VIBES.DIY DOSSIER · CONFIDENTIAL · LIMITED CIRCULATION
Briefing 06/10

Self-Service
Briefing Books

Ten role-shaped tools for the practitioner, not the average user. Standard SaaS averages across the role; each individual practitioner has their own way of working that the standard tool flattens. The opportunity is the long-tail of role-specific micro-tools that role-based SaaS will never ship.

SOURCE: tilted-enterprise-tail #91–100 BUYER: the practitioner HORIZON: recurring
SOURCE
TILTED
EXHIBITS
10
PERSISTENCE
FIREPROOF
SKIN
DOSSIER
EXHIBIT INDEX
EXHIBIT 01 · recruiter-pipeline LIVE

Recruiter Pipeline Tracker

// Per recruiter. Flat ATS doesn't fit.

Custom stages per recruiter; candidates with role, source, last-touch. Stale auto-flag. Weekly metrics: in/moved/lost.

recruiter-pipeline — START FRESH FROM PROMPT
EXHIBIT 02 · account-plan-template LIVE

Sales Rep Account Plan

// Top 10 accounts, owned by the rep — not Salesforce.

Per account: contact map, key dates, threats, opportunities, recent touches. Quarterly export as a one-page briefing.

account-plan-template — START FRESH FROM PROMPT
EXHIBIT 03 · csm-health-scorecard LIVE

CSM Customer Health Scorecard

// Bespoke per CSM. Weights are the rep's.

Tunable signals (usage, exec touch, NPS, tickets, renewal window) → 0-100 score. Rank by health. Weekly mover digest.

csm-health-scorecard — START FRESH FROM PROMPT
EXHIBIT 04 · campaign-retro LIVE

Marketing Campaign Retro

// Owned per campaign. Dies in 90 days.

Goal vs actual; what worked / what didn't / lessons. Multiple contributors. Auto-archives at 90d. Export a one-pager.

campaign-retro — START FRESH FROM PROMPT
EXHIBIT 05 · finance-close LIVE

Finance Close Checklist

// Line items per ledger; signoff trail.

Tasks per ledger (AR/AP/GL/PAYROLL/REVENUE) with owners + due-dates. Blocked surfaces. Controller marks ledger CLOSED.

finance-close — START FRESH FROM PROMPT
EXHIBIT 06 · nda-triage LIVE

Legal NDA Triage

// Bucketed by risk. Replaces folder-based queue.

Incoming NDAs with counterparty, type, risk auto-suggested. Triage to attorney or self-handle. SLA tracker.

nda-triage — START FRESH FROM PROMPT
EXHIBIT 07 · rfp-comparison LIVE

Procurement RFP Comparison

// Buyer-specific weighting matrix.

Define criteria + weights summing to 100%. Each vendor scored 1-5 per criterion. Live weighted total. Export the matrix.

rfp-comparison — START FRESH FROM PROMPT
EXHIBIT 08 · exec-briefing-book LIVE

Exec Briefing Book

// One EA, recurring content cadence.

Weekly per-principal briefing: meetings, travel, decisions, follow-ups, news. Numbered exhibits. Read-only exec link.

exec-briefing-book — START FRESH FROM PROMPT
EXHIBIT 09 · board-prep-packet LIVE

Board Prep Packet

// Chair-specific narrative. Materials cued.

Per-meeting agenda items with materials, talking points, decisions sought. Chair gets a sequential MARK READ workflow.

board-prep-packet — START FRESH FROM PROMPT
EXHIBIT 10 · post-mortem-template LIVE

Service Post-Mortem Template

// SRE / eng-owned. Not generic.

Per-incident: summary, timeline, root-cause, action items, customer impact, severity. Blameless narrative. Numbered exhibit.

post-mortem-template — START FRESH FROM PROMPT

READ ME

Ten role-shaped briefing books. The thing every practitioner already builds in a Sheet because the role-based SaaS averages too hard. Generated software lets the carpenter make the tool, not commission it.