$ ls playbooks/

Product Management

Finance-Based Pricing Advisor

Evaluate pricing changes (increases, tiers, add-ons, discounts) using ARPU, conversion, churn risk, NRR, and CAC payback math — before you ship the change.

15 minutes

Product Management

SaaS Finance Metrics Quick Reference

Cheat sheet for 25+ SaaS metrics: formulas, benchmarks, red flags, and decision frameworks for feature investment, channel scaling, pricing changes, and business health.

Market Research

Find Your Community

Identify the community you should build a business around — starting from the groups you already belong to, not a market you want to enter. Based on The Minimalist Entrepreneur.

Marketing & Content

First 100 Customers Playbook

A concentric-circles sales playbook for getting to 100 paying customers one conversation at a time — friends, community, then cold outreach. No launch, no ads, no virality.

Marketing & Content

Focus Group

Run synthetic focus groups.

15 minutes

Personal Development

Fat Loss Nutrition Planner

Get a personalized calorie target, macro split, and 7-day meal plan built around foods you actually enjoy

3-Statement Financial Model Builder

Build integrated 3-statement financial models with proper cross-statement linkages, scenario analysis, and professional formatting in Excel.

Spreadsheet and Financial Model Auditor

Systematically audit spreadsheets and financial models for formula errors, broken linkages, logic issues, and reasonableness problems with severity-based reporting.

Spreadsheet Data Cleaner

Detect and fix messy spreadsheet data including whitespace issues, inconsistent casing, numbers stored as text, date problems, duplicates, and encoding issues.

Competitive Landscape Analysis Deck

Build institutional-quality competitive landscape presentations with market positioning, competitor deep-dives, moat assessment, and strategic synthesis.

Comparable Company Analysis Builder

Build institutional-grade comparable company analyses in Excel with operating metrics, valuation multiples, quartile statistics, implied valuation, and professional formatting.

DCF Model Builder for Equity Valuation

Create institutional-quality discounted cash flow models with WACC calculations, sensitivity analysis, and professional Excel output for equity valuation.

Presentation Deck Number Refresh

Update numbers across an existing presentation deck — quarterly refreshes, earnings updates, comp rolls, and rebased market data — while preserving all formatting.

Investment Banking Deck Quality Checker

Comprehensive QC review of pitch decks and client presentations covering number consistency, data-narrative alignment, language polish, and visual formatting.

LBO Model Builder for Private Equity

Build leveraged buyout models in Excel with Sources & Uses, operating projections, debt schedules, returns analysis (IRR/MOIC), and sensitivity tables following investment banking standards.

PowerPoint Template Skill Creator

Turn a branded PowerPoint template into a reusable skill that can generate on-brand presentations programmatically, with precise placeholder mapping and layout documentation.

Financial Statement Generator

Generate P&L, balance sheet, and cash flow statements from financial data

Expense Report Generator

Organize business expenses into categorized reports for reimbursement, accounting, and tax preparation.

Expense Tracker & Categorizer

Automate expense tracking, receipt processing, approval workflows, and reimbursement management

Marketing & Content

Facebook & Meta Ads Manager

Automate Facebook and Instagram advertising campaigns, audience targeting, and performance optimization

File Organization

Smart File Organizer

Organize and rename files based on content analysis

Finance

Financial Modeling Assistant

Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.

Productivity

Form Builder & Designer

Build interactive document forms and questionnaires using docassemble