Business & Operations

Pull every open deal from your CRM, classify against the playbook's deal-stage exit criteria into Commit / Best / Pipeline / Omit, roll up annual revenue per bucket, and compare to last week's forecast to flag slippage. Confidence per deal is the minimum of stage progress, qualification completeness, and close-plan completeness - no gut calls.

Prep me for a meeting in the shape that fits: a one-page call prep with the right questions for the deal's weakest qualification pillar, or an account review pack with shipped outcomes, usage trend, risks, and renewal runway. Both pull from your playbook and the deal or customer history - no generic templates.

Plan a new customer's first ninety days: kickoff agenda, success metric locked in their words at kickoff, time-to-value milestones, named champions and blockers, and the first-thirty-day risk list. The anchor every later account review and renewal pulls from.

Run the CRM action you need: a hygiene sweep that diffs dupes and stage mismatches without mutating, a natural-language read-only query, a routing pass that assigns GREEN, nurtures YELLOW, and drops RED, or a follow-up task pushed to your task tool. I never mutate without your per-row approval.

Draft a sharp three-sentence reframe to use on the call (acknowledge → concrete anchor-account example → dated next step) plus a short follow-up email in your voice. I look up the objection in your playbook and recent call insights so the response is grounded, not improvised.

Scan your GREEN customers for expansion signals - usage spikes past tier thresholds, team-size growth, feature-request patterns, new-product adoption - and rank upsell, cross-sell, add-on, and seat-expansion opportunities by annual revenue upside over effort to close. Every row cites the signal so you know why I surfaced it.

Get a read on how your sales motion is actually doing. Pick what you need: a Monday rollup across every domain, a cross-call synthesis with playbook edits, a win-loss pattern read, a deep read on a single discovery call, or a pipeline snapshot with the leakiest stage. Every read ends with a concrete next move, not a dashboard.

Turn a transcript or recording into structured notes: agenda actual versus intended, attendees, pains in their words, decisions, action items split internal versus external, and the next step. I match the call to the right lead, update their dossier, and only sync to your CRM with your nod.

Draft a people document for you, like an offer letter, an onboarding plan, a performance improvement plan (PIP), or a stay conversation script. I draft against your comp bands, voice, leveling framework, and hard nos so it sounds like you wrote it. Drafts only, you ship every one.

Scrape every reactor on a LinkedIn post via Apify with profileScraperMode=main, so each row comes back with a full LinkedIn profile attached: experience history, education, skills, certifications, location, connections count. 5-10x more leads than the comment scrape and far richer data per lead. Phase 1 of the reaction-to-outreach pipeline, also runnable standalone.

Find verified emails for a list of leads via Apollo's bulk match (batches of 10), update the Airtable rows with email + company + title + location, and create Apollo contacts under a named label so the leads show up in your Apollo CRM workflows. Phase 3 of both pipelines, runnable standalone if you have an Airtable table populated by the loader.

Run due-diligence on a vendor before you sign. Pick what you need: a fit evaluation that scores them 1-10 against your rubric with risk tier and recommendation, or a compliance check that verifies their frameworks, names their security leadership, and surfaces public incidents. Every claim cited.

Cut through your inbox or calendar so you know what actually needs you today. Pick what you need: an inbox triage that sorts the last 24 hours into needs-me-today, can-wait, and ignore with a specific verb-plus-object action per thread; or a calendar scan that flags overbooks, missing buffers, focus-block clashes, unprotected VIP slots, and meetings without prep across the next 7 days.

Stop getting surprised by auto-renewals. I scan your contracts and any connected drive for renewal dates, notice windows, and auto-renew language, then maintain a living renewal calendar grouped by lead-time tier so you always know what's next. I also produce a quarterly digest with negotiation candidates and anything past the cancel window.

See where you actually stand on your goals without piecing it together by hand. I refresh each goal metric's current value from your connected goal tracker, classify on-track / at-risk / off-track against the expected attainment curve, and surface likely root causes from linked decisions and priorities. Run it weekly or whenever someone asks how the quarter's going.

Set up the operational tracking you need so you're not flying blind. Pick what you need: a single metric I snapshot daily against your warehouse, or a full dashboard spec with sections, visualizations, cadence, and read-only SQL behind every chart. I draft the spec, you or your BI tool renders it.

Tell me how your company actually runs so every other ops skill stops asking the same questions. I capture your priorities for the quarter, your operating rhythm, key contacts, vendor posture, hard nos, and voice into one living doc. You only do this once and I keep it updated as things change.

Roll up what shipped and what moved across your whole ops surface. Pick what you need: a weekly review that aggregates every skill's output, cross-references priorities and renewals, flags gaps, and recommends the one move; or a metrics-rollup that walks every tracked metric, computes week-over-week change, and surfaces what to look at first.

Get the standard clauses out of a contract or a whole folder of them without reading legalese yourself. I extract liability caps, termination terms, auto-renewal, payment terms, IP, data handling, uptime commitments, and exclusivity, each with the verbatim quote, a plain-language summary, and a flag on anything unfavorable for your vendor posture. The renewal calendar updates automatically.

Draft the package you need for your board or your investors without starting from a blank page. Pick what you need: a board pack with the standard 8 sections (TL;DR, business update, metrics, goals, wins, challenges, asks, appendix); or a monthly or quarterly investor update written in your voice grounded in real goal movement, decisions, and metrics. I flag every TBD instead of inventing numbers.

Get a trip pack drafted so you can travel without dropping the rest of your week. I assemble a trip summary, an itinerary with flight and hotel search criteria, and a packing checklist adapted to the destination and trip type. Tell me where and when; I draft, you book.

Capture a decision properly so you have a record you can point at later. I write an ADR-style entry with context, alternatives considered, trade-offs, the decision itself, rationale, and consequences. Tell me what you decided and I keep it in your decision ledger.

Get a message drafted in your voice and saved to your inbox so you only have to hit send. Pick what you need: a reply to an inbound thread; a follow-up that either logs a commitment to your ledger or drafts the fulfillment when one comes due; or vendor outreach for renewals, cancellations, trials, or reference checks grounded in your real contract terms.

Get the brief you need to walk into your day or your meeting prepared. Pick what you need: a daily roll-up of your inbox, calendar, chat, and recent docs into today's plan; a deep attendee pre-read for an upcoming meeting with agenda and likely asks; or post-meeting notes that turn a transcript into decisions, owners, and follow-ups.