Define the company's vision and mission
Write a dated vision and a one-sentence mission that your team can repeat and that help settle decisions.
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Here’s everything I can do.A method created once. Used by everyone.
All of Marcel’s skills and the app’s tools, sorted by area. No need to set it all up: pick what you need.
Skills 201
Leadership & Strategy 17
Document
Build an annual strategic plan
Write your plan for the year: clear choices, measured objectives, resources, a quarterly calendar and what you're stopping.
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Define objectives and key results (OKRs)
Turn your quarterly priorities into clear objectives and measurable key results, each with a person responsible.
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Document
Build a strategic roadmap
Sequence your major initiatives over 12 to 24 months: dependencies, milestones, resources and decisions to make.
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Document
Define key performance indicators (KPIs)
Pick the numbers that really show where your business is heading, with their formula, source, threshold and owner.
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Document
Build a leadership dashboard
Put on one page what leadership reviews each month: numbers, trends, alerts and decisions to make.
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Run a SWOT analysis
Weigh your strengths and weaknesses against changes in your market, and draw three to five decisions from them.
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Prepare a strategic decision
Prepare a strategic decision: options, criteria, risks and a recommendation, so you can settle it with confidence.
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Prepare an action plan
Turn an objective or a problem into a concrete action plan: steps, owners, deadlines and indicators.
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Prioritize projects and initiatives
Sort your projects and initiatives: what moves forward now, what waits and what stops.
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Prepare an annual review
Prepare your review of the year: results, wins, misses, lessons and next year's priorities.
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Ritual
Run a leadership committee
Set up a leadership committee that really decides: a set rhythm, a timed agenda, decisions followed up from one meeting to the next.
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Ritual
Run a quarterly strategy review
Take half a day each quarter to check your direction, review your objectives and set the next quarter's priorities.
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Ritual
Run a monthly performance review
Set up a one-hour monthly meeting: where each objective stands, why, and what you correct this month.
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Document
Document important decisions
Keep a record of your decisions: who settled what, why, under what condition to revisit it, and what comes next.
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Identify strategic risks
Spot what could really endanger your business, rank it, and decide what to address, monitor or accept.
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Ritual
Prepare a strategy retreat
Prepare your days away: expected outcome, timed program, facilitation and concrete follow-up to launch the year.
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Organization & Management 26
Role
Create an org chart
Draw who reports to whom as the company really runs, including people with two roles and vacant positions.
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Role
Write a job description
Write a clear description: mission, expected results, decisions allowed and success criteria, useful for hiring and for evaluating.
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Role
Define roles and responsibilities
Assign the company's main topics so each one has a person accountable, with no gaps or overlaps, and a backup.
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Role
Build a RACI matrix
Clarify on your key activities who does the work, who answers for the result, who to consult and who to inform.
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Process
Define decision and approval paths
Set who decides what, up to what amount and within what time, so nothing stays stuck waiting for leadership.
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Prepare a delegation
Prepare to delegate a responsibility: what you hand over, to whom, with how much autonomy and what follow-up.
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Role
Build a delegation matrix
List what leadership still carries, then hand it over by level of autonomy, with limits, transfer dates and follow-up.
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Process
Map the company's processes
Map your management, delivery and support processes, with their status and the ones to write first.
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Process
Write a business process
Write a process people really follow: trigger, steps, people, timing, checks and special cases, tested on a real case.
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Process
Write an operating procedure
Describe a specific operation step by step so a newcomer can do it without help, right through to the final check.
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Analyze and improve a process
Examine a process closely: steps, wasted time, risks, and an improved version to adopt.
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Document
Document internal working rules
Write the team's day-to-day rules (communication, meetings, decisions, follow-up) so you stop repeating and reinterpreting them.
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Prepare a meeting
Prepare a meeting that serves a purpose: objective, timed agenda and expected decisions.
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Write meeting minutes
Turn your meeting notes into clear minutes: decisions, tasks, owners and deadlines.
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Ritual
Run a weekly team meeting
Set up a short weekly meeting: numbers, blocked tasks and decisions, so the team leaves with the same priorities.
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Ritual
Run a cross-team meeting
Bring together the teams that hand work to each other to deal with handoffs, blockers and workload trade-offs, without redoing their own meetings.
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Set individual objectives
Translate company objectives into 3 to 5 objectives per person, measurable, within their control and followed through the year.
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Prepare a one-on-one
Prepare your one-on-one with a team member: topics, questions and commitments to follow up.
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Prepare feedback
Prepare feedback, positive or difficult, that is precise, fair and makes people want to improve.
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Analyze the workload
Spot who is overloaded on your team, why, and how to rebalance before burnout.
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Build a workload plan
Compare upcoming work with your team's capacity to anticipate overloads and slack periods.
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Prepare a status update
Give a clear status update on a topic: where things stand, what's blocking and what needs deciding.
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Ritual
Set up the company's rituals
Lay out the full calendar of your rituals: what, when and with whom, to run the company without needless meetings.
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Document
Document office and remote work rules
Set clear, fair rules on attendance, remote work and availability, as a draft ready for legal review.
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Summarize conversations
Turn a long thread into a clear summary: points of agreement, disagreements and next steps.
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Find internal information
Find information in what your company has written in Marcel, with the exact source.
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Human resources 28
Scope a hire
Scope your hire before posting: the real need, the profile, the budget and the timeline.
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Write a job posting
Write an honest, appealing job posting that makes the right people want to apply.
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Prepare a hiring interview
Prepare a candidate's interview: targeted questions, practical scenarios and a scoring grid.
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Analyze an application
Analyze an application against your position: strengths, doubts to clear up and a proposed decision.
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Process
Document a hiring process
Write the path of a hire, from approved need to signature: who does what, by when, and how to decide on facts.
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Prepare an employee onboarding
Prepare a new team member's arrival, from the day before they start to the end of their probation period.
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Process
Build a 30/60/90-day onboarding plan
Prepare a newcomer's first 90 days: milestones, a buddy, check-ins, and a decision made before probation ends.
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Process
Document an offboarding process
Organize every departure: formalities, handover, access removed, equipment returned and clients informed, with nothing forgotten.
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Prepare an annual review meeting
Prepare a team member's annual review: factual assessment, objectives for the year and development.
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Prepare a career development meeting
Prepare the conversation about a team member's career path: goals, training, rights to present and the record to keep.
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Prepare a training plan
Build your team's training plan, tied to your objectives and your budget.
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Document
Build a skills matrix
Map the key skills by role: expected levels, gaps, and know-how that depends on a single person.
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Prepare a role change
Prepare a team member's role change: new scope, transition and announcement to the team.
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Document
Build a pay scale
Set clear pay rules: levels, ranges, variable pay and reviews, so you decide each salary without improvising.
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Run a team pulse survey
Measure your team's climate with a short survey, then read the results and decide what to change.
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Prepare a corrective conversation
Prepare to address a behavior or a result: dated facts, a clear expectation, how the conversation will go and what follows.
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Process
Document a leave and absence process
Set the path of a leave request or absence: who approves, by when, how to keep balances and inform payroll.
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Prepare an exit interview
Prepare the conversation with someone leaving: understand the real reasons, spot what to fix and part on good terms.
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Ritual
Run a skills and talent review
Set up a leadership meeting to review critical skills, departure risks and succession, and decide what to do.
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Document
Define the HR strategy
Connect your objectives to your people needs: target headcount, skills, organization, culture and the first three HR initiatives.
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Document
Define the hiring strategy
Decide who to hire, when, through which channels and at what cost, and what makes people want to join you rather than another company.
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Document
Document absence and expense rules
Write the day-to-day rules: reporting an absence, receipts, expense limits and reimbursement times, with no gray areas.
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Role
Write an assignment brief
Scope a temporary assignment: purpose, expected result, decisions allowed, time freed up, reporting and end criterion.
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Ritual
Define the annual review method
Set the rule for annual reviews: calendar, preparation, timed flow, fair criteria, then objective follow-up through the year.
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Ritual
Set up one-on-ones
Set up a regular one-on-one: the person's topics first, then priorities, blockers, feedback and follow-through.
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Document
Build a hiring interview scorecard
Create a shared scorecard to compare candidates on the same criteria: questions, scoring, warning signs and decision.
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Document
Build a skills development plan
Plan the year's training and learning: priorities, costs, funding and verified impact, based on real gaps.
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Document
Define the feedback policy
Give the team a shared way of saying things: when, how, between whom, with examples, to improve without hurting.
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Sales & Customer relations 35
Document
Build a sales strategy
Write your sales strategy: clients to target, offers to push, channels, target numbers and resources, in two decisive pages.
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Set sales objectives
Set achievable sales numbers, split by source, quarter and person, with the activity they require.
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Document
Build a price list
Set your prices offer by offer: sales unit, options, conditions and the margin each line really leaves.
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Document
Structure your service offers
Organize your services into a few clear offers: for whom, what result, what's included or not, at what price, with what proof.
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Find prospects
Draw up a list of prospects who look like your best clients, with where and how to find them.
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Prepare an outreach campaign
Prepare an outreach campaign: target, message, contact sequence and numeric goals.
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Write a prospecting email
Write a short, personal prospecting email that gets a reply rather than a click on "delete".
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Write a LinkedIn message / text
Write a brief, natural LinkedIn message or text to engage, follow up or confirm without being pushy.
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Prepare a sales meeting
Prepare your sales meeting: what to know about the prospect, your questions and the outcome you want.
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Prepare a sales proposal
Write a clear, persuasive proposal built on the client's real need.
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Prepare a negotiation
Prepare a negotiation with a client or supplier: objectives, room to maneuver, concessions and a plan B.
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Prepare to close a deal
Prepare to close: remove the last obstacles, propose the decision and secure the signature.
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Follow up on a quote
Follow up on an unanswered quote, tactfully, to get a decision rather than silence.
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Analyze the sales pipeline
Review your current deals: what will sign, what's stalling, and the realistic number to expect.
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Build a sales forecast
Project your sales over 12 months: secured, probable and still to find, with the gap to close and three clear scenarios.
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Run a sales assessment
Assess how you sell, from first contact to signature, and identify the three levers that matter.
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Grow revenue from a client
Find how to grow revenue from an existing client: unmet needs, offers and approach.
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Prepare a contract renewal
Prepare a client contract renewal: review of the relationship, new terms and the renewal conversation.
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Announce a price change
Announce a price increase to your clients clearly and respectfully, limiting departures.
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Prepare a tender response
Prepare your response to a call for tenders: whether to bid, technical proposal, price and required documents.
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Ritual
Run a weekly sales review
Set up a 30-minute weekly meeting: numbers, stuck deals and a dated next step for each one.
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Ritual
Run a client account review
Set up a regular review of your major clients: health, margin, departure risks and next sales to prepare.
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Measure client satisfaction
Survey your clients and get a useful reading: score, reasons, people to call back and three improvements to start.
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Process
Document a complaint handling process
Write who receives, assesses, answers and closes a complaint, and by when, so no client is left without an answer.
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Process
Document a sales-to-delivery handoff process
Write what sales passes to the delivery team: promises, scope, contacts and price, to start without surprises.
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Process
Document the sales process
Write your sales path from first contact to signature: steps, criteria to move forward, timing and who does what.
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Process
Document prospect qualification
Decide quickly which prospects deserve your time: questions to ask, scored criteria, threshold to continue and how to say no.
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Process
Document follow-up management
Write when and how to follow up with prospects and quotes: rhythm, channel, message and when to stop for good.
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Process
Document client relationship management
Write how you follow each client after signature: who their contact is, how often, and what triggers an alert.
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Document
Build sales arguments and a pitch
Write what your team says to sell: a 30-second and a 2-minute pitch, arguments by target and proof to cite.
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Document
Prepare objection handling
List the objections you hear and write for each one the real question behind it, the answer, the proof and the next step.
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Document
Define the discount policy
Set who can grant which discount, in what case and in exchange for what, to protect your margin in every negotiation.
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Document
Define the client retention policy
Decide what you do to keep your clients: priorities by segment, key moments of the year, benefits and departure signals.
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Document
Define client segmentation criteria
Sort your clients into useful segments, with measurable criteria, to know who deserves your time and who to avoid.
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Answer a client request
Answer a client request quickly and well: clear, accurate, in your voice and according to your rules.
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Marketing & Communication 27
Document
Define the company's positioning
Write where your company stands: for whom, against which alternative, with what proven difference, and what you give up.
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Document
Build client personas
Draw two to four portraits from real clients: what triggers them, what holds them back, their words and how to talk to them.
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Document
Write a value proposition
Write what clients gain by choosing you: promise, benefits, proof, and short versions for your website and meetings.
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Document
Build an annual marketing plan
Plan your marketing year: objectives, key moments, budget, workload and indicators, quarter by quarter, at your scale.
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Document
Build a brand platform
Set what your brand stands for: purpose, values, personality, promise and tone, so the company speaks with one voice.
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Document
Define an editorial line
Decide what your company talks about, to whom, in what tone and how often, so you publish without starting over each time.
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Run a competitive analysis
Compare yourself with your competitors to see where you win, where you lose and how to stand out.
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Run a digital presence audit
Audit your website, social media and online visibility, and leave with a prioritized improvement plan.
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Build an editorial calendar
Plan your content over three months, aligned with your targets and key moments, without wearing yourself out.
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Prepare a marketing campaign
Prepare a complete marketing campaign: target, message, channels, calendar, budget and indicators.
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Write a LinkedIn post
Write a LinkedIn post in your voice that speaks to your target clients and invites conversation.
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Write a newsletter
Write your newsletter in your voice: useful for your clients, easy to read, with a clear call to action.
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Write a blog post
Write a useful, well-built blog post that answers your clients' questions and can be found on Google.
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Write a video script
Write the script of a short video, to say on camera in your voice, with an opening that holds attention.
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Write a client case study
Tell a client success as a persuasive case study, with the problem, the approach and the results.
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Write a product / service page
Write the page for your offer: clear, reassuring and geared toward getting in touch.
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Collect a client testimonial
Get an authentic client testimonial: the request, the questions to ask and the text to have approved.
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Analyze marketing performance
Read your marketing numbers to see what works, what costs without paying back and where to reinvest.
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Process
Build a conversion funnel
Trace the path from first visit to signature: steps, owners, timing, follow-ups and the rate to track at each stage.
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Prepare crisis communication
Prepare an accurate, fast crisis statement: facts, messages, audiences and channels.
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Build an offer launch plan
Prepare your new offer's release: test before announcing, week-by-week sequence, messages, goal and decision criterion.
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Document
Define the marketing strategy
Decide who to target, with what offer and messages, and what you won't do: clear choices for the next twelve months.
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Document
Define the acquisition strategy
Choose the two or three channels that bring you the right clients, work out their real cost and stop those that don't pay back.
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Document
Map the customer journey
Map what your client experiences from discovery to renewal: key moments, pain points, owners and fixes.
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Document
Define the employer brand strategy
Define what your company promises those who join, prove it and make it known, to attract the right people and keep the team.
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Document
Build a communication plan
Organize who says what, to whom, when and through which channel over the year, internally and externally, with resources you can sustain.
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Process
Launch an ambassador program
Turn satisfied clients and partners into a regular source of referrals: who to ask, when and how to thank them.
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Delivery & Project management 23
Write a project brief
Sum up a project on one page: context, objective, constraints and success criteria, so the team starts without misunderstandings.
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Write a requirements document
Write numbered, verifiable requirements, so a supplier can quote without guessing and acceptance isn't up for debate.
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Scope an initiative / project
Scope an initiative or project before you start: purpose, scope, steps, roles, budget and risks.
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Build a project schedule
Build a schedule you can keep: steps, dependencies, real workload, client approvals, and say right away if the date won't work.
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Define deliverables and acceptance criteria
List each deliverable with verifiable criteria, who approves it and by when, to close a project without endless debate.
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Build a project budget
Cost a project line by line, including time, purchases, management and margin, to know what it really earns before you sign.
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Build a workload plan
Compare upcoming work with your team's capacity to anticipate overloads and slack periods.
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Document
Build a project tracker
Set up a single view of your projects: status, deadlines, days used, work remaining and decisions expected.
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Ritual
Run a kick-off meeting
Set the ritual that starts each project: objectives, roles, approval rules and first deadlines shared with the client.
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Ritual
Run a weekly project review
Set up a short review by exception: red items first, the week's workload, decisions made and followed up week to week.
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Prepare a client progress update
Prepare a clear update for your client: where the project stands, what you need from them, delays owned with their fix.
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Produce an activity report
Produce the period's activity report: achievements, numbers, gaps and next priorities.
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Analyze a project's risks
Spot what could derail a project and prepare your responses before it happens.
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Analyze a project's profitability
Compare a project's plan and actuals: margin, real day rate, causes of gaps, and what to change on the next one.
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Document
Build a quality checklist
Create a yes-or-no checklist, with blocking items, to run before any work goes to the client.
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Process
Document a project management process
Write your projects' path from signature to closure: who does what, when, and with which checkpoints.
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Process
Document a service delivery process
Describe step by step how a service is delivered, from order to handover, to get the same quality whoever does it.
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Process
Document a deliverable approval process
Set the approval path: internal check, sending, correction rounds, follow-ups, client silence and a record of the agreement.
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Process
Document a scope change process
Set the rule for extra requests: spot them, cost them and get written agreement before producing, so you stop giving work away unknowingly.
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Process
Document a client onboarding process
Organize a client's first weeks, from signature to first result: welcome, access, launch and a 30-day check-in.
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Process
Document a client offboarding process
Plan the end of a contract: final delivery, returns, access removed, final invoice, review and a door left open.
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Run a lessons-learned review
Draw the lessons from a success or a failure, without looking for someone to blame, and turn them into improvements.
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Ritual
Run a project retrospective
Set up an end-of-project review, without looking for blame: plan versus actuals, three changes and the lessons kept.
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Finance & Management control 24
Analyze financial health
Review your company's financial health: strengths, weaknesses and three actions to secure what comes next.
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Analyze profitability
Find your most profitable clients and services to know where to focus your efforts.
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Build a budget forecast
Build your budget for the year, aligned with your objectives, to know what you can commit to.
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Build a cash flow plan
Build your 12-month cash flow plan to see low points coming and decide in time.
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Build a projected income statement
Project your revenue, margin and profit month by month to see what your year will really earn.
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Document
Build a financial dashboard
Set up one page of numbers to review each month: cash, margin, receivables, with thresholds that say when to decide.
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Analyze budget variances
Compare your actuals with your budget, understand each major variance and decide how to correct it.
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Calculate the break-even point
Calculate the revenue and the number of days to sell to cover your costs, and measure your safety margin.
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Calculate a service's cost
Calculate what a service really costs you, hidden time included, and the price to charge to keep your margin.
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Calculate an average day rate
Set your minimum and target day rates from your real costs, your utilization rate and the profit you're aiming for.
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Analyze margin by client and project
Measure what each client and project earns once real time is counted, and find where the overruns come from.
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Build a payroll forecast
Project your team's cost month by month, including hires, departures and raises, before you commit.
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Document
Build an invoicing tracker
Set up the log that shows what's left to invoice, what's due and what's late, client by client.
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Process
Document an invoicing and collection process
Write the path from completed service to payment: who invoices, when, who follows up and who decides.
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Follow up on an unpaid invoice
Chase an unpaid invoice firmly and courteously, step by step, without damaging the client relationship.
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Find savings
Find realistic savings in your spending, without damaging what makes your value.
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Prepare a financing application
Prepare a solid financing application for your bank, a public lender or investors.
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Build a financing plan
Check over three years that your investments and growth are funded, and put a number on the remaining need.
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Build financial scenarios
Compare a cautious, a central and an ambitious scenario to know at what signal to slow down, hold or invest.
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Ritual
Run a monthly financial review
Set up a one-hour monthly meeting to read your numbers, settle variances and see cash flow coming.
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Document
Document an expense approval process
Set who can commit what, at which thresholds and with which documents, to decide quickly and avoid bad surprises.
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Process
Document a supplier payment process
Organize the path from invoice received to payment: checks, approval, payment calendar and protection against fraud.
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Document
Define the financial strategy
Set your rules on money: cash reserve, debt, investment and use of profit.
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Document
Define the pricing policy
Set how your prices are decided: floor, price list by offer, allowed discounts and annual review.
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Administration, Legal & Security 21
Document
Build a contract register
List all the company's contracts in a single table: deadlines, notice periods, amounts and risky clauses finally visible.
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Document
Write a service contract template
Give your company a clear, balanced standard contract to complete for each client without starting from scratch.
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Document
Write an engagement letter
Scope a consulting or support engagement: objectives, scope, fees and commitments, in a letter ready to sign.
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Document
Build general terms of sale
Write readable, compliant terms of sale that protect your company in case of late payment or dispute.
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Document
Write a non-disclosure agreement (NDA)
Protect what you share with a partner, prospect or provider with a confidentiality agreement ready to sign.
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Process
Document a contract approval process
Decide who reviews, approves and signs each contract, so no commitment goes out unchecked.
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Document
Track contract deadlines
No more unwanted renewals: each deadline has its alert date, a decision to make and a person who decides.
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Process
Document a document management process
Set simple rules for your documents: where to file, how to name, who updates and how long to keep them.
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Process
Document a purchasing and supplier process
Frame your purchases from need to payment: quotes, checks, approval and supplier follow-up, without needless red tape.
In MarcelIn Claude or ChatGPT
Document
Build a tools and software inventory
List every tool the company pays for, with costs, uses, data and renewals, and spot what to cut.
In MarcelIn Claude or ChatGPT
Process
Document tool usage rules
Set which tool is for what and how to adopt a new one, so information stops getting lost across messaging apps.
In MarcelIn Claude or ChatGPT
Process
Document an access management process
Control who accesses what: opened on arrival, adjusted on a role change, removed on departure, reviewed regularly.
In MarcelIn Claude or ChatGPT
Document
Write an IT policy
Set the team's security rules (accounts, devices, data, reporting) in a short policy everyone applies.
In MarcelIn Claude or ChatGPT
Document
Write an AI usage policy
Give the team a clear framework for AI: allowed tools, forbidden data, reviews to do and transparency with clients.
In MarcelIn Claude or ChatGPT
Document
Build a GDPR processing register
List the personal data your company processes in the register GDPR expects, ready to review with a DPO or adviser.
In MarcelIn Claude or ChatGPT
Process
Document an incident management process
Organize your response to incidents: report, assess severity, contain, inform, resolve, then prevent a repeat.
In MarcelIn Claude or ChatGPT
Process
Document a crisis management process
Prepare your company for a crisis before it happens: who decides, who speaks and what to do in the first hours.
In MarcelIn Claude or ChatGPT
Process
Build a business continuity plan
Plan how to keep serving your clients if premises, tools or a key person become unavailable.
In MarcelIn Claude or ChatGPT
Process
Document a data backup procedure
Make sure your data can really be restored: what to back up, how often, where and how to verify it with tests.
In MarcelIn Claude or ChatGPT
Document
Build a regulatory obligations register
List your company's legal obligations, with their deadline, the person responsible and proof it's done.
In MarcelIn Claude or ChatGPT
Document
Define the tech, tools and AI strategy
Set the direction for your tools and your use of AI: what serves your objectives, what you stop, and a 12-month roadmap.
In MarcelIn Claude or ChatGPT
Marcel’s tools 17
Strategy 4
Boost IA
Challenge your strategy and find out how to improve it.
In Marcel
Working session
Start a new session to deepen and refresh what Marcel knows about your company.
In Marcel
What doesn’t add up
Spot inconsistencies and contradictions.
In Marcel
Leadership summary
Read the leadership summary: what’s at stake, the ambition, the priorities.
In Marcel
Growth 2
Practice
Practice handling real work situations.
In Marcel
Hats
Bring Marcel in as the expert your topic needs.
In Marcel
Personalization 3
My voice
Teach Marcel to write in your style.
In Marcel
What he knows
See and add to what Marcel knows.
In Marcel
Rules
Set Marcel’s standing instructions.
In Marcel
Productivity 3
Global update
Apply one instruction to several pieces of content.
In Marcel
Connect my AI
Use Marcel in ChatGPT or Claude.
In Marcel
Run a process
Turn a process into operational tasks.
In Marcel
Management 5
Export
Get your company’s data and documents.
In Marcel
Versions
Browse and restore earlier versions of your strategy.
In Marcel
Reminders
Schedule reminders so nothing slips.
In Marcel
Workforce
Invite your team and manage their access.
In Marcel
Analytics
Track how your team uses Marcel.
In Marcel
Nothing matches.
