Set up communications work from facts, spokespeople, approved messages, approval owners, and off-limits topics.
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Use this before finding an angle, drafting a release, or pitching a reporter.
Ask for the company boilerplate, current products, recent news, figures the company has already published, and the source for each. Ask who may speak to the press, which quotes they have approved, and which customers have agreed to be named. Record where each fact lives and when it was last checked.
Agree who approves a release, a pitch, a quote, a figure, and an incident statement, and who may contact a reporter. List off-limits topics: funding, legal matters, unannounced products, staff, and anything under embargo. Agree how embargo dates and times are set and where they are written down.
Give the user:
Never fill a missing fact, quote, or customer name with a guess. Do not contact a reporter, publish a statement, or treat a draft as approved until the named owner says so.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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