Workflows

Choose the operating loop to diagnose

Pick the workflow that matches the messy context in front of you. Each one produces the same founder memo, founder action, and decision loop.

Revenue Rescue

Late-stage revenue motion is slipping and the founder needs to know which follow-up matters now.

Best input to paste

Deal notes, CRM exports, proposal updates, pricing concerns, stale follow-ups, or pipeline notes.

Output generated

A Revenue Rescue memo with one founder action and one decision to review next week.

Estimated time

3 minutes

Weekly Operating Review

The founder has scattered weekly context and needs one operating focus for the next week.

Best input to paste

Weekly notes, founder reflections, metric snapshots, stuck items, surprises, and decision needs.

Output generated

A weekly operating memo with one founder action and one decision to review next week.

Estimated time

5 minutes

Investor Update

The founder needs to explain progress, risks, metrics, and asks without oversharing messy internals.

Best input to paste

Saved memos, monthly context, board notes, investor asks, runway notes, growth notes, and risk notes.

Output generated

An investor-safe memo plus full, short, and board-style update versions.

Estimated time

6 minutes

Onboarding Risk

Closed customers are not fully activated and founder intervention may be needed.

Best input to paste

Close-won notes, onboarding blockers, activation notes, implementation updates, customer success notes.

Output generated

An onboarding risk memo with one founder action and one decision to review next week.

Estimated time

4 minutes

Hiring Bottleneck

Hiring motion is stuck and the founder needs to clarify the next decision for one role or candidate.

Best input to paste

Role notes, candidate notes, interview feedback, offer concerns, recruiter notes, or hiring pipeline notes.

Output generated

A hiring bottleneck memo with one founder action and one decision to review next week.

Estimated time

4 minutes