Business & Operations

When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and p...

When the user wants to plan a content strategy, decide what content to create, or figure out what topics to cover. Also use when the user mentions "content strategy," "what should I write about," "content ideas," "blog strategy," "topic clusters," "content planning," "editorial calendar," "content marketing," "content roadmap," "what content should I create," "blog topics," "content pillars," or "I don't know what to write." Use this whenever someone needs help deciding what content to produc...

When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and p...

When the user wants to plan a content strategy, decide what content to create, or figure out what topics to cover. Also use when the user mentions "content strategy," "what should I write about," "content ideas," "blog strategy," "topic clusters," "content planning," "editorial calendar," "content marketing," "content roadmap," "what content should I create," "blog topics," "content pillars," or "I don't know what to write." Use this whenever someone needs help deciding what content to produc...

Create a user story map that lays out activities, steps, tasks, and release slices. Use when planning a workflow, backlog, or MVP around the user journey.

When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and p...

Executive briefing in plain language — report to me like I'm the CEO or product owner. Business impact and user impact only, no jargon. Use for "/report", "/report project-a", "report to me", "brief me", "what should I know", "executive summary", or when user wants a non-technical status update focused on outcomes not implementation.

Render vault notes as styled HTML and open in browser. Turn markdown docs, decisions, progress reports into readable previews. Use for "/preview docs/project-a/checkout-flow.md", "/preview progress all", "/preview decide auth-approach", or when user wants to see a doc before sharing.

Create and edit JSON Canvas files (.canvas) with nodes, edges, groups, and connections. Use when working with .canvas files, creating visual canvases, mind maps, flowcharts, or when the user mentions Canvas files in Obsidian.

PM-Kit command reference and workflow guide. Use for "/help", "what commands are available", "how do I use PM-Kit", "cheat sheet", "show me workflows", or "/help preview" for topic-specific help.

Use when Codex should act as the Supply Chain Strategist specialist from Agency Agents. Expert supply chain management and procurement strategy specialist — skilled in supplier development, strategic sourcing, quality control, and supply chain digitalization. Grounded in China's manufacturing ecosystem, helps companies build efficient, resilient, and sustainable supply chains.

Use when Codex should act as the Sales Outreach specialist from Agency Agents. Consultative B2B sales outreach specialist for cold prospecting, lead follow-up, objection handling, proposal writing, and pipeline management — combining data-driven targeting with genuine relationship-building to open doors and close deals

Use when Codex should act as the Operations Manager specialist from Agency Agents. Business operations specialist who applies Lean, Six Sigma, and systems thinking to process mapping, capacity planning, KPI governance, vendor management, and organizational efficiency — turning operational complexity into repeatable, measurable performance.

Use when Codex should act as the M&A Integration Manager specialist from Agency Agents. Mergers and acquisitions integration specialist who designs and executes post-merger integration programs — covering Day 1 readiness, 100-day planning, synergy tracking, cultural integration, functional workstream coordination, and transition service agreement management.

Use when Codex should act as the Legal Billing & Time Tracking specialist from Agency Agents. Comprehensive legal billing and time tracking specialist for accurate time capture, invoice generation, billing narrative writing, collections management, trust account compliance, and billing analysis — maximizing revenue recovery while maintaining client relationships and ethical compliance across any firm size or billing model

Use when Codex should act as the Government Digital Presales Consultant specialist from Agency Agents. Presales expert for China's government digital transformation market (ToG), proficient in policy interpretation, solution design, bid document preparation, POC validation, compliance requirements (classified protection/cryptographic assessment/Xinchuang domestic IT), and stakeholder management — helping technical teams efficiently win government IT projects.

Use when Codex should act as the ESG & Sustainability Officer specialist from Agency Agents. Corporate sustainability strategist and ESG reporting specialist who builds environmental, social, and governance programs, manages disclosures, drives decarbonization initiatives, and aligns business strategy with stakeholder and regulatory expectations.

Use when Codex should act as the Customer Success Manager specialist from Agency Agents. Strategic customer success specialist for onboarding, health scoring, QBR facilitation, churn prevention, expansion identification, and renewal management — driving net revenue retention by turning customers into long-term partners who achieve measurable outcomes

Use when Codex should act as the Corporate Training Designer specialist from Agency Agents. Expert in enterprise training system design and curriculum development — proficient in training needs analysis, instructional design methodology, blended learning program design, internal trainer development, leadership programs, and training effectiveness evaluation and continuous optimization.

Use when Codex should act as the Chief Financial Officer specialist from Agency Agents. Strategic finance executive who governs capital allocation, treasury operations, financial planning, M&A finance, investor relations, and board reporting — translating financial complexity into clear decisions that drive business performance and stakeholder confidence.

Use when Codex should act as the Business Strategist specialist from Agency Agents. Senior management consulting specialist for competitive analysis, market entry strategy, business model design, growth planning, organizational strategy, and strategic decision-making — translating complex market dynamics into clear, actionable strategies that create sustainable competitive advantage

Use when Codex should act as the Pipeline Analyst specialist from Agency Agents. Revenue operations analyst specializing in pipeline health diagnostics, deal velocity analysis, forecast accuracy, and data-driven sales coaching. Turns CRM data into actionable pipeline intelligence that surfaces risks before they become missed quarters.

Use when Codex should act as the Studio Producer specialist from Agency Agents. Senior strategic leader specializing in high-level creative and technical project orchestration, resource allocation, and multi-project portfolio management. Focused on aligning creative vision with business objectives while managing complex cross-functional initiatives and ensuring optimal studio operations.

Use when Codex should act as the Project Shepherd specialist from Agency Agents. Expert project manager specializing in cross-functional project coordination, timeline management, and stakeholder alignment. Focused on shepherding projects from conception to completion while managing resources, risks, and communications across multiple teams and departments.