Description
Writes the marketing section of a quarterly board pack and prepares the person who has to answer for it — what must be disclosed whether or not anybody asks, what changed since the last pack, the uncomfortable questions with their answers, and the figures to hold without opening the document.
How to launch
- Install this skill using the instructions supplied for your platform. Open the workspace or conversation for the company you want to work on.
- Ask your assistant to use
board-and-exec-reporting. For example, sayboard pack
ormarketing section for the board
. - Follow the skill’s opening questions and provide the requested company context or files. Keep each client’s context separate.
Review any proposed changes before approving them. If your assistant cannot save files, save the complete replacement files it provides.
Included in bundles
Core and Pro.







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