Business & Operations

Support business understanding from small ventures to corporate strategy and academic research.

Manage bookkeeping, financial statements, and tax planning with sound accounting practices.

Comprehensive audit of all construction data sources and systems. Map data flows, identify silos, assess quality, and create integration roadmap.

Analyzes sales pipeline health, revenue forecasting accuracy, and go-to-market efficiency metrics for SaaS revenue optimization. Use when analyzing sales pipeline coverage, forecasting revenue, evaluating go-to-market performance, reviewing sales metrics, assessing pipeline anal…

AI financial analysis and stock research powered by CellCog. Stock analysis, valuation models, portfolio optimization, earnings breakdowns, investment research, financial statements, tax planning, and DCF modeling. Wall Street-grade deliverables — interactive dashboards, PDF rep…

Run a nine-role team council on any business or organizational question. Hold a full meeting and print the transcript of what each role said, review an idea for feasibility, stress-test a plan with a dedicated critic, build realistic/optimistic/pessimistic scenarios, design quality-control inspections, assign the nine roles to real staff, or run a pre-mortem or retro. Use whenever someone asks for a meeting, a brainstorm, a second opinion, a devil's advocate, a go/no-go, a feasibility check, ...

Guides AFLS Events Management configuration for web and mobile apps. Use when user asks about Managed Events, MngEvent, Speaker Events, event participants, event resources, event budgets, estimated expenses, event workflow path / stage path / Stage Objects, the Draft → Pending Approval → Approved progress bar, event venues / locations, or LifeSciStageObject / LifeSciStagePath / LifeSciStageValue / LifeSciStageOperation records.

Expert knowledge of the AFLS data model concepts. Use when user asks about AFLS objects, relationships, or needs help understanding the data architecture. Always verify actual API names with describe_sobject.

Helps price a B2B product or service (strategy, packaging, raising prices, value-based pricing) using rules weighted by how many of the 20 most-watched videos repeat each one, and flags where the experts disagree so you A/B test instead of guessing. Use when the user says "help me price this", "should I raise my prices", "value-based pricing", "how should I package my tiers", "stop charging hourly", "hybrid or usage pricing", or "review my pricing page".

Builds B2B positioning and messaging (value proposition, differentiation, how to describe what you sell) from rules weighted by how many of the 20 most-watched videos on the topic repeat each one, and flags where experts disagree so you A/B test instead of guessing. Use when the user says "position my product", "write our value proposition", "how do we stand out from competitors", "fix our messaging", "describe what we sell", or "B2B positioning".

Plans, runs and reviews sales discovery calls (questions, structure, qualifying, uncovering pain) using rules weighted by how many of the 20 most-watched videos repeat each one, and flags where experts disagree so you can A/B test instead of guessing. Use when the user says "prep my discovery call", "what should I ask on a sales call", "qualify this prospect", "review my discovery call", "structure a first sales call" or "how do I uncover pain".

Updates a deal when the user reports what happened after sending an email or proposal. Triggered by "khách trả lời rồi", "chưa thấy hồi âm", "khách chưa rep", "im lặng", "hẹn gặp tuần sau", "chốt deal", "mất deal", "they replied", "no response yet", "we won it".

This skill should be used whenever work is being recorded or retold for career purposes — when the user asks to "log this", "note this accomplishment", "what did I do this quarter", "write my self-assessment", "help with my performance review", "build my promo packet", "update my resume", "turn this into a resume bullet", "write my brag document", "summarize my week for standup" — and whenever Claude has just finished a substantial piece of work that will be invisible in six months. Provides ...

Track and evaluate solicitor performance, costs, and accountability. Use when the user says "is my lawyer doing their job", "track my legal costs", "review my solicitor's advice", "hold my lawyer accountable", "was I properly represented", "review the settlement process", "check my legal bills", or has concerns about their solicitor's conduct or advice.

Develop legal strategy and identify next steps based on the evidence vault. Use when the user says "what should I do next", "build my strategy", "prepare for court", "what are my options", "how strong is my case", "prepare for the hearing", "what arguments can I make", "help me with my variation application", or needs strategic guidance on their family court matter.

Set up a new family court case vault from scratch. Use when the user says "set up my case", "start my case vault", "I need to organise my family court case", "help me build a case", "create my evidence vault", or is beginning a new family court matter and needs structure.

Forensically analyse a family court document using the 13-point protocol. Use when the user says "analyse this document", "review this affidavit", "what does this report say", "break down this letter", uploads a court document, affidavit, family report, solicitor letter, or any legal document related to their family court case.

Build, verify and publish Case Forge Windows desktop updates with consistent release messages and the in-app update feed. Trigger for Case Forge releases or when the user types Update followed by message, and an administrator message.

Use when 存量客户合同临近到期（180/120/90/60/30 天节点）需要系统化推进续约——判断健康/风险档位、按档位走续约动作、出续约方案、开续约对话、收续约成交。Triggers: '续约','续费','合同到期','续约风险','续约预测','续约方案','续约对话','save 计划','续约健康分','renewal','renewal playbook','churn prevention','续约率','NRR','GRR','多年期续约'. Do NOT use for new-deal pricing (clinch-negotiation-pricing), account expansion (success-expansion; only renews existing contract), or lost-customer win-back (churn-recovery).

Use when a customer is in the post-sales customer-success phase and the rep+CS need to run a recurring business review / value review meeting (QBR/EBR) with the customer's decision-makers — align goals & baseline pre-meeting, score progress evidence red/yellow/green in-meeting, set next-quarter joint plan, and plant renewal/expansion/referral triggers post-meeting. Triggers: '业务回顾', '复盘', 'QBR', 'EBR', '季度回顾', '价值回顾', '续约前复盘', '客户回顾会', 'quarterly business review', 'executive business review',...

Use when the rep has an upcoming on-site or virtual client visit/meeting where they need to present a proposal or solution to one or more stakeholders — and they need help preparing before, navigating during, and following up after. Triggers include '下周要去客户拜访', '帮我准备提案演示', '客户约了 30/60 分钟会', '怎么准备拜访', '拜访现场怎么应对反对', '临走怎么定下一步', '拜访完怎么复盘', 'visit proposal', 'customer pitch meeting', 'on-site presentation', 'executive briefing prep', 'pre-visit brief', 'field presentation'. Do NOT use for product...

Use when 存量客户合同临近到期（180/120/90/60/30 天节点）需要系统化推进续约——判断健康/风险档位、按档位走续约动作、出续约方案、开续约对话、收续约成交。Triggers: '续约','续费','合同到期','续约风险','续约预测','续约方案','续约对话','save 计划','续约健康分','renewal','renewal playbook','churn prevention','续约率','NRR','GRR','多年期续约'. Do NOT use for new-deal pricing (clinch-negotiation-pricing), account expansion (success-expansion; only renews existing contract), or lost-customer win-back (churn-recovery).

Use when a customer is in the post-sales customer-success phase and the rep+CS need to run a recurring business review / value review meeting (QBR/EBR) with the customer's decision-makers — align goals & baseline pre-meeting, score progress evidence red/yellow/green in-meeting, set next-quarter joint plan, and plant renewal/expansion/referral triggers post-meeting. Triggers: '业务回顾', '复盘', 'QBR', 'EBR', '季度回顾', '价值回顾', '续约前复盘', '客户回顾会', 'quarterly business review', 'executive business review',...

Use when the rep has an upcoming on-site or virtual client visit/meeting where they need to present a proposal or solution to one or more stakeholders — and they need help preparing before, navigating during, and following up after. Triggers include '下周要去客户拜访', '帮我准备提案演示', '客户约了 30/60 分钟会', '怎么准备拜访', '拜访现场怎么应对反对', '临走怎么定下一步', '拜访完怎么复盘', 'visit proposal', 'customer pitch meeting', 'on-site presentation', 'executive briefing prep', 'pre-visit brief', 'field presentation'. Do NOT use for product...