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Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.
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Expert renewal management guidance for maximizing retention and expansion revenue. Use when building renewal playbooks, forecasting renewal pipeline, structuring multi-year deals, developing pricing strategies, mitigating churn risk, defending against competitive displacement, negotiating contracts, attaching expansion to renewals, or optimizing renewal operations. Covers high-touch and tech-touch renewal motions, early renewal strategies, and save plays.
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Reputation trajectory analysis with inflection point detection and trend forecasting
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Use when the user needs to design, run, or audit product or GTM analytics — metric hierarchies and north stars, funnels, cohort retention, churn, pipeline velocity, forecasting, lead scoring, NRR, A/B tests, or analytical SQL — or uploads a dataset to analyze. Triggers on questions like "why did activation drop", "is this metric meaningful", "review my dashboard", or "what should I measure". For writing the spec that defines a feature's success metrics, use product-spec.
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Build AI demand forecasting systems. TRIGGERS - Use when user needs help with ai-demand-forecaster related tasks.
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Use when the user asks "what is coming next?", wants strategic forecasting, or is hunting weak signals of emerging threats before they materialise. Covers signal identification, trend analysis, and scenario development.
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"Build three-statement financial models (Income Statement, Balance Sheet, Cash Flow) with revenue forecasting, assumption management, and scenario analysis. Use this skill when the user needs to project financials, build a fundraising model, create financial projections for a business plan, or evaluate M&A targets — even if they say 'build a financial model', 'project our revenue', 'how much money will we make next year', or 'model this acquisition'.".
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"Build ARIMA models for time series forecasting with trend and seasonality decomposition. Use this skill when the user needs to forecast future values from historical sequential data, test for stationarity, or select ARIMA parameters — even if they say 'time series forecast', 'predict next month sales', or 'ARIMA model'.".
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Infectious disease modeling with SIR/SEIR models — R0, fitting, forecasting, and intervention scenarios.
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Capacity planning — forecasting demand, sizing infrastructure, and avoiding both outages and waste — use when scaling systems.
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Analyze sales pipeline, historical revenue, conversion rates, and assumptions to produce forecast scenarios. Use for sales reviews, RevOps planning, and founder revenue forecasting.
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Use when a task needs the judgment of an Economist — estimating a demand elasticity or causal treatment effect from observational or experimental data, building a cost-benefit or welfare analysis for a policy or pricing decision, forecasting a macro or market aggregate under stated assumptions, or stress-testing whether a "the data shows X" claim survives a confounding-variable check.
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Use when a task needs the judgment of an Advertising Sales Agent — pricing an ad-inventory package against a client budget, building a media-kit pitch, protecting yield on scarce inventory while moving remnant, or forecasting close rate on a sales pipeline. Sell-side: this role sells a publisher's or station's own ad space/time to advertisers, the opposite side of the table from a buyer-side advertising-promotions-manager who purchases media on a client's behalf.
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Leverages BigQuery's built-in machine learning and GenAI capabilities for advanced data analytics. Use when you need to write SQL queries that perform time-series forecasting, predict values, detect outliers or anomalies, find key drivers, perform semantic search or vector search, classify text, calculate similarity, summarize content, translate language, evaluate models, filter by semantic conditions, measure the causal effect of an intervention, compute correlations between columns, detect change points or structural breaks, extract trend or seasonality components, or leverage generative AI capabilities in BigQuery. Do not use for general BigQuery dataset, table, or job management requests.
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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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Optimize and stress-test a logistics system end-to-end — chains route optimization, warehouse operations review, inventory demand forecasting, supply chain risk analysis, and peak-load testing. Use for delivery platforms, warehouse management systems, fleet routing, or supply chain software.
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Audit workforce scheduling systems for labor optimization and compliance. Triggers: you need to evaluate labor demand forecasting accuracy, shift generation and optimization algorithms.
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Audit public sector and government resource allocation systems for budget optimization algorithms (zero-based, incremental, performance-based), service demand forecasting (ARIMA, Prophet, regression), equity-based distribution scoring (CDC SVI, environmental justice indices.
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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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Audit demand forecasting models and inventory optimization logic -- forecast accuracy (MAPE, bias), safety stock calculations, reorder point strategies (EOQ, ROP, min/max), ABC/XYZ classification, demand signal pipelines, and multi-location network optimization..
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Analyze energy load forecasting systems including demand prediction models (ARIMA, Prophet, LSTM), weather API integration, peak shaving strategies, demand response program optimization, renewable intermittency handling, net load duck curve management.
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Analyze MRO parts inventory systems for field service optimization -- truck stock composition, first-time fix rate improvement, reorder point calculation, safety stock sizing, obsolescence detection, and demand forecasting..
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Analyze fleet maintenance programs for preventive maintenance scheduling effectiveness, parts inventory forecasting, vehicle downtime minimization, total cost of ownership modeling, and telematics integration.
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Analyze food supply chain systems for waste reduction opportunities including shelf life prediction models, FIFO and FEFO inventory rotation enforcement, demand forecasting accuracy and bias, donation logistics workflows, cold chain temperature monitoring, and sustainability reporting against EPA Food Recovery Hierarchy and UN SDG 12.3 targets.
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