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Playbooks
Checklists, templates and step by step guides, written to be used rather than read.
What to write down about an accounts payable process before anyone else can run it.
The checks that keep a deal team's CRM usable, and how often each one needs doing.
A standing agenda and data set for a pipeline review that takes thirty minutes rather than two hours.
A one page structure for company profiles, covering what a deal team actually needs before a call.
How a research request moves from brief to checked output, and who does what at each step.
A reporting structure for engagement resourcing, hours and utilisation.
Coming monthly
More playbooks publish monthly alongside The Clandon Brief. Subscribe below to get each one as it goes live.
The Clandon Brief
A monthly read on running operations properly. What we see across finance, people, deal desks and research teams, what it costs when it slips, and what to do about it.
Monthly. No selling. Unsubscribe whenever you like.
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Operations support teams for professional services firms and investor backed companies.
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