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A curated walkthrough of the library — ordered lessons, a 15-question quiz between each, and 3 next-steps so you stay in flow. Earn XP, badges, and a streak as you go.
Lessons · 6434 available · Operations view · spreadsheet
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295 lessons in operations
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Lessons handpicked for the spreadsheet shelf.
A spreadsheet works for 10 customers. 100 need a CRM. Here's how to pick and when to upgrade.
AI translates a forecast spreadsheet into the story finance partners actually read.
AI can build a financial model fast. Whether the assumptions are right is on you.
Capacity planning lives in spreadsheets that nobody trusts. AI can run scenario sweeps that surface assumptions and stress-test plans.
Fresh spreadsheet lessons added to the library.
AI can build a financial model fast. Whether the assumptions are right is on you.
AI translates plain-English descriptions into working spreadsheet formulas.
If you sell stuff, you need to know if you're actually making money. AI can build the sheet for you.
How AI features in spreadsheets actually compare for analysts and operators.
Subject tracks
Most 'business ideas' are wishes. Here's how to find ideas that have a real customer attached, using three proven frameworks. AI has exposed: every document-heavy workflow, every manual customer-support queue, every repetitive analyst task, every slow content creation process.
A first call is not a pitch. It's a diagnosis. Here's the structure that turns calls into customers without pressure. The close — a next step, not a contract An AI call summarizer Some buyers will hear a young voice and drop the call mentally.
A spreadsheet works for 10 customers. 100 need a CRM. Here's how to pick and when to upgrade.
The first hire either 2x's your company or sets it back 6 months. Here's how to do it without a full HR team.
Use Claude and Clay to personalize outbound at scale without triggering every spam filter on earth.
Model access is not a moat. Figure out what is — proprietary data, workflow lock-in, brand, distribution.
A concrete hour-by-hour template for an AI-assisted workday — what to delegate, what to keep, and where the compounding time savings actually live.
The capstone: a weekend project where you audit your own role, identify three high-leverage AI installs, and run them for a month to measure the lift.
AI translates a forecast spreadsheet into the story finance partners actually read.
AI synthesizes QBR inputs from teams into a coherent leadership review.
AI tracks who said what about you and drafts request emails; you protect the relationships behind every reference call.
AI triages incoming deals against your discount and term policies; humans approve every exception.
Set up a repeatable AI-assisted process for monthly investor updates that stays honest.
AI can structure a board pre-read that surfaces the real questions, but the CEO still owns the framing.
AI can compile metrics and notes into a monthly board update summary the operator reviews, corrects, and signs.
AI can build a financial model fast. Whether the assumptions are right is on you.
Use AI to dissect a competitor's positioning, pricing, and weak spots — without confusing surface gloss for real strategy.
Generate and stress-test pricing page copy with AI without falling for plausible-sounding numbers it pulled from nowhere.