Business & Operations

Design a multi-cloud or cloud portability strategy — provider selection, workload placement, and lock-in management. Use when asked "should we go multi-cloud", "design for cloud portability", or "where should this workload run".

Audit existing mocks and test doubles — find contract drift, missing error cases, and stale fixtures. Use when asked to "audit our mocks", "find stale test fixtures", or "check for contract drift".

Design a consumer-driven contract testing setup — Pact configuration and CI integration. Use when asked to "set up contract testing", "configure Pact", or "add consumer-driven contracts".

Audit and improve unit economics — LTV, CAC, payback period, gross margin, contribution margin. Use when asked to "are our unit economics good", "what is our LTV/CAC", or "how do we improve gross margin".

Calculate and extend runway — current cash, burn rate, runway months, and the levers available to extend it. Use when asked to "how long is our runway", "when do we run out of money", or "what cuts extend runway by 6 months".

Generate financial reports — monthly close package, variance analysis, and management reporting. Use when asked to "generate monthly financials", "close the books", or "write variance commentary".

Financial reconnaissance — audit current P&L, burn rate, runway, unit economics, and financial health to understand where the constraint is. Use when asked to "audit our finances", "what is our runway", "are our unit economics healthy", or "before building a financial model".

Prepare fundraising financial materials — investor model, data room financial docs, cap table, and use-of-funds narrative. Use when asked to "prepare for Series A", "build our investor model", or "what financials do investors want".

Build or audit a financial model — 3-statement model (P&L, cash flow, balance sheet), scenario analysis, and sensitivity tables. Use when asked to "build a financial model", "model our growth scenarios", or "what happens to runway if we hire 5 people".

Design or review annual operating budget — headcount plan, departmental spending, revenue targets, and variance tracking. Use when asked to "build our budget", "plan headcount for next year", or "review our spending".

Produce board financial package — monthly or quarterly financial update with P&L, cash position, key metrics, and variance vs plan. Use when asked to "prepare board materials", "write the financial section of the board deck", or "what metrics does the board care about".

Customer segmentation model builder — tiers customers by ARR, health, and expansion potential; defines CS motion per tier; maps resource allocation. Use when asked to "segment our customers", "define our CS tiers", "how should we allocate CS resources", "build a customer segmentation model", or "who gets high-touch vs. digital".

Customer success reconnaissance — audit current onboarding completion, health signals, NRR, churn patterns, and CS motion. Use when asked to "audit our customer success", "why are customers churning", "what's our NRR", or before designing any CS playbook.

Quarterly Business Review template generator — takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points. Use when asked to "prepare a QBR", "build a quarterly review", "write our QBR agenda", or "create QBR talking points for this account".

Design a customer health scoring model — define signals, weights, thresholds, and action triggers. Use when asked to "build health scoring", "how do we predict churn", "what signals indicate a customer is at risk", or "design our health model".

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".

Design and run OKR program — company objectives, team key results, cascade design, and quarterly review cadence. Use when asked to "design our OKRs", "are our OKRs good", "cascade goals to teams", or "run a quarterly OKR review".

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".