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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Use when the user names a release, a launch date, a pricing change, or enablement for sales or success: the tier call, the messaging doc, the enablement pack, dated owners working back from launch day, the go/no-go gate, and the 90-day measure.
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Use this when the user names a release, a launch date, a pricing change, or enablement for the sales or success team. The output is a plan with an owner and a date on every asset and a gate that can actually block launch day.
The release, the positioning draft, the launch tier, and the launch date. No tier means you size it small and say what a bigger tier would add. No date means you split ship from launch and flag the date as the first decision.
The dated launch plan: tier and why, messaging doc, enablement pack, back-planned checklist with owners, the go/no-go gate, risks, and the 90-day measure. Assets go out as drafts.
Never announce a date, a customer, or a metric you were not given, and never publish a launch asset without a yes on that specific asset. If the decision maker has not approved the date, the plan carries it as proposed, not committed.
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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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