「opportunity」の検索結果

Structures TAM/SAM/SOM analysis with bottom-up and top-down methodology and market timing assessment. Use when sizing markets, validating market opportunity, or assessing timing risk.

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用户需要决定"何时做"而非"做什么"时; 当时机选择影响成败时; 当需要在"立即行动"和"等待更好时机"之间选择时; 当需要识别"不可干预"的危险窗口时。 不适用于: 时机不影响结果的场景、纯方案设计不需要时间维度的场景。

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Validate proposed or existing backlinks for relevance, editorial legitimacy, link attributes, spam/toxicity risk, platform compliance, anchor quality, target-page fit, and monitoring evidence. Use this skill when the user asks whether an external link opportunity or placed backlink is safe and useful, and reject toxic, irrelevant, paid-undisclosed, fake, or spam placements.

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Use when the user is working a B2B SaaS deal from qualified opportunity to closed-won — preparing discovery calls, structuring demos or POCs, handling a specific objection, qualifying with MEDDIC/MEDDPICC/SPICED, building mutual action plans, navigating negotiation or procurement, or reviewing pipeline health, forecast accuracy, and deal velocity. Not for finding or prospecting new leads (use prospecting) or upstream positioning (use product-position).

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Define the smallest viable experiment and MVP for a selected one-person company opportunity. Use when Codex needs to explain what MVP means when needed, verify prerequisites, ask one question at a time, present multiple MVP options, and write user-confirmed outputs into `opc-doc/`.

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Structured threat assessment methodology. Intent + Capability + Opportunity = Threat Level. Use when formally evaluating a threat. Prefers graded evidence items from /quality-of-information-check and runs that skill first when handed raw URLs or text. Confidence is capped by the weakest load-bearing claim, and at Moderate when the evidence is ungraded.

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Sales enablement, technical presales and deal acceleration for B2B SaaS revenue teams. Use this skill when planning outbound campaigns, running discovery calls, building deal strategy, creating battle cards, writing proposals, responding to RFPs, preparing a product demo, scoping a proof of concept or pilot, answering a security questionnaire or the AI annex buyers now attach to it, executing sales sequences, coaching qualification, or deciding what the website's AI chat agent is allowed to say. Also triggers on: outbound, cold outreach, reply handling, reply classification, out-of-office replies, auto-replies counted as replies, our reply rate is inflated, prospect replied remove me, opt-out by reply, is this list ready to send, launch readiness, CRM segment outbound, we emailed a current customer, outbound hit an open opportunity, ownerless leads, prospects engaging our competitors, competitor connections, displacement list, is this personalization creepy, can we mention they visited our site, signal freshness, deal strategy, pipeline, battle card, objection handling, common objections, why do we keep hearing this objection, mine call transcripts for objections, objection register, proposal, RFP, discovery call, MEDDPICC, sales sequence, qualification, sales engineer, solutions engineer, presales, demo plan, demo script, POC, proof of concept, pilot success criteria, technical evaluation, technical win, security questionnaire, vendor security review, SOC 2 questionnaire, AI security questionnaire, AI annex, AI vendor due diligence, the buyer is asking if we train on their data, do you train on customer data, which model do you use, model provider sub-processor, AI subprocessor disclosure, where does inference run, can the customer turn the AI feature off, AI-CAIQ, CSA AI Controls Matrix, ISO 42001, ISO/IEC 42001, NIST AI RMF, EU AI Act Article 50, are we a provider or a deployer, AI feature disclosure, our model vendor changed and nobody told the buyer, technical objection, mutual action plan, MAP, close plan, mutual close plan, buyer enablement, the deal is stalled, deal stalled after the demo, how do I get this deal to close, close date keeps slipping, JOLT, buyer indecision, no-decision loss, website chatbot, chat widget, AI chat agent, AI SDR, inbound AI SDR, conversational marketing, live chat, what should our chatbot be allowed to say, our chatbot quoted the wrong price, the bot promised a discount, do we have to disclose it is AI, EU AI Act chatbot disclosure, chatbot handoff to sales, chat transcript review, prompt injection on our chatbot, Drift, Qualified, Intercom.

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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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Prioritize a feature backlog or list of ideas. Use when the user says "help me prioritize", "prioritize this backlog", "RICE score these", "MoSCoW", "opportunity solution tree", "what should we build first", "rank these features", or has a list of items and needs to decide order - even if they don't explicitly say "prioritization".

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Calculate and model paid-media CPA, CPL, CPC, CPM, ROAS, MER, break-even targets, contribution margin, LTV:CAC, impression-share opportunity, budgets, forecasts, and experiment economics. Use for PPC math, ad calculator, break-even analysis, ROAS calculator, CPA calculator, budget forecast, LTV CAC, or MER.

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Requirements for a Salesforce Enterprise Territory Management (ETM) territory design: alignment criteria, coverage model selection, assignment rule logic, hierarchy depth and breadth, and user-to-territory ratios. Trigger keywords: territory design, territory alignment, territory model requirements, sales coverage model, territory criteria, geographic territory, named account territory, overlay territory. NOT for ETM setup steps — use admin/enterprise-territory-management. NOT for loading territory assignment data — use data/territory-data-alignment. Trigger keywords: territory design questionnaire, territory requirements document, assignment rule matrix, territory type priority, realignment plan, territory access level decision, accountAccessLevel, opportunityAccessLevel, ObjectTerritory2Association, UserTerritory2Association, Planning state model, territory acceptance tests.

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Use when writing, auditing, or troubleshooting Salesforce Validation Rules. Triggers: 'validation rule', 'required field formula', 'rule fires unexpectedly', 'integration failing validation', 'data quality', 'errorConditionFormula', 'errorDisplayField', 'errorMessage 255 characters', 'ValidationRule metadata', 'validationRule-meta.xml', 'deploy validation rule inactive', 'bypass custom permission', 'FIELD_CUSTOM_VALIDATION_EXCEPTION', 'validation rule on custom metadata type', 'compound field validation rule', 'require at least one child record before a stage', 'HasOpportunityLineItem'. NOT for Flow-based validation — use admin/flow-for-admins for that.

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Use when creating or managing picklist fields: choosing between Global Value Sets and object-local picklists, configuring controlling and dependent field relationships, managing picklist values, and replacing values in existing data records. NOT for why the API or an integration ignores a dependency matrix - use admin/field-dependency-and-controlling. NOT for cleaning up degraded, unrestricted or orphaned picklist values - use admin/picklist-field-integrity-issues. NOT for record type picklist filtering - use admin/record-types-and-page-layouts. Keywords: GlobalValueSet, StandardValueSet, __gvs suffix, customValue, valueSetName, valueSetDefinition, restricted picklist, GlobalValueSetTranslation, OpportunityStage, CaseStatus.

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Revenue Intelligence setup: activating the RI app and its CRM Analytics assets, Einstein deal insights, the opportunity-change waterfall, and forecast-accuracy analytics for sales leaders. NOT for configuring the Pipeline Inspection view, its metrics and review cadence - use admin/pipeline-review-design. NOT for forecast types, categories, rollups and quotas - use admin/collaborative-forecasts.

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Configuring and running Pipeline Inspection in Sales Cloud: enabling the feature, mapping forecast categories into the inspection view, Days in Stage and other deal-change metrics, and pipeline review cadence for sales managers. Use when designing or improving how a team monitors deal health and pipeline movement. NOT for the Revenue Intelligence app, Einstein deal insights, or forecast-accuracy dashboards — use admin/revenue-intelligence-setup. NOT for forecast types, quotas, or forecast hierarchy setup — use admin/collaborative-forecasts. Keywords: pipeline review, coverage ratio, stage conversion, slippage, stale deals, days in stage, LastStageChangeInDays, LastStageChangeDate, AgeInDays, PushCount, ForecastCategoryName, enablePipelineInspection, PipelineInspMetricConfig, OpportunitySettings, review cadence, commit call.

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Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams — one lane per actor, explicit decision points, parallel and exception/sad paths, and per-step automation-tier annotations that drive downstream build decisions. Trigger keywords: As-Is To-Be salesforce process, swim lane salesforce, business process map, automation candidate identification, sad path documentation, process actor mapping, manual residue. NOT for Opportunity stage and exit-criteria design — use admin/sales-process-mapping. NOT for picking Flow vs Apex for one requirement — use admin/process-automation-selection.

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Use this skill to define and validate the requirements for a Salesforce Partner Relationship Management (PRM) implementation: deal registration flows, lead distribution models, partner tier hierarchies, MDF budget tracking, and co-marketing content entitlement. Trigger keywords: partner community requirements, PRM deal registration setup, channel partner portal requirements, lead distribution partner, partner tier management, MDF tracking, co-marketing entitlement. NOT for implementing the partner sharing model — use data/partner-data-access-patterns. NOT for building the portal in Experience Builder — use admin/experience-cloud-site-setup. More trigger keywords: partner portal design worksheet, partner tier licence and role depth, PartnerAccountId blank on opportunity, portal role Executive Manager User, sharing set does not support Lead, enable partner user greyed out, offboard a partner firm, PartnerMarketingBudget PartnerFundRequest PartnerFundClaim, ChannelProgramLevel partner tier, deal registration acceptance step.

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Configure Einstein Activity Capture (EAC) for an org: enable the feature, create Configuration profiles, set auth type (User-Level or Org-Level OAuth), define email and calendar sync scope, excluded domains and privacy settings, assign users, verify sync health. NOT for querying synced emails or events in SOQL, Apex or reports — use apex/einstein-activity-capture-api. NOT for Opportunity Scoring or Pipeline Inspection — use agentforce/einstein-copilot-for-sales.

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Requirements mapping for the full donor lifecycle in NPSP or Nonprofit Cloud: acquisition stage design, moves management, upgrade paths, lapsed donor re-engagement, and portfolio segmentation. NOT for mapping the Opportunity sales processes and stage picklists — use admin/fundraising-process-mapping. NOT for stewardship task automation — use admin/npsp-engagement-plans.

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Identify, score, and prioritize Salesforce AI use cases before any implementation begins — opportunity identification, Impact-Effort matrix scoring, feasibility evaluation across Technical/Operational/Data/Risk dimensions, and ROI framing. NOT for the license checks and enablement steps once a use case is approved — use agentforce/agentforce-service-ai-setup or agentforce/agentforce-sales-ai-setup. NOT for making the data model AI-ready — use architect/ai-ready-data-architecture.

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Designing Campaign Hierarchy for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, and interpreting multi-touch attribution from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy, first-touch, last-touch, multi-touch, CCI, campaign influence, revenue attribution, campaign member status. NOT for deciding which attribution model and KPIs to adopt before any config - use admin/marketing-reporting-requirements. NOT for MCAE connector setup or the campaign sync that writes Campaign Member records - use admin/mcae-pardot-setup. Also covers: CampaignSettings, enableCampaignInfluence2, enableAutoCampInfluenceDisabled, enableB2bmaCampaignInfluence2, enableAccountsAsCM, CampaignInfluenceModel metadata, isDefaultModel, isModelLocked, recordPreference, AllRecords, RecordsWithAttribution, CampaignInfluence.RevenueShare, ModelType, CampaignMemberStatus IsDefault HasResponded SortOrder, HierarchyActualCost, HierarchyAmountWonOpportunities, TotalNumberofResponses, Opportunity.CampaignId primary campaign source.

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Analyze Amazon product, sales, Amazon Ads, retail-readiness, and Best Seller Rank data to find commercially actionable growth opportunities. Use when Codex needs to identify which ASINs, campaigns, keywords, search terms, product targets, placements, categories, or BSR movements deserve more investment, optimization, harvesting, bid/budget changes, retail-readiness fixes, investigation, protection, or controlled scaling across Sponsored Products, Sponsored Brands, Sponsored Display, search term reports, targeting reports, campaign reports, placement reports, advertised/purchased product reports, Business Reports, organic performance, and BSR history.

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Strategic job application planning and Resume SEO optimization. Approaches applications like marketing campaigns with market research, opportunity qualification, and content optimization. Activate on 'optimize resume', 'tailor resume', 'ATS optimization', 'job fit score', 'should I apply'. NOT for initial career narratives (career-biographer), portfolio design (cv-creator), or market positioning (competitive-cartographer).

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[Workflow] Use when activating the Idea to PBI workflow for turning an idea — or a raw product vision/problem — into prioritized PBIs and stories (single-PBI deep mode, or multi-opportunity discovery mode).

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