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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Write a short pitch tied to one reporter's recent work, with the embargo and the ask stated.
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Use this for one reporter at a time, after the media list is agreed.
Name the recent piece that makes the story a fit, with its date and link. If there is no clear link to their recent work, say so and suggest a better name from the list rather than forcing a pitch.
Keep it under 150 words:
Offer nothing in return for coverage. Mark every figure and quote with its approval state.
Draft at most one follow-up, sent no sooner than three working days later, adding something new such as data or an image. Stop if the reporter declines or asks not to be contacted.
Never claim other outlets are covering the story, invent interest, or offer payment, gifts, or favours. Do not send the pitch or the follow-up; the user approves and sends each one.
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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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