Portfolio Operations -- Your Breakout

Four portfolio ops skill starters. Pick one. Build it together. Cross-portfolio playbook codification starts here.

BreakoutM6 -- Tue May 19, 10:00-12:00 CT (portfolio-ops breakout)

What we cover

Skill 1 -- Bi-weekly HubSpot Summary (auto-generated portco status)
Skill 2 -- MRR Pull from QuickBooks (number you usually chase, on a schedule)
Skill 3 -- OneNote Weekly Digest (the operating notes you take, distilled)
Skill 4 -- Meeting Prep Agent (a Claude that makes its own next-step calls)

Why it matters

Portfolio ops is the place where one good loop, run every two weeks, compounds into a year of saved hours. The four starters are designed to be that loop.

Hands-on moment

Same shape as Sourcing -- pick one, build it with a partner, commit to a weekly cadence. Mike circulates and unsticks.

Peer moment (3 min)

“Trade portfolio pain points with your partner before picking a skill. The other person's pain might be the better starter for you.”

Related artifacts

pre-readM6 Pre-read../../course-content/module-6-portfolio-ops/pre-read.md
labFour Portfolio Ops Skill Starters../../course-content/module-6-portfolio-ops/skill-starters.md
deckM6 Deck../../course-content/module-6-portfolio-ops/m6-portfolio-ops-master.pptx

Source files live alongside this site under clients/greenridge-growth/; paths above are relative to the syllabus-site root.