Use it when closing the month, or reconciling the books.
2 rolesRead more
Skills · 124 playbooks in 12 groups
The team already knows how the job is done.
124 playbooks, among them how to ship a launch nobody has to rescue, shape a post for where it will be read, run experiments instead of opinions and read an ad account without double-counting. Each one is written around how the work usually goes wrong, and the team picks the right one for the task.
Written by people who do the job.
Each playbook captures the steps and the traps, not just the task name.
Picked for the task.
Ask Iris why signups dropped and Iris uses the analytics playbooks. You don't have to choose.
Every one is listed below.
Browse all 124, grouped by the kind of work.
All skills124Marketing22Revenue19Product & delivery15Connector literacy11Strategy10Finance9People9Execution8Grounding7Build5Legal5CEO office4
SHOWING 1–9 OF 9
Use it when comparing actual spend against a budget.
2 rolesRead moreUse it when asked what we are spending on and why it moved.
2 rolesRead moreUse it when asked about runway, or "how long do we have".
2 rolesRead moreUse it when projecting cash in and out over the coming months.
2 rolesRead moreUse it when the question is whether growth is worth buying.
2 rolesRead moreUse it when a raise, data room or diligence request is coming.
1 roleRead moreUse it when an invoice is overdue and someone must be chased.
1 roleRead moreUse it when software or vendor spend needs cutting or justifying.
1 roleRead moreClose the month so the numbers hold2 roles
×Reporting a number from a live ledger as if the month were closed, so every downstream figure moves after it has been quoted to the board.
Compare actuals against budget2 roles
×A variance report listing every line that moved, which buries the two that matter and gets skimmed.
Explain what we are spending on2 roles
×Reporting a burn number with no breakdown, so a one-off annual renewal reads as a permanent increase in run rate.
Model burn and runway2 roles
×A single runway number with no assumptions attached, computed from last month's burn rather than a three-month average.
Project cash in and out2 roles
×A cash forecast built on the P&L, which is on an accrual basis — so it shows a profitable month in which the bank account is empty.
Work out whether a customer pays for itself2 roles
×Computing lifetime value on revenue instead of gross margin, and comparing it to a blended acquisition cost. Both errors flatter, they compound, and the resulting ratio is the number a company uses to decide to spend more.
Assemble what an investor will actually check1 role
×Preparing a narrative and treating the numbers as support for it. Diligence runs the other way — the numbers are checked first and any gap between them and the story is the finding, so a story assembled before the numbers are reconciled creates the problem it was written to avoid.
Chase money owed without burning the account1 role
×Escalating an overdue invoice before establishing why it is unpaid. Most late payment is a broken process — wrong PO, wrong entity, an invoice that never reached the payer — and a demand letter to a customer whose finance team never received the invoice costs the relationship and does not collect.
Find what we are paying for and no longer use1 role
×Ranking vendors by price and recommending the expensive ones be cut. The recoverable money is in low-value spend that renews silently — seats nobody uses, tools replaced by another tool, an annual plan that auto-renewed past its usefulness — and the expensive line is usually the load-bearing one.
Stop launching into silence.
Start free with your website, or tell us about your product and we’ll set the team up with you.