M9 — Systemise Worksheet
Six pages. The point: turn the work that produced the first five into a system that produces the next fifteen without doubling your hours. A worksheet that won’t let you confuse a Notion page with a running cadence.
Page 1 — Content pillars + 90-day cadence calendar
Run after prompts 1-2. Three pillars, twelve weeks, real dates.
Three content pillars:
| # | Pillar (one sentence) | Segment problem it addresses | Proof I can bring (named) | Three sub-topics | Kill rule (what I won’t publish) |
|---|---|---|---|---|---|
| 1 | |||||
| 2 | |||||
| 3 |
- Could another founder in my segment publish any of these unchanged? Y/N: ______
- If Y — the specificity I add this week: ______
90-day cadence calendar — starts week of: ______
| Week # | Date (Mon) | Slot 1 (day/time/format/channel/pillar) | Slot 2 | Slot 3 | Slot 4 (optional) | Slot 5 (optional) |
|---|---|---|---|---|---|---|
| 1 | ||||||
| 2 | ||||||
| 3 | ||||||
| 4–12 (extend rows) |
- Total weekly slots: ______ (target: 3-5, not 15)
- Every slot has a pillar, format, channel, day, time — none left as “when I get to it”? Y/N: ______
Page 2 — AI-drafting prompt + first piece shipped end-to-end
Run after prompts 3-4. The prompt is re-usable. The first piece is the proof.
My voice rulebook inputs (from M6 or pasted writing samples): ______
Master drafting prompt — written once, used unchanged for 90 days: ______
Three slot-specific variants tested:
- Long-form: ______
- Short-form: ______
- Newsletter: ______
First piece shipped end-to-end — process log:
| Step | Time taken | Friction noted | Fix needed |
|---|---|---|---|
| AI first draft | |||
| Founder edit | |||
| Fact-check vs credibility stack | |||
| Schedule to channel | |||
| Log to scorecard |
- First piece shipped date: ______
- Founder edit time under 20 minutes? Y/N: ______
- Three pieces through the engine in week 1? Y/N: ______
Page 3 — Acquisition system (the channel from M8 made repeatable)
Run after prompts 5-7. One channel systemised beats three channels half-systemised.
The channel from M8 that earned this slot (highest-quality buyer, not highest volume): ______
Daily / weekly / monthly action grid:
| Cadence | Action | Named output | Time per cycle | Who does it (founder / named candidate) |
|---|---|---|---|---|
| Daily | ||||
| Weekly | ||||
| Monthly |
Conversion-tracking layer for this channel:
| Stage | Metric | Target rate | Alert threshold | Diagnostic question if alert fires |
|---|---|---|---|---|
| Contact | ||||
| Reply | ||||
| Call booked | ||||
| Call held | ||||
| Offer made | ||||
| Close |
Kill / scale / hold rule for this channel — written before the data forces the call:
| Rule | Conditions (all must be true) | Action |
|---|---|---|
| Scale | double time/money next month | |
| Hold | keep running unchanged 30 days | |
| Kill | stop within 7 days, reallocate |
Page 4 — Weekly metric scorecard (the system’s nervous system)
Run after prompt 8. Ten numbers max. Filled in 15 minutes every Monday.
| # | Metric | Category | Definition | Source | Target | Alert if | Trigger action if alert |
|---|---|---|---|---|---|---|---|
| 1 | |||||||
| 2 | |||||||
| 3 | |||||||
| 4 | |||||||
| 5 | |||||||
| 6 | |||||||
| 7 | |||||||
| 8 | |||||||
| 9 | |||||||
| 10 |
- Total numbers: ______ (cap at 10)
- Time to fill in scorecard each Monday: ______ (target: under 15 minutes)
- Date scorecard first reviewed: ______
- Date scorecard reviewed 4 weeks in a row without missing one: ______
Page 5 — The SOP document (the system someone-not-the-founder can run)
Run after prompt 9. The test is not thoroughness. The test is runnability.
SOP table of contents — confirm each section is written:
| Section | Written? Y/N | Length (pages) | Last updated |
|---|---|---|---|
| 1. Content engine (pillars, calendar, drafting prompt, edit workflow) | |||
| 2. Acquisition system (channels, actions, tracking, rules) | |||
| 3. Weekly scorecard (the 10 numbers, sources, alerts) | |||
| 4. 90-day cadence calendar |
- Total SOP length: ______ pages (target: 5-10)
- Stored where (named link / Notion ID / Drive folder): ______
The runnability test:
- Named competent stranger who could read this on Monday and run the week: ______
- Test date — they read it and described what week 1 looks like back to me: ______
- Questions they had that revealed an undocumented assumption: ______
- SOP rewritten to close those gaps — date: ______
Page 6 — Handoff readiness audit (the bridge to M11)
Run after prompt 10. The most important page in M9 — the honest count.
| Task | Reason it’s founder-only | Cost at 5x volume | Lift-off path | Realistic timeline |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5–15 (extend rows) |
Honest count:
- Total tasks audited: ______
- Tasks marked “never” (only the founder can do this): ______
- Tasks marked “just not yet documented”: ______
- % in the “just not yet documented” bucket: ______% (the realistic answer is closer to 60% than 20%)
The shortlist into M11:
- Top 3 tasks I will lift off me first in M11: ______
- Named candidate (person, agency, or AI workflow) for each: ______
M9 closed (Phase 3 opened) — signed and dated: ______ Date: ______