Appendix B

TEMPLATES

Four one-page forms. Copy them into whatever your team already uses.

The creative brief

OFFER      What exactly, at what price, on what terms:
ANGLE      Why this person cares, in a customer's words:
           Source of the words (review, ticket, comment):
AUDIENCE   Who, and what they already know:
           [ ] unaware of the problem   [ ] know the problem
           [ ] know the kinds of fix    [ ] know us, not convinced
           [ ] ready to buy
FORMAT     How it shows up in the feed:
TESTING    Which ONE of offer / angle / audience / format changes:
JUDGED ON  New-customer cost after __ days, not clicks
NAME       offer_angle_audience_format_date

The test card

BECAUSE WE SAW     the observation:
WE BELIEVE THAT    the change, for whom:
WILL MOVE          one metric:
BY AT LEAST        smallest change that would make us act:
MEASURED OVER      duration and group sizes, fixed before launch:
HOLDOUT            yes / no, and how chosen:
RESULT             (after)
WHAT CHANGED       (after) what we now do differently

The flow inventory

FLOW | STATUS (live/draft/off) | TRIGGER | EXCLUSIONS | MESSAGES
     | SMS STEPS | REVENUE PER RECIPIENT, 90 DAYS | HOLDOUT | LAST CHECKED

The monthly report

1. The four numbers: this month, last month, same month last year. Why.
2. Cohorts: customers won in the last 3 months vs the same months last year,
   at 30 and 90 days.
3. Owned channels: the nine health numbers, with status.
4. Tests: what finished, what it taught, what's next.
5. Changelog highlights, and what we'll change next month.

This is one chapter of The Whole Machine, which is free and readable in full on a single page with no form in front of it.