Templates, checklists,
and guides for operators.
The same templates and playbooks we use to run Klereti — published so you can start with a real structure instead of a blank doc.
Templates
Drop-in spreadsheets and project starters for sales, marketing, OKRs.
Guides
Long-form essays on building executive dashboards, registries, and AI workflows.
Playbooks
Step-by-step workflows used by our team to operate Klereti itself.
Browse, download, ship.
Startup operating checklist
Monthly tasks across finance, HR, compliance, and systems infrastructure — adapted from how we run Klereti itself.
Tech-stack auditor
Inventory subscriptions, allocate system owners, track renewal cycles, control billing expansion — drop-in spreadsheet.
CEO KPI definition guide
Which metrics actually belong on a CEO dashboard, across sales velocity, ROAS, and OKR completion.
AI agent playbook for execs
Practical prompts and workflows for using AI briefings, anomaly detection, and Q&A across your operating layer.
Quarterly OKR planning kit
A simple kit for setting, scoring, and reviewing OKRs — used by our own leadership team every quarter.
Marketing attribution audit
Find out which campaigns are actually driving pipeline, and which are quietly burning budget.
Looking for operating notes?
Essays from the team on registries, AI agents, and executive dashboards.
Want a checklist for your team?
If you run a fund, an accelerator, or a holdco, we'll tailor a starter pack of templates for your portfolio.