.
Library
Five work aids, three formats.
Guides explain an approach. Playbooks define routines, roles, and criteria. Templates are structures to fill in directly. All are fully readable, free, and require no login.
Guide · Growth · Resilience
Where in my day-to-day business is there revenue that only needs to be collected?
10 revenue levers that get left behind in day-to-day business
ResultTen tasks with signal, action, metric and typical fallacy, ordered by proximity to payment received.
Ten tasks that bring money closer to payment received in many companies – ordered by proximity to money, with signal, action, metric and the most common fallacy.
approx. 6 minRead
Playbook · Growth · Operations
How do I make my sales manageable without bureaucratizing it?
Sales Management Playbook
ResultMinimum data, stage exit criteria, roles, 30-minute weekly agenda, funnel review and forecast scenarios – with an agenda to download.
Minimum data, stage exit criteria, roles, a 30-minute weekly agenda, monthly funnel review, escalation, decision log, forecast scenarios and a proposal for the first four weeks.
approx. 5 min 2 downloadsRead
Guide · Growth · Strategy
At which stage of my sales process is revenue actually lost?
Sales bottleneck diagnosis
ResultCohort logic, decision tree, interview questions and a prioritized test plan – plus CSV worksheet.
A guide with cohort logic, a decision tree, an explicitly fictional worked example, interview questions and a prioritized test plan – so that a rate doesn’t turn into a premature cause.
approx. 4 min 2 downloadsRead
Template · Resilience
Is liquidity enough for the next four weeks?
Cash Flow Cockpit
ResultFour-week view with opening balance, incoming and outgoing payments and closing balance – as instructions and an empty CSV template.
A template with instructions and an interactive four-week view: opening balance plus expected incoming payments minus planned outgoing payments gives the closing balance – and that becomes the start of the next week.
approx. 3 min 1 downloadRead
Playbook · Technology · Operations
Which task suits our first AI agent – and what does it cost to run?
AI agent rollout
ResultThree pilots, a selection grid, a process through to the stop criterion and an operating cost calculation – with a brief to download.
Three sensible pilots, a selection grid, a process from intake to stop criterion – and an operating cost calculation that comes before the start, not after.
approx. 5 min 1 downloadRead
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