Tools.
Working documents the Build Team hands to every new portfolio company. Interactive builders, calculators, and templates — fill them in, save your draft locally, export when you’re ready to ship.
The Annual Plan Builder
Write next year's three OKRs, set each key result against Blueprint's metric definitions, and lay out the value equation — traction plus investment equals outcome. Download a four-slide deck as one self-contained file.
The Customer Journey Map
Map every stage from first touch to expansion, who owns it, and how the account moves between stages. Fork the map into a target state, then let the analysis show you the handoffs with nothing written down, the dead ends, and the stretches where the customer hears nothing.
The Org Design Builder
Map the org you have, then fork it to test the org you need. Drag people to new managers, add open reqs by quarter, and check span of control before you commit to a reorg. Start from the sample org or upload a CSV.
The Sales Coaching Agent
A pre-packaged Claude agent you set up against your own HubSpot and call-recording system. Reviews deals on a regular cadence and suggests specific coaching actions — plus a retrospective audit to baseline your team first.
The Core Value Equation
The one equation you need to cap off annual planning and to raise money. Where you are today, plus what you'll invest, equals the company you're claiming you'll become.
The ROI Persona Framework
Build buyer personas that tie every persona to the ROI you deliver and the message that lands. Personas, journey map, ROI impact map — fill in and export.
Marketing Funnel Builder
A working tool for portfolio CMOs and CROs to align Sales and Marketing on a shared deals goal. Document the buyer's journey, MQL/SAL/SQL stages, the handoff, and the operating cadence — then export your draft as Markdown or PDF.
The GTM Foundations Builder
Consolidate the six major elements of your go-to-market in one living doc — sales process, buying team, customer journey, tech stack, roles, and campaigns. Fill, save, export Markdown.
Value Messaging Framework
A Challenger-aligned worksheet for portfolio companies. Eight steps, three personas, five-question self-check. Export your draft as Markdown or PDF.