「quarterly」の検索結果

Weekly HubSpot pipeline-to-forecast rollup — weights every open deal by its own HubSpot stage probability, rolls the total up by stage, rep, and segment ({{segment_property}}) against {{quarterly_quota}}, and flags deals slipping the quarter and other forecast risk before posting to {{forecast_channel}}. Read-only; never changes a deal's amount, close date, stage, or owner.

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Evidence-grounded context refresh: reads constitutional files, TELOS, and CURRENT_STATE/IDEAL_STATE dimension files via TelosFreshness, pulls observed data (Oura sleep/HRV, Conduit app-time, work registry, git, expenses via StateEvidence), and drives a peer conversation that opens with claim-vs-evidence contradictions, drafts corrections for ratification, and closes with a ComputeGap-grounded ideal-state review. Routes to ContextCheckin; Phase0Setup on fresh install. USE WHEN /interview, resume interview, context check-in, telos check-in, what's stale, stale data, freshness check, update current state, update my current state, state sync, statusline says interview due, interview due, review TELOS, update ideal state, quarterly context refresh, fresh LifeOS install, configure DA name. NOT FOR single edits (Telos), bulk intake (Migrate), identity-only.

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Resolve "lastQuarter" to a concrete ISO date range relative to your run time — the previous full quarter. Returns inclusive civil dates plus exact UTC instants so you have temporal context without computing dates by hand. Read-only: no writes, no network. Use before a task over last quarter (quarterly reviews, QoQ comparisons).

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Track competitor pricing and packaging as a diffable time series. Use when monitoring tiers, gates, limits, and price moves on a monthly or quarterly cadence.

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Quarterly re-scan of a prior PESTEL analysis. Use when checking which macro factors moved, which assumptions broke, and what's new — turning PESTEL from a workshop artifact into a radar.

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Python library for accessing, analyzing, and extracting data from SEC EDGAR filings. Use when working with SEC filings, financial statements (income statement, balance sheet, cash flow), XBRL financial data, insider trading (Form 4), institutional holdings (13F), company financials, annual/quarterly reports (10-K, 10-Q), proxy statements (DEF 14A), 8-K current events, company screening by ticker/CIK/industry, multi-period financial analysis, or any SEC regulatory filings.

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Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"

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Analyze a company's most recent (or a specified past) earnings report from Yahoo Finance data (yfinance): actual vs estimated EPS, surprise size, revenue and margin trends, and the stock's price reaction. Use this skill whenever the user asks how earnings went — beat or miss, earnings surprise, quarterly results, the post-earnings move, or an earnings call recap — including casual references to a past report such as "AMZN reported last night" or "how did they do". For an upcoming report, use earnings-preview.

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Use when the user asks to "set up my founder social-selling routine", "build a daily engagement block for target accounts", or "turn funding / hiring signals into selling plays"; produces the founder/seller daily operating block — a time-boxed engagement-block spec (substantive value-add comments on target-account posts, never a pitch), warm-touch-before-ask cadence rules, trigger-response plays consuming the social-pulse-monitor B2B trigger watchlist (funding / hiring / launch signals), and a quarterly diagnostic that reads LinkedIn SSI as an input diagnostic only (Estimated, vendor-defined — never a target metric). All volume norms are Estimated/community-derived; all execution is human — zero mass-DM, zero connection-request automation, zero engagement automation (LinkedIn UA §8.2 red line); 1:1 pitch and DM mechanics route to outreach-manager. Not for cold email sequences — use cold-outbound-sequencer. 社交销售/创始人日常互动块/热身触达节奏/触发信号剧本

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Implement the Entrepreneurial Operating System (EOS) to align vision and execution across a company. Use when the user mentions "EOS", "Entrepreneurial Operating System", "V/TO", "quarterly rocks", "Level 10 meetings", "accountability chart", "IDS process", "my company feels chaotic", "we keep having the same problems", or "get the whole team aligned". Also trigger when a growing company needs meeting structure, goal-setting frameworks, or a systematic way to solve recurring organizational issues. Covers the six EOS components: Vision, People, Data, Issues, Process, Traction. For team motivation design, see drive-motivation. For lean experimentation, see lean-startup.

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Generate editorial calendars for blogs with topic clusters, publishing schedules, content decay detection, freshness update plans, seasonal opportunities, content mix formula, template integration, and distribution scheduling. Plans monthly or quarterly calendars optimized for SEO topic authority and freshness signals based on content priority. Use when user says "editorial calendar", "content calendar", "blog calendar", "publishing schedule", "blog plan", "content plan", "what should I write".

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Generate editorial calendars for blogs with topic clusters, publishing schedules, material-change reviews, update plans, seasonal opportunities, content mix formula, template integration, and distribution scheduling. Plans monthly or quarterly calendars around reader needs, evidence changes, and sustainable publishing capacity. Use when user says "editorial calendar", "content calendar", "blog calendar", "publishing schedule", "blog plan", "content plan", "what should I write".

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Builds the marketing plan of record — objectives, channel mix, budget allocation, sequencing, and the measurement that says whether it worked. Use this for annual or quarterly planning, when budget must be allocated or defended, when marketing activity feels busy but undirected, or when a plan needs pressure-testing before commitment.

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Designs the rhythm an organization runs on — which reviews happen weekly, monthly and quarterly, what each one decides, who owns the numbers presented, and how a signal at the front line reaches the people who can act on it. Use this to set up a management operating system, fix a meeting calendar that produces no decisions, work out where a recurring problem keeps failing to surface, or cut a review structure that has grown past what it informs.

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Use when asked 帮我定明年的个人 OKR, 写个人发展计划, IDP 怎么写, 明年目标怎么跟老板对齐, 个人 KPI 怎么定, 年初定目标, or plan next year's personal goals at a Chinese employer. Produces personal OKR or KPI drafts aligned upward to the team's goals with baselines, an individual development plan (个人发展计划) built on the 70-20-10 split, quarterly milestones and check-ins, and a script for the goal-setting conversation with the manager. For team or company OKRs use okr-builder; for reviewing the year just ended use cn-year-end-review.

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Build the storyline and slide structure for a board presentation. Use when asked to create a board deck, board presentation narrative, board meeting slides, or quarterly board update. Produces a complete slide-by-slide structure with narrative beats, talking points, and slide content guidance.

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Help users establish a multi-layered planning system that balances strategic alignment with operational agility across annual, quarterly, and weekly horizons.

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Use when understanding and navigating Administrative Science Quarterly's (ASQ) developmental, multi-round review process — decision types, reviewer/editor roles, and what each stage expects. Explains the process; it does not draft the response letter (see asq-rebuttal).

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Use when building and refining exhibits for an Administrative Science Quarterly (ASQ) manuscript — qualitative data structures and data-to-theory tables, process models, and quantitative tables. Designs exhibits; it does not run the analysis behind them.

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Use when building the theoretical engine for an Administrative Science Quarterly (ASQ) manuscript — mechanisms, process vs. variance logic, constructs, and boundary conditions. Builds the argument; it does not select methods or run analysis.

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Use when judging whether a research idea fits Administrative Science Quarterly (ASQ) and has the *surprising* theoretical insight ASQ demands. Sharpens the puzzle and the contribution claim; it does not design the study or write theory sections.

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Use when running the final pre-submission preflight for an Administrative Science Quarterly (ASQ) manuscript — fit, anonymization, format, exhibits, references, and the editorial-system submission. Checks readiness; it does not write or revise the manuscript.

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Use when deciding which asq-* sub-skill to invoke next, or when sequencing manuscript work from topic selection through rebuttal for an Administrative Science Quarterly (ASQ) manuscript. Routes — it does not replace — the specialized skills.

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Use for full-manuscript prose and narrative craft on an Administrative Science Quarterly (ASQ) manuscript — voice, structure, and the storytelling ASQ is known for. Polishes the writing; it does not change the theory or analysis.

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。