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§ 01 — The two-week problem

Your key person just gave notice.

You have two weeks. Maybe four. We run the interview, pull out what they know but never wrote down, and hand the next person something they can actually ask questions of.

For founders, operators, and small teams who run on one person knowing the thing.

70%
of what your best people know walks out with them
42%
of how the work actually gets done lives in one head
2 wks
is usually all you get to catch any of it
Built for
Founders & startupsOperations teamsAgencies & servicesFinance & accountingMid-market scale-upsBPOs & shared services
§ 02 — The problem

The handover doc is a lie everyone agrees to tell.

When a key person gives notice, what you actually have is two weeks. Minus the goodbye lunches. Minus the half-checked-out exit conversations. Minus the fact that they've already started their next job in their head.

What they leave behind is a Google Doc called "Handover Notes." Bullet points. Half of what they knew, none of why. The next person reads it once and never opens it again.

Then the new person hits the first weird edge case. The vendor who's always late. The CEO's unwritten Tuesday-5pm deadline. The approval threshold that doesn't match the policy doc. And the only person who could explain it is gone.

We catch the part of the job that lives in one person's head, before they walk out the door.

The window

Two weeks.Or whatever theyhave left.

What capture does — an illustrated example
Session 3 · Day 7

“What's the rule with Marcus on big invoices?

The AI asks the question a thoughtful successor would ask in week six.
C
What's the rule with Marcus on big invoices?
S
Sarah · Finance Manager

“Pre-brief him Monday morning on anything over $15k unexpected. He hates surprises. Once saved us from a phishing wire.

The person leaving says the thing they would never write down.
role-kb / finance-mgr / decision-rules / marcus-pre-brief.mdspecimen
Decision rule

Pre-brief Marcus on unexpected spend

Trigger
Any single expense > $15,000 that wasn't on the Monday review list.
Action
Send Marcus a Slack Monday morning before the Tuesday review.
Why
August 2024 phishing wire near-miss. Marcus caught the anomaly.
Source
interview-session-3 · 00:14:22 — “he hates surprises”
And now your successor can ask, and get the same answer.
§ 03 — What gets captured

Six things a handover doc never says.

The kind of thing you'd only ever learn over coffee, three months in, when it's already cost you.

Straight answer before you ask: these are illustrations we wrote, not customer quotes. We're in private beta and don't have testimonials yet. When our first design partners go live, their real stories replace these — with their permission, and clearly marked.

specimen / decision-rulesDecision rule

Pre-brief the CFO Monday morning on anything over $15k unexpected. He hates surprises in the Tuesday review. Once saved us from a phishing wire. Since then: anything weird, Monday, full stop.

Finance Manager
at a ~120-person SaaS company
illustrative
specimen / stakeholdersStakeholder map

Don't reply to the VP's escalation emails the same day. She wants acknowledgment, not a fix. Wait until EOD the next day. She'll have forgotten half of them and the other half she'll have answered herself.

Head of Customer Success
at a Series A fintech
illustrative
specimen / vendorsVendor quirk

The AWS bill comes via the reseller on the 8th. Their support is slow. If we need a credit, go directly to our account rep, not the ticket system. She replies in two hours. Tickets take three days.

Director of Ops
at a Series C ecommerce company
illustrative
specimen / lessonsWhat burned them

The CRM's closed-won label is unreliable for forecasting. Half the reps mark deals closed before the contract signs. Use the billing data in the warehouse. Trust the money trail, not the CRM.

Sales Operations
at a mid-market PLG company
illustrative
specimen / unwrittenUnwritten rule

The on-call rotation looks fair on paper. It's not. Cover the Thursday slots first if you can. One engineer has his daughter's standup at 6am and the pages stack up. Everyone knows. Nobody says.

Engineering Manager
at a Series B platform
illustrative
specimen / exceptionsProcess exception

We have a $250k line of credit. The founder considers it runway insurance, not working capital. Don't draw it. Even mentioning drawing it makes him go quiet for a week. The last person drew $40k once. Worst meeting of her year.

Office Manager
at an 80-person services firm
illustrative

None of these would make it into a handover doc. That's the part we catch.

The handover, rebuilt

Not a document.A colleaguewho stays.

§ 04 — How it works

Three weeks of capture. A lifetime of context.

01

Interview

Eight short sessions across the notice period. The AI asks the questions a thoughtful successor would ask in week six. When the person hedges, it pulls the thread.

02

Observe

With written consent, the system reads recent email, calendar, Slack, and files. It finds the workflows that never made it into the interview because they were muscle memory.

03

Hand off

The successor inherits something they can talk to. Not a 40-page doc. A working knowledge of the role that knows when to say I don't know.

§ 05 — What capture actually looks like

Six phases. The whole thing fits inside a normal notice period.

No new tools for the person leaving. No multi-month rollout. Capture runs alongside their last weeks. The AI does the heavy lifting. The person just talks honestly.

Day 1
01 / 06

Orientation and consent

Fifteen-minute call with HR and the person leaving. We walk through what gets captured, sign a scoped data processing agreement, and confirm the capture window. Typically the notice period only.

Days 2 to end of notice
02 / 06

Interview series

Eight to twelve AI-led sessions, twenty to thirty minutes each. When the person says "we usually do X," the system asks what the exception looks like. Process, decision rules, stakeholders, the quirks nobody wrote down.

Days 5 to end of notice
03 / 06

Passive observation (consented)

Read-only access to work email, calendar, Slack, and recently touched files. Scoped to the consented window, typically sixty days back. The Observer catches workflows the person forgot to mention because they were muscle memory.

Mid-capture
04 / 06

Process extraction and review

Combined interview and observation data becomes structured SOPs, decision trees, and a stakeholder map. The person leaving reviews everything and corrects the nuance the AI got close on.

Final week
05 / 06

Turing test and iteration

The person leaving writes twenty to thirty hard role-specific questions. The AI answers the same ones. The person grades both. We iterate until the match rate hits about ninety percent. The remaining gap becomes explicit decision rules.

Departure plus 30
06 / 06

Handover and standby

Successor gets access. The person who left stays on standby Slack for thirty days to resolve anything the AI flags low-confidence. Personal data gets a ninety-day deletion window unless extended.

privacy / posture.md

Continuity is the data processor. You stay the controller. Observation is scoped to a consented window, read-only, no personal email or DMs touched. The person leaving sees what was captured and can redact. SOC2 Type I in progress. Data residency options for EU on Enterprise.

§ 06 — The clock is already running

You have two weeks. Start now.

Two minutes to set up. The person leaving runs the interview on their own schedule. By their last day, the next person has something to talk to.