Playbooks / Startup
Startup — 14 workflows.
The founder's chief of staff for building the company itself: validation before building, metrics honestly tracked, investors updated like adults, and the story sharpened continuously.
What ships
- 14 workflows, installed at setup.
- 4 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Validation + Research
Idea Validation Research
Pressure-test an idea: who has this problem, how painful is it, what do they use today, and what would make them switch. Honest verdict, not cheerleading.
See the workflow →Competitor Teardown
Full teardown of a named competitor: positioning, pricing, strengths, gaps, and where we win. Updated as they move.
See the workflow →Customer Interview Synthesis
Turns raw interview notes into patterns: recurring pains, exact language they use, willingness-to-pay signals. The voice of the customer, quoted.
See the workflow →Market Sizing Snapshot
Rough TAM/SAM/SOM with stated assumptions, quick sanity checks, and the honest 'is this pond big enough' read.
See the workflow →Fundraising
Pitch Deck Drafting
Drafts or sharpen the deck: problem, insight, product, traction, market, ask. One message per slide, evidence for every claim.
See the workflow →Monthly Investor Updates
The honest update: metrics up front, what worked, what didn't, the ask. Under 400 words.
See the workflow →Data Room Prep
Builds and maintain the data room index: what investors expect, what exists, what's stale. Flags owners for the gaps.
See the workflow →Investor Research
Before any pitch: the fund's thesis, portfolio fit, check size, and the partner's written point of view. Match before you pitch.
See the workflow →Metrics + Board
KPI Definitions + Dashboard
Defines the small set of metrics that matter, how each is calculated, and the weekly snapshot format. Fewer, honest, watched.
See the workflow →Runway Tracking
Tracks cash, burn, and runway with trigger dates: when must revenue rise, spending fall, or the raise close. Say it plainly, early.
See the workflow →Board + Advisor Prep
Assemble board prep: agenda, pre-read with decisions flagged, and talking points per item. Decisions requested up front, not buried.
See the workflow →Story + Launch
Positioning + Messaging
Defines: who it's for, what it replaces, the one-line pitch, and the proof. Every asset downstream inherits this.
See the workflow →Launch Announcements
The launch set: launch post, email to the list, social sequence, and outreach DMs. Sequenced and drafted for approval.
See the workflow →Landing Page Copy
Page copy that converts: clear headline, concrete benefits, proof, one call to action. Drafted to be A/B-able.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Startup agent. Walk the live box and put one of them to work.