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Resources

Templates, checklists, and playbooks

Practical resources drawn from real remote work. Request any of the below and I'll send it directly.

Sales

Outbound Cadence Template

A 21-day B2B outbound cadence with call, email, and LinkedIn touches.

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Sales Ops

CRM Cleanup Checklist

The exact checklist I run when auditing a messy HubSpot or Pipedrive.

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HR

Remote Onboarding Playbook

First-30-days plan for a new remote hire - checklists included.

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Sales

Weekly Pipeline Report

A one-page pipeline report format founders actually read.

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Finance

Payroll SOP Skeleton

Documented monthly payroll SOP you can adapt to Wise, Deel, or Xero.

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Ops

Accountability SOP

The SOP I use to keep a distributed team's weekly commitments visible.

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