Investor updates, board pack assembly, pipeline reviews, ad-spend audits, the internal tool you keep meaning to build. Walk a teammate through one on Monday morning and it ships on its own by the end of the week.
Four high-impact workflows for this role. Walk a teammate through one on Monday morning and it ships on its own by the end of the week.
Pulls MRR, churn, CAC, ad spend, and pipeline movement from Stripe, PostHog, the ad networks, and your CRM. Drops a focused digest into the channel of your choice — exception-flagged so you only read the bit that needs reading.
Stripe
PostHog
HubSpot
SlackPulls revenue, burn, runway, pipeline, headcount, and product highlights from across your stack. Drafts the email in your house style, attaches a board-grade PDF, and parks it in your drafts folder. You review, you send.
Stripe
Notion
GmailBuilds ICP-matched lead lists from Apollo, enriches in HubSpot, kicks off email sequences via Instantly, and reports what's converting. New cohort every week, no founder time required.
HubSpotGmail
LinearNeed a revenue dashboard the team can actually read, a client portal, or an approvals workflow? Talk it through on a call, get a deployed web app with database and auth, share the link.
Notion
GitHubStripeA short walkthrough of how a teammate onboards into this role's stack and starts shipping the first workflow.
Same teammate model, different workflows. Pick the one whose week looks most like yours.
Free starter credits to get going. Get on a 15-minute call this afternoon and there's a real chance it ships before you wrap up.