Planning, sales, accounting, legal, and project management (3.8K skills)
Create prospect-specific sales decks, one-pagers, follow-up handouts, or FAQs from account data, call notes, and approved materials. Organize claims with their sources, tailor content to the audience, and flag unsupported claims or missing customer metrics.
Identify evidence-backed opportunities to sell more to existing customers. Compare purchases with unmet needs across products, teams, regions, and contract levels, then rank potential deals and outline whom to approach and how.
Process vendor bills from email, PDFs, or photos into proposed accounting entries and a payment plan. Checks duplicates, assigns accounts and jobs, matches purchase and receiving records, and requires separate approval for ledger entries and payments.
Analyze competitors using deal outcomes, customer quotes, and public developments. Prepare tactics for a specific deal, battlecards—sales reference sheets for each competitor—and weekly updates that distinguish evidence from interpretation.
Prepare for the sales day with today's meetings, account context, deals closing soon, and waiting customer emails. Receive three priority actions, using connected services or uploaded calendars, spreadsheets, and emails when available.
Bring cash, sales, deals, upcoming commitments, and urgent messages into a one-page business brief for small business owners. Use connected tools or owner-supplied figures to show changes, specific risks, and today's most important action.
Assess incoming leads or rank a lead backlog by customer fit and buying intent. Receive evidence-based priorities, routing recommendations, and suggested first responses, with existing account ownership checked when CRM records are available.
Review sales opportunities for warning signs such as inactivity, slipping close dates, contact changes, and renewal windows. Receive a short digest of triggered alerts, supporting evidence, and suggested actions, organized by what needs attention today or this week.
Draft weekly or monthly progress updates, launch announcements, and risk escalations for specific audiences. Turn shared project information into concise leadership summaries, detailed engineering updates, or customer-facing messages with clear next steps.
Review proposed features, campaigns, or business initiatives for applicable regulations, required approvals, and risks. Get a structured assessment with outstanding requirements and recommended actions to support review by qualified legal professionals.
Prepare self-assessments, manager reviews, and documents for meetings that align employee ratings. Structure achievements, goal evidence, development plans, and promotion cases, turning vague feedback into specific observations about behavior and impact.
Build a sprint plan around team availability, including time off and meetings. Define goals, prioritize backlog items, handle unfinished work, and document capacity, dependencies, risks, completion criteria, and key dates.
Create a structured hiring interview kit with questions tied to job skills, clear scoring criteria, interviewer assignments, and a discussion template. Use shared questions and evidence from candidates’ answers to support consistent evaluations.
Identify risks in projects, vendors, processes, and decisions, then rank them by likelihood and impact. Produce a prioritized risk register, a structured list of risks with practical mitigation actions, responsible owners, and current status.
Compare general ledger balances, the main accounting records, with detailed ledgers, bank statements, or related company balances. Categorize differences, identify items needing corrections or investigation, and track unresolved items by age for follow-up and review.
Analyze business workflows to find delays, repeated work, unnecessary steps, and opportunities for automation. Get a before-and-after process comparison, specific recommendations, estimated effects, and an implementation plan based on how the work currently happens.
Review a vendor’s agreements across connected contract systems, customer records, email, document storage, and chat. Consolidate signing status, key terms, missing agreements, renewal deadlines, and obligations that may continue after expiration into one report.
Turn project or team updates into a structured report for leaders and stakeholders. The skill summarizes key metrics, accomplishments, ongoing work, risks, decisions needed, and next-period priorities, with an overall assessment of whether work is on track.
Organizes compliance work and audit preparation by tracking controls, responsible people, evidence, and deadlines. Produces status dashboards, gap analyses, audit checklists, and evidence collection plans for frameworks such as SOC 2 and ISO 27001.
Plan team structure and hiring by defining needed roles, headcount, timing, and costs. Produce text-based org charts and prioritized hiring roadmaps, and identify structural risks such as excessive management overhead or dependence on one person.
Prepare structured briefs for meetings involving legal matters, such as contract negotiations or board reviews. Gather background, highlight open issues and preparation gaps, and organize resulting action items with owners, deadlines, priorities, and follow-up steps.
Create or update a product roadmap, compare priorities, and adjust timelines. Organize initiatives by timeframe or goals, show owners and dependencies, and summarize what changed alongside risks and team capacity limits.
Compare compensation with market benchmarks by role, level, and location. Analyze salary band placement, flag outliers and retention risks, and model equity grants, meaning share-based compensation, to support hiring offers and compensation reviews.
Prepare finalized contracts for electronic signature by checking attachments, legal entity names, and authorized signers. Configure signing order and copy recipients, then send through a connected signature service or prepare instructions for manual signing.