Business & Operations

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.

Get a meeting on the calendar without the back-and-forth eating your week. I propose three times that respect your focus blocks, daily meeting cap, and buffers, draft the counterparty message in your voice, iterate as they reply, and only create the event after you explicitly say to book it.

See your real annualized SaaS spend in one place, including the subscriptions you forgot about. I aggregate everything from your billing provider, your inbox receipts, and your contract library, flag duplicates and unused tools, and surface the top three cancel candidates with rationale. Most founders are surprised by the headline number the first time.

Turn a customer win into a case study you can put on your site or hand to sales. I structure it as challenge, approach, and results with real numbers in your voice. Any number I can't verify gets flagged for you to confirm.

Pull the exact words your customers use from your sales call recordings. I extract verbatim pain phrases, objection patterns, and positioning signals from Gong or Fireflies transcripts, ranked by frequency. This is the single best source for headlines, ad copy, and landing pages that sound like your buyer.

Sweep your inbox for legal stuff (contracts to review, NDAs, customer data requests, anything that needs a lawyer's attention) and tell you what needs you and what doesn't. I just sort and summarize, I never reply.

Tell me the basics about your company so I can give you better legal help. I ask a few quick questions about your entity, cap table, contracts in force, templates, and any open risks. You only need to do this once, and I keep it updated as things change.

Read a contract someone sent you and tell you what's in it. Pick how deep: a quick verdict on whether it's safe to sign, a fast NDA check, or a clause-by-clause map without a verdict. Every clause that needs attention gets a clear note and, when needed, suggested wording to push back with.

Get ready for your Delaware annual report and franchise tax (due March 1 every year). I run the math two ways and pick the cheaper one, which is usually 10x to 100x lower than the scary number Delaware shows by default. You get a step-by-step pack of exactly what to enter on the state's website. You file, I prep.

After reviewing a contract, plan exactly what to push back on. I sort the issues into must-haves, nice-to-haves, and not-worth-fighting, write the exact wording you can paste into your counter-email, and add a fallback if the other side says no. You need to have reviewed the contract first.

Check that your legal compliance is still in good shape. Pick what to check: your privacy policy, your privacy vendor list, or your contract templates. I surface what's drifted or out of date and what to fix. I never change anything on my own.

Tag your qualified R&D spend for Section 174 / federal R&D credit support. I bucket spend into the four IRS categories — qualified wages by employee role and time share, supplies, cloud / computer leasing, contract research at 65% — allocate it across your projects (or one 'Unallocated R&D' bucket if no project list), and call out the typical exclusions (post-release fixes, routine analytics, funded research). Support package only — your tax preparer files Form 6765 and any state equivalents.

Set up your books from scratch with one founder interview that captures entity, fiscal year, accounting method, registered accounts, payroll posture, revenue model, investor cadence, and tax preparer, then writes the live bookkeeping brief every other skill reads first. Sub-mode `mode=opening-balances` captures your opening trial balance from a spreadsheet, CSV, or prior-accountant export. I never connect a bank, post to a general ledger, or move money from this skill — facts and a brief, ful...

Spread a customer contract into a clean ASC 606 recognition schedule, one artifact per contract organized by customer. I handle the common startup patterns — annual upfront with monthly ratable, usage-based with a floor, implementation-fee deferral, contract modifications (prospective vs. cumulative catch-up) — and I flag the judgment calls (variable consideration, significant financing, non-cash) with options and dollar impact. I draft and surface; I never decide for you and I never post.