Planning, sales, accounting, legal, and project management (4.2K skills)
Turn business and product metrics into KPI updates for weekly, monthly, or quarterly reviews. Compares actual results with targets and prior periods, includes verified explanations for changes, and states what the findings mean for operations.
Gather business context before analysis by checking connected or provided sources for metric definitions, recent changes, and decision background. Produce a focused context note that preserves source references, conflicting evidence, assumptions, and remaining gaps.
Analyze product or business data to recommend priorities and next steps. Check source reliability, metric definitions, and meaningful comparisons, then explain the evidence, potential impact, and uncertainty behind each recommendation.
Design, review, and implement Gantt charts for project schedules. Assess source data, task dependencies, and resource needs, then define suitable views, editing behavior, rendering tools, accessibility, exports, and tests—or recommend a clearer alternative.
Analyze company financial statements and ratios, then estimate value using projected cash flows and comparisons with similar businesses. Produce a valuation range, documented assumptions, scenario analysis, and risk assessment to support investment decisions.
Review and carry out requested Stripe refunds, cancellations, and subscription changes. Present the environment, customer, amount, and irreversible effects for explicit confirmation, then execute once and check the final state.
Plan welcome messages and customer-service replies for WeChat official accounts, including triggers and handoff rules. Send customer-service text to a specified recipient only after the user confirms the target and message.
Compare Stripe payment and payout records with supplied business records for a defined period. Preserve IDs, currencies, and time zones, then produce a reproducible list separating matches, timing differences, fees, refunds, disputes, and missing or ambiguous records.
Investigate failed or unexpected Stripe payments using exact record IDs, processing states, events, amounts, and currencies. Separate what the customer sees from Stripe's state and integration behavior, then identify the next action without changing payment records during diagnosis.
Inspect Stripe customers, subscriptions, prices, invoices, and payment status. Explain the current billing state and preview proposed changes, including timing and prorated charges when supported by evidence, then verify affected records after confirmed updates.
Create concise Linear project updates from milestones and relevant issues. Summarize delivered outcomes, ongoing work, blockers, risks, and next actions, while distinguishing delivery stages and checking the update before and after publication.
Review Linear issues, check for duplicates, and organize confirmed facts, reproduction details, impact, and missing information. The skill recommends priorities, labels, statuses, and owners using the team's existing conventions and available evidence.
Build a realistic Linear cycle plan using priorities, dependencies, estimates, unfinished work, and team capacity. Separate essential work from optional additions, flag blockers and missing estimates, and wait for approval before changing issues, estimates, or owners.
Build and maintain business data in iPollo Onto using connected tables and documents. The skill guides agents through creating structures, saving research in batches, updating existing records, and examining relationships with supporting evidence.
Turn a product idea into a PRD, a product requirements document, through focused questions about the problem, scope, success, and user journeys. Record whether to proceed and produce a Markdown file before technical design begins.
Design workflows for completing business lead records, verifying contact details, and ranking prospects against an ideal customer profile. Plan provider sequences in Clay, scoring rules, and data quality checks around lead volume, existing tools, and budget.
Design processes to retain customers and grow revenue from existing accounts. Use product activity and customer relationships to define risk signals, upgrade opportunities, onboarding steps, renewal schedules, and follow-up plans for previously lost sales opportunities.
Choose a sales approach based on product price, complexity, and buyer needs. This skill helps plan self-service trials, human sales involvement, and experiences that let prospects recognize value before purchasing.
Plan pricing for AI products by comparing charges based on usage, tasks, or results. Use customer value and computing costs to shape pricing tiers, usage limits, hybrid plans, and margin improvement strategies.
Plan AI sales development systems that qualify prospects, organize outreach, classify replies, and hand opportunities to people. Use customer criteria, budget, CRM setup, and sales goals to shape platform choices and a four-week rollout plan.
Design partner and affiliate programs around your product, customers, and revenue model. Define partner tiers, commissions, recruitment, onboarding, and revenue tracking, then identify ways to improve participation, resolve sales conflicts, and prioritize integration partnerships.
Plan social selling on LinkedIn through profile improvements, relevant posts, personalized direct messages, and follow-ups. Build a clear path from audience engagement to sales conversations, with metrics to track which activities generate meetings.
Plan customer acquisition as a solo founder, from choosing tools and sales channels to assigning work to AI agents. Organize priorities by revenue stage, divide time between building and selling, and assess when hiring makes sense.
Choose metrics for AI product revenue, sales efficiency, retention, and computing costs. Plan dashboards and weekly reviews, assess customer data quality, and decide how to credit marketing and sales interactions for completed deals.