「household」の検索結果

Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and beneficiaried at the custodian and portfolio platforms (Schwab, Orion/Addepar, iCapital) — surfacing unfunded trusts, titling mismatches, and beneficiary gaps as a prioritized flags list. The only write is creating advisor-approved follow-up tasks in the CRM (optional, approved first). Never drafts trust language, gives legal advice, retitles an account, or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".

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Run a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file. Triggers on "portfolio review", "/portfolio-rebalance-review", "drift analysis", "rebalance [client]", "how is [client]'s portfolio positioned", "rebalance rationale", or "map [client] to a model".

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Turn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approval, then writes what's approved and offers to file the record in Drive. Triggers on "log the meeting", "log my meeting with [client]", "meeting follow-up", "post meeting", "/post-meeting", or "follow up on my meeting with [client]".

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Foundation obedience training for dogs — sit, stay, come, heel, and down using positive reinforcement and marker training. Covers timing, reward hierarchy, session structure, distraction proofing, and common handler errors. Use when a new puppy (8+ weeks) is ready for foundation training, an adult dog lacks reliable basic commands, a rescue dog needs to learn the household's command vocabulary, before advancing to complex behaviors or off-leash work, or when existing commands have degraded and need re-establishing.

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Full-funnel paid advertising operations for B2B SaaS. Use this skill for PPC strategy, Google Ads optimization, LinkedIn Ads, social media advertising, programmatic buying, creative strategy, attribution modeling, budget allocation, budget pacing and planned-vs-delivered reconciliation, audience overlap and campaign self-competition audits, suppression lists, ROAS improvement, media spend optimization, and the media no auction sells — newsletter and podcast sponsorships, community and industry-publication placements, paid review-site listings on G2 and Capterra, and pay-per-lead content syndication. It also covers buying on the AI answer surface — ads inside Google AI Overviews and AI Mode that existing Search, Shopping and Performance Max campaigns already serve into with no opt-out, no placement targeting and no segmented reporting, and ChatGPT Ads and Microsoft Copilot as separate opt-in platforms with their own plan-tier reach limits, no negative keywords, and a landing-page crawler gate. It also owns the conversion signal the bidding algorithms learn from — CRM pipeline stages (SQL, opportunity, closed-won) sent back to Google Ads, LinkedIn, Meta and Microsoft Ads through offline conversion import, enhanced conversions for leads, the Google Data Manager API and the LinkedIn Conversions API, with click-ID capture, stage values, dedupe, EEA consent signals and retractions. It also gates connected TV (CTV) and streaming video for B2B — whether a reach medium belongs in the plan, how a vendor ties a TV household to a target account (member data, IP-to-account graph or contextual), the server-side ad insertion (SSAI) fraud questions, Programmatic Guaranteed deals, and a holdout lift test because CTV has no click. It also runs person-led paid social — LinkedIn Thought Leader Ads and Meta partnership ads that put spend behind an employee's or creator's post — on a paid-usage term, an in-post disclosure check and an end-date register, because the platform approval carries no term. Also triggers on: CTV, connected TV, OTT, streaming TV ads, should we run CTV, LinkedIn CTV, B2B CTV, account-based CTV, SSAI fraud, thought leader ads, boost an employee's post, sponsor a creator's post, partnership ads, whitelisting, creator usage rights, PPC, Google Ads, LinkedIn Ads, social ads, programmatic, ad creative, attribution, media budget, paid campaigns, ROAS, CPA, ad spend, newsletter sponsorship, podcast sponsorship, community sponsorship, sponsor a newsletter, content syndication, pay-per-lead, cost per lead vendor, media kit, rate card, insertion order, direct buy, publisher partnership, make-good, G2 paid listing, Capterra ads, review site advertising, sponsorship ROI, budget pacing, we underspent our budget, are our campaigns competing with each other, audience overlap, self-competition, campaign cannibalization, suppression list, exclusion list, ad frequency across channels, how many ad accounts do we have, ads in AI Overviews, AI Mode ads, ChatGPT Ads, OpenAI Ads Manager, Copilot ads, conversational ads, should we advertise on ChatGPT, can we buy our way into the AI answer, our ads are showing in AI Overviews and we cannot report on it, context hints, OAI-AdsBot, our ad landing page fails review, robots.txt is blocking our ads, our paid leads are junk, Google Ads is optimizing for the wrong leads, offline conversion import, OCI, enhanced conversions for leads, send CRM stages back to Google Ads, upload SQLs to LinkedIn, LinkedIn Conversions API, LinkedIn CAPI, Meta conversion leads, CRM to ad platform, gclid, li_fat_id, msclkid, value-based bidding, optimize for pipeline not form fills, low match rate, conversion lag.

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Configuring or troubleshooting the Nonprofit Success Pack Program Management Module (PMM) - program delivery, cohort setup, service scheduling, service delivery recording, and attendance tracking for beneficiaries. Trigger keywords: program management module, PMM, Program__c, ProgramEngagement__c, ServiceDelivery__c, cohort setup, bulk service delivery, service schedule, service participant. NOT for designing which outcomes and indicators to measure - use admin/program-outcome-tracking-design. NOT for NPSP donor, household and giving-rollup data - use data/nonprofit-data-architecture.

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AI ผู้ช่วยจัดการบ้าน — KonMari decluttering, minimalism, household schedule, maintenance calendar, inventory system

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Household assistant for a whole family. Runs a morning brief, plans meals and builds grocery lists (hunting the best prices), looks ahead at the week's logistics, stays on top of the kids' school, watches prices on things the family wants, and helps book appointments and reservations. Use it for anything that keeps the family's day or week running. Trigger even on implicit asks - "what's on today", "what do the kids have this week", "what should we make for dinner", "add milk to the list", "when's the dentist", "did anything come from school", "remind me about the permission slip", "watch this jacket and tell me if it drops", "book us a table Friday".

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Interactively build a Narrative identity graph workflow from one or more first-party datasets and (optionally) third-party data sources. Confirms each input dataset is mapped to the Rosetta Stone graph edge attribute (mapping it via /generate-rosetta-stone-mappings if not), then composes and submits a workflow that unions every edge source and labels connected components. Use when: "build an identity graph", "generate an identity graph", "create an identity graph", "stitch these datasets into a graph", "make a graph workflow", "label connected components on these datasets", "I want a person graph / household graph / device graph". (narrative-identity)

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Plant Haushaltsaufgaben, Routinen und Zuständigkeiten ohne Bindung an eine bestimmte App.

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Load the operations codex that governs everyone acting as or for the owner (the owner, human assistants and AI agents) before outreach, replies in their chats, scheduling, purchases, hiring or household ops. Covers where the rules live in the vault, how to pull the right slice, and the rule that the newest entry wins per topic. Triggers: "/bible", "what do the rules say".

日本語の概要は準備中です。原文の説明を表示しています。