FractionalOps logoFractionalOps

Tier 1 · The first 10 days

FractionalOps — The First 10 Days

$79.00
Buy now — $79.00
FractionalOps — The First 10 Days template cover

Walk into day one with the institutional-grade engagement infrastructure that makes a solo CFO look like a seasoned firm, not someone rebuilding the basics between calls.

  • Editable Word, Excel & PowerPoint
  • Unlimited client engagements
  • Rebrand with your firm
  • 14-day delivery & file-integrity guarantee

The 14-day guarantee applies only when purchased files are not delivered, accessible, or usable and FractionalOps cannot remedy the issue. Once working access and downloads are received, purchases are final. Refund policy.

Inspect the source previews

Use it in a live engagement

A practical path from kickoff to a client-ready roadmap.

  1. Day 1

    Lead the first client meeting with the editable 90-minute agenda.

  2. Days 2–5

    Run stakeholder interviews, the financial-systems audit, rapid diagnostic, and 13-week cash-flow review.

  3. Day 10

    Present findings and a 30/60/90-day roadmap for the next phase of work.

Rebrand the editable native Word, Excel, and PowerPoint files, then use the derived work with unlimited client engagements, subject to the existing license terms. The 14-day delivery and file-integrity guarantee applies.

Scope and working structure

What is included

Look institutional from day one

The First 10 Days gives you the client-ready operating system for the opening stretch of a new engagement, so you can spend your time applying judgment instead of rebuilding engagement infrastructure.

The seven editable native Office files cover a 90-minute founder kickoff agenda, role-specific stakeholder interview banks, a scored financial-systems and tech-stack audit, a five-day rapid diagnostic work plan, a live 13-week cash-flow model, a 12-slide day-10 findings presentation, and an engagement scope and commercial proposal outline.

Every .docx, .xlsx, and .pptx file is editable. Add your firm name and logo, adapt the materials to the client, and deliver the resulting work as part of your own professional service.

Designed for Microsoft Office (Word/Excel). Opens in Google Docs/Sheets via import; minor formatting differences may appear.

Ready to use this in your next engagement?

Purchase once, then edit and reuse the templates under the existing license terms.

Start with the first 10 days

See actual product excerpts

See the working structure before you buy.

These watermarked excerpts come from included files: the 13-Week Cash Flow Model, 5-Day Rapid Financial Diagnostic, and Day-10 Findings Presentation.

Watermarked 13-Week Cash Flow Model excerpt showing the first four weeks of sample collections, total cash out, calculated closing cash, visible formulas, and OK cash-floor flags for the base sample.

13-Week Cash Flow Model

Base sample inputs, calculated closing cash, cash-floor flags, and source formulas.

Watermarked Day 4 excerpt from the 5-Day Rapid Financial Diagnostic showing actual tasks for the 13-week outlook, including source data, tests, flag wording, and client-ready outputs.

5-Day Rapid Financial Diagnostic

Day-four cash outlook work plan with pull, test, flag, and output columns.

Watermarked excerpt from slide 4 of the Day-10 Findings Presentation Template, a Cash Outlook slide with prompts for opening cash, minimum cash, and shortfall or headroom.

Day-10 Findings Presentation

Slide 4 of 12: cash outlook prompts for the base case and cash-floor exposure.

Choose the right depth

Two ways to establish your operating system.

Tier 1

The First 10 Days

$79

A focused foundation for kickoff, diagnosis, cash planning, findings, and scope.

Review Tier 1

FractionalOps Operating Library

Recommended

FractionalOps Operating Library

$249

Includes everything in Tier 1: The First 10 Days — 7 client-ready documents — plus nine additional editable files. The separate $29.99 Client Fit & Fee Kit is not included.

Review FractionalOps Operating Library

Before checkout

Frequently asked questions