Business & Operations

Cleans, enriches, and structures CRM contact and account data to improve prospecting accuracy, personalization, and segmentation. Identifies gaps, duplicate records, stale contacts, and missing fields — and provides an action plan to enrich the data using Apollo, LinkedIn, or manual research.

Writes personalized, non-salesy LinkedIn connection requests, first messages, follow-ups, and InMails that get replies. Uses prospect research and trigger events to craft outreach that feels human, relevant, and worth responding to.

Generates a 1-page intelligence brief on a target account before an outreach, discovery call, or strategic meeting. Covers company background, business signals, likely pain points, buying triggers, and personalization angles — so every touchpoint feels researched and relevant.

Performs a deep diagnostic of a sales pipeline to identify stuck deals, coverage gaps, forecast risk, and velocity issues. Outputs an actionable pipeline review with prioritized deal recommendations, next steps, and a pipeline health score.

Builds a precise, data-backed Ideal Customer Profile (ICP) by analyzing existing customers, win/loss patterns, and market signals. Outputs a complete ICP document with firmographic, technographic, behavioral, and psychographic profiles — ready to drive targeting decisions across prospecting, ads, and content.

Generates a structured, time-boxed daily LinkedIn social selling routine that moves prospects through awareness → connection → conversation → meeting. Produces a repeatable 45-minute daily action plan with specific tasks, message templates, and tracking metrics.

Guides the user through building, filtering, and exporting a high-quality lead list in Apollo.io. Produces ready-to-use search filter configurations, saved list strategies, and export-ready contact data structured for CRM import or outreach sequencing.

Builds a targeted, qualified prospect list from a defined Ideal Customer Profile (ICP) using LinkedIn research. Outputs a structured list of prospects with contact details, trigger events, and personalization hooks — ready for outreach.

Interactive strategy document creation. Reads company context, researches competitors and market trends, then generates a comprehensive product strategy with vision, pillars, positioning, and metrics.

Sprint planning with capacity awareness. Pulls from backlog (via MCP or manual input), calculates what fits based on team velocity, and outputs recommended scope with stretch goals and deferred items.

Build a quarterly roadmap from prioritized features. Considers team capacity, dependencies, and strategic goals. Outputs a now/next/later or time-based plan with rationale.

Facilitate structured retrospectives and post-mortems with probing questions, timeline construction, root cause analysis, and recurring theme detection across past retros.

End-to-end quarterly planning. Reviews past performance, reads strategy and capacity, then produces quarter themes, OKRs, roadmap commitments, resource allocation, and risk assessment.

Score and rank features using RICE or ICE frameworks. Aligns with OKRs for strategic weighting. Outputs a ranked list with scores, rationale, and top recommendations.

Interactive onboarding wizard that creates the PM-OS knowledge base for your product. Asks questions, fetches company info, and populates all knowledge files.

Reads all knowledge files and MCP integrations to produce a single-page product status dashboard with OKR progress, sprint status, decisions, blockers, launches, and metrics.

Morning briefing for PMs. Reads all knowledge files, pulls from MCPs, and produces a prioritized "what matters today" summary. Slash command: /brief

Validate ideas with market sizing (TAM/SAM/SOM), competitive landscape, strategic alignment, technical feasibility, and a go/no-go recommendation.

Guided OKR creation with strategy alignment. Reads existing strategy, helps craft objectives and measurable key results, and validates quality and alignment.

Generate meeting preparation docs tailored by meeting type, pulling context from past meetings, recent decisions, action items, and sprint status.

Specialized business strategy prompt methodology for Claude. Provides 11 tested approaches (3 identity, 4 reasoning, 4 output formats) for consulting, M&A, corporate strategy, and strategic planning tasks. Use when building prompts for deal evaluation, due diligence, portfolio strategy, business model analysis, board narratives, investment cases, market entry plans, or strategic options assessments. Trigger on: "build a prompt for M&A analysis," "due diligence prompt," "board narrative," "inv...

Project manager for GitHub issues: brainstorm design approaches, create structured issues optimized for LLM agent teams, triage and recommend what to work on next, audit and clean up stale issues, or deep-validate a single issue against the codebase. Triggers: create issue, plan work, new task, project manager, write ticket, draft issue, plan feature, plan project, start project, create ticket, review issue, brainstorm, explore idea, think through, pm.

Triage open GitHub issues and recommend what to work on next. Builds a dependency graph from issue bodies, detects circular dependencies, ranks unblocked issues by weighted scoring (blocks-others, priority, type, age, milestone), and presents top candidates for interactive selection. Triggers: what should I work on next, triage backlog, next issue, pick next task, recommend issue, prioritize issues.

Server procurement and provisioning management for SLV users.