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The legal, tax and insurance checklist for fractional executives. What to set up, and what to ask your lawyer, CPA and broker before the first signature. Leave your name and email below and it's yours, along with everything else on Also Useful.
A checklist, not advice. Every item is a question for your own advisers.
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Before Your First Client
The legal, tax and insurance checklist for fractional executives. What to set up. What to ask your lawyer, CPA and broker.
The AI Bill Audit Kit
Frontier model prices just dropped up to 80%. If you're paying 2025 rates for AI, this kit finds the spread, line by line.
The AI Readiness Temperature Check
15 questions that tell you in ten minutes whether your operation is actually ready for AI, or just talking about it.
The AI Vendor Vetting Card
The 10 questions to ask any AI vendor before you sign, and the answers that should make you walk.
The CXO Foundations Kit
The eight competencies that carry a fractional CXO's first 90 days, plus the operating system pack that makes your AI assistant a real chief of staff.
The Friday Ops Reset Checklist
The 30-minute weekly reset I ran with every ops team I've led: meetings, metrics, and the one question that unsticks a stuck week.
The Meeting Cost Cutter
A one-page audit that finds the recurring meetings your team secretly hopes you'll cancel.
The Vibe Coding Kit for Leaders
The twelve skills that let an executive build real software with AI, plus the instruction pack that turns any assistant into your technical mentor.
The Status Update That Doesn't Waste Time
Four blocks, five minutes to write, zero minutes wasted reading. The status update format for people who run things.
The Pre-Meeting Brief
Walk in ready with the one-page brief for every meeting that matters. Ten minutes of prep, zero minutes wasted.
The SaaS Stack Audit
Your software bill grew one good idea at a time. Thirty minutes, one page, four columns. Find what you're still paying for and don't use.
The 10 Prompt Patterns Card
The ten prompt patterns that cover 90% of executive AI use. Learn them once, use them everywhere.
Going fractional? Start with the free workbook.