Insights & resources
Ideas worthstealing.
For the meeting after the meeting. The budget you have to defend. The thing everyone knows is broken but nobody has named.
Practical guides, better questions and tools you can put to work.
01 / Before you signGreat presentation.
Great presentation.
Who does Tuesday?
Advisor, agency, fractional leader or full-time hire? Start with the responsibility you need someone to take.
Explore engagement models- Who makes the decision?
- Who does the work?
- Who stays when it gets difficult?
02 / Take it into the roomWorking documents.
Working documents.
No email ransom.
Plain-text templates you can edit, share and use in your own tools.
Pipeline review worksheet
Follow a real buyer from the original promise to the next decision.
Download editable textOperating remit worksheet
Name the decisions, owners, dependencies and approval boundaries.
Download editable textAI workflow brief
Define the job, the inputs and the point where the system should stop.
Download editable text
Put it to workThe reading is optional.
The reading is optional.
The next decision isn't.
Find the weak point in your revenue system. Leave with a practical place to start.
Run the Revenue Diagnostic