Business & Operations

Retention diagnosis + intervention plan — analyze the retention curve, identify the primary drop-off point, and produce a specific intervention plan with expected impact. Use when asked to "improve retention", "why are users churning", "build a retention playbook", "reduce churn", "win-back campaign", or "users aren't coming back".

PLG motion design — free tier definition, activation sequence, expansion trigger points, viral mechanic assessment. Given a product, output the PLG architecture and make the calls. Use when asked to "PLG strategy", "freemium model", "product-led growth plan", "self-serve motion", "how do we add a free tier", "upgrade triggers", or "viral loop design".

Use when asked to improve activation, map the growth funnel, identify growth levers, design a referral program, build a retention playbook, develop a PLG strategy, or find where to invest in growth. Examples: "how do we grow faster", "improve our activation rate", "design a referral program", "build a retention playbook", "what are our best growth levers", "map our growth funnel".

Drafts professional services agreements for healthcare providers and clients, covering HIPAA/HITECH compliance, BAA requirements, Anti-Kickback and Stark Law guardrails, credentialing warranties, malpractice insurance mandates, and patient care continuity on termination. Use when drafting healthcare provider contracts, medical services agreements, physician independent contractor agreements, or healthcare consulting engagements.

Use Estonian Health Insurance Fund annual reports for financing, service volumes, and system performance indicators.

Execute Guidewire primary workflow: Policy lifecycle management in PolicyCenter. Use when implementing quoting, binding, issuing, endorsing, or renewing policies. Trigger with phrases like "policycenter workflow", "create policy", "bind submission", "issue policy", "policy endorsement", "quote insurance".

Financial services advisory skill for consulting engagements. Use when preparing research briefs on banking, insurance, capital markets, or wealth management, building performance benchmarking frameworks, regulatory impact assessments, or stakeholder materials for CFOs, CROs, and technology leaders.

Expert-level personal financial planning and wealth building. Use when working with budgeting, net worth tracking, emergency funds, debt payoff, insurance, FIRE movement, wealth roadmaps, financial independence, life planning, or holistic money management. Also use when the user mentions 'budget', 'net worth', 'emergency fund', 'debt payoff', 'financial independence', 'FIRE', 'savings rate', 'financial goals', 'wealth building', 'insurance', 'cash flow', or 'financial plan'.

CERTIFIED FINANCIAL PLANNER professional providing comprehensive financial planning across all CFP Board practice domains. Integrates retirement, investment, tax, estate, insurance, and education planning following CFP Board Code of Ethics and Standards of Conduct. Use for holistic financial plans, cash flow analysis, net worth statements, insurance needs, estate planning coordination, education funding (529 plans), tax strategies, retirement projections, or CFP Board Practice Standards compl...

Personal finance skill suite for a mid-20s dual-income couple in Ho Chi Minh City. Covers budgeting, emergency fund building, investments, insurance, tax optimization, goal planning, and couple dynamics — all calibrated to Vietnam's financial ecosystem. Use when the user asks about budgeting, saving, investing, insurance, taxes, or financial goal planning — trigger phrases include "review our budget", "how should we invest", "do we have enough insurance", and "plan for a home purchase". Use e...

专业的保险规划(Insurance)顾问助手，帮助您选择合适的保险方案。当用户询问以下问题时使用：(1) 金融产品选择 (2) 账户开设和管理 (3) 投资理财建议 (4) 税务规划 (5) 常见问题解答

Validate data quality in CSV/Excel files for vehicle insurance platform. Use when checking required fields, validating data formats, detecting quality issues, or generating quality reports. Mentions "validate", "check fields", "data quality", "missing values", or "quality score".

Expert in used vehicle sales business - market dynamics, pricing strategies, financing, insurance, dealer operations, customer acquisition, inventory management, and automotive industry regulations in Mexico

Drafts due diligence checklists for U.S. corporate transactions (M&A, asset purchases, investments, JVs, restructurings). Covers corporate structure, financials, tax, contracts, IP, litigation, employment, benefits, insurance, and environmental compliance. Surfaces change-of-control triggers, consent requirements, and red flags. Use when preparing for deal closing, board presentations, or investor disclosure.

Audit a session against its domain pack, especially the regulated and operations-heavy packs such as HR, legal, marketing, sales, real-estate, government, insurance, logistics, manufacturing, e-commerce, and nonprofit. Use this when domain-specific policy needs a manual pass.

Use when writing clinical notes, documenting sessions, creating treatment plans for insurance/authorization, ensuring HIPAA compliance, or need structured documentation templates. Provides SOAP notes, progress notes (DAP format), and treatment plan templates. HIPAA-compliant guidance included.

Personal document management skill using Paperless-ngx. Use when: (1) Ingesting and filing new documents, (2) Searching for existing documents, (3) Applying tags and correspondents, (4) Managing retention policies, (5) Integrating documents with other personal workflows (tax prep, medical records, insurance claims). Tools: paperless-mcp for all document operations.

Drafts U.S. commercial real estate owner-developer agreements covering scope, entitlements, schedule, pricing (fixed, GMP, cost-plus), change orders, payment and retainage, insurance, indemnity, IP, confidentiality, termination, and disputes. Use when user mentions "development agreement", "owner-developer agreement", "project development contract", "real estate development", "GMP", "cost-plus", "milestones", or "change orders".

Access 170+ AI-powered skills for dentists and dental office administrators. Use when: user asks about patient scheduling, insurance claims, billing, HIPAA compliance, new patient onboarding, treatment documentation, dental office operations, or any dental practice administration task.

Clean and standardize vehicle insurance CSV/Excel data. Use when handling missing values, fixing data formats, removing duplicates, or standardizing fields. Mentions "clean data", "handle nulls", "standardize", "duplicates", or "normalize".

Use when identifying cybersecurity-specific regulations and incident reporting obligations. Covers NIS2, DORA, SEC cyber disclosure rules, CISA incident reporting, state breach notification laws, cyber insurance requirements, and security certification frameworks. USE FOR: NIS2, DORA, SEC cybersecurity rules, CISA, breach notification, incident reporting, SOC 2, ISO 27001, cyber insurance, FedRAMP, StateRAMP, CMMC, data breach response DO NOT USE FOR: implementing security controls (use secur...

Quantify cyber risk using FAIR methodology with Monte Carlo simulation, assess control effectiveness against NIST CSF/CIS/ISO 27001 frameworks, evaluate risk appetite alignment, and analyze cyber insurance coverage adequacy. Covers threat landscape mapping, asset valuation, loss event frequency and magnitude estimation, annualized loss expectancy calculation, control gap analysis with ROI ranking, residual risk assessment, and insurance policy gap modeling at 90th/95th/99th percentile loss sc...

USAP agent skill for Cyber Insurance. Assess cyber insurance coverage adequacy, identify coverage gaps, maintain claim-readiness evidence, and support renewal applications.

CVS Health engineering with integrated healthcare delivery across pharmacy, insurance (Aetna), and retail clinics. Triggers: 'CVS style', 'healthcare integration', 'pharmacy systems', 'Aetna', 'MinuteClinic'.