Skills & Workflows

The full toolkit — 350+ production-ready skills, and the end-to-end workflows they power, across every part of the business. Partners get all of them; filter by the area you run.

Whole jobs, run end to end — open one for the full workflow.

workflow

Workflow Video to YouTube

Narrated MP4 with voiceover + music, thumbnail, YouTube metadata, uploaded to channel

Typical run: 30-45 min per video, 4-6 hours for full batch
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SPICED Discovery

Complete SPICED profile (Situation, Pain, Impact, Critical Event, Decision) documented, deal qualified, and next action agreed

Typical run: 2-4 hours across pre-call prep, call, and post-call documentation
workflow

Productized Offer Finder

Ranked shortlist of 3-5 productized AI offer concepts with RICE scores, value-ladder slots, MVP brief for the top pick, and a validation plan to test before building

Typical run: 90-150 minutes, single or two sessions
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Plan-to-Produce

Production planned, materials sourced, goods manufactured, quality verified, and inventory stocked

Typical run: Days to weeks depending on production complexity
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Plan My Next 12 Months

12-Month Business Operating Plan with OKRs, milestones, financial model, market sizing, and a decision filter

Typical run: 3-5 hours, multi-session
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Order-to-Fulfill

Order fulfilled, delivered, confirmed, and customer notified

Typical run: Days to weeks depending on production and shipping complexity
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Monthly Close

Books reconciled, reports generated, and decisions made on what to adjust

Typical run: 2-4 hours per month
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MEDDPICC Qualification

All 8 MEDDPICC components scored, gaps identified with action plan, and deal go/no-go decision made

Typical run: Ongoing across deal lifecycle — initial qualification 2-3 hours, weekly updates 30 minutes
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Market-to-Order

Market analyzed, pricing set, campaigns running, and qualified orders flowing in

Typical run: Weeks — ongoing cycle of analysis, pricing, and campaign execution
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Lead-to-Cash E2E

Lead converted, deal closed, work delivered, invoice paid, and margin reviewed

Typical run: Weeks to months — runs across the full sales and delivery cycle
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Issue-to-Resolution

Issue resolved, customer retained, and lesson captured for prevention

Typical run: Hours to days depending on severity
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Hire-to-Productivity

Right person hired, onboarded, and productive within 90 days

Typical run: Weeks to months — recruitment through first performance check
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Grow My Revenue

Diagnosed growth constraint with targeted 90-day action plan spanning pricing, acquisition, conversion, or product-led growth

Typical run: 4-6 hours, multi-session
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Gap Selling Discovery

Current State and Future State mapped, gap quantified in dollars and performance metrics, urgency created, solution positioned as the bridge

Typical run: 2-4 hours across pre-call prep, discovery call, and gap analysis documentation
workflow

Fix My Marketing

Scored marketing audit + 60-day content and visibility plan with first articles drafted

Typical run: 3-5 hours active, 1-2 sessions
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Delivery Orchestrator

Work delivered on scope, client satisfied, and retention check completed

Typical run: Runs across the delivery lifecycle — days to months
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Concept-to-Launch

Validated idea shipped to market with positioning, launch plan, and initial metrics

Typical run: Weeks to months depending on scope
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Challenger Sale

Commercial teaching pitch delivered, stakeholder-specific messages tailored, deal momentum created through constructive tension

Typical run: 3-5 hours for initial insight development and stakeholder prep; ongoing through deal lifecycle
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Blog Creation Quality Loop

Publication-ready blog that passes both content quality and business asset audit

Typical run: 2-3 hours, 1-2 sessions
workflow

Adversarial PMF Review

Honest PMF assessment with scored dimensions, identified weaknesses, and concrete next actions

Typical run: 1-2 hours, single session
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New client signed.

Client workspace ready with initial business map and a region-grounded operating-environment briefing

~4 hrs manual → ~1 hr automated (4× faster)
workflow

Renew & Expand Account — renewal path and expansion, handled

Renewal path chosen explicitly, expansion opportunity framed commercially, or non-renew branch handled gracefully

Typical run: 2-4 hours across prep, decision, and conversation follow-through
workflow

Fix My Retention — diagnose at-risk clients and save them

Diagnosed root cause of the at-risk relationship + a 30-day save plan with specific touchpoints, decisions, and an explicit save/let-go recommendation

Typical run: 2-4 hours, multi-session
workflow

Find & Validate My Business Idea — score it before you build

A research-validated niche with a 100-point score and honest go/no-go, then (on a passing score) a positioned, priced, guaranteed offer and a one-page brief with a 7-day action plan — without building anything yet

Typical run: 60-120 minutes, single or two sessions
workflow

Daily Content Machine — how BOB researches & scripts a video before you record

A morning content brief (top trend angle + full script + 3 thumbnail concepts) delivered daily and unattended, stopping at the point where you record

~2 hrs trend-hunting + scripting → 10-20 min unattended
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Customer Vault Installation — get a client live on BOB

Customer has a working BOB vault on their machine, opened in Obsidian, with first daily note and TaskNote created

Typical run: 60–90 min (mostly synchronous with customer)
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Customer Support Ticket Resolution — triage to documented fix

Issue resolved and documented, or escalated to senior with full context bundle

Typical run: 15–60 min per ticket
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ABM Multi-Channel Sequence — qualified conversations with target accounts

Pipeline of qualified conversations with decision-makers at target accounts across 3 tiers

Typical run: 3-5 hours initial setup; sequences run 4-6 weeks
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Win Loss Review

Capture Why, Feed Back to Sales

~2 hrs manual post-mortem → ~30 min automated
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Weekly Business Review

Maintain Operating Grip

~2 hrs manual → ~30 min automated
workflow

Supplier contract renewing.

Supplier performance assessed, renewal decision made, next steps actioned

~3 hrs manual → ~1 hr automated (3× faster)
workflow

Big decision. Strong opinions. No framework.

Structured decision analysis with expert perspectives

~6 hrs deliberation → ~2 hrs automated (3× faster)
workflow

Manual everything.

Automated workflows with monitoring and quality standards

~15 hrs manual → ~3 hrs automated (5× faster)
workflow

YouTube is the plan.

Script, thumbnails, description, and LinkedIn post ready

~6 hrs manual → ~2 hrs automated (3× faster)
workflow

Nothing is documented.

Documented processes with visual maps and operating dashboard

~10 hrs manual → ~2.5 hrs automated (4× faster)
marketing-content

Six platforms. Zero visibility.

6-Platform Parallel Audit

~16 hrs manual → ~20 min automated (48× faster)
marketing-seo

Content takes forever.

Research → Write → Illustrate → Publish

~6 hrs manual → ~15 min automated (24× faster)
research

Big meeting tomorrow.

Deep Company Intelligence Report

~8 hrs manual research → ~20 min automated (24× faster)
sales

You're chasing leads blind.

Full Prospect Analysis

~4 hrs manual research → ~8 min automated (30× faster)
sales

The meeting went well.

Transcript → Pixel-Perfect Proposal

~3 hrs manual → ~10 min automated (18× faster)
workflow

Plenty of leads.

Optimized positioning, copy, proposals, and sales methodology

~8 hrs manual → ~2 hrs automated (4× faster)
workflow

Quarter ended.

QBR with performance trends, ROI evidence, and next-quarter plan

~6 hrs manual QBR prep → ~2 hrs automated (3× faster)
workflow

The call went great.

Professional proposal ready to send

~3 hrs manual → ~30 min automated (6× faster)
workflow

Launch day is coming.

Landing page, email sequence, social, and tracking live

~10 hrs manual → ~3 hrs automated (3× faster)
workflow

Suppliers, invoices, approvals, payments.

Service procured, delivered, invoiced, paid, and supplier reviewed

~6 hrs manual procurement → ~1.5 hrs automated (4× faster)
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New supplier.

Supplier profiled, evaluated, contracted, and ready for first PO

~4 hrs manual → ~1 hr automated (4× faster)
workflow

New market looks promising.

Validated market opportunity with entry strategy and launch plan

~12 hrs manual → ~3 hrs automated (4× faster)
workflow

Your client asks 'how's our marketing?'

Scored marketing report with PDF deliverable

~8 hrs manual → ~1.5 hrs automated (5× faster)
workflow

Revenue is fine.

Optimized pricing with financial visibility and margin tracking

~8 hrs manual → ~2 hrs automated (4× faster)
workflow

You need leads.

End-to-end lead gen with ICP targeting and conversion funnel

~10 hrs manual → ~3 hrs automated (3× faster)
workflow

Growth ideas everywhere.

Prioritized growth opportunities with market sizing and roadmap

~10 hrs manual → ~2.5 hrs automated (4× faster)
workflow

You can't take a week off.

Delegation framework with role clarity and process handoffs

~10 hrs manual → ~2.5 hrs automated (4× faster)
workflow

Your digital presence exists.

Comprehensive digital presence audit with scored report

~12 hrs manual → ~2.5 hrs automated (5× faster)
workflow

Projects run late.

Optimized delivery with schedules, resources, and KPI tracking

~8 hrs manual → ~2 hrs automated (4× faster)
workflow

Traffic is fine.

Optimised page with A/B test running

~4 hrs manual → ~1.5 hrs automated (3× faster)
workflow

You know you should publish.

Published article with social distribution

~6 hrs manual → ~2 hrs automated (3× faster)
workflow

Campaign idea is solid.

Content campaign from goals to measurement

Typical run: 40+ hours vs manual content planning, creation, and distribution
workflow

Great results. Happy client.

Case study, testimonial, and referral ask completed

~3 hrs manual → ~1 hr automated (3× faster)
marketing-ads

Running ads.

Campaign Strategy & Ad Copy

~6 hrs manual → ~15 min automated (24× faster)
product-management

Growth stalled.

Diagnose → Constraint → 90-Day Plan

~8 hrs strategy consulting → ~15 min automated (32× faster)
marketing-funnel

Visitors come.

Full-Funnel Conversion Optimization

~5 hrs manual → ~12 min automated (25× faster)
sales

New client.

Standardized Client Workspace Setup

~30 min manual setup → ~1 min automated (30× faster)
marketing-content

The page looks great.

Conversion-Focused Page Copy

~4 hrs manual → ~10 min automated (24× faster)
research

The market moved.

Recurring Intelligence Cycles

8 hours manual research → 15 minutes automated
marketing-seo

SEO + AI + UX Website Audit in 15 Minutes

SEO + GEO Parallel Analysis

~12 hrs manual → ~15 min automated (48× faster)
workflow

Cash Flow Visibility Before the Crisis

Cash flow visibility with AR tracking and financial dashboards

~8 hrs manual → ~2 hrs automated (4× faster)
marketing-content

Full Marketing Analysis in 12 Minutes

Full Marketing Analysis

~8 hrs manual → ~12 min automated (40× faster)
marketing-content

What should we write about?

Topic Clusters & Content Priorities

~6 hrs manual research → ~15 min automated (24× faster)
marketing-content

One great piece of content.

One Source → Multiple Formats

~3 hrs manual → ~8 min automated (22× faster)
marketing-content

Publishing plenty.

City Map: Content → Business Outcomes

~8 hrs manual strategy → ~20 min automated (24× faster)
business

Map Your Business in 30 Minutes

Business Baseline & Mapping

~20 hrs consulting → ~30 min automated (40× faster)
business

Your brand sounds different in every channel.

Brand Identity & Voice System

~6 hrs manual branding → ~20 min automated (18× faster)
business

Stuck on a strategic decision.

Simulated Board of Advisors Debate

~8 hrs deliberation → ~15 min automated (32× faster)
business

Everyone says 'use AI.'

RAPID-5 Framework

~40 hrs consulting → ~2 hrs automated (20× faster)
video

YouTube ideas take days.

NotebookLM → YouTube Content

~10 hrs research + writing → ~30 min automated (20× faster)
documents

Nobody reads documentation.

Skill → Animated Explainer

~4 hrs manual video production → ~2 min automated (120× faster)
engineering

Variation Order Analyzer

FIDIC Variation Valuation

~1-2 days manual valuation → ~25 min automated
research

Regional Context

Regional Business Intelligence

~4-6 hrs manual research → ~15 min automated
documents

The data is there.

JSON → Professional PDF Report

~2 hrs manual formatting → ~30 sec automated (240× faster)
workflow

You need a sales video.

Landing-page-ready VSL with talking head, B-roll, and captions

~12 hrs production → ~3 hrs automated (4× faster)
workflow

Your explainer video budget? Zero.

Landing-page-ready VSL with motion graphics and voiceover

~12 hrs production → ~3 hrs automated (4× faster)
workflow

UGC Ad AI Production

Platform-ready UGC ad variants with hook-tested script, AI-generated scenes, captions, and CTA — ready for paid launch

Typical run: 2-3 hours across 2 sessions
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Trend To Content Pipeline

Community signals become dated, evidenced content briefs that a writer can act on without re-reading the source threads

Typical run: 60–90 min per cycle (step 2 dominates; faster once the query set stabilises)
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Solo Weekly Operating System

Weekly Cadence for Solo Operators

~3 hrs Monday admin → ~30 min automated
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Skill Upgrade Cycle

One skill is upgraded with current behavior evidence, validation, and a recorded QMS gate result

Typical run: 45-90 minutes, 1 session
workflow

Ship A Release To Skool

Every Skool pack lesson carries the current ZIP + checksum, and its advertised skill list matches exactly what that ZIP contains

Typical run: 2–4 h (step 5 dominates — one lesson per pack, browser-driven)
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Sales Call Prep

Rep enters the call with a clear opener, stakeholder context, call goal, likely friction points, and the next step to secure

Typical run: 20-45 minutes depending on deal complexity and available context
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Quarterly Replan

Strategic Reset

~2 days strategic offsite → ~2 hrs automated
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Quarterly Invoice Collection

Every expected supplier invoice for the quarter is either filed on Google Drive under the naming convention with its date recorded in the tracking sheet, or listed as an explicit exception with the reason

Typical run: 45-90 minutes across two sittings (agent pass, then portal downloads)
workflow

Project done. Team moved on.

Lessons captured, improvements applied, templates extracted

~2 hrs manual retro → ~30 min automated (4× faster)
workflow

Product Documentation Refresh

Wiki manual chapters updated, both print PDFs re-rendered, verified, versioned, and published to the product docs folder

Typical run: 30-90 minutes depending on content changes
workflow

Procurement To Signature

Procurement, security, legal, and signature path made explicit, with owners, blockers, and deadlines tracked to completion

Typical run: 45-120 minutes to establish; ongoing updates through late-stage deal execution
workflow

Partner Client Vault Lifecycle

Client vault installed, structured, operating on cadence, refreshed quarterly with a governance report, and carried through an explicit renew / expand / offboard decision

Typical run: Stage 1-2 in the first week; stages 3-6 loop quarterly; stage 7 at term end — runs across the full engagement
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Ops Automation Health Check

Automation inventory audited, credentials and integrations verified, safe patches applied, and external side effects gated before close

Typical run: 60-90 minutes, single session
workflow

Mutual Action Plan

Internal close plan built, buyer-facing mutual action plan prepared when appropriate, and deal path to signature made explicit

Typical run: 45-90 minutes to establish; 10-20 minutes to update after each material deal event
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Monthly Business Review

Close Month, Set Priorities

~6 hrs manual → ~60 min automated
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Monday CEO Workflow

KPIs reviewed with 13-week trends, open decisions analyzed and journaled, weekly priorities set, decision-log files written, KPI history updated

Typical run: 5 min input + 15-20 min execution
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Kaizen My Process

Prioritized, stakeholder-vetted improvement backlog with a visual process map, PDCA + 5S artifacts, an improved SOP, and a re-baseline cadence

Typical run: 2-4 hours, multi-session
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Instagram Account Setup

IG Business account linked, Meta app configured, long-lived page token stored, instagram_upload.py doctor-check passes

Typical run: 45-90 min, single session (allow 24h buffer if Meta flags identity verification)
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Grow My Business Value

An indicative valuation range with visible assumptions, the top value levers ranked by monetary impact, and tracked improvement experiments tied to the KPI loop

Typical run: 60–90 min (longer if a full accounts-review run is needed)
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FIDIC Contract Claims Management

FIDIC Claims Lifecycle

Weeks of manual work → hours with agent assistance
workflow

Double Diamond

One committed problem statement and one committed solution concept, each chosen against recorded alternatives, handed to Concept-to-Launch for delivery

Typical run: 1-3 weeks for the two diamonds, before delivery begins
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Cut A Vault Release

Built, artifact-verified packages with release notes whose every number was counted in the shipped artifact — and regenerated evolution collateral — before anything is distributed

Typical run: 2–3 h (builds ~90 s per package; verification and the release note dominate)
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Content Ingestion Pipeline

YouTube URLs from the persistent TaskNote are transcribed, turned into structured vault notes, gap-analysed, and the queue is updated with results

Typical run: 5-20 min per URL, runs async
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Competitor Teardown

One competitor is documented from primary sources, with a defensible position on where they beat us, where we beat them, and what would have to change for that to flip

Typical run: 2–4 h (step 2 dominates; longer if the competitor's pricing is gated)
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Cash Control Routine

Cash Position and AR Followup

~4 hrs manual → ~30 min automated
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Business Owner Operating System

Current business state diagnosed, binding constraint identified with evidence, top 3 priorities set, one stop-doing item agreed, routed to the right downstream playbook with owner approval, current-state and Founder Command Center updated

Typical run: 30–45 minutes
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BOQ Audit Residential

Residential BOQ audited with sector-specific depth (kitchens, bathrooms, built-in wardrobes, finishes), bids levelled, escalation clauses and hold-points generated

Typical run: 1 day for single BOQ; 2 days for multi-bid leveling
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BOQ Audit Interior Fit Out

Fit-out BOQ audited with sector-specific spec depth (RCP coordination, false ceiling fascia, joinery EO pricing, finish brands), bids levelled, hold-points and escalation clauses generated

Typical run: 1-2 days for single BOQ; 2-3 days for multi-bid leveling
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BOQ Audit General Construction

BOQ audited for spec gaps, quantity anomalies, and pricing errors; bids levelled into a Schedule of Values; inspection checklist and escalation clauses ready for use

Typical run: 1-2 days for single BOQ; 2-3 days for multi-bid leveling
workflow

AI News Daily Video Pipeline

Faceless 3-7 min AI news video published to YouTube, video registry updated, Quartz note written

Typical run: 30-45 min (mostly automated, 2 manual gates)
engineering

Eot Claims Preparer

FIDIC Extension of Time Claims

~3-5 days manual drafting → ~45 min automated
engineering

Delay Analysis Tool

Time Impact Analysis (TIA)

~1-2 days manual CPM analysis → ~20 min automated
engineering

Contract Clause Analyzer

FIDIC Clause Risk Analysis

~2 days manual review → ~30 min automated (100× faster)