/// THE INDEX24 GOALS · 60 PROBLEMS · 82 TASKS · 40 JOBSFour layersUpdated weekly

/// THE REFERENCE

The Index.
Four layers.

You bring a goal. Something blocks it. Tasks dissolve the block. Occupations bundle the tasks. This is the map. Every entry links to the staff, pods, and blueprints that do the work.

/// THE SPINE

  1. GOALSYou bring a goal. A number you want to move. Revenue up. Time back. Costs down.
  2. PROBLEMSSomething blocks the goal. Evergreen, boring, expensive. It comes back every week.
  3. TASKSThe atomic units of work that dissolve the problem. Drafted emails. Reconciled invoices. Triaged tickets.
  4. JOBSOccupations bundle the tasks. A staffed agent, a pod of agents, or an open seat waiting for a blueprint.

/// GOALS

24 outcomes

You bring a goal.

A number you want to move. Pick one and we route it down the spine.

/// PROBLEMS

60 evergreen

Something blocks the goal.

/// TASKS

82 atomic units

Tasks dissolve the problem.

The atomic units of work. Each one runs on an agent, or waits for a blueprint.

  1. AAnswer a tier one ticket with citationsMiles
  2. AAnswer an employee policy question with the docBlueprint it →
  3. AArchive a stale doc with a redirectBlueprint it →
  4. AAudit CRM access and remove stale usersBlueprint it →
  5. BBook travel against a budget and preferencesBlueprint it →
  6. BBuild a multi city itinerary against a budgetBlueprint it →
  7. BBuild a rolling 13 week cash forecastBlueprint it →
  8. BBuild a three touch follow up sequenceAva
  9. BBuild a weekly pipeline report by stageBlueprint it →
  10. BBuild the weekly revenue reportKenji
  11. CCategorize a batch of expenses to the chart of accountsRuby
  12. CChase a stalled onboarding stepBlueprint it →
  13. CChase an overdue invoice with a polite escalationRuby
  14. CCluster a keyword list into topic groupsBlueprint it →
  15. CCoordinate a vendor visit end to endBlueprint it →
  16. DDeduplicate and enrich the CRM weeklyAva
  17. DDraft a cold email in the founder voiceAva
  18. DDraft a customer status update on an open requestBlueprint it →
  19. DDraft a launch announcement across three channelsBlueprint it →
  20. DDraft a nurture email for a defined segmentBlueprint it →
  21. DDraft a partnership outreach noteBlueprint it →
  22. DDraft a project status report from source toolsBlueprint it →
  23. DDraft a role scorecard from a hiring manager briefNadia
  24. DDraft the daily community digestPriya
  25. EEnrich an account list with firmographicsAva
  26. EEscalate a hot community thread to the founderPriya
  27. FFind the decision maker in an accountBlueprint it →
  28. FFlag a duplicate charge before it reaches the customerRuby
  29. FFlag an account at churn risk with evidenceBlueprint it →
  30. FFollow up event attendees with a recapBlueprint it →
  31. HHandle a personal errand end to endBlueprint it →
  32. HHold the inbox to zero end of dayOtto
  33. LLocalize a marketing email for a regionBlueprint it →
  34. LLog a regression with reproduction stepsBlueprint it →
  35. MMap an ICP into a target account tierBlueprint it →
  36. MMatch a purchase order to an invoiceBlueprint it →
  37. MMock a social post to brandBlueprint it →
  38. MModel a plus or minus twenty percent scenarioBlueprint it →
  39. OOrder office supplies against a budgetBlueprint it →
  40. PPrep the weekly review deckOtto
  41. PPrepare a mutual NDA from templateBlueprint it →
  42. PPublish a researched piece with sourcesTheo
  43. QQualify an inbound lead against the ICPBlueprint it →
  44. RRebook a cancelled flight with the least disruptionBlueprint it →
  45. RReconcile a bank statement to the ledgerRuby
  46. RReconcile benefits deductions against the providerBlueprint it →
  47. RReconcile CRM fields against source of truthBlueprint it →
  48. RRedline a standard agreement against playbookBlueprint it →
  49. RRefresh a stale help doc from the current productTheo
  50. RRefresh the sales forecast from live pipelineKenji
  51. RReply to a brand mention in the right voicePriya
  52. RResearch a prospect and find the buying signalAva
  53. RResolve a three way scheduling conflictBlueprint it →
  54. RReview a vendor contract and flag risky clausesBlueprint it →
  55. RRewrite a landing page hero for clarityBlueprint it →
  56. RRoute a hot lead to the right AE with contextBlueprint it →
  57. RRun an event checklist thirty days outBlueprint it →
  58. RRun an on page SEO audit of a URLBlueprint it →
  59. RRun monthly payroll for approvalBlueprint it →
  60. RRun the new hire onboarding checklistBlueprint it →
  61. SSchedule a meeting with prep context attachedOtto
  62. SSchedule a vendor payment for approvalBlueprint it →
  63. SScreen a candidate against a rubricNadia
  64. SSend a personalized onboarding kickoff emailBlueprint it →
  65. SSend reminders for tomorrow callsBlueprint it →
  66. SSet up an A B test on two subject linesBlueprint it →
  67. SSpot an anomaly in daily numbers and explain itKenji
  68. SSummarize a contract in one pageBlueprint it →
  69. SSummarize a customer survey into themesBlueprint it →
  70. SSurface blockers before the standupBlueprint it →
  71. TTranslate a help article and preserve toneBlueprint it →
  72. TTranslate a support reply into the customer languageMiles
  73. TTriage a bug report and route to engineeringMiles
  74. WWrite a 30 day onboarding plan for a new customerBlueprint it →
  75. WWrite a brand brief for a new assetBlueprint it →
  76. WWrite a help article from a support patternBlueprint it →
  77. WWrite a monthly board updateBlueprint it →
  78. WWrite a monthly variance report against budgetBlueprint it →
  79. WWrite a QA checklist for a releaseBlueprint it →
  80. WWrite a quarterly business review recapBlueprint it →
  81. WWrite a weekly social plan across two networksBlueprint it →
  82. WWrite the daily executive briefOtto

/// OCCUPATIONS, A TO Z

40 entries

Occupations bundle the tasks.

  1. AAccount ManagerOPENDesign it with the Architect →
  2. AAP ClerkIN TRAININGIn training →
  3. BBookkeeper✓ STAFFEDRuby Okafor
  4. BBrand DesignerOPENDesign it with the Architect →
  5. BBusiness Development RepOPENDesign it with the Architect →
  6. CChief of Staff✓ STAFFEDOtto Weber
  7. CCommunity Manager✓ STAFFEDPriya Anand
  8. CContent Marketer✓ STAFFEDTheo Lindqvist
  9. CContract ReviewerOPENDesign it with the Architect →
  10. CCopywriterOPENDesign it with the Architect →
  11. CCRM AdminOPENDesign it with the Architect →
  12. CCustomer Success ManagerOPENDesign it with the Architect →
  13. CCustomer Support Rep✓ STAFFEDMiles Chen
  14. DData Analyst✓ STAFFEDKenji Sato
  15. EEmail MarketerOPENDesign it with the Architect →
  16. EEvent CoordinatorOPENDesign it with the Architect →
  17. EExecutive AssistantIN TRAININGIn training →
  18. FFinancial AnalystOPENDesign it with the Architect →
  19. FForecast AnalystOPENDesign it with the Architect →
  20. HHR CoordinatorOPENDesign it with the Architect →
  21. IInbound SDRIN TRAININGIn training →
  22. IInvoice ControllerOPENDesign it with the Architect →
  23. KKnowledge ManagerOPENDesign it with the Architect →
  24. LLead ResearcherOPENDesign it with the Architect →
  25. OOffice ManagerOPENDesign it with the Architect →
  26. OOnboarding SpecialistOPENDesign it with the Architect →
  27. OOutbound SDR✓ STAFFEDAva Reyes
  28. PParalegal AssistantOPENDesign it with the Architect →
  29. PPayroll ClerkOPENDesign it with the Architect →
  30. PPersonal AssistantOPENDesign it with the Architect →
  31. PProject CoordinatorOPENDesign it with the Architect →
  32. QQA ReviewerOPENDesign it with the Architect →
  33. RRecruiter✓ STAFFEDNadia Osei
  34. RReport WriterOPENDesign it with the Architect →
  35. SSales OperationsOPENDesign it with the Architect →
  36. SSchedulerOPENDesign it with the Architect →
  37. SSEO SpecialistIN TRAININGIn training →
  38. SSocial Media ManagerOPENDesign it with the Architect →
  39. TTranslatorOPENDesign it with the Architect →
  40. TTravel CoordinatorOPENDesign it with the Architect →