Business & Operations

Design expansion revenue playbooks — upsell triggers, seat expansion sequences, tier upgrade paths, and cross-sell motions. Use when asked to "grow existing customers", "increase NRR", "design upsell", or "how do we get customers to expand".

Churn risk identification and intervention — scans health signals for at-risk accounts, classifies risk level (CRITICAL/HIGH/MEDIUM), and produces an intervention sequence per risk type. Use when asked to "find at-risk accounts", "who might churn", "build a churn prevention plan", "identify churn signals", or "rescue this account".

Manage vendor relationships — vendor selection scorecard, contract review checklist, renewal tracking, and vendor consolidation audit. Use when asked to "evaluate this vendor", "review this contract", "track vendor renewals", or "reduce our SaaS spend".

Operations reconnaissance — audit process documentation, vendor contracts, compliance posture, OKR health, and cross-functional friction points to understand where operations is the bottleneck. Use when asked to "audit our operations", "where are we slow", "what processes are broken", or "before designing a compliance program".

Document or redesign a business process — standard operating procedure (SOP), process map, RACI, and owner assignment. Use when asked to "document this process", "write a runbook", "design how we handle X", or "map the process for Y".

Design and run OKR program — company objectives, team key results, cascade design, and quarterly review cadence. Use when asked to "design our OKRs", "are our OKRs good", "cascade goals to teams", or "run a quarterly OKR review".

Draft or review legal ops documents — NDA, MSA, SaaS agreement review checklist, vendor contract terms. Use when asked to "review this contract", "draft an NDA", "what should I look for in this agreement", or "build our contract review process".

Build or audit compliance program — SOC2, GDPR, HIPAA, or ISO 27001 readiness assessment, gap analysis, and remediation roadmap. Use when asked to "do we need SOC2", "are we GDPR compliant", "what does our compliance program need", or "build a security policy".

Design meeting and communication cadence — what meetings to run, how often, who attends, and what decisions they make. Use when asked to "design our meeting structure", "what meetings should we have", "reduce meeting load", or "build our operating rhythm".

Operational efficiency audit — identify waste, redundancy, and friction across processes, tools, and team workflows. Use when asked to "audit our operations for waste", "where are we inefficient", "what tools are we paying for but not using", or "reduce operational overhead".

Design a threat hunting program — maturity assessment, hunting calendar, and playbook library. Use when asked to "build a threat hunting program", "assess our hunting maturity", or "create a hunt playbook library".

Analyze indicators of compromise — enrichment, attribution, and response recommendations. Use when asked to "analyze these IOCs", "enrich these indicators", or "what is this hash".

Head of product — orchestrate the product team, write briefs, plan initiatives, hand off to Apex. Use when asked to "write a product brief", "plan the roadmap", "decide what to build", or hand off requirements to engineering.

Use when asked to build a product roadmap, prioritize a backlog, decide what to build next, or sequence a list of feature ideas. Examples: "what should we build next", "prioritize this backlog", "make a roadmap", "RICE score these features".

Scope arbitration — resolve disagreements between product and engineering on what is in or out of scope, with a decision log and escalation path. Use when asked to "resolve this scope disagreement", "arbitrate between product and eng", "scope is creeping", "we can't agree on what's in scope", or "help us decide what to cut".

Map current AI safety controls — filter inventory, coverage gaps, latency impact, incident history. Use when asked "what AI safety controls do we have", "find guardrail coverage gaps", or "map our filters".

Draft board resolutions, consent documents, and meeting minutes. Use when asked to "draft a board resolution", "write board minutes", or "prepare a board consent".

People reconnaissance - audit org design, hiring pipeline, comp structure, onboarding, and performance systems to understand what is working and where the constraint is. Use when asked to "audit our people ops", "what is broken in our hiring", "review our org structure", or "before designing a comp framework".

Design performance management system - review cycles, calibration process, career ladder, and PIP framework. Use when asked to "build a performance review process", "design career levels", "how do we handle underperformers", or "run a review cycle".

Design or review org structure - spans of control, reporting lines, role clarity, headcount plan, and team topology. Use when asked to "design our org", "should we restructure", "what is the right team structure", or "plan headcount for next year".

Build onboarding playbook - day 1 through week 4 checklist, access provisioning, context transfer, and success milestones. Use when asked to "build an onboarding process", "how do we onboard new hires", or "reduce time to productivity for new joiners".

Run human-to-agent migration - audit which roles can be agent-assisted or replaced, design the transition playbook, and manage the offboarding of displaced roles. Use when asked to "which roles can agents replace", "how do we transition to AI-first ops", or "build our agent migration plan".

Build a hiring pipeline - job description, sourcing strategy, interview scorecard, and offer process. Use when asked to "write a job description", "build an interview process", "design our hiring funnel", or "what should we look for in a [role]".

Document and strengthen company culture - values articulation, team norms, communication protocols, and culture health diagnostics. Use when asked to "define our values", "document how we work", "diagnose culture health", or "write team norms".