CS / AM Leadership · Free Playbook

The First 30 Days of a CS / AM Team Lead

A practical framework for new leads: team diagnostic, 1:1 structure, KPI scorecard, delegation matrix and a difficult-conversation script. No theory for theory’s sake — just what you actually use in month one.

PDF · ~6 MB · opens in any viewer

What’s Inside

5 working frameworks for month one

Team Diagnostic

A team scorecard for week one — what to assess before you change anything.

1:1 Framework

A meeting structure that gets people bringing solutions, not just problems.

KPI Scorecard

Leading vs. outcome indicators — how not to mistake activity for impact.

Delegation Matrix

4 levels of delegation — from “follow the process” to “fully own the outcome.”

Difficult Conversation Script

5 steps for a hard conversation that doesn’t turn into conflict.