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Resources
Prompts, templates and frameworks I've made or use, for AI, clearer thinking and the day job. Search or filter by category, and take what's useful.
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AI Workspace + Chief of Staff Setup
Two markdown files. One sets up the workspace, the other builds the Chief of Staff dashboard on top of it. Read them before you run them.
| Resource | What it is | Category |
|---|---|---|
| CS Processes Flipbook | The 12 processes a customer success team runs on, one card each. | Customer Success |
| Onboarding Template | The plan I use to take a new customer from signed to first value. | Customer Success |
| Handover Template | What sales hands over at close, so the customer isn't asked the same questions twice. | Customer Success |
| Red Flag Flipbook | The churn signals that show up months early, and what to do about each one. | Customer Success |
| Renewal Flipbook | How to run a renewal as a process instead of a scramble in the last 30 days. | Customer Success |
| EBR Template | An executive business review built around the customer's own business goals. | Customer Success |
| Escalation Management Flipbook | How to run an escalation without losing the account or burning out the team. | Customer Success |
| MECE Framework Flipbook | Splitting a problem so the pieces don't overlap and nothing goes missing. | Frameworks |
| Building Trust | The trust equation, and what moves each part of it. | Frameworks |
| SaaS Metrics Flipbook | The metrics a SaaS business gets judged on, defined in plain language. | SaaS Metrics |
| GRR and NRR Forecasting | How to forecast gross and net revenue retention before the quarter decides for you. | SaaS Metrics |
| Setting up your AI workspace | The prompt file that builds the workspace. Run it, answer the questions, and you have somewhere for everything to live. | AI |
| Setting up a Chief of Staff | The second prompt file. Builds a Chief of Staff dashboard on top of the workspace above. | AI |
| Setting up a local LLM | How to run a language model on your own machine, start to finish. | AI |
| Google AI Edge GalleryiOSAndroid | Google's app for running Gemma models on your phone with the internet off. | AI |
| How to Speak, Patrick Winston | Notes and resources from Patrick Winston's MIT lecture on speaking well. | Communication |
| Granola | Meeting notes without a bot joining the call, and they're good enough to reread. | Tools |
| Brave Browser | I use it for one reason mostly: no ads on YouTube. | Tools |
| Dynalist | Notes as one infinite nested list, which is how my head works anyway. | Tools |
| Packing Sheet | The only packing list I use. Copy it once and reuse it for every trip. | Travel |
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