01Data & AnalysisCleaning, segmenting, and pressure-testing the numbers.8 promptsClean This MessYou exported something from your CRM and it looks like it was built by five different people over three years. Before you can do anything useful with it, it needs to not be a disaster.+Pressure-Test These NumbersYou're about to put a number in front of leadership and your gut says it's right — but you want someone to poke holes in it before you're in the room and someone else does.+Segment This ListYou have a list and “everyone gets the same thing” is not a strategy. You need to break it into groups you can actually do something different with.+Write the Data SummaryYou have the numbers. What you don't have is time to write four paragraphs explaining them to someone who won't read four paragraphs.+Find the StoryYou're staring at a dashboard full of numbers and nothing is jumping out. You know there's something in there. You need help finding the angle before you have to present it.+Cohort segmentation passA teammate handed you an Excel export and now it has to become real cohorts before marketing can touch it — broken out clean by brand and processor, with the junk rows flagged.+Attribution leak auditA number doesn't add up across Marketing → BDR → AE and you suspect credit is leaking somewhere in the handoff. You want someone to walk the funnel and tell you where, specifically.+Funnel read: new logo vs upgradeSomeone sent numbers and started “analyzing” before anyone confirmed which funnel they're even looking at. You want the distinction forced before a single conclusion gets drawn.+
02Leadership CommsExec updates, status framing, and the hard messages.3 promptsWeekly manager updateIt's Friday, you did fifteen things this week, and your manager wants three. You need it framed as impact, not a to-do list you completed.+Flag a risk to leadershipSomething is going to become a problem and you can see it coming. You want to raise it now, calmly, with a recommendation — not look like you're panicking or dumping it on someone.+Ops detail → exec summaryYou just did something genuinely complicated and the instinct is to explain all of it. The exec reading this does not want all of it.+
03Process & WorkflowTurning a manual routine into something repeatable.3 promptsManual routine → SOPYou do a thing by hand every week, it lives entirely in your head, and if you went on leave tomorrow nobody could run it. Time to get it out of your head.+Draft a BRDYou need the Systems team to build something, and you know that if you hand it over vague, you'll get back something that isn't what you meant three weeks from now.+Prevention check (doing it twice?)You just did the same annoying task for the second time and felt the flicker of “why am I doing this by hand.” Trust the flicker.+
04Meeting PrepWalking in with the right questions already answered.3 promptsLeadership meeting prepYou've got a leadership meeting and you'd rather walk in knowing which two numbers someone's going to poke at than find out live.+1:1 prep (anti-spiral)You've got a 1:1 coming up and a brain full of half-thoughts. You need them sorted into “actually needs them,” “just FYI,” and “you're overthinking this, decide it yourself.”+Persona discovery questionsYou're writing a BDR sequence or prepping a call and you want questions that actually open someone up — not the same five qualification questions every rep asks.+