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
- How to Analyze Vendor and Category Spend with AI
- How to Automate AP Invoice Approvals with AI
- How to Build a 13-Week Cash Flow Forecast with AI
- How to Build an Annual Operating Budget with AI
- How to Build a Monthly Board Financial Pack with AI
- How to Close Month-End Books with AI
- How to Forecast Runway and Months of Cash with AI
- How to Model Financial Scenarios and Sensitivities with AI
- How to Prepare Audit and Tax Workpapers with AI
- How to Run Monthly Flux and Variance Analysis with AI
- How to Track AR Aging and Run Collections with AI
- How to Track Gross Margin by Channel and SKU with AI
Sales & CRM
- How to Build a Strategic Account Plan with AI
- How to Build an Outbound Email Sequence with AI
- How to Clean Up Stale Deals in Your Pipeline with AI
- How to Create a Sales Enablement Content Library with AI
- How to Enrich Leads With LinkedIn Data with AI
- How to Forecast Quarterly Revenue with AI
- How to Log Sales Calls to Your CRM Automatically with AI
- How to Qualify Inbound Leads with AI
- How to Run a Win/Loss Analysis with AI
- How to Set Up Your First CRM with AI
- How to Track Renewals and Expansions with AI
- How to Run a Weekly Sales Pipeline Review with AI
Marketing & Growth
- How to Build Lifecycle Email Flows with AI
- How to Build an SEO Content Engine with AI
- How to Launch an Email Marketing Campaign with AI
- How to Launch a New Product or Feature with AI
- How to Launch Programmatic SEO Pages with AI
- How to Manage a Paid Ads Budget with AI
- How to Monitor Brand Mentions Across Social with AI
- How to Plan a Monthly Content Calendar with AI
- How to Run a B2B Webinar Funnel with AI
- How to Run a LinkedIn Outreach Campaign with AI
- How to Send a Weekly Marketing Report with AI
- How to Set Up Pipeline Attribution with AI
People & HR
- How to Manage Benefits Enrollment with AI
- How to Offboard a Departing Employee with AI
- How to Onboard a New Hire with AI
- How to Plan Headcount with AI
- How to Run an Employee Engagement Survey with AI
- How to Run an Interview Loop with AI
- How to Run a Performance Review Cycle with AI
- How to Set Compensation Bands with AI
- How to Track Open Roles with AI
- How to Track PTO and Time Off with AI
Ops & Supply
- How to Audit Inventory Shrinkage with AI
- How to Close Out the Restaurant POS at End of Night with AI
- How to Cost Contractor Jobs and Change Orders with AI
- How to Dispute Retailer Deductions and Chargebacks with AI
- How to Forecast Product Demand with AI
- How to Manage Co-Packer Production Runs with AI
- How to Plan Trade Spend and Retail Promotions with AI
- How to Reconcile Amazon Seller Settlements with AI
- How to Set Reorder Points and Safety Stock with AI
- How to Sync Shopify Inventory Across Channels with AI
- How to Trace Lot-Level Inventory with AI
- How to Track Broker and Distributor Performance with AI
- How to Track Class and Instructor Utilization with AI
- How to Track Inbound Shipments and Landed Cost with AI
- How to Triage Property Maintenance Requests with AI
- How to Vet and Onboard Vendors with AI
Compliance & Legal
- How to Collect SOC 2 Audit Evidence with AI
- How to Handle a Data Subject Access Request (DSAR) with AI
- How to Respond to a Subpoena or Legal Hold with AI
- How to Review a Vendor Contract with AI
- How to Run an Annual Policy Attestation Cycle with AI
- How to Run a Vendor Risk Assessment with AI
- How to Send an NDA From a Template with AI
- How to Track HIPAA Compliance Obligations with AI
- How to Track License and Permit Renewals with AI
Investor Relations
- How to Answer Investor Q&A and Info Requests with AI
- How to Build a Board Meeting Deck with AI
- How to Build an Investor KPI Dashboard with AI
- How to Build a Quarterly LP Report with AI
- How to Issue a Capital Call Notice with AI
- How to Manage a Fundraising Pipeline with AI
- How to Run an Investor Data Room with AI
- How to Send a Monthly Investor Update with AI
- How to Track LP Commitments and Distributions with AI
Customer Support
- How to Build a Customer Knowledge Base with AI
- How to Process Refund and Return Requests with AI
- How to Respond to Online Reviews with AI
- How to Run Customer QBRs with AI
- How to Run NPS and CSAT Surveys with AI
- How to Score Customer Health with AI
- How to Track Renewals and Expansion with AI
- How to Triage Customer Support Tickets with AI
- How to Watch for Churn Risk Accounts with AI
Internal Comms & Meetings
- How to Draft a Slack Announcement with AI
- How to Prepare an All-Hands Deck with AI
- How to Run an Async Standup with AI
- How to Run a Monthly Business Review with AI
- How to Run a Team Retrospective with AI
- How to Schedule Meetings Across Timezones with AI
- How to Write an Exec Brief with AI
- How to Write a Launch Memo with AI
- How to Write Meeting Notes with AI
- How to Write a Weekly Team Update with AI
Strategy & Planning
- How to Build an Investor Pitch Deck with AI
- How to Build a Product Roadmap with AI
- How to Run Annual Planning with AI
- How to Run Competitive Research with AI
- How to Run a Pricing Analysis with AI
- How to Run a Retrospective or Post-Mortem with AI
- How to Run a Scenario Analysis for a Strategic Decision with AI
- How to Set Quarterly OKRs with AI
- How to Synthesize Customer Research Interviews with AI
- How to Track OKR Progress Weekly with AI