Content Creation Stack

What do you use to create content? Written posts, graphics, videos, documents.

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Publishing & Social Handles

Where does your content go, and who puts it there? List your active social handles.

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Publishing Tools

What tools do you use for scheduling posts, sending newsletters, and managing your website?

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Lead Capture & CRM

How do you capture leads and track where they are in your sales process?

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Analytics & Performance

How do you track what is working?

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Communication & Operations

Day to day: how does the business communicate and get things done?

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Operator Priority List

If you had a highly capable operator working inside your business, what are the first three things you would want them handling without you having to initiate it?

Be specific. Not help with social media. Instead: Draft and schedule 3 LinkedIn posts per week based on my content ideas, using Buffer, and send me a preview before publishing.

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Data Visibility by Role

For each tool we just covered, are there roles on your team that should only see part of it? Not the full dashboard, but a filtered view.

Think about who needs to act on data without seeing the source. For example, a project manager seeing deadlines without seeing client billing rates.

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Key Metrics

What numbers would you want to see every week without having to go look for them?

The dashboard you wish existed. The metrics that tell you whether the business is healthy this week.

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Final Capture

Is there anything important about how this business works that we have not covered in any of the six layers?

This is your last chance to add context. Tools you forgot, processes that do not fit into a category, relationships that matter.