Playbooks / Startups
Startups — 20 workflows.
The operating layer for a founder doing five jobs at once. Keeps investor, hiring, and customer loops moving without hiring three people first.
What ships
- 20 workflows, installed at setup.
- 5 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Investor Relations
Monthly Investor Update
Drafts the monthly investor update from provided metrics: headline numbers, what worked, what did not, the ask. Investors respect honesty about problems paired with a plan.
See the workflow →Board Meeting Prep
Assemble board prep: agenda, deck outline, pre-read memo with decisions needed flagged up front. Drafts talking points for each agenda item.
See the workflow →Data Room Hygiene
Checklist the expected data room docs: incorporation, cap table, financials, contracts, policies. Flags anything stale or missing with an owner to fix it.
See the workflow →Investor Follow-Up
After investor meetings: track commitments made, draft thank-you notes, and log follow-up items with dates. Nudge the founder when a promised item is due.
See the workflow →Founder-Led Sales
Outbound Sequences
Writes 3 to 4 touch outbound sequences per customer profile. Personalize the first touch from real research on the company.
See the workflow →Demo Follow-Up
Same-day recap after every demo: what they cared about, open questions, proposed next step with a date. Then the nudge cadence if silence.
See the workflow →Objection + Pricing Replies
Drafts replies to pricing pushback, security questionnaires, and procurement requests. Ground answers in what the product actually does.
See the workflow →Proposal Drafts
Drafts scoped proposals: objectives, deliverables, timeline, pricing structure, and assumptions. Offer options where possible.
See the workflow →Deal Desk Tracker
Keeps the open-deals list current: stage, last touch, next action, stale flags. Weekly one-page summary with what needs the founder's attention.
See the workflow →Hiring Ops
Role Scoping + Job Post
Scope the role before posting: outcomes expected at 90 days, scorecard, then the job post. Writes for outcomes, not years of experience.
See the workflow →Candidate Follow-Through
Keeps every candidate updated within 48 hours of each stage. Drafts status notes and gentle internal nudges when a hiring manager goes quiet on a good candidate.
See the workflow →Interview Coordination
Schedules interviews, send each interviewer a prep note with the resume and what to probe, and capture structured debriefs afterward.
See the workflow →Offer + Onboarding
Drafts offer letters for review, then the week-one plan: access checklist, buddy assignment, first deliverable, and a 30/60/90 outline.
See the workflow →Customer Onboarding + Retention
Welcome Sequence
Kickoff emails for new customers: what happens first, who they talk to, and the first milestone that means they are getting value. Approval before send.
See the workflow →Activation Check-Ins
Watches for the activation milestone. If a customer is stuck, draft targeted help outreach based on where they stalled.
See the workflow →Renewal Cadence
Renewal motion at 90, 60, and 30 days: value recap drafts, usage summary, and the renewal conversation brief for the founder.
See the workflow →Churn-Save Drafts
When a customer signals leaving: draft the save email acknowledging their reason, one concrete fix if real, and the exit interview questions if they still go. No guilt trips.
See the workflow →Operating Cadence
Weekly Priorities Digest
One page every week: wins, risks, decisions needed, top three priorities for next week. Ruthlessly short.
See the workflow →Metrics Snapshot
Rolls up the KPIs provided into a snapshot with commentary on what moved and why it matters. Flags any metric that moved badly before the founder asks.
See the workflow →Meeting Notes to Actions
Takes raw meeting notes and produce owners, deadlines, and follow-up nudges. Nothing dies in a notebook.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Startups agent. Walk the live box and put one of them to work.