Business & Operations

Use when wealth-management teams need to respond to a redemption request by producing compliant retention talk tracks, options, and follow-up actions based on client goals, liquidity needs, and product facts. Trigger this skill for redemption-risk conversations, retention plans, and client-facing explanations that must avoid收益承诺 and明确风险边界。

当用户需要在银行财富管理场景下，对客户持仓波动进行成因拆解、指标解读、驱动项归因并输出可沟通的解释与后续动作建议时使用本技能。适合在持仓波动沟通、客户陪伴或阶段性诊断场景中触发。

当用户需要在银行零售金融场景下，基于投诉、服务指标或体验反馈形成服务改进优先级与行动方案时使用本技能。适合输出问题排序、根因假设、改进动作和风险提示。

Use when performing retail small-business loan pre-checks, eligibility screening, and document gap analysis; trigger for requests that need Chinese skill content with structured precheck logic and optional scripts.

Use when planning retail credit-card installment marketing, customer segmentation, and outreach prioritization; trigger for requests that need Chinese skill content with clear inputs/outputs, compliance-aware actions, and optional scripts for segmentation.

Use when handling retail banking senior-customer service monitoring, vulnerability screening, and follow-up action planning; trigger for requests that need Chinese skill content with clear inputs/outputs, risk-aware wording, and optional scripts to summarize service signals.

Use when you need a bank corporate client operating-volatility monitoring assistant (经营监测/指标波动/预警解释). Trigger this skill for requests to把 KPI 序列与告警整理成“异常信号、可能驱动、核验材料、处置建议、对客解释稿”，并可用脚本从结构化输入生成周报/快报。

Use this skill when the user asks for help with corporate credit due diligence, enterprise credit investigation, pre-loan review, borrower analysis, document collection, management interview preparation, risk identification, or drafting due diligence reports in banking corporate finance scenarios. Trigger this skill for requests involving: - 对公授信尽调 - 企业客户授信调查 - 贷前调查与审查 - 授信资料清单整理 - 企业经营与财务风险识别 - 尽调报告、访谈提纲、风险提示、授信分析摘要生成 Do not use this skill for retail banking, consumer lending, personal mor...

用于PDF/Word/邮件接入的非结构化文档接入原子 skill，适用于通用行业数据接入场景。

用于报表指标抽取的指标字段抽取原子 skill，适用于通用行业信息抽取场景。

用于计算企业财务比率的原子技能，包括盈利能力、偿债能力、营运能力和成长性指标。适用于财务报表分析、企业信用评估、投资研究和风险管理等金融场景。

用于法律报告客户脚本场景。适用于金融工作中的基础任务单元。

LinkedIn profile optimization and content creation. Use when auditing or optimizing a LinkedIn profile, writing LinkedIn posts, developing thought leadership content, building personal brand on LinkedIn, analyzing SSI score, improving profile visibility, or crafting hooks and engagement strategy for LinkedIn.

Research, expand, and cluster keywords for content strategy. Use when planning content topics, building keyword lists, expanding seed keywords, clustering by topic and intent, or mapping keywords to funnel stages. Triggers on "keyword research," "keyword expansion," "keyword clustering," "content topics," "what to write about," "topic ideation," "content planning," "6 circles method," "seed keywords," "keyword difficulty," "search volume," "intent mapping," "pillar content strategy," or "cont...

Growth strategy for product-led and loop-driven growth systems. Use when building growth strategy, designing growth loops, planning acquisition channels, evaluating network effects, deciding when to scale, or coordinating product, engineering, data, and marketing around growth. For SEO audits use seo-and-aeo-strategy; for page/form CRO use conversion-rate-optimization; for A/B test design use ab-test-setup.

Transform raw data from CSVs, Google Sheets, or databases into executive-ready reports with visualizations, key metrics, trend analysis, and actionable recommendations. Creates data-driven narratives for leadership. Use when users need to turn spreadsheets into executive summaries or board reports.

Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization. Use when designing customer onboarding flows, reducing churn, building health scores, creating retention systems, designing upsells, or improving customer lifetime value. Covers proactive engagement, cancel flows, dunning, re-engagement, and the full customer lifecycle.

CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.

Expert copywriter and copy editor combining David Ogilvy's clarity, Ann Handley's warmth, and modern conversion science. Full copy lifecycle: writing new copy and editing existing copy. Grounded in positioning-first thinking, voice-of-customer research, and the Seven Sweeps editing framework. Use when writing or editing any copy: copywriting, write copy, headlines, taglines, email copy, ad copy, landing page copy, product copy, UX writing, CTAs, value proposition, microcopy, sales copy, conve...

Comprehensive competitor analysis, competitive intelligence, and comparison page creation. Use when analyzing competitive landscape, creating competitor comparison pages (alternative pages, vs pages, competitor A vs B pages), performing market research, building SWOT analysis, creating feature matrices, pricing comparisons, competitor teardowns, battle cards, or positioning maps. Covers research workflows, SEO-optimized comparison content, data-grounded reports with citations, 7-layer analysi...

Build and grow online communities across all platforms and contexts — from developer/B2B communities (Discord, Slack, Circle, Discourse) to social communities (Twitter/X, Reddit, Farcaster) to crypto/holder communities (Telegram). Covers strategy, platform selection, channel architecture, member journey mapping, onboarding, engagement rituals, ambassador/champions programs, moderation, governance, growth, retention, crisis management, and metrics. Use for: community-led growth, community stra...

This skill should be used when the user asks to "create a challenge funnel", "build a 5-day challenge", "bootcamp funnel", "challenge launch", or mentions challenges, bootcamps, or multi-day engagement funnels. Creates challenge funnels that activate prospects, build community, and convert to core offers.

Onboard a new GTM project — run an agency-style interview, then generate CLAUDE.md, PROGRESS.md, about/me.md, strategy/brand.md, and scaffold content + assets folders. Use this skill whenever the user wants to set up a new project, onboard a brand, start from scratch, configure their marketing context, or initialize their workspace. Trigger on: bootstrap, onboard, set up my project, get started, configure my brand, initialize, new project setup, brand onboarding, set up my brand, create proje...

age file encryption reference — the modern, simple alternative to GPG. Covers key generation, X25519 encryption, SSH key support, passphrase mode, pipe patterns, SOPS integration, YubiKey plugins, and security considerations. By Filippo Valsorda.