Skip to content

Frameworks you can run on Monday.

Plays from inside the Blueprint Equity portfolio, written down step by step: onboarding, hiring, go-to-market, churn, planning and the operating rituals that keep a $1M–$10M ARR team aligned.

Pencil floor plan of a small office with dimension lines and one room washed in blue
  1. 01

    The 4-week onboarding plan

    A plug-and-play onboarding system for early-stage founders. Replace every instance of [Company Name] with yours, assign owners, and hand it off. Built to be customized, not followed blindly.

    People Operations
    Onboarding template    Read framework
  2. 02

    The finance leadership ladder

    Outside firm, Head of Finance, then two tracks: a controller for the books and an FP&A lead for the plan. The signals for each finance hire, and which track to staff first for your business model.

    People Operations
    Hiring    Read framework
  3. 03

    The sales leadership ladder

    Five rungs, from your first AE to a CRO, each answering one question about the sales motion. The signals for each hire, the job at each level, and the mistakes that cost the most.

    People Operations
    Hiring    Read framework
  4. 04

    The Who Method hiring framework

    A pragmatic, data-driven hiring system. Replace gut feel with a scorecard, replace magic questions with a five-interview structure, and score every candidate on the same five bands.

    People Operations
    Hiring    Read framework
  5. 05

    Working too smart

    Sequences and signals work. Then they quietly become the ceiling. How to tell when your team has stopped thinking, and what to do about it.

    People Operations
    Operating principles    Read framework
  6. 06

    Delayed AI value capture

    Owners keep the labor savings AI creates. Price the first product at about 10% of them, and plan a second product the owner can only afford once the savings land.

    Strategy and Planning
    AI value capture    Read framework
  7. 07

    The pitch deck framework

    Ten slides in three acts (why now, why this, why you): what each slide has to earn, how it fails and the question it has to answer in the room.

    Strategy and Planning
    Fundraising    Read framework
  8. 08

    Simple annual planning

    A theme, a reframe, three OKRs, and the initiatives that ladder into them. The plan that fits on one page, and the planning system that keeps it alive all year.

    Strategy and Planning
    Planning    Read framework
  9. 09

    The product launch operating model

    A launch is not a hand-off and it is not a day. It’s one team working from the idea to long past the release, scheduled backward from the goal, with every function in from the start.

    Product and Engineering
    Product launch    Read framework
  10. 10

    A B2B marketing funnel framework for Sales and Marketing to run together

    For B2B SaaS portfolio CMOs and CROs. Aligns Sales and Marketing on a shared funnel: philosophy, buyer journey, stages, handoff rules, and personalization plays. Reference doc and working playbook in one.

    Marketing
    Funnel framework    Read framework
  11. 11

    AE onboarding & ramp schedule

    A 30-day structured ramp plan for new Account Executives. Four phases (orient, skill up, hit the phones, run your pipeline) with daily activities, role plays, and clear milestones from Day 1 through full independence.

    Sales
    Account executive playbook    Read framework
  12. 12

    A day in the life of a BDR

    A framework for sales leaders building high-output BDR teams. Every hour is intentional. Every block has a purpose. Tomorrow’s success is built today.

    Sales
    Sales development playbook    Read framework
  13. 13

    The no script BDR workflow

    A conversation flow for BDRs who open accounts, not pitch them. The goal is never to sell the product. The goal is to make the prospect curious enough to ask for the next conversation.

    Sales
    Sales development playbook    Read framework
  14. 14

    The revenue-first event playbook

    Treat every event as a sales activity. Pipeline, meetings, brand exposure are byproducts: the job on the floor is to move revenue.

    Sales
    Events    Read framework
  15. 15

    The sales-to-implementation pre-mortem

    Thirty minutes at the sales-to-implementation handoff where the salesperson says out loud exactly where they had to sell. Implementation starts at the hard part instead of discovering it in week three.

    Sales
    Handoff rituals    Read framework
  16. 16

    SDR onboarding & training schedule

    A 30-day structured ramp plan for new Sales Development Reps. Four phases (absorb, learn, practice, ramp) with clear milestones, daily activities, and check-ins built in.

    Sales
    Sales development playbook    Read framework
  17. 17

    The SDR scoreboard

    A two-axis framework for reading SDR performance: quantity (hustle) on one axis, quality (style) on the other. Four quadrants, four coaching moves. Know where each rep sits before your next 1:1.

    Sales
    Sales development    Read framework
  18. 18

    The bottom-up expansion forecast

    Your CX function is a machine that opens expansion pipeline. Stop forecasting expansion as a percentage of your base. Build the named-channel machine that produces it.

    Customer Experience
    Expansion    Read framework
  19. 19

    The CSM equation

    Whether you need CSMs, and what they should do all day, is not a philosophy debate. It is three numbers: customer base, reachability and ACV.

    Customer Experience
    Org design    Read framework
  20. 20

    The six buckets of churn

    A shared language for why customers leave. Six primary buckets, each with a CSM on the proactive side and an owning department on the reactive side. Because churn is never a surprise, and it’s never someone else’s problem.

    Customer Experience
    Churn    Read framework