Frequently asked questions

Ready-to-use templates and workbooks for planning projects, setting goals, defining customers, assigning responsibilities, launching websites, positioning products and adopting generative AI. They are designed for teams and businesses looking to streamline processes, foster collaboration, and drive tangible results.

A Work Breakdown Structure (WBS) splits a project into smaller, manageable pieces of work. The Perfect Work Breakdown Structure Sheet taps into the power and familiarity of Excel, providing a straightforward approach to craft detailed Work Breakdown Structures, so you can identify, manage, and execute the essential elements of your crucial projects without steep learning curves.

The Perfect KPI and MBO Sheet is designed for Excel. It lets you define, track, and manage your Key Performance Indicators (KPIs), Management by Objectives (MBOs), and associated risks in a single sheet.

A RACI chart shows who is Responsible, Accountable, Consulted and Informed for each task. The Marketing RACI Chart is a downloadable PowerPoint template tailored for a typical marketing organization. It simplifies roles and responsibilities, ensuring that every task within a project or initiative is clearly assigned to specific members of the team.

It is the single source that defines, positions and articulates the value of a product. The Perfect B2B Golden Document Template is designed for product managers, product marketers, marketing communications professionals, and website and social content developers. The template has been proven over the past 20 years in the most demanding B2B environments.

The Perfect Persona & Ideal Customer Profile Worksheet is designed to capture the nuances of your target audience and offers a holistic view of your ideal customer, whether you are a startup aiming to understand your potential customers or an established business trying to refine your marketing strategies.

Yes. The Perfect Web Project Plan contains over 80 elements of planning and deploying a website for a small to mid size company. It is pre-populated with key elements, from choosing hosting services, configuring your name servers, and creating your content and images, to launching and maintaining the site. Use it as your own checklist, with an internal team, or to manage an outside developer or agency.

Yes. Gen AI for Pro Services Organizations is a practical, step-by-step workbook designed for professional services leaders who want ethical controls, clear use cases, and measurable outcomes. It helps turn GenAI experiments into a structured adoption plan for your firm.

Anyone who doesn’t have access to a local high-performance community, a business incubator, or a workforce development program, and wants proven tools without the gatekeeping. Our resources are proven in the most demanding environments but are right-sized for efficiency so that the tool does not become the work.

They are Markdown (.md) instruction files. You upload one to your own AI assistant with a prompt, add the supporting files it lists, and the AI follows the process inside it. The first set covers rewriting a document so it does not sound like AI, converting a Word document into a PowerPoint presentation with graphics, turning a Word document into a sales flyer, writing a press release in AP style with quotes, creating a key messaging and positioning document, generating slogans and headlines, researching a prospect account, competitive research, and building a basic WordPress website. A separate skills and instructions file tells your AI not to be sycophantic. See the AI Markdown and Skills files.

Download the file, open a new chat in your AI assistant, and attach the file along with the supporting documents it lists. Then copy the starter prompt from the bottom of the file, fill in the brackets, and send it. You can also add the file to a project in your AI assistant, and edit it in any text editor to fit your own needs. Read the full guide: How to Use Your AI Markdown Files.

Each product page shows which of six assistants can run the file: ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity and Grok, with the date it was checked. You need your own account with an AI assistant. The files are instruction files; they are not software and do not include AI access. The output is a draft for you to review before you use it.