All the documents he uses.

Partner Discovery Questionnaire

The initial conversation before the work starts. Four parts: how the partner's business works, their relationship with the company whose product they sell, what their clients' problems are, and where things are currently going wrong. It's designed to be a conversation, not a form to fill in. Part 3 has six different versions depending on the type of work.

Engagement Kickoff Deck

Ten slides that walk everyone through why they're there and what happens next. Covers how the whole thing works, what the partner brings, what will be produced at the end, what the product company's role is, a plan for the sessions, and the ground rules. The session plan slide has six different versions at the back.

Session Facilitation Guide

His personal guide for running the sessions. How to keep things on track, what order things happen in, how to deal with awkward situations (like when the product company tries to take over), and how to write up what came out of the session. The main discussion section has six different versions for different types of work. This one stays with him — he doesn't give it to anyone else.

Client Session Worksheet

The form the partner fills in with their client during a session. Five parts: background on the client, how the client sees the problem, where things stand today, what's in the way, and what came out of the session. The client problem section has six different versions. It's all in the partner's name — no mention of him.

Gap Analysis Tracker

A spreadsheet for keeping track of everything that's missing or not working properly. Four tabs: a log with 50 rows for recording gaps, a tracker for who's fixing each one and how, a summary to share with the product company at the end, and a checklist of 24 common gaps across all six types of engagement.

Engagement Status Tracker

A spreadsheet for keeping track of how the whole engagement is going. Five tabs: an overall summary showing how far along things are, a list of 29 milestones across all three phases, a log of actions people have agreed to take, a record of each session that feeds into the final report, and a list of risks with colour-coding to show how serious each one is.

Engagement Report Template

The final document produced at the end. Seven sections: a summary of how the engagement went, background on the partner and their clients, the methodology that was built, a summary of what was found to be missing, the recommendations, a table of next steps, and a look back at how the whole thing went. Six different versions depending on the type of work. Everything is in the partner's name.

White-Label Cover Sheet System

A set of ready-to-use cover pages — one for each type of engagement. Each one has a space for the partner's logo, the document name, date and other details, a label showing how confidential it is, and a note about who owns the content. The labels range from Confidential to Security Operations Sensitive.