This is Week 1 of Round 2 — the second 8-week cohort of templates in the AI Ops Playbook. Round 1 (April through mid-May) shipped 30 templates across four categories, taking the library from 25 to 55 and giving small businesses end-to-end coverage of customer ops, marketing and sales, internal operations, and strategy and research. Round 2 picks up where that left off — another 30 templates across the same four categories, but shifted from foundational coverage to the templates that scale a business *once the basics are in place*. This week opens with a cross-category mix: one template from each of the four categories, every one of them addressing the kind of work that comes up in a manager's or founder's 1:1 conversations week after week. Research that no one ever synthesizes. Webinars that never get the third promo email. 1:1 meetings that drift into status updates. Quarterly reviews built at midnight before the board meeting. These are not edge cases — they are the recurring weekly slack in a growing business, the work that everyone agrees matters but no one has time to do well. Each template below takes one of those recurring jobs and collapses the structural work to under 30 minutes. ## What's New This Week **Customer Interview Synthesizer** (Customer Ops, Intermediate) — A two-prompt workflow that takes 5–10 raw customer interview transcripts and returns a structured synthesis doc: ranked pain points with frequency counts (cited by X of Y customers), 2–4 jobs-to-be-done statements in customer language, clustered feature requests with implicit-signal-strength notes, a customer-vocabulary map with mismatches to your marketing copy flagged for rewrite, 3–7 surprises and contradictions to your current product beliefs, single-voice signals worth a follow-up interview, and 3–5 ownable next actions with confidence levels. Prompt 1 processes each transcript individually and extracts quote-backed signals — running synthesis directly across 10 transcripts at once causes models to invent themes that feel right but aren't supported by evidence. Prompt 2 synthesizes across all the per-interview outputs into a ranked, evidence-backed themes doc the product team will actually read on Monday morning. Quote attribution distinguishes interviewer-led from customer-originated signal, so you don't end up basing a roadmap call on what the interviewer asked. **Webinar Promotion Kit** (Marketing & Sales, Intermediate) — One brief in, ten artifacts out: registration page copy with hero, takeaway bullets, speaker bio block, and CTA; three sequenced promo emails built on different angles (problem at T-14, speaker credibility at T-7, deadline at T-1); five staggered LinkedIn posts each working as standalone (pain post, speaker post, surprising-take post, case-study post, last-call post); two reminder emails (the 1-hour reminder deliberately under 70 words because long reminders that close to start time get skimmed and missed); and a post-event thank-you email with replay link and structured Q&A placeholders for you to fill in within hours of the live session. Every artifact uses the same hook style and references the same takeaways — a registrant who sees the Day 14 LinkedIn post and then opens the Day 7 promo email feels continuity instead of a remix. Built for the marketing solo who currently always misses the third promo email because writing it from scratch on a Tuesday afternoon never feels worth the time. **1:1 Meeting Agenda Generator** (Internal Ops, Beginner) — A short prompt that generates a personalized 1:1 meeting agenda for any direct report in under 10 minutes: an opener that references actual recent context (not "how are you doing?"), explicit revisits for every carry-over from the prior 1:1, targeted check-in questions on the specific projects in flight (not "what are you working on?"), a blockers section with specific follow-ups on known issues, one rotated development question drawn from the report's actual growth goals, and a two-way feedback slot with sensitive feedback flagged for verbal delivery only and held out of the shared doc. The agenda is appropriate to share with the report before the meeting. Built around a reusable per-report context note that gets refreshed monthly — so the first 1:1 in this format takes 10 minutes to prep, and every subsequent one takes 5. The compounding benefit is that direct reports notice the difference between a manager running default-template meetings and a manager whose 1:1 agenda was clearly written for them. **Quarterly Business Review Builder** (Strategy & Research, Intermediate) — A single long prompt that takes one structured "quarter in review" brief and produces three artifacts in one session: a 12–15 slide QBR deck outline with slide-by-slide titles, bullets, suggested chart types, and 60–100 word speaker notes; a parallel 2-page executive memo with the same narrative arc as the deck (so the board members who read the memo and the ones who follow the deck hear the same story); and a one-page presenter prep brief with anticipated questions, two uncomfortable questions the audience might surface, three numbers the presenter must know cold, and a specific opening and closing line. Tone calibrates honestly — confident-and-direct for quarters that went well, candid-with-uncertainty for mixed quarters, sober-and-cautious for quarters with significant misses. Misses get diagnostic depth (what happened, why, what we're changing, what metric we'll watch), not blame. Asks are forced to be specific, ownable, and deadline-bound — "intro to a CRO candidate who has scaled an outbound team from 5 to 30 by Sept 1" instead of "hiring help." ## Why These Four Together The thread across these four is structure under conditions of accumulated tedium. Each one solves a job where the *analytical* work is interesting but the *structural* work — deciding what goes in which slot, what to include and what to leave out, what order to present things in — is so tedious that the entire job gets either skipped or done badly under time pressure. Customer interview synthesis is the most extreme case. The interviews themselves are valuable. The transcripts sit in a folder. The synthesis pass is where the value gets unlocked, and it almost never happens because the structural work of grouping and ranking and quote-evidence-binding across 50,000 words feels insurmountable on a Wednesday afternoon. Webinar promotion is the same problem in a different costume — the webinar content is the asset, and the structural work of writing nine pre-event and one post-event artifact across two weeks is what makes or breaks registration numbers. The 1:1 agenda is the smallest version of the same pattern — 10 minutes of structural prep is what separates a meaningful conversation from a status update, and most managers don't have the 10 minutes because they're running back-to-back meetings, so the structure-less meeting gets run instead. And the QBR is the structural problem at the highest stakes — 8 to 12 hours of structural slide-by-slide decisions are what makes board members lose track of the underlying numbers, while the analysis that actually informs decisions gets compressed into the last two days before the meeting. Each template encodes the structure once. The artifact becomes a 25-to-30 minute job of filling in the right inputs and reading the structured output. The hours that used to go to structural decisions go back to the actual analytical work — interviewing better, writing the strategic-learning paragraph carefully, listening to the direct report, talking to the board. ## Round 1 Closed, Round 2 Begins — Same Shape, Different Phase Round 1 was foundational coverage: shipping templates that fill out the four core categories end-to-end. By the close of Round 1 the library could honestly claim that a small business owner could find a template for almost any recurring task in customer support, marketing, internal operations, or strategy. Round 2 is the deepening phase. The next 30 templates address what comes up after the basics are in place: the retention loop in customer ops, the sales motion in marketing and sales, people management in internal ops, operating cadence in strategy and research, a second round of automation flows, four more industry-specific cuts, and the next wave of trending AI capabilities (vision, agents, voice). Same 8-week cadence as Round 1, same shape, same Wednesday drop day. Final library size at close of Round 2: ~110 templates. If a template you needed for your business isn't yet in the library, reply to this week's Quick Win email — feedback is what shapes Round 3. ## Get Started All four templates are available now for Pro members: - **Customer Interview Synthesizer** — in [Customer Operations](/customer-operations) - **Webinar Promotion Kit** — in [Marketing & Sales](/marketing-sales) - **1:1 Meeting Agenda Generator** — in [Internal Operations](/internal-operations) - **Quarterly Business Review Builder** — in [Strategy & Research](/strategy-research) Pick the one that maps to the recurring structural-work job you've been deferring. Round 2 is built on the premise that the compounding wins in a small business come from doing the un-fun structural work *consistently*, not heroically — and that the right template is what makes consistency cheap.