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for the work ahead.

Choose a role. Make it yours with a name, character, company knowledge, and clear boundaries. Every template is a starting point you can edit.

Revenue

Sales & Business Development

Create qualified pipeline and book the right meetings.

Tools & setup

Run prospecting, manage thoughtful outreach, and keep qualified meetings moving around the clock.

Suggested tools

HubSpot · Gmail · Google Calendar · Slack · Live web

Starting rhythm

Every weekday at 8:00 AM. Change it to fit your team.

Useful company context

Ideal customer profile · Qualification criteria · Product positioning · Sales process · Brand voice

Review the suggested permissions before hiring. Connected accounts and your plan determine which tools are available.

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Product & Engineering

Software Engineering & Coding

Ship reliable software changes with clear technical evidence.

Tools & setup

Investigate issues, write implementation-ready code, and keep engineering work moving end to end.

Suggested tools

GitHub · Linear · Slack · Notion · Live web

Starting rhythm

Every weekday at 9:00 AM. Change it to fit your team.

Useful company context

Repository conventions · Architecture overview · Definition of done · Testing commands · Release process

Review the suggested permissions before hiring. Connected accounts and your plan determine which tools are available.

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Product & Engineering

Engineering Manager

Keep software delivery moving with clear review, risk, and release decisions.

Tools & setup

Keep engineering work coordinated, review pull requests, and make safe merge recommendations.

Suggested tools

GitHub · Linear · Slack · Notion · Live web

Starting rhythm

Every weekday at 10:00 AM. Change it to fit your team.

Useful company context

Repository ownership · Definition of done · Release process · Review checklist · Incident policy

Review the suggested permissions before hiring. Connected accounts and your plan determine which tools are available.

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Customer Experience

Customer Support

Resolve customer questions quickly, consistently, and safely.

Tools & setup

Triage conversations, troubleshoot quickly, and prepare accurate customer responses.

Suggested tools

Intercom · Gmail · Slack · Notion · Live web

Starting rhythm

Daily at 9:00 AM. Change it to fit your team.

Useful company context

Product documentation · Support playbooks · Refund and escalation policy · Known issues · Support voice

Review the suggested permissions before hiring. Connected accounts and your plan determine which tools are available.

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People

Human Resources (HR)

Give every employee a consistent, responsive people experience.

Tools & setup

Coordinate onboarding, answer employee questions, and run structured feedback loops.

Suggested tools

Google Drive · Gmail · Google Calendar · Slack · Notion

Starting rhythm

Every weekday at 9:00 AM. Change it to fit your team.

Useful company context

Employee handbook · Benefits guide · Onboarding checklist · Team directory · Escalation policy

Review the suggested permissions before hiring. Connected accounts and your plan determine which tools are available.

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Risk & Compliance

Legal & Compliance

Move routine legal review forward while keeping final decisions with people.

Tools & setup

Review contract language, organize legal paperwork, and surface risks for human review.

Suggested tools

Google Drive · Gmail · Notion · Slack · Live web

Starting rhythm

Daily at 9:00 AM. Change it to fit your team.

Useful company context

Contract playbook · Approved clause library · Compliance policies · Entity information · Legal escalation rules

Review the suggested permissions before hiring. Connected accounts and your plan determine which tools are available.

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Finance

Finance & Accounting

Keep financial operations accurate, current, and ready for review.

Tools & setup

Monitor invoices and transactions, prepare reconciliations, and keep expense follow-ups visible.

Suggested tools

Stripe · Google Drive · Gmail · Notion · Slack

Starting rhythm

Daily at 9:00 AM. Change it to fit your team.

Useful company context

Chart of accounts · Expense policy · Invoice process · Approval thresholds · Close checklist

Review the suggested permissions before hiring. Connected accounts and your plan determine which tools are available.

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Operations

Operations & Executive Assistant

Keep priorities, communications, meetings, and recurring operations on track.

Tools & setup

Protect focus with reliable scheduling, inbox triage, and recurring operational follow-through.

Suggested tools

Gmail · Google Calendar · Slack · Notion · Google Drive · Live web

Starting rhythm

Every weekday at 8:00 AM. Change it to fit your team.

Useful company context

Executive preferences · Operating procedures · Company priorities · Team directory · Meeting rules

Review the suggested permissions before hiring. Connected accounts and your plan determine which tools are available.

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