32 skills · sorted by relevance
Review upcoming customer renewals, assess risk and potential contract increases, and identify next steps with supporting evidence. It also flags missing renewal opportunities and inconsistent records, and prepares a detailed renewal brief for an individual account.
Audits recurring SaaS charges against a subscription register using Plaid data. Reports duplicate tools, unused seats, price increases, upcoming renewals, and unlisted charges in a Slack digest, with suggested actions and a ledger tracking previous findings.
Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations must work for a specific business. Trigger keywords: subscription requirements, amendment requirements, renewal requirements, proration requirements, co-termination, subscription ledger, upgrade downgrade policy. NOT for configuring CPQ amendments and renewals — use admin/contract-and-renewal-management. NOT for amendment architecture — use architect/subscription-management-architecture.
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Supports freight carrier selection, rate negotiations, bid requests, performance reviews, and shipment allocation. Uses US transportation practices to compare costs, service quality, and available capacity when planning carrier contracts and renewals.
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.
Track upcoming contract renewals and cancellation notice deadlines from a maintained register. Highlight urgency, notice delivery time, responsible business owners, and uncapped renewal pricing, and identify deadlines that passed without a recorded cancellation.
Runs the ongoing relationship with accounts after the sale — segmenting coverage against account value, building a health score that predicts rather than describes, running reviews customers find worth attending, forecasting renewals honestly, and finding expansion that follows usage instead of quota. Use this to design a customer success motion, decide who gets a named contact, work out why renewals surprise you, or fix a health score everyone ignores.
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Drafts filing-ready Annual Reports for State Charity Bureaus with certified financials, governance disclosures, and required attachments. Extracts organizational, financial, and programmatic data from uploaded documents, researches state-specific filing requirements, and produces a penalty-of-perjury-certified report. Use when drafting charity bureau annual reports, nonprofit compliance filings, charitable solicitation renewals, or state charity registration renewals.
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Safely integrate with WooCommerce Subscriptions renewal, next-payment scheduling, Action Scheduler events, and retry flow. Shows when to use WC_Subscription::update_dates, update_status, wcs_create_renewal_order, wcs_renewal_order_created, woocommerce_scheduled_subscription_payment, woocommerce_scheduled_subscription_payment_{gateway_id}, woocommerce_subscription_renewal_payment_complete, and payment retry hooks. Use when changing next payment dates, forcing/rescheduling renewals, reacting to failed renewals, building gateway recurring charge logic, or debugging missing/duplicate renewal orders.
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Handle customer billing issues with connected tools such as Stripe. Review subscriptions and invoices, classify the problem, address refunds or cancellations, and prepare a handoff with revenue impact, customer follow-up text, and product gaps.
Manage payment permissions for AI agents with spending caps, expiration dates, and merchant rules. Use cryptographic signatures to verify authorization, coordinate approval from multiple agents for high-value purchases, and track or revoke payment permissions.
Help implement automated subscription billing, invoice generation and delivery, and recovery of failed payments. Cover subscription states, renewals, usage-based charges, prorated plan changes, and tax calculations as parts of the billing workflow.
Renew or reactivate Google Workspace Events subscriptions, the settings used to receive events. Update one subscription by name or renew those nearing expiration within a chosen time window, with cron available for recurring runs.
Evaluate vendor proposals, renewals, or competing offers by comparing costs, risks, performance, and business fit. Produce a structured review with total ownership costs, a recommendation, and concrete points for contract negotiations.
Design or review SaaS pricing by choosing what customers pay for, defining plan features, and assessing price points. Create pricing page outlines, customer research questions, and price increase plans with communication templates and risk scenarios.
Combine product usage, support issues, payment status, and renewal dates to rank accounts by churn risk, meaning the risk of cancellation. Produce a Slack list with specific evidence and a suggested next action for each account.
Build Stripe payments, subscriptions, and invoicing using verified documentation and API parameter definitions. The skill guides product selection, sandbox testing, and webhook handling, where server notifications determine payment and subscription state.
Maintain a register of trademarks, patents, domains, and other intellectual property. Produce deadline reports, add assets, record maintenance updates, and audit missing dates or inconsistent ownership records, using supplied data or a connected IP management system.
Review SaaS subscription terms against your team's standards, covering renewals, price increases, data export, and service availability commitments. Examine AI training rights and liability, with findings rated for both legal risk and business impact.
Guides Metronome usage-based billing integration decisions — event ingestion (single and batch, idempotency, billable metrics), contract design (rate cards, overrides, dimensional pricing, products), invoicing lifecycle (grace periods, finalization, Stripe sync), credit and commit management (prepaid, postpaid, thresholds, auto-recharge), and Stripe integration (arrears invoicing, tax providers, line item limits). Use when building, modifying, or reviewing any Metronome integration — including ingesting usage events, creating customers, contracts, or rate cards, designing billable metric group keys, managing credits and commits, configuring invoicing, syncing invoices with Stripe Billing, billing AI applications for token usage, setting up self-serve (PLG) pricing, reviewing customer health, commit burn, portfolios, or renewals, or migrating from Stripe Billing Meters to Metronome.
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Never get auto-renewed into another year again — the contract inventory with the dates that matter (notice deadlines, not renewal dates), the calendar system with decision-time buffers, and the renewal-decision ritual that renegotiates instead of rubber-stamping. Use when asked track our contracts and renewals, we got auto-renewed again, when do we have to decide on this vendor, or set up renewal management. Produces the inventory with notice-deadline math, the alert system, the renewal-decision checklist, and the negotiation-window playbook.
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Guides Metronome usage-based billing integration decisions — event ingestion (single and batch, idempotency, billable metrics), contract design (rate cards, overrides, dimensional pricing, products), invoicing lifecycle (grace periods, finalization, Stripe sync), credit and commit management (prepaid, postpaid, thresholds, auto-recharge), and Stripe integration (arrears invoicing, tax providers, line item limits). Use when building, modifying, or reviewing any Metronome integration — including ingesting usage events, creating customers, contracts, or rate cards, designing billable metric group keys, managing credits and commits, configuring invoicing, syncing invoices with Stripe Billing, billing AI applications for token usage, setting up self-serve (PLG) pricing, reviewing customer health, commit burn, portfolios, or renewals, or migrating from Stripe Billing Meters to Metronome.
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Cut software and services spend through seat-utilisation analysis, redundant-tool detection, and renewal-timing leverage. Use when auditing SaaS spend, preparing a renewal negotiation, or hunting a budget-reduction target.
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Expert knowledge for Azure Education Hub development including troubleshooting, and limits & quotas. Use when managing Azure for Students credits, yearly quotas, renewals, or Dev Tools for Teaching sign-in issues, and other Azure Education Hub related development tasks. Not for Azure Lab Services (use azure-lab-services), Azure DevTest Labs (use azure-devtest-labs), Azure Virtual Desktop (use azure-virtual-desktop).
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