Working documents, not templates.
The builders, worksheets and agents the Build Team hands every new portfolio company. Fill them in, keep your draft in your own browser, and export when you are ready to share.
- 01
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.
People Operations
Org designOpen tool - 02
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.
Strategy and Planning
Annual planningOpen tool - 03
The board deck builder
Write a quarterly board pack in Blueprint Equity Design System v4, with a live preview and the guidance beside each part. Every sheet carries a title block. Ends with a review against the checks a board would make and a self-contained deck to download.
Strategy and Planning
Board meetingsOpen tool - 04
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.
Strategy and Planning
Planning modelOpen tool - 05
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.
Strategy and Planning
Customer journeyOpen tool - 06
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.
Strategy and Planning
GTM foundationsOpen tool - 07
The pitch deck builder
Write the ten slides of the pitch deck framework with a live preview and the guidance beside each one. Ends with a review of the deck against the framework’s checks and a self-contained deck to download.
Strategy and Planning
FundraisingOpen tool - 08
The pricing and packaging builder
Drag every feature into good, better and best, price each step, and size one usage allowance to your gross margin. Fence checks flag a tier that adds nothing or a step too small or too steep. Ends with what one customer pays on every tier and a printable pricing page.
Strategy and Planning
PricingOpen tool - 09
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.
Marketing
FunnelOpen tool - 10
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
Buyer personasOpen tool - 11
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.
Marketing
MessagingOpen tool - 12
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.
Sales
Sales coachingOpen tool