El Patron Platform and Process
Do you have systems that enable success that can scale?
Physical Assets
- Truck
- Oven Gloves
- Fake Moustache
Jobs to be Done
What is the perfect tech stack to fulfil business model intentions?
| Function | JTDB | Tech Stack | Budget | Roles | Budget | AI Agents | Budget | Notes |
|---|---|---|---|---|---|---|---|---|
| Strategy | ||||||||
| Sales | ||||||||
| Marketing | ||||||||
| Customer Success | ||||||||
| Product Development | ||||||||
| Accounts and Accounting | ||||||||
| Human Resources | ||||||||
| Data | ||||||||
| Information Systems | ||||||||
| Management Systems | ||||||||
| Finance | ||||||||
| Legal |
Meta
- JTBD: Number of core Jobs to be Done that have been identified.
- SaaS Apps: Buy or build your a tech stack that provides optimal operational effectiveness.
| Function | Role | Products |
|---|---|---|
| Marketing | Copywriter | jenni.ai, copy.ai, anyword |
| Marketing | Email Marketer | beehiiv, substack, convertkit |
| Marketing | Faceless video producer | revid, pictory, vidyo.ai |
| Marketing | Marketing Strategist | semrush, ahrefs, moz |
| Marketing | Growth hacker | mutinyha, growthbook, voyantis, phlanx, viral-loops |
| Marketing | Community Manager | tribe.so, circle.so, mighty networks |
| Marketing | Podcast producer | synthesia, riverside, descript |
| Marketing | SEO Specialist | surfer, clearscope, marketmuse |
| Marketing | Social Media Manager | zaap.ai |
| Marketing | Video Producer | runway, descript, veed |
Sales and Marketing
| JTBD | Product | Notes |
|---|---|---|
| Bookings | cal.com | Schedule Customer Bookings |
| Social Media Management | Buffer | Scheduling posts across platforms |
| Community Engagement | Slack | Need to connect into Silangade |
| Advertising Management | Facebook Ads Manager | Targeted customer acquisition |
| Landing Page Builder | Wix | Take customer bookings (Review) |
| Email Marketing | Mailchimp, Constant Contact | Email campaigns (and landing pages) |
| Analytics | Google Analytics, Meta Pixel | Tracking traffic and conversions |
| Influencer Marketing | AspireIQ, Upfluence | Find and manage influencer partnerships |
| Graphical Images | Canva | High quality graphical images |
| Customer Relationship Management | Hubspot, Salesforce (Basic) | Manage customer data and interactions |
| Marketing Automation | ActiveCampaign, Marketo | Automating marketing processes |
| Survey Tools | SurveyMonkey, Typeform | Gathering customer feedback |
Business Operations
| JTBD | Product | Notes |
|---|---|---|
| AI Prompts | Perplexity, You | |
| Point of Sale | Fresto |
Data Requirements
See list of business files required to define an operational playbook and compliance records.
- Business Model Diagram
- Time and Mind
- List of Connections
- List of Assets
- Cash Flow (Budget v Actual)
- Market Research
- Sales Analysis
Operations Playbook
As a business founder, you need a solid understanding of business fundamentals with clarity of purpose while juggling multiple roles to drive progress.
Legal
Operating Permits, Food Safety Compliance etc
Finances
Cash Flow Management:
- Practice: Ensure your business can meet its short-term obligations and invest in growth opportunities.
- Strategies: Negotiate better payment terms with suppliers, offer discounts for early customer payments, and maintain cash reserves.
- Forecasting: Ability to forecast finances means you can allocate resources effectively against targeted financial goals.
- Components: Projected income, fixed and variable expenses, and savings or investment goals.
Financial Statements
- Balance Sheet: Provides a snapshot of a company’s financial position at a specific point in time, detailing assets, liabilities, and equity.
- Income Statement: Shows the company’s revenues, expenses, and profits over a period, helping assess operational performance.
- Cash Flow Statement: Highlights how changes in the balance sheet and income affect cash and cash equivalents, focusing on operating, investing, and financing activities.