Operating Model Playbooks for Professional Teams

This collection of playbooks is designed for operators and teams seeking clarity at the operating-model and system-structure level across modern business execution environments, rather than surface-level tactics.

Each playbook examines a specific operational problem space within its business context, and outlines a structured perspective on how teams commonly frame decisions, organize execution, and review outcomes over time. The focus is on execution constraints, decision trade-offs, and recurring patterns observed in professional settings, not on prescriptive tactics or guaranteed approaches. Playbooks may be consulted individually or considered alongside others as part of a broader operational perspective, depending on context and priorities.

Browse the playbooks below to explore the operational themes they examine and assess which areas are most relevant to your current focus.

Skincare UGC & TikTok Operating Model — Creator Testing & Decision Framework

UGC & Influencer Systems
for Amazon FBA Brands

Creator-Led Growth for B2B SaaS — An Operating Playbook

TikTok UGC Playbook for
Home & Organization
Brands

LinkedIn Outbound
Playbook for Logistics &
Freight Brokers

TikTok Creator-Led Growth Playbook for Pet Product Brands

Brand differentiation on Amazon via sku-level pricing & governance

AI in RevOps: A Structured System for Pipeline, Forecasting, and Reporting for B2B SaaS

AI for Revenue Forecasting: A Structured System for B2B SaaS RevOps

AI Customer Support Automation Playbook for Resource-Constrained SMBs

LinkedIn Sales Navigator Outreach System for B2B SaaS SDRs Targeting CTOs & IT Leaders

AI for Revenue Reporting – A Structured RevOps System for B2B SaaS

Revenue Pipeline Governance Model for B2B RevOps

AI Content Industrialization – Operating Model & Execution Framework for Marketing Teams

Community Architecture & Operating System for DTC & Lifestyle Brands

SaaS Community Lifecycle Architecture & Operating System

Micro Digital Agency Operating System – Governance, Delivery & Execution Model

TikTok-Driven Demand on Amazon — Operating Model for Beauty Brands

The Micro Data Engineering Team — An Operating Model for Governance, Delivery & Execution

AI Shadow IT Governance Playbook

AI Use Case Prioritization & Decision Framing Playbook

AI Output Quality Governance for RAG & AI Agents

Coming soon

Coming soon

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