Guides
How-to guides for operator founders
Every workflow an operator founder or small functional team needs to run the business, built on Starch.
Finance & FP&A
- Analyze Vendor and Category Spend
- Automate AP Invoice Approvals
- Build a 13-Week Cash Flow Forecast
- Build an Annual Operating Budget
- Build a Monthly Board Financial Pack
- Close Month-End Books
- Forecast Runway and Months of Cash
- Model Financial Scenarios and Sensitivities
- Prepare Audit and Tax Workpapers
- Run Monthly Flux and Variance Analysis
- Track AR Aging and Run Collections
- Track Gross Margin by Channel and SKU
Sales & CRM
- Build a Strategic Account Plan
- Build an Outbound Email Sequence
- Clean Up Stale Deals in Your Pipeline
- Create a Sales Enablement Content Library
- Enrich Leads With LinkedIn Data
- Forecast Quarterly Revenue
- Log Sales Calls to Your CRM Automatically
- Qualify Inbound Leads
- Run a Win/Loss Analysis
- Set Up Your First CRM
- Track Renewals and Expansions
- Run a Weekly Sales Pipeline Review
Marketing & Growth
- Build Lifecycle Email Flows
- Build an SEO Content Engine
- Launch an Email Marketing Campaign
- Launch a New Product or Feature
- Launch Programmatic SEO Pages
- Manage a Paid Ads Budget
- Monitor Brand Mentions Across Social
- Plan a Monthly Content Calendar
- Run a B2B Webinar Funnel
- Run a LinkedIn Outreach Campaign
- Send a Weekly Marketing Report
- Set Up Pipeline Attribution
People & HR
Ops & Supply
- Audit Inventory Shrinkage
- Close Out the Restaurant POS at End of Night
- Cost Contractor Jobs and Change Orders
- Dispute Retailer Deductions and Chargebacks
- Forecast Product Demand
- Manage Co-Packer Production Runs
- Plan Trade Spend and Retail Promotions
- Reconcile Amazon Seller Settlements
- Set Reorder Points and Safety Stock
- Sync Shopify Inventory Across Channels
- Trace Lot-Level Inventory
- Track Broker and Distributor Performance
- Track Class and Instructor Utilization
- Track Inbound Shipments and Landed Cost
- Triage Property Maintenance Requests
- Vet and Onboard Vendors