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How-To Guides


How to Audit Your AI Bill for Savings

Sep 1, 2026

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5 min read

How to Audit Your AI Bill for Savings

Video walkthrough + concrete changes you can make to save money

CJ Gustafson
CJ Gustafson
How to Build a Rolling 13 Week Cash Flow Forecast Using Claude + Excel

Jul 2, 2026

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7 min read

How to Build a Rolling 13 Week Cash Flow Forecast Using Claude + Excel

"Net 30 is a lie" - Rick Ross Voice

CJ Gustafson
CJ Gustafson
How to Build a Sales Capacity Model Using Claude + Excel

Jun 18, 2026

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8 min read

How to Build a Sales Capacity Model Using Claude + Excel

The bottoms-up build of your company’s revenue potential. Rep by rep.

CJ Gustafson
CJ Gustafson
Board Meetings: Materials & Templates

Apr 16, 2026

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10 min read

Board Meetings: Materials & Templates

Sharing my personal slide loop for you to download

CJ Gustafson
CJ Gustafson
How to Build a Headcount Model Using Claude + Excel

Apr 9, 2026

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7 min read

How to Build a Headcount Model Using Claude + Excel

From messy HRIS data dump to forecasted and fully burdened model

CJ Gustafson
CJ Gustafson
How to Build a Net Retention Cohort Model Using Claude + Excel

Mar 12, 2026

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6 min read

How to Build a Net Retention Cohort Model Using Claude + Excel

From messy revenue export to board-ready segment analysis. Every step, every prompt, every mistake.

CJ Gustafson
CJ Gustafson
Templates: Presenting Your Annual Budget for Board for Approval

Dec 11, 2025

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2 min read

Templates: Presenting Your Annual Budget for Board for Approval

Use these slides to show your work

CJ Gustafson
CJ Gustafson
How to Build (and Explain) Cohort Charts

Oct 9, 2025

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4 min read

How to Build (and Explain) Cohort Charts

Download templates to build your own cohort charts

CJ Gustafson
CJ Gustafson
Annual Planning: How to Build a Sales Capacity Model

Sep 25, 2025

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9 min read

Annual Planning: How to Build a Sales Capacity Model

With excel templates to build your own

CJ Gustafson
CJ Gustafson
How to Build a "Beat and Raise" Forecast

Jun 26, 2025

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4 min read

How to Build a "Beat and Raise" Forecast

The Tightrope Walk of Financial Forecasting

CJ Gustafson
CJ Gustafson
How to Build a Net Dollar Retention Bridge

Mar 27, 2025

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3 min read

How to Build a Net Dollar Retention Bridge

With a template for paid readers

CJ Gustafson
CJ Gustafson
How to Calculate Net Dollar Retention Rate (the right way)

May 14, 2024

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7 min read

How to Calculate Net Dollar Retention Rate (the right way)

The art and science of NDR, with real life examples

CJ Gustafson
CJ Gustafson
How to calculate CAC Payback Period (the right way)

Apr 16, 2024

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12 min read

How to calculate CAC Payback Period (the right way)

A deep dive on customer acquisition cost and payback period (with a template)

CJ Gustafson
CJ Gustafson
How to Build an ARR Waterfall (the right way)

Nov 30, 2023

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3 min read

How to Build an ARR Waterfall (the right way)

And a template, for all the ARR gangsters out here thuggin’

CJ Gustafson
CJ Gustafson

yo, btw…

none of this is intended to be financial or legal advice. do your own homework. call your mom once a week. and make sure to hydrate.

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