138 skill files: one discovery skill and 137 generic business workflows across 15 areas. These files use supplied information and return Markdown; optional computation or integrations depend on the actual host.
Start with small-business-discovery when business context or priorities are unclear. It produces a reusable context record, a small initial skill selection and guided or authorized setup planning.
The workflows are newly written generic instructions, not the earlier source files. Similar workflows serve different decisions; choose the one that matches the task.
Capacity and project delivery
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| workload-capacity-plan | Project workload, people availability and planning horizon | Capacity gaps and staffing/prioritization scenarios | Match workload to people, budget and priorities. On-time milestones, utilization, budget variance. |
| service-capacity-sizing | Demand, handling time, staffing and service targets | Queue capacity sizing and hiring scenarios | Match workload to people, budget and priorities. On-time milestones, utilization, budget variance. |
| iteration-retrospective | Sprint history, blockers and retrospective records | Sprint-health analysis and follow-through plan | Match workload to people, budget and priorities. On-time milestones, utilization, budget variance. |
| project-portfolio-review | Portfolio milestones, budgets, resources, risks and priorities | Project/portfolio health report, charter and responsibility matrix | Match workload to people, budget and priorities. On-time milestones, utilization, budget variance. |
| iteration-plan | Backlog, estimates, availability and carryover | Sprint goal, capacity plan and prioritized backlog | Match workload to people, budget and priorities. On-time milestones, utilization, budget variance. |
Contracts and risk
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| audit-support | Control definitions, populations and supplied evidence | Sampling/test methodology and audit workpapers | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
| compliance-tracking | Company-approved requirements, controls and evidence inventory | Readiness tracker, gaps and evidence collection plan | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
| contract-review | Uploaded/pasted contract and commercial context | Business-risk summary and negotiation/redline suggestions | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
| legal-response | Inquiry, verified facts and approved response templates | Draft response and escalation notes | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
| legal-risk-assessment | Contract/initiative facts and company risk criteria | Risk classification and review/escalation recommendation | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
| review-contract | Contract text and negotiation playbook | Clause deviations, redline suggestions and business impact | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
| risk-assessment | Project/vendor/process context and known exposure | Risk register with likelihood, impact, mitigation and owners | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
| control-testing | Control definition, population, testing criteria and evidence | Sample selection and control-test workpapers | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
| confidentiality-review | NDA text and approved company positions | NDA issue classification and review priorities | Identify issues earlier and prepare consistent reviews. Review turnaround, unresolved exceptions, evidence completeness. |
Customer support and retention
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| customer-escalation | Issue, history, impact, logs and known account facts | Escalation brief and recommended owner/action | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| customer-health | Customer activity, outcomes, support and relationship snapshots | Customer health review and business-review agenda | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| customer-success-manager | Customer usage, support, engagement and revenue snapshots | Health/renewal risks, expansion priorities and success plans | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| customer-voice | Supplied transcripts, emails, notes or survey text | Attributed customer themes and evidence quotes | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| draft-response | Customer message and verified product/policy/context facts | Response draft and internal follow-up notes | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| expansion-whitespace | Customer purchase history, account structure and needs | Expansion opportunity grid and proposed plays | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| kb-article | Resolved issue or verified procedure/workaround | Knowledge-base article draft, tags and review notes | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| renewal-radar | Renewal/contract export, dates and supplied risk evidence | Renewal priorities and preparation checklist | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| review-reputation | Pasted/exported reviews and supplied customer history | Themes, reply drafts and retention recommendations | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| ticket-deflector | Customer message, supplied order facts and approved policies | Customer-reply draft and escalation recommendation | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
| ticket-triage | Ticket text, impact, routing rules and known issues | Category, priority, routing recommendation and reply draft | Prepare consistent responses and identify renewal risks. Response preparation time, repeat contacts, retention. |
Data and reporting
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| analyze | CSV/spreadsheet or pasted figures and a business question | Analysis with definitions, findings and caveats | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| business-pulse | Cash, sales, receivables, pipeline and commitments supplied by owner | Business snapshot with gaps and priority actions | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| chart-draft | Supplied data and intended message/audience | Chart specification and a text alternative | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| chart-selection | Data and chart purpose | Chart-selection guidance and a clear visual specification | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| explore-data | Delimited text, spreadsheet or structured data file or supplied schema | Dataset profile and quality findings | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| metrics-review | Current/prior product metrics, targets and context | Product-health scorecard and hypotheses | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| weekly-business-brief | Local business/report data and this week's commitments | Merged weekly business brief | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| report-builder | Delimited text or spreadsheet data and metric/report requirements | KPI report, workbook and reusable report definition | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| query-patterns | Schema, query language and dialect and desired result | Read-only query patterns and validation guidance | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| statistical-analysis | Dataset, sampling context and comparison question | Statistical analysis and interpretation framework | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| status-report | Milestones, status, KPIs, risks and decisions | Management status report and action list | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| validate-data | Existing analysis, source data and methodology | Accuracy/methodology review and revision list | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
| query-draft | Supplied schema, query language and dialect and data request | Query text and explanation; execution optional | Make business analysis more trustworthy and repeatable. Data completeness, reporting hours, calculation errors. |
Employees and hiring
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| compensation-analysis | Supplied compensation bands, benchmarks and equity assumptions | Pay-band comparison and equity model; no fresh market lookup | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| employment-offer-draft | Approved role, compensation, benefits, start date and terms | Offer-letter draft and compensation summary | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| hiring-screener | Job rubric, resumes and candidate evidence | Rubric-based shortlist and reply/onboarding drafts | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| interview-prep | Role requirements and desired competencies | Interview questions, panel plan and scoring rubric | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| job-post-builder | Role brief, pay/conditions and approved hiring templates | Job posting, interview guide and offer template | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| onboarding | Role, manager, start date, team and current onboarding process | Onboarding checklist and first-week/30-60-90-day plan | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| org-planning | Current staffing, budgets, responsibilities and goals | Headcount scenarios, org structure and hiring sequence | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| payroll-prep | Timesheets, roster, approved rates/rules and prior-period data | Payroll preparation sheet and anomaly list; no payroll submission | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| people-report | Employee roster and dated workforce events | Headcount, turnover and organization-health report | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| performance-review | Goals, work evidence, feedback and review rubric | Self/manager review draft or calibration preparation | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| policy-lookup | Current handbook/policy text and the employee question | Plain-language answer citing supplied policy sections | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
| recruiting-pipeline | Candidate-stage snapshots and hiring targets | Recruiting funnel, bottlenecks and status report | Clarify hiring, onboarding and employee processes. Time to hire, time to independence, HR admin hours. |
Expenses and payables
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| payables-preparation | Invoice/receipt files, account list, POs and receiving records | Coded import draft, match exceptions and proposed payment schedule | Complete receipts and reduce duplicate or mismatched bills. Missing receipts, duplicate exceptions, cost per bill. |
| invoice-organizer | Local invoice/receipt documents, images or extracted text | Receipt and invoice inventory, filing proposal and expense summary | Complete receipts and reduce duplicate or mismatched bills. Missing receipts, duplicate exceptions, cost per bill. |
| month-end-prep | P&L, transactions, settlement exports and receipts/status | Reconciliation findings and accountant/close packet | Complete receipts and reduce duplicate or mismatched bills. Missing receipts, duplicate exceptions, cost per bill. |
Finance and cash flow
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| cash-flow-snapshot | Cash/AR/AP exports, opening balance and known commitments | 30/60/90-day cash forecast and risks | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| close-management | Close tasks, owners, deadlines, dependencies and status | Close calendar and blocker/status tracker | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| financial-analyst | Statements, budgets, actuals and supplied assumptions | Ratio/budget/cash-flow analysis and valuation scenarios | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| financial-statements | Trial balance, prior-period statements and accounting mappings | Draft statements, comparisons and variance flags | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| invoice-chase | Receivables aging and customer payment history | Collection priorities and reminder drafts | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| journal-entry | Supporting schedules, accounts, dates and accounting assumptions | Balanced journal-entry proposal and posting instructions | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| journal-entry-prep | Schedules, transaction facts and accounting policy | Journal-entry calculations and documentation checklist | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| reconciliation | GL/subledger/bank statement exports for the same period | Reconciliation and proposed adjusting items | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| subscription-metrics | Subscription revenue, customers, churn and sales costs | Subscription metrics, cohort checks and improvement priorities | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
| variance-analysis | Budget/actual or period-comparison figures and drivers | Variance bridge and explanatory narrative | Improve cash visibility and accounting preparation. Close days, reconciliation differences, forecast error. |
Inventory and distribution
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| channel-economics | Channel sales, margins, retention and fully loaded costs | Distributor/reseller/direct economics and mix scenarios | Improve replenishment and channel economics. Stockouts, fill rate, inventory turnover, channel contribution. |
| inventory-planner | Sales/stock CSV, costs, lead times and known incoming orders | Stockout/reorder analysis and purchase-order drafts | Improve replenishment and channel economics. Stockouts, fill rate, inventory turnover, channel contribution. |
Knowledge and communication
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| inbox-manager | Pasted email threads and owner priorities | Prioritized digest, commitments and reply drafts | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
| internal-comms | Decided change, audience, timing and communication channels | Announcement, FAQ and manager talking points | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
| knowledge-ops | Local Markdown knowledge base and process-owner metadata | SOP/runbook completeness audit and cleanup priorities | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
| meeting-analyzer | Speaker-labeled meeting transcript | Meeting participation/facilitation observations | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
| business-context-maintenance | User-provided glossary, people/project facts and preferences | Local working-context documents | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
| stakeholder-update | Accomplishments, blockers, decisions, plans and audience | Stakeholder or executive update draft | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
| daily-task-plan | Supplied task list, business context, commitments and priorities | Local Markdown task and context sheet | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
| task-management | Local task list and user-requested changes | Maintained local task list | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
| team-communications | Team accomplishments, plans, issues, audience and period | Team/leadership update, newsletter or FAQ draft | Reduce repeated explanations and clarify information. Retrieval time, repeated questions, action completion. |
Marketing and growth
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| ad-manager | Ad-platform CSV, spend, outcomes and campaign goals | Performance diagnosis, change recommendations and copy drafts | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| brand-review | Draft content and brand/style guide | Brand consistency findings and rewritten passages | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| brand-style | Plain-language brand description and output preferences | Brand/style specification; use Markdown to avoid remote fonts | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| campaign-plan | Goal, audience, offer, dates, budget and prior results | Campaign brief, channel plan, calendar, assets and KPIs | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| content-creation | Topic, audience, channel, verified facts and voice | Channel-specific marketing copy and content templates | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| content-strategy | Supplied sales data, seasonality, audience and goals | Promotion priorities and content brief | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| draft-content | Content type, topic, audience, facts, tone and length | Blog/social/newsletter/landing-page or case-study draft | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| email-sequence | Purpose, audience, offer, voice and desired timing | Email copy, subjects, timing and branching plan; no sending | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| growth-pulse | Sales, pipeline, ad and customer-feedback exports | Growth/funnel scorecard and improvement actions | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
| performance-report | Pasted/exported marketing metrics, targets and comparison periods | Marketing scorecard and optimization recommendations | Improve messaging and campaign choices. Qualified inquiries, conversion, contribution after advertising. |
Operations and processes
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| change-request | Proposed change, dependencies, risks and recovery approach | Change-request document and impact/rollback plan | Document ownership and repeatable work. Cycle time, rework, first-pass completion. |
| process-doc | Current steps, people, decisions and exceptions | SOP, process flow and responsibility matrix | Document ownership and repeatable work. Cycle time, rework, first-pass completion. |
| process-mapper | Stages, owners, processing/wait/rework time and WIP | Process map, cycle-time analysis and bottlenecks | Document ownership and repeatable work. Cycle time, rework, first-pass completion. |
| process-optimization | Process steps, timings, queue data and bottlenecks | Improvement options with measurable before/after criteria | Document ownership and repeatable work. Cycle time, rework, first-pass completion. |
| runbook | Procedure steps, expected results, failures and escalation contacts | Repeatable runbook and troubleshooting instructions | Document ownership and repeatable work. Cycle time, rework, first-pass completion. |
Pricing and partnerships
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| commercial-forecaster | Pipeline snapshots, conversions and customer cohorts | Bookings/revenue scenarios and assumptions | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
| commercial-policy | Price list, margin floors, authority matrix and deal history | Discount/exception policy draft and consistency review | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
| contract-and-proposal-writer | Parties, scope, price, dates, agreed terms and jurisdiction | Proposal/SOW/agreement starting draft in Markdown | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
| deal-desk | Proposed price, costs, discounts, terms and company policy | Deal margin/risk review and counterterm suggestions | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
| grant-rfp-writer | Supplied solicitation, organizational facts and prior submissions | Go/no-go, compliance matrix and application/response draft | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
| partnerships-architect | Partner evidence, commitments, costs and revenue share | Partner tier, joint plan, economics and exit criteria | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
| pricing-strategist | Value/customer brief, costs, competitor material and optional survey | Pricing-model comparison, range and tier design | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
| proposal-builder | Discovery notes, templates, rate card and comparable jobs | Costed proposal, estimate or statement-of-work draft | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
| rfp-responder | RFP, genuine proof-point library and deal context | Compliance matrix, gaps and bid/response strategy | Clarify pricing, discounts and partner economics. Gross margin, discount leakage, partner contribution. |
Sales and pipeline
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| account-context | Account/customer rows, notes, correspondence and agreements | Account brief with known contacts, opportunities and evidence gaps | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| account-plan | Account history, goals, contacts, opportunities and meeting notes | Strategic account plan, risks, owners and next steps | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| account-research | Supplied company profile, website text/articles and customer/account list | Evidence-based company/fit brief; current facts not supplied remain unverified | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| account-tiering | Account list, ideal-customer criteria and available engagement measures | Account scores, tiers and prioritization rationale | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| call-prep | Meeting details, account records and prior call notes | Meeting brief and discovery questions | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| call-summary | Transcript or call notes and supplied deal facts | Call summary, follow-up drafts and proposed record changes | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| close-plan | Deal details, quantified customer problem and buying-process notes | Business case and dated mutual action plan | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| competitive-intelligence | Closed-deal export, competitor column and supplied customer quotes | Competitive win/loss analysis and battlecard draft | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| sales-material-draft | Approved product facts, templates, proof points and account notes | Sales one-pager, presentation outline or leave-behind draft | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| pipeline-data-quality | Pipeline export and field/stage definitions | Missing-field, stale-date and stage-consistency audit | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| daily-briefing | Calendar/meeting list, pipeline snapshot and pasted messages | Daily priorities and meeting/deal brief | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| deal-advance-gap | Opportunity details, stage criteria and customer commitments | Gap map and proposed next actions | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| deal-review | Opportunity snapshot, qualification framework and call notes | Deal assessment, risks and next-step recommendations | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| deal-signals | Current and previous pipeline exports plus known activity | Snapshot change/aging digest; no live monitoring | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| deal-slip-scenario | Open/closed pipeline, quota and proposed slip/size scenarios | Scenario impact and replacement-pipeline requirements | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| draft-outreach | Prospect facts, offer, writing samples and prior correspondence | Paste-ready outreach email or sequence | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| end-of-day | Meeting list, call notes and current pipeline export | Daily wrap, commitments, tomorrow priorities and update checklist | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| forecast | Pipeline export, stage/category definitions, quota and prior snapshot | Forecast narrative, categories, risks and changes | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| handle-objection | Actual objection, deal context and approved proof points | Evidence-backed response options | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| inbox-sweep | Pasted/exported customer emails and optional account context | Prioritized inbox digest and reply drafts | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| lead-triage | Lead list, fit criteria and supplied engagement/urgency evidence | Ranked leads, reasons, talking points and next actions | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| lead-qualification | Lead list, fit criteria and supplied engagement/urgency evidence | Ranked leads, reasons, talking points and next actions | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| outreach-composer | Writing samples, supplied prospect facts and offer | Personalized outreach and follow-up drafts | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| pipeline-review | Pipeline export, stage definitions, quota and historical snapshots | Coverage, aging, conversion and risk review | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| sales-coaching-brief | Team pipeline/activity export and individual rep targets | Evidence-based one-to-one preparation brief | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| revenue-operations | Pipeline, quotas, forecast/actual history and sales costs | Pipeline, forecast-accuracy and sales-efficiency analysis | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| route-lead | Lead/queue list, territory/ownership rules and account context | Routing recommendations and handoff drafts | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| stakeholder-map | Contacts, roles, attendee lists and relationship notes | Stakeholder coverage and relationship map | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| synthesize-research | Interview notes, survey responses, transcripts and tickets | Evidence themes, confidence and prioritized opportunities | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| team-pipeline | Team pipeline export, rep assignments and quotas | Team rollup, risk flags and coaching questions | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| weekly-wrap | Current and previous weekly exports and activity notes | Weekly movement summary and next-week priorities | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
| win-loss-review | Closed-deal history, reasons and optional transcripts | Win/loss patterns and improvement hypotheses | Improve qualification, prioritization and deal follow-up. Stage conversion, stale deals, cycle days, win rate. |
Strategy and investment
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| business-investment-advisor | Investment costs, cash-flow assumptions, alternatives and budget | ROI, payback, NPV/IRR scenarios and allocation comparison | Compare initiatives and investments using explicit assumptions. Milestone delivery, actual benefit, payback and return. |
| product-brainstorming | Problem, user evidence, goals and constraints | Options, assumptions and experiment ideas | Compare initiatives and investments using explicit assumptions. Milestone delivery, actual benefit, payback and return. |
| roadmap-update | Initiatives, priorities, dates, capacity and dependencies | Prioritized roadmap and change rationale | Compare initiatives and investments using explicit assumptions. Milestone delivery, actual benefit, payback and return. |
| write-spec | Problem, user needs, evidence and constraints | Requirements document and acceptance criteria | Compare initiatives and investments using explicit assumptions. Milestone delivery, actual benefit, payback and return. |
Vendors and procurement
| Skill | Inputs | Expected output | Value and measurement |
|---|---|---|---|
| procurement-optimizer | Spend lines, suppliers, approvals, renewals and switching costs | Spend classification and purchasing/consolidation opportunities | Improve purchasing and renewal decisions. Total cost, supplier on-time delivery, SLA performance. |
| vendor-management | Vendor catalog, spend, contracts, SLAs and incidents | Vendor scorecards and renewal/risk priorities | Improve purchasing and renewal decisions. Total cost, supplier on-time delivery, SLA performance. |
| vendor-review | Vendor proposals/contracts, prices, SLAs and performance data | Vendor comparison, total-cost analysis and renewal recommendation | Improve purchasing and renewal decisions. Total cost, supplier on-time delivery, SLA performance. |