Planning, sales, accounting, legal, and project management (4K skills)
Analyze SaaS sales opportunities, revenue forecast errors, and sales and marketing efficiency. Generates reports on stalled deals, pipeline risks, prediction bias, and customer acquisition economics for weekly sales reviews and quarterly business assessments.
Draft freelance contracts, project proposals, and confidentiality agreements with clauses tailored to US, EU, UK, or DACH contexts. Organize scope, payments, ownership, and deliverables in Markdown, with instructions for conversion to Word.
Review SaaS and purchasing spend to find growing cost categories, slow approval processes, and overlapping suppliers. Produce categorized reports and consolidation options that account for migration costs, clustered renewals, and the risks of relying on one critical supplier.
Route business questions to relevant executive advisor roles, coordinate discussions across multiple functions, and combine their findings into clear agreements, disagreements, and action items. Record decisions and flag approved decisions that are due for review.
Track competitors’ products, pricing, and customer wins or losses, then turn findings into sales comparison sheets, market positioning updates, and feature gap summaries that inform product planning and leadership decisions.
Build a consistent way to run a company by defining responsibilities, weekly metrics, meeting schedules, and quarterly priorities. Compare management frameworks and develop practical routines for resolving issues, tracking commitments, and sharing company information.
Plan organizational changes such as tool migrations, restructures, and strategy shifts using ADKAR, a five-stage model for adopting change. Structure communication, training, and follow-up while addressing employee concerns, resistance, and fatigue from overlapping changes.
Turn a founder’s business vision into linked Markdown files through a phased interview covering strategy, finance, sales, operations, and governance. Build a company knowledge bundle that people and AI agents can read, with progress tracking and decision history.
Plan revenue growth for B2B SaaS businesses by analyzing sales opportunities, pricing, customer retention, and sales capacity. Develop scenario forecasts, churn intervention plans, hiring models, and revenue reporting for board discussions.
Plan customer retention and customer success staffing for a startup. Break down renewal and churn patterns, group customers by value and fit, and compare service models to guide resource allocation and hiring.
Convert a Notion specification into a linked implementation plan and manageable tasks. Extract requirements and acceptance criteria, record uncertainties, and keep task statuses, checklists, blockers, and milestone updates aligned as the work progresses.
Manage Linear issues and projects through natural-language requests. Review priorities, create and update tickets, inspect team workloads, and organize release plans using a workflow that reads existing information before making changes.
Manage shared project tasks in Beads, from finding available work and claiming tasks to tracking dependencies, recording follow-up work, and closing completed items. Keep project status available across sessions and handoffs.
Turn a product idea into a Lean Canvas, a nine-part outline of business assumptions. Define customer problems, solutions, value, channels, revenue, costs, and metrics, then identify risky assumptions and suggest experiments to test them.
Create a Business Model Canvas, a nine-part overview of how a business creates value and earns revenue. Connect customers, offerings, channels, operations, costs, and income to examine the business model and identify assumptions and risks.
Assess a product or business through SWOT: strengths, weaknesses, opportunities, and threats. Connect internal capabilities with market conditions to develop strategic recommendations, prioritize actions, identify owners, and define measures for tracking progress.
Prepare a confidentiality agreement for two parties using their details, the information being shared, and the governing jurisdiction. Receive a summary, a customizable draft, and plain-language notes identifying decisions and clauses that need legal review.
Design product pricing based on customer value, competitor offerings, and willingness to pay. Compare charging models, define plan tiers and included features, and outline experiments to test prices and assumptions before introducing a new pricing structure.
Develop three to five product vision statements from company and product context. Explore a meaningful, realistic future for customers and the business, then recommend the strongest option with reasons and explain its connection to company values and market opportunities.
Assess the external conditions affecting a business across political, economic, social, technological, legal, and environmental factors. Rank their impact and likelihood, then outline strategic responses, indicators to monitor, and contingency plans for market entry or business planning.
Explain why a specific customer group should choose a product using six parts: audience, problem, current situation, solution, improved outcome, and alternatives. Turn the analysis into a concise value proposition and a statement for marketing use.
Explore three to five ways to earn revenue from a product or feature. Compare customer fit, estimated costs and returns, and risks, then design low-cost experiments and prioritize which approaches to test first.
Compare feature ideas by expected impact, required effort, uncertainty, and fit with product goals. Get five ranked recommendations, with reasons for each choice, trade-offs, and explanations of which ideas should receive lower priority.
Compare growth options across existing and new products and markets using the Ansoff Matrix, a four-part planning framework. Assess opportunities, resources, competition, and risks, then develop market launch plans and a phased roadmap for priority options.