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".

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".

Write customer case studies and success stories — interview guide, story structure, and publish-ready case study with metrics. Use when asked to "write a case study", "document a customer success story", "create social proof content", or "write about how [customer] uses the product".

Design a threat hunting program — maturity assessment, hunting calendar, and playbook library.

Analyze indicators of compromise — enrichment, attribution, and response recommendations.

Design a compromise assessment — hunting scope, methodology, and evidence collection.

Use when a product brief is finalized and ready to hand off to the engineering team, or when asked to send a brief to Apex, kick off engineering work, or start development on a product spec. Examples: "hand this off to engineering", "send brief to Apex", "start building this", "kick off dev on this spec".

Use when asked to design a pitch deck, presentation, or slide set. Examples: "design a pitch deck", "create a sales deck", "make a conference presentation", "build an investor deck", "help me present this to the board", "create slides for X".

Use when asked to create a brand identity, define visual design direction, generate a color palette or type system, build a style guide, or establish the look and feel for a product. Examples: "create a brand for X", "define the visual identity", "what colors should we use", "build a style guide", "design system foundations".

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".

Design compensation framework - salary bands, equity philosophy, offer templates, and total comp benchmarking. Use when asked to "design our comp bands", "how much equity should we give", "is our comp competitive", or "write an offer template".

Migrate Databricks workloads from classic compute to serverless compute. Scans code for serverless compatibility issues, provides concrete fixes for the serverless Spark Connect architecture, and guides the full migration to serverless environments. Use for classic-to-serverless migrations, serverless code compatibility checks, or writing new serverless-compatible notebooks and jobs. Not for classic DBR version upgrades or cluster configuration changes within classic compute.