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About the Playbook
Section 1
Business (Numbers)
Get a clear read on performance with the metrics that actually matter. Turn raw data into decisions—what to double down on, what to fix, and what to stop.
- Revenue, margin, and profit checkpoints
- Cash flow and runway clarity
- Key KPIs + what they’re signalling
- Wins, misses, and the “why” behind them
Section 2
Operations
Review how work moves through the business. Identify friction, bottlenecks, and broken handoffs—then lock in improvements that make execution smoother and faster.
- Systems, tools, and process check
- Where time and energy are leaking
- What to automate, document, or simplify
- Execution rhythms (meetings, reporting, cadence)
Section 3
Team (People)
Strong teams run on clarity. Assess roles, capacity, accountability, and culture—so everyone is aligned and moving in the same direction.
- Role clarity + ownership
- Performance and capability review
- Communication and decision-making flow
- Hiring needs, gaps, and development priorities
Section 4
Strategy, Marketing & Sales
Zoom out and reconnect the plan to the path. Refine positioning, confirm priorities, and align marketing and sales to the outcomes you want in the next six months.
- Strategy check: what’s the focus now?
- Positioning + audience clarity
- Marketing channels: what’s working vs noise
- Sales pipeline, conversion points, and next actions
