What’s on the Shelves
Seven phases on an eighteen-month clock, thirty-three items of its own (twenty-six documents, three Excel workbooks, four interactive tools), and the ten full-time documents and tools the engagement cannot run without. Every document sits at the moment you open it, from the discovery call to the letter you write yourself on the way out. Every title, with what it is for, is on Inside the Vault.
Eighteen Months in the Seat
Read first. Every document, placed at the moment you use it.
Executive-Facing
Sent to the executive before the discovery call, and again at conversion.
Qualify
Before the contract: the screen, the check, the verdict, the commission, the lawyer.
Land
Days zero to ten: the keys, the EA, the announcement, the operating agreement, the map.
Operate
Every week and every quarter: the update, the signal, the log, the truth, the audit.
Prove & Renew
Every quarter: the review of the terms, and the ask while the goodwill is warm.
Exit
Planned or unplanned: the handoff, the forty-eight hours, the letter you write yourself.
Practice
Your own numbers: capacity, price, collisions, and whether this is a job, a practice, or a firm.
Shared With the Full-Time Vault
The ten full-time documents that run the client's office, on this vault's shelves too.
Take One Off the Shelf Before You Buy.
The Executive’s User Manual
How your executive takes a briefing, an interruption, a disagreement and an hour alone, on paper in their own words before you lose a month guessing. It works for a full-time boss or a fractional client. The Full Guide, with every section explained and a worked example under each, is yours for a name, an email and one honest answer about where you sit.
A Guide, a Worksheet, One Price.
A Full Guide and a Worksheet, and the instrument. Every document in the Fractional Vault comes as a Full Guide that explains each part with a worked example, and a fillable Worksheet that opens beside it and saves what you type, ready to hand to the client. Anything that scores or counts is an Excel workbook with live formulas, and the Commission Architect runs in your browser and keeps nothing.
Version 1.0, with every update included. This is a first edition, and we say so. We revise documents as members use them on real clients and add new ones when they earn a place on a shelf. The changelog inside the vault dates every change, and your membership includes every revision for as long as you keep it.
Your name on every page. The license is yours, one person. Every page you read and every file you download carries your name and email, so a copy that leaves your hands says whose it was. A membership stays signed in on up to three devices. Stripe bills the membership once a year under The Coul & Gold Group’s name. Cancel before your renewal date and we never charge you again, and the documents you downloaded stay yours.
Common Questions. Direct Answers.
Which Vault Do I Need?
The Fractional Vault is for the Chief of Staff on retainer with one to three clients who can end the engagement on a Tuesday. The Full-Time Vault is for the Chief of Staff employed in one company, running one executive’s office. If you do both, or expect to, Both Vaults is $895 a year, $95 less than the two apart.
What Is the Difference Between the Fractional Vault and the Full-Time Vault?
The Fractional Vault carries the documents that run a part-time engagement: the fit screen and the conflict check, the commission, the keys, the weekly value signal, the installation review at day one hundred, the readings at six, twelve and eighteen months, the exit, and your own practice numbers. The Full-Time Vault carries the documents that run an executive’s office: the board pack, the decision log, the cascade, the offsite, the reorg, the crisis. Ten of those full-time documents sit on the Fractional Vault’s shelves too, because you still have to run the client’s meetings. Everything else is distinct.
Why Eighteen Months?
Because the fractional role takes that long to install, and most clients grade the engagement at ninety days, when the machine they hired you to build is still half built. The Fractional Vault names the first decision point instead of pretending it is not there: the Installation Term, one quarter, which grades you on eight things you control and can prove by day one hundred. The Three Readings, at six, twelve and eighteen months, are the only three times anyone judges the role itself. The Full-Time Vault runs on a different clock, the first year and the second.
What Formats Do the Documents Come In?
In the Fractional Vault and the Full-Time Vault alike, every document comes as a Full Guide and a Worksheet. The Full Guide explains every part, with a worked example under each. The Worksheet carries only the titles and the boxes, opens beside the guide, saves what you type, and prints or downloads as a fillable PDF to hand to the client, with nothing on the page that gives away the advice behind it. Anything that scores is an Excel workbook with live formulas. The Fractional Vault’s instrument, the Commission Architect, runs in your browser, sends nothing anywhere, and exports the draft commission as Markdown.
Does This Cover the Legal Side?
The documents do, and your lawyer reads them after you. The Independence Audit names the US tests for contractor status and points UK readers at IR35. The Counsel Checklist tells you which twelve questions to bring to a lawyer and does not pretend to answer them. Neither document exists in the Full-Time Vault, because an employee does not need them.
Can I Buy It for Someone Else?
Yes. A client buys it for the fractional Chief of Staff they are about to bring on, or a firm buys it for a new practitioner. At checkout, enter the recipient’s name and email in the gift fields. The membership, the welcome email, and the name on every page are theirs; the receipt and the renewal come to you.
What If I Cancel?
Your access runs to your renewal date, with every update that lands before then. Cancel before that date and we never charge you again. The documents you downloaded are yours to keep. For a team price on the Fractional Vault, the Full-Time Vault, or both, email info@coulandgold.com.
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