Build an onboarding plan tied to the customer's stated outcome, with owners, evidence, risks, and clear completion checks.
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Build an onboarding plan tied to the customer's stated outcome, with owners, evidence, risks, and clear completion checks.
中文简介正在准备中。当前显示原文说明。
When the user wants to conduct, analyze, or synthesize customer research. Use when the user mentions "customer research," "ICP research," "talk to customers," "analyze transcripts," "customer interviews," "survey analysis," "support ticket analysis," "voice of customer," "VOC," "build personas," "customer personas," "jobs to be done," "JTBD," "what do customers say," "what are customers struggling with," "Reddit mining," "G2 reviews," "review mining," "digital watering holes," "community research," "forum research," "competitor reviews," "customer sentiment," "PMF survey," "product/market fit survey," "customer interview questions," "interview outreach," "Sales Safari," or "find out why customers churn/convert/buy." Use for analyzing existing research assets, mining online sources, AND running primary research (interviews and surveys). For writing copy informed by research, see copywriting. For acting on research to improve pages, see cro.
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Build an auditable customer health score while keeping observed signals, judgement, and missing data separate.
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Package an escalation for engineering, product, or leadership with full context. Use when a bug needs engineering attention beyond normal support, multiple customers report the same issue, a customer is threatening to churn, or an issue has sat unresolved past its SLA.
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Report CRM health for a period with counts, trends, owners, and the next fixes.
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Audit CRM fields by fill rate, format, and use, and propose keep, fix, or retire for each.
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Find likely duplicate records with stated match rules and evidence, for a person to merge.
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Use when the deal is a credit facility or capital product that needs underwriting and a term sheet, not a SaaS order form.
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Read an ad test by sample size and spread, and say whether there is a winner yet.
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Prepare a short source-backed brief that gives counsel the text, playbook gap, context, deadline, and exact decision needed.
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When the user wants to optimize, improve, or increase conversions on any marketing page or form — including homepage, landing pages, pricing pages, feature pages, lead capture forms, or contact forms. Also use when the user says 'CRO,' 'conversion rate optimization,' 'this page isn't converting,' 'improve conversions,' 'why isn't this page working,' 'my landing page sucks,' 'form abandonment,' 'nobody's converting,' 'low conversion rate,' or 'this page needs work.' Use this even if the user just shares a URL and asks for feedback. For signup/registration flows, see signup. For post-signup activation, see onboarding. For popups/modals, see popups.
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Extract renewal and notice facts into an owned tracker, with source cites and no automatic renewal or cancellation action.
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Set up a non-advisory contract review using user-supplied agreements, playbooks, owners, and counsel gates.
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Turn signed contract duties into an owned, source-cited tracker while routing unclear obligations to counsel.
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Extract contract facts into a source-cited tracker without interpreting ambiguous language or giving legal advice.
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Sort contract deviations by the user's playbook priority and route each one to its business owner or counsel.
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Compare clause versions or a clause with supplied playbook text, showing exact additions, removals, and open decisions.
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Trace how a contract has changed across its base agreement and all amendments — either a summary of all changes over time, or a provision trace for a specific clause. Use when the user says "what changed in this contract over time", "show me the amendment history", "where's the latest [clause]", "how has [provision] evolved", or uploads multiple versions of an agreement.
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Cut one piece of work into posts that belong on each platform, rather than posting the same paragraph five times.
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Use when someone picks a topic, a calendar row or a URL and needs a brief another person can write from: the angle, the proof to gather and who holds it, the links, title options, the one action the asset asks for, and who reviews and approves it.
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Set up compliance work from policies, system inventory, audit reports, approved answers, and counsel contacts.
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Use when deals must clear compliance gates: licensing, suitability, audit readiness, and regulated-ops checks before close.
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Track compliance requirements and audit readiness. Trigger with "compliance", "audit prep", "SOC 2", "ISO 27001", "GDPR", "regulatory requirement", or when the user needs help tracking, preparing for, or documenting compliance activities.
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Prepare a neutral brief for counsel or the security lead on a matter that needs their judgement.
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