Business & Operations

Use when Codex should act as the Cross-Border E-Commerce Specialist specialist from Agency Agents. Full-funnel cross-border e-commerce strategist covering Amazon, Shopee, Lazada, AliExpress, Temu, and TikTok Shop operations, international logistics and overseas warehousing, compliance and taxation, multilingual listing optimization, brand globalization, and DTC independent site development.

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...

Use when Codex should act as the Tax Strategist specialist from Agency Agents. Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

Use when Codex should act as the FP&A Analyst specialist from Agency Agents. Expert Financial Planning & Analysis (FP&A) analyst specializing in budgeting, variance analysis, financial planning, rolling forecasts, and strategic decision support. Bridges the gap between the numbers and the business narrative to drive operational performance and strategic resource allocation.

Use when Codex should act as the Financial Analyst specialist from Agency Agents. Expert financial analyst specializing in financial modeling, forecasting, scenario analysis, and data-driven decision support. Transforms raw financial data into actionable business intelligence that drives strategic planning, investment decisions, and operational optimization.

Use when Codex should act as the Drupal Shopping Cart Engineer specialist from Agency Agents. Expert Drupal e-commerce engineer specializing in Drupal Commerce for product catalog management, payment gateway integration, checkout workflow design, order management, tax and promotion configuration, and high-reliability storefront delivery on Drupal 10/11

Decide what to build first, or critique a prioritization. Derives criteria from strategy, picks the right framework for the context (RICE/ICE/MoSCoW/Kano/Impact-Effort), scores to expose trade-offs rather than manufacture false precision, sequences for flow, and says no with strategic context. Applies the always-true core and gates context-dependent decisions (which framework, scoring rigor, roadmap horizon, appetite vs. estimate, bets vs. tactical) with trade-offs. Trigger when asked to prio...

Build a go-to-market plan that's a stage-appropriate system — customers, channels, pricing, timing, and partnerships that fit the company's maturity — not a generic launch checklist. Gates on GTM readiness (validated demand) and company stage, picks the right channel and entry timing, and treats the buyer journey as non-linear. Catches the defaults Claude misses: GTM-as-one-time-launch, stage-skipping, channel/timing blindness, funnel-forcing, partnerships-as-shortcut. Trigger when asked to c...

Compute CAC, contribution margin, LTV, LTV:CAC, and payback with honest definitions, a runnable calculator, and a verdict on whether each customer makes money. Use when someone asks "what's my CAC", "is my LTV:CAC healthy", "how long is my payback period", "can I afford to spend more on ads", or before scaling acquisition spend. Do NOT use for gym-specific front-end economics and Client-Financed Acquisition - use gym-money-model instead; for multi-year revenue projections and MRR bridges use ...

Writes a dispute-preventing statement of work with explicit inclusions and exclusions, a 2-revision-round limit, acceptance criteria, a 50-percent-upfront or milestone payment schedule, and a change-order clause, from a full template with [FILL] fields. Use when a freelancer or consultant says "write my SOW", "the client keeps adding stuff and I have nothing in writing", "how do I define scope in the contract", "what should my payment terms be", "draft a statement of work for this project", o...

Audits whether a seed-stage company clears the Series A bar - benchmark metrics, narrative, team, and data room - and produces a red/yellow/green readiness scorecard with a 90-day gap-closing plan. Use when a founder asks "am I ready for Series A", "what metrics do I need to raise an A", "what goes in a Series A data room", "should I raise now or wait two quarters", or is deciding when to open an A process. Do NOT use for a general pre-pitch hygiene check at any stage - use fundraise-readines...

Answers RFPs and security questionnaires with discipline - a go/no-go score before any writing (win probability times deal size against effort, under 30 percent win chance means decline), a compliance matrix mapping every requirement to a response, answer-library reuse, and win themes threaded through every section. Use when a user says "we got an RFP, help us respond", "should we even bid on this RFP", "build a compliance matrix for this RFP", "answer this security questionnaire", or "our RF...

Unifies marketing, sales, and customer success around one funnel with org-wide stage definitions, hand-off SLAs, a single source of truth, shared metrics, and a pipeline-weighted forecast. Use when someone asks "set up RevOps", "marketing and sales disagree on what an MQL is", "our forecast is always wrong", "deals fall through the cracks between teams", or "what should our pipeline coverage be". Do NOT use for diagnosing conversion drop-off inside a product or marketing funnel - use funnel-a...

Compute per-client and agency-wide retainer profitability for a team-based agency - loaded delivery cost including account management time, gross margin per client, team utilization, and the fire-or-fix and sales-stop verdicts - with a runnable Node calculator. Use when an agency owner asks "which of my clients are actually profitable", "what's my real margin per retainer", "are we over capacity", "should we fire this client", or "can we take on another account". Do NOT use for pricing a solo...

Raises freelance rates safely - 20-30 percent for new clients when utilization passes 80 percent, 60-90 days notice for existing clients, grandfathering decision rules, a word-for-word rate-increase email, and walk-away math. Use when a freelancer says "I'm fully booked but not earning enough", "how do I raise my rates", "should I grandfather my old clients", "write my rate increase email", "what if they leave when I raise prices", or "when is the right time to charge more". Do NOT use for ne...

Use when you have an ICP and need to turn it into an actual list of accounts and contacts to put into a sequence. Trigger phrases include "build me a prospect list", "who should we target", "turn this ICP into a list", "find accounts that match", "build a target account list", "how many contacts per account", "tier these accounts", "pull a list for the SDRs", "clean this list before we send", "right-size the list for sending", "multi-thread the buying committee". Workflow: translate ICP crite...

Converts custom freelance work into fixed-scope, fixed-price productized offers using the scope-box procedure, a 3-tier structure with the middle tier as the target, and deliverable definition rules. Use when a freelancer says "how do I productize my services", "I want to stop trading hours for dollars", "package my offer", "every project is a custom quote", "design my service tiers", or "clients keep asking what exactly they get". Do NOT use for choosing a pricing model for a software produc...

Set or revise pricing for any product by triangulating value, competition, and cost floor into a recommended structure, price points, and a test plan. Use when someone asks "what should I charge", "how do I price my product", "are we priced too low", "should we go usage-based or flat", or is preparing a repricing or a new-product launch. Do NOT use for designing SaaS tier ladders, value metrics, and expansion packaging in detail - use saas-pricing instead; for gym front-end offers and guarant...

Use when defining or sharpening what a product IS before writing copy or planning a launch. Triggers on "how do I position this", "what category are we in", "who is this really for", "positioning statement", "we sound like everyone else", "nobody gets what we do", "frame the product", "April Dunford positioning". Runs competitive alternatives → unique attributes → the value they enable → best-fit segment → market frame, producing one tight defensible paragraph. Do NOT use for the actual page/...

Builds the nonprofit board meeting pack that produces engagement instead of nodding - a one-page dashboard of finances, program KPIs, and fundraising pipeline up front, routine items batched into a consent agenda, one real decision per meeting, and an explicit ask naming what board members can do. Use when a nonprofit ED says "prepare the board packet", "our board meetings are just report-outs", "the board approves everything without discussion", "what should go in the board dashboard", or "h...

Guides finance teams through a controlled month-end close - sub-ledger cutoffs, journal entries in dependency order, full balance-sheet reconciliation, flux analysis, and sign-off - targeting a locked close by business day 5-10. Use when someone asks "help me close the books", "build a close checklist", "our close takes three weeks, how do we shorten it", "what order do the journal entries go in", or is preparing for an audit. Do NOT use for constructing or interpreting the financial statemen...

Use when turning a positioning statement into actual copy - building the value proposition, message pillars, proof points, and per-channel messaging that keep the website, ads, and sales deck all saying the same thing. Triggers on "write our value proposition", "message pillars", "messaging framework", "messaging house", "key messages", "proof points", "our website and sales say different things", "per-channel messaging", "on-message copy". Takes the positioning-statement as input and feeds l...

Builds focused, time-boxed meeting agendas where every item has an owner, a timebox, and a named outcome, status updates are pushed to async, and the agenda ships 24 hours before the meeting. Use when someone asks "write an agenda for my planning meeting", "this meeting keeps running over", "how do I make this decision meeting productive", or "our recurring sync feels aimless". Do NOT use for recurring manager-report one-on-ones - use 1on1-agenda instead - or for turning meeting notes into ac...

Structures an acquisition case - one-line thesis, strategic-fit test, risk-haircut synergy bridge with cost synergies cut 20-30% and revenue synergies cut 50%+, valuation with a written walk-away price, and integration risk - into a screening scorecard and deal memo. Use when someone asks "should we buy this company", "evaluate this acquisition target", "are these synergy numbers real", "what would we pay for them", or is preparing a board memo on a deal. Do NOT use for building the diligence...