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Master orchestrator for B2B SaaS marketing campaigns using the CATALYST framework (Coordinated Agents for Targeted, Analytics-Led, Year-round SaaS Transformation). Coordinates 90 specialist agents across 17 marketing disciplines. Use this skill for ANY large-scale marketing initiative: full GTM launches, annual marketing plans, multi-channel campaigns, quarterly planning, or any task requiring coordination across content, SEO, paid media, social, email, design, sales enablement, product marketing, analytics, project management, and client operations. Also triggers on: marketing strategy, campaign plan, GTM launch, quarterly plan, marketing ops, full-funnel campaign, marketing audit, growth plan.

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Design operations and creative excellence for B2B SaaS marketing. Use this skill when building brand identity, designing landing pages, creating presentations, producing ad creative, or building infographics. Also triggers on: brand identity, landing page design, presentation, sales deck, ad creative, infographic, social media graphics, visual design, UI design, brand guidelines.

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Marketing analytics and data-driven optimization for B2B SaaS campaigns. Use this skill when analyzing marketing performance, optimizing conversion rates, running A/B tests, conducting customer research, creating marketing dashboards, building attribution models, analyzing funnel metrics, or storytelling with data. Also triggers on: marketing ops, performance analytics, CRO, A/B testing, data storytelling, customer insights, tracking plan, event taxonomy, UTM taxonomy, GA4 audit, consent mode, instrumentation contract, sample size calculation, minimum detectable effect, test duration, not enough traffic to A/B test, statistical significance, Bayesian vs frequentist, sample ratio mismatch, experiment feasibility, martech stack, marketing tech stack audit, tool consolidation, build vs buy, vendor evaluation, shadow IT tools, ESP/CRM/platform migration, switching cost, cutover plan, suppression list migration, data portability, customer interviews, survey design, sampling frame, non-response bias, how many people should I interview, thematic saturation, voice of customer, jobs-to-be-done, buyer persona research, is this finding real, data enrichment, which enrichment provider should we buy, waterfall enrichment, contact data quality, match rate, our list data is bad, email verification, catch-all domain, accept-all, bounce rate from bad data, B2B data decay, how often should we re-verify contacts, ZoomInfo vs Apollo vs Clearbit evaluation, cost per usable record, where did this list come from, GDPR Article 14 notice, purchased list compliance, suppression screening, TAM list building, demand planning, marketing plan, how many leads do we need, what pipeline target should marketing carry, funnel model, top-down vs bottom-up plan, plan of record, annual marketing planning, quarterly planning, pipeline coverage we have to create, sales cycle lag, our leads cannot close this quarter, carry-in pipeline, scenario planning, conservative moderate aggressive forecast, stretch target, reforecast, re-forecast triggers, assumption register, capacity ceiling, addressable audience ceiling, marginal cost per lead, blended CPL is wrong, we missed plan and nobody knows why, AI policy for the marketing team, AI governance, AI acceptable use policy, which AI tools are we allowed to use, can I paste customer data into ChatGPT, shadow AI, AI use register, human review of AI output, when can we stop reviewing every AI draft, can the agent send on its own, the AI made a mistake now what, pull back AI autonomy, AI evals, our AI vendor changed the model, AI output went out wrong, prompt injection, can our AI read prospect replies safely, lethal trifecta, the AI leaked internal notes, turn off auto-generated ad assets, auto-applied recommendations, AI literacy training, EU AI Act Article 4, duplicate records in the CRM, dedupe before import, which value wins in a merge, CRM cleanup.

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Use when a task needs the judgment of a Chef or Head Cook — costing and re-engineering a menu, diagnosing a food-cost or prime-cost overrun, building a kitchen labor schedule against sales volume, vetting or renegotiating a vendor, or resolving a health-code/HACCP compliance gap.

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Use when a task needs the judgment of a Broadcast Program Director — diagnosing a ratings-book decline into cume vs. TSL causes, deciding whether a format flip is warranted versus a clock/rotation fix, setting spot-load and stopset structure against sales pressure, or clearing content through standards-and-practices and FCC compliance review.

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Use when a task needs the judgment of a book publisher — sizing an advance against a P&L model before an acquisition auction, setting a print run from comp-title sales data, deciding whether to keep bidding or walk in a multi-house auction, valuing subsidiary rights as part of a deal, or diagnosing why a title's early sell-through is diverging from its launch plan.

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Run ABM programs — target account selection, personalized campaigns, sales orchestration, and account-level measurement.

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Build AI chatbots end to end — conversation design, persona, retrieval grounding, escalation, and deployment. Use when creating a chatbot for support, sales, or internal assistance.

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Read and manage the user's QuickBooks business through Intuit's official MCP server, including reports, invoices, customers, products, payment links, sales settings, and industry benchmarks.

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Set up and operate a Shopify store with Shopify's official MCP server (the installed `shopify` command, NOT the npm Shopify CLI). Use whenever someone wants to sell online, start an online store or business, try Shopify, or manage a Shopify store — even if they do not say "Shopify": "I want to sell candles online", "help me start an online business", "open my first store", "add products", "check my orders", "set inventory", "make a discount", "show my sales", "how did my Shopify Email campaigns do". Before connection it can show relevant mock.shop sample catalogs, suggest business names, check domains, search shopify.dev, and validate GraphQL. The connect flow can create an account and store for a new user. Do the work here rather than only listing setup steps. Keywords: Shopify MCP, ecommerce, sample products, demo store, starter catalog, ShopifyQL, first store, create product.

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Audit corporate tax compliance systems across jurisdictions. Analyzes tax engine configuration (Avalara, Vertex, ONESOURCE), nexus determination and Wayfair economic nexus tracking, sales/use tax calculation accuracy, federal and state income tax compliance (book-to-tax adjustments, NOL.

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Prepare for fundraising due diligence — runs CTO, CFO, CPO, sales, and codebase health reviews to produce a consolidated investor brief with scorecard, red flags, and strengths. Use before Series A, seed round, acqui-hire evaluation, or board presentation.

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Audit a real estate analytics platform -- evaluate comparable sales and rental engines, automated valuation models (AVM), demographic and economic indicator pipelines, submarket scoring, gentrification detection, price forecasting accuracy, market cycle analysis, and risk modeling.

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Write multi-email nurture sequences for lead-gen, onboarding, re-engagement, sales, and lifecycle marketing using the Hook Model (Nir Eyal) to architect the sequence arc and PAS (Problem-Agitate-Solution) to structure each email body. Use when the user asks for an email sequence, drip campaign, nurture flow, onboarding emails, re-engagement campaign, "write 5 emails for X", welcome series, or any multi-step email program. Reads brand voice and ICP from knowledge/. For a single cold outreach email, see pr-pitch-writer. For the newsletter, see newsletter-writer. For testing subject lines, see ab-copy-writer.

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Turn raw customer material into evidence-backed personas and verbatim voice-of-customer language. Two modes - analyse sources the user already has (call transcripts, support tickets, survey responses, sales notes, reviews), or source new material from public places customers actually talk. Produces quoted pains, objections, and switch triggers that other skills consume, never invented ones. Use when the user says "customer research", "voice of customer", "what do our customers actually say", "we need real quotes", "analyse these call transcripts", "read our support tickets", "build a persona from data", "find what customers complain about", or when a persona is marked provisional. For structuring the finished persona into the knowledge base, see brand-context. For the JTBD persona template itself, see customer-persona.

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Audit Pinterest Ads measurement, Pinterest Tag and Conversions API, catalog and shopping readiness, visual creative, audiences, Performance+ intent, budgets, brand safety, and reporting. Use for Pinterest Ads, promoted Pins, shopping ads, catalog sales, Pinterest Tag, Pinterest Conversions API, or Pinterest Performance+.

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Identifies high-quality leads for your product or service by analyzing your business, searching for target companies, and providing actionable contact strategies. Perfect for sales, business development, and marketing professionals.

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Build the executive KPI dashboard for Agentforce: adoption, deflection, latency, cost, quality — KPI definitions, data sources, CRM Analytics lenses, alert thresholds. NOT for the platform's own session tracing, Agent Analytics and health monitoring — use agentforce/agentforce-observability. NOT for scoring agent answer quality offline — use agentforce/agentforce-eval-harness.

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Pre-production security checklist for Agentforce deployments: agent run-as permission scope, grounding-source data classification, action write-scope, audit trail. NOT for the full go-live readiness gate covering cost telemetry, rate limits, rollout and rollback — use agentforce/agentforce-production-readiness-checklist. NOT for a general org security review — use security/security-health-check.

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Use when designing how an Agentforce agent extracts structured input parameters (slots) from a user's natural-language utterance to invoke an action. Triggers: 'agent extract date from user', 'agent action argument extraction', 'agentforce slot filling', 'agent invocable input mapping', 'agent fails to fill required parameter'. NOT for action authoring (use agentforce/agent-actions) or for prompt-template variable binding (use agentforce/prompt-builder-templates).

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Use when creating, configuring, auditing, or troubleshooting an Agentforce agent end-to-end: agent definition, agent user setup, channel assignment, system instructions, activation, and lifecycle management. Triggers: 'create agentforce agent', 'agent not appearing to users', 'how to activate agent', 'agent channel setup', 'agent lifecycle', 'deploy agent to production'. NOT for designing what the agent can DO — an agent that looks up an order, checks a case, or creates a record is action design, use agentforce/agent-actions. NOT for topic boundary design — use agentforce/agent-topic-design.

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Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types, including the Agent Script language for the new Agentforce Builder (hybrid-reasoning -> logic vs | prompt instructions, @actions/@subagent/@variables references, subagents). Use when creating agents in source control, writing or debugging Agent Script, debugging agent metadata, or understanding the metadata lifecycle of GenAiPlugin/GenAiPlanner/BotVersion types. Triggers: 'how do I deploy an Agentforce agent using source control', 'convert an agent topic to a subagent', 'what metadata types make up an Agentforce agent', 'agent test run command failing in CI pipeline', 'GenAiPlugin vs GenAiPlanner metadata relationship', 'Agent Script logic vs prompt instructions'. NOT for Apex-based agent actions — use agentforce/custom-agent-actions-apex. NOT for clicking the agent together in the Builder UI — use agentforce/agentforce-agent-creation.

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Use when designing how an Agentforce agent transfers the conversation to a human agent (Omni-Channel), to another bot/agent, or to an alternate workflow — including context package, deflection, escalation triggers, and user messaging. Triggers: 'agent to human handoff', 'agentforce escalate to omni channel', 'agent to agent handoff', 'transfer conversation with context', 'agent deflection fallback'. NOT for topic scope and selector design — use agentforce/agent-topic-design. NOT for the overall Einstein Bot plus Agentforce estate topology — use architect/conversational-ai-architecture.

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Apex test patterns for @InvocableMethod agent actions: per-reason-code branch coverage, bulk safety, callout mocking, deterministic assertions. NOT for testing whether the agent routes to the right topic or answers well — use agentforce/agent-testing-and-evaluation. NOT for designing the error envelope the tests assert on — use agentforce/agent-action-error-handling.

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