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Business, Marketing & Sales Skills

549 curated business, marketing, and sales skills for AI agents. CRM tools, content marketing, sales pipeline skills - license-verified and ready to use.

Marketing Demand Acquisition

Creates demand generation campaigns, optimizes paid ad spend across LinkedIn, Google, and Meta, develops SEO strategies, and structures partnership programs. Use when planning demand gen strategy, growth marketing, advertising campaigns, PPC optimization, lead generation, pipeline generation, or marketing budgets. Covers multi-channel acquisition (Google Ads, LinkedIn Ads, Meta Ads), CAC analysis, MQL/SQL workflows, attribution modeling, technical SEO, and co-marketing partnerships. Default calibration profile is a Series A+ B2B SaaS scaling internationally (EU/US/Canada, hybrid PLG/Sales-Led) — adapt benchmarks for other stages and motions rather than skipping the skill.

#work-life#productivity#businessBusiness, Marketing & Sales

Marketing Ideas

Produces the best marketing ideas for your business by analyzing your FOUNDER_CONTEXT and matching it against a curated database of 170+ proven marketing strategies. Use when user needs creative, actionable marketing ideas tailored to their business.

#work-life#productivity#startupBusiness, Marketing & Sales

Marketing Ideas

When the user needs marketing ideas, inspiration, or strategies for their SaaS or software product. Also use when the user asks for 'marketing ideas,' 'growth ideas,' 'how to market,' 'marketing strategies,' 'marketing tactics,' 'ways to promote,' 'ideas to grow,' 'what else can I try,' 'I don't know how to market this,' 'brainstorm marketing,' or 'what marketing should I do.' Use this as a starting point whenever someone is stuck or looking for inspiration on how to grow. For specific channel execution, see the relevant skill (ads, social, emails, etc.).

#work-life#productivity#marketingBusiness, Marketing & Sales

Marketing Ideas

When the user needs marketing ideas, inspiration, or strategies for their SaaS or software product. Also use when the user asks for 'marketing ideas,' 'growth ideas,' 'how to market,' 'marketing strategies,' 'marketing tactics,' 'ways to promote,' or 'ideas to grow.' This skill provides 139 proven marketing approaches organized by category.

#work-life#productivity#businessBusiness, Marketing & Sales

Marketing Ops

Central router for the marketing skill ecosystem. Use when unsure which marketing skill to use, when orchestrating a multi-skill campaign, or when coordinating across content, SEO, CRO, channels, and analytics. Also use when the user mentions 'marketing help,' 'campaign plan,' 'what should I do next,' 'marketing priorities,' or 'coordinate marketing.'

#work-life#productivity#businessBusiness, Marketing & Sales

Marketing Psychology

When the user wants to apply psychological principles, mental models, or behavioral science to marketing. Also use when the user mentions 'psychology,' 'mental models,' 'cognitive bias,' 'persuasion,' 'behavioral science,' 'why people buy,' 'decision-making,' or 'consumer behavior.' This skill provides 70+ mental models organized for marketing application.

#work-life#productivity#businessBusiness, Marketing & Sales

Marketing Psychology

When the user wants to apply psychological principles, mental models, or behavioral science to marketing. Also use when the user mentions 'psychology,' 'mental models,' 'cognitive bias,' 'persuasion,' 'behavioral science,' 'why people buy,' 'decision-making,' 'consumer behavior,' 'anchoring,' 'social proof,' 'scarcity,' 'loss aversion,' 'framing,' or 'nudge.' Use this whenever someone wants to understand or leverage how people think and make decisions in a marketing context. For applying psychology to specific pages, see cro; for pricing tactics, see pricing; for copy framing, see copywriting.

#work-life#productivity#marketingBusiness, Marketing & Sales

Marketing Strategy Pmm

Product marketing skill for positioning, GTM strategy, competitive intelligence, and product launches. Use when the user asks about product positioning, go-to-market planning, competitive analysis, target audience definition, ICP definition, market research, launch plans, or sales enablement. Covers April Dunford positioning, ICP definition, competitive battlecards, launch playbooks, and international market entry. Produces deliverables including positioning statements, battlecard documents, launch plans, and go-to-market strategies.

#work-life#productivity#businessBusiness, Marketing & Sales

Market Movers

When the user wants to track App Store chart rank changes, find top gainers and losers, detect breakout apps entering the top 100, or identify apps dropping out of charts. Also use when the user mentions "chart movers", "rank changes", "who's rising", "who's falling", "new chart entries", "top gainers", or "market shifts". For broader market overview, see market-pulse. For competitive keyword analysis, see competitor-analysis.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales

Market Pulse

When the user wants a comprehensive App Store market overview, daily/weekly market briefing, or combined view of chart movements, trending keywords, featured apps, and new releases. Also use when the user mentions "market overview", "what's happening on the App Store", "market briefing", "weekly report", "market trends", or "state of the market". For chart-specific rank changes only, see market-movers. For keyword trends only, see keyword-research.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales

Market Research Reports

Generate comprehensive market research reports and industry/competitive analysis in the style of top consulting firms. Use for market sizing, competitive landscape, market entry, investment thesis, strategic recommendations, and consulting-style business reports. Do not use for scientific reports, paper writing, LaTeX submission/PDF builds, EDGAR/FRED/Treasury/Data Commons data retrieval, or biomedical literature evidence work.

#broad-capability#creative#competitiveBusiness, Marketing & Sales

Market Segments

Identify 3-5 potential customer segments with demographics, JTBD, and product fit analysis. Use when exploring market segments, identifying target audiences, evaluating new markets, or learning how to segment a market.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Market Sizing

Estimate market size using TAM, SAM, and SOM with top-down and bottom-up approaches. Use when sizing a market opportunity, estimating addressable market, preparing for investor pitches, or evaluating market entry.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Market Sizing Analysis

Calculate TAM/SAM/SOM for market opportunities using top-down, bottom-up, and value theory methodologies. Use this skill when sizing markets, estimating addressable revenue, validating market opportunity for a new venture, or building investor-ready market analysis for a startup pitch or business plan.

#broad-capability#engineering#agent-skillsBusiness, Marketing & Sales

Measure Dashboard Requirements

Specifies requirements for an analytics dashboard including metrics, visualizations, filters, and data sources. Use when requesting dashboards from data teams, defining KPI tracking, or documenting reporting needs.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Measure Okr Grader

Scores completed OKR sets at cycle close with KR-level scoring per the canonical OKR type enum (committed | aspirational | learning | operational_health | compliance_or_safety), committed-vs-aspirational interpretation, evidence quality assessment, learning synthesis, and next-cycle recommendations. Refuses to retroactively change targets or shrink committed scope, average away guardrail KRs, treat 0.7 as success for committed or compliance_or_safety KRs, equate effort with impact, or use scores for individual performance. Hands off to iterate-lessons-log, iterate-retrospective, define-hypothesis, measure-dashboard-requirements, measure-instrumentation-spec, and foundation-okr-writer.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Merge Duplicate Companies

Identify duplicate company records by domain and name, export audit CSVs for review, and guide merging. API for discovery, third-party tools or manual UI for merging (HubSpot has no bulk merge API).

#work-life#crm#hubspotBusiness, Marketing & Sales

Metadata Optimization

When the user wants to optimize App Store metadata — title, subtitle, keyword field, or description. Also use when the user mentions "optimize my title", "ASO metadata", "keyword field", "character limits", "app description", or "write my subtitle". For keyword discovery, see keyword-research. For full ASO audits, see aso-audit.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales

Metrics Dashboard

Define and design a product metrics dashboard with key metrics, data sources, visualization types, and alert thresholds. Use when creating a metrics dashboard, defining KPIs, setting up product analytics, or building a data monitoring plan.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Metrics Review

Review and analyze product metrics with trend analysis and actionable insights. Use when running a weekly, monthly, or quarterly metrics review, investigating a sudden spike or drop, comparing performance against targets, or turning raw numbers into a scorecard with recommended actions.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Monday.com Automation

Automate Monday.com workflows, board management, team collaboration, and cross-board integrations

#work-life#office#productivityBusiness, Marketing & Sales

Monetization Strategy

Brainstorm 3-5 monetization strategies with audience fit, risks, and validation experiments. Use when exploring revenue models, evaluating pricing strategies, or deciding how to monetize a product.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Monetization Strategy

When the user wants to design or optimize their app's monetization — pricing, paywalls, subscriptions, or in-app purchases. Also use when the user mentions "pricing", "paywall", "subscription", "IAP", "how to monetize", "revenue optimization", "free trial", or "conversion to paid". For retention impact, see retention-optimization. For competitive pricing, see competitor-analysis.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales

Nda Review

Reference: fast triage of inbound NDAs into GREEN / YELLOW / RED so the team only spends lawyer time on the ones that need it. Built for sales and BD to self-serve before pinging legal. Loaded by /commercial-legal:review when an NDA is detected.

#legal#contracts#ndaBusiness, Marketing & Sales

New Contact Hygiene Workflow

Build a HubSpot workflow that auto-enriches and stages new contacts upon creation. Sets lifecycle stage, copies company name and industry from associated company, and branches on completeness. Must be built manually in the HubSpot UI due to API limitations.

#work-life#crm#hubspotBusiness, Marketing & Sales

Newsletter Publisher

Create, manage, and grow a newsletter from scratch — plan content, write articles, build a subscriber list, design layout, and track analytics.

#newsletter#email-marketing#publishingBusiness, Marketing & Sales

North Star Metric

Define a North Star Metric and 3-5 supporting input metrics that form a metrics constellation. Classify the business game (Attention, Transaction, Productivity) and validate against 7 criteria for an effective North Star. Use when choosing a North Star Metric, setting up a metrics framework, learning about the North Star Framework, or deciding what to measure.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Onboarding

Generate an onboarding checklist and first-week plan for a new hire. Use when someone has a start date coming up, building the pre-start task list (accounts, equipment, buddy), scheduling Day 1 and Week 1, or setting 30/60/90-day goals for a new team member.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Onboarding

When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value. Also use when the user mentions "onboarding flow," "activation rate," "user activation," "first-run experience," "empty states," "onboarding checklist," "aha moment," "new user experience," "users aren't activating," "nobody completes setup," "low activation rate," "users sign up but don't use the product," "time to value," or "first session experience." Use this whenever users are signing up but not sticking around. For signup/registration optimization, see signup. For ongoing email sequences, see emails.

#work-life#productivity#marketingBusiness, Marketing & Sales

Onboarding Cro

When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value. Also use when the user mentions "onboarding flow," "activation rate," "user activation," "first-run experience," "empty states," "onboarding checklist," "aha moment," or "new user experience." For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.

#work-life#productivity#businessBusiness, Marketing & Sales

Onboarding Optimization

When the user wants to improve their app's onboarding experience, increase activation rate, reduce Day 1 drop-off, or optimize the first-run flow. Use when the user mentions "onboarding", "first-run", "activation", "tutorial", "day 1 retention", "new user flow", "permission prompts", "sign-up conversion", "onboarding funnel", or "users dropping off early". For overall retention strategy, see retention-optimization. For paywall placement, see monetization-strategy.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales

Opportunity Solution Tree

Build an Opportunity Solution Tree (OST) to structure product discovery — map a desired outcome to opportunities, solutions, and experiments. Based on Teresa Torres' Continuous Discovery Habits. Use when structuring discovery work, mapping opportunities to solutions, or deciding what to build next.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Options Payoff

Generate an interactive options payoff curve chart with dynamic parameter controls. Use this skill whenever the user shares an options position screenshot, describes an options strategy, or asks to visualize how an options trade makes or loses money. Triggers include: any mention of butterfly, spread (vertical/calendar/diagonal/ratio), straddle, strangle, condor, covered call, protective put, iron condor, or any multi-leg options structure. Also triggers when a user pastes strike prices, premiums, expiry dates, or says things like "show me the payoff", "draw the P&L curve", "what does this trade look like", or uploads a screenshot from a broker (IBKR, TastyTrade, Robinhood, etc). Always use this skill even if the user only provides partial info — extract what you can and use defaults for the rest.

#work-life#productivity#financeBusiness, Marketing & Sales

Options Strategy Advisor

Options trading strategy analysis and simulation tool. Provides theoretical pricing using Black-Scholes model, Greeks calculation, strategy P/L simulation, and risk management guidance. Use when user requests options strategy analysis, covered calls, protective puts, spreads, iron condors, earnings plays, or options risk management. Includes volatility analysis, position sizing, and earnings-based strategy recommendations. Educational focus with practical trade simulation.

#work-life#productivity#financeBusiness, Marketing & Sales

Org Health Diagnostic

Cross-functional organizational health check combining signals from all C-suite roles. Scores 8 dimensions on a traffic-light scale with drill-down recommendations. Use when assessing overall company health, preparing for board reviews, identifying at-risk functions, or when user mentions org health, health check, or health dashboard.

#work-life#productivity#businessBusiness, Marketing & Sales

Org Planning

Headcount planning, org design, and team structure optimization. Trigger with "org planning", "headcount plan", "team structure", "reorg", "who should we hire next", or when the user is thinking about team size, reporting structure, or organizational design.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Outcome Roadmap

Transform an output-focused roadmap into an outcome-focused one that communicates strategic intent. Rewrites initiatives as outcome statements reflecting user and business impacts. Use when shifting to outcome roadmaps, making a roadmap more strategic, or rewriting feature lists as outcomes.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Outreach Specialist

Crafts high-converting outreach messages and email sequences for cold outreach, LinkedIn DMs, and follow-ups. Use when user needs personalized outreach messages that book calls and get replies.

#work-life#productivity#startupBusiness, Marketing & Sales

Page Cro

When the user wants to optimize, improve, or increase conversions on any marketing page — including homepage, landing pages, pricing pages, feature pages, or blog posts. Also use when the user says "CRO," "conversion rate optimization," "this page isn't converting," "improve conversions," or "why isn't this page working." For signup/registration flows, see signup-flow-cro. For post-signup activation, see onboarding-cro. For forms outside of signup, see form-cro. For popups/modals, see popup-cro.

#work-life#productivity#businessBusiness, Marketing & Sales

Page Cro

Analyze and optimize individual pages for conversion performance.

#ab#testingBusiness, Marketing & Sales

Paid Ads

When the user wants help with paid advertising campaigns on Google Ads, Meta (Facebook/Instagram), LinkedIn, Twitter/X, or other ad platforms. Also use when the user mentions 'PPC,' 'paid media,' 'ad copy,' 'ad creative,' 'ROAS,' 'CPA,' 'ad campaign,' 'retargeting,' or 'audience targeting.' This skill covers campaign strategy, ad creation, audience targeting, and optimization.

#work-life#productivity#businessBusiness, Marketing & Sales

Pair Trade Screener

Statistical arbitrage tool for identifying and analyzing pair trading opportunities. Detects cointegrated stock pairs within sectors, analyzes spread behavior, calculates z-scores, and provides entry/exit recommendations for market-neutral strategies. Use when user requests pair trading opportunities, statistical arbitrage screening, mean-reversion strategies, or market-neutral portfolio construction. Supports correlation analysis, cointegration testing, and spread backtesting.

#work-life#productivity#financeBusiness, Marketing & Sales

Parabolic Short Trade Planner

Screen US equities for parabolic exhaustion patterns and generate conditional pre-market short plans, then evaluate intraday trigger fires from live 5-min bars. Phase 1 daily 5-factor scorer (MA extension / acceleration / volume climax / range expansion / liquidity), Phase 2 per-candidate plans for ORL break / first-red 5-min / VWAP fail with explicit borrow / SSR / manual-confirmation gating, Phase 3 one-shot intraday FSM that detects trigger fires and resolves concrete share counts. Covers Phase 1 + Phase 2 + Phase 3.

#work-life#productivity#financeBusiness, Marketing & Sales

Patent Novelty Check

Assess patent novelty and non-obviousness against prior art. Use when user says "专利查新", "patent novelty", "可专利性评估", "patentability check", or wants to evaluate if an invention is patentable.

#broad-capability#wanshuiyin-aris#ml-researchBusiness, Marketing & Sales

Patent Pipeline

Full patent drafting pipeline from invention description to jurisdiction-formatted filing documents. Supports CN (CNIPA), US (USPTO), EP (EPO). Supports invention patents and utility models. Use when user says "写专利", "patent pipeline", "专利申请", "draft patent", "写权利要求书", or wants to draft a complete patent application.

#broad-capability#wanshuiyin-aris#ml-researchBusiness, Marketing & Sales

Paywall Optimization

When the user wants to design, test, or optimize their app's paywall — layout, copy, pricing display, trial offers, plan structure, hard vs soft paywall, paywall placement, or paywall A/B tests. Use when the user mentions "paywall", "paywall design", "paywall conversion", "trial-to-paid", "soft paywall", "hard paywall", "paywall A/B test", "paywall copy", "plan picker", "annual vs monthly display", "best paywall", "RevenueCat paywall", "Superwall", "Adapty", or "my paywall isn't converting". For overall pricing strategy and monetization model choice, see monetization-strategy. For trial nurture, dunning, and churn, see subscription-lifecycle. For where in the onboarding the paywall fires, see onboarding-optimization.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales

Paywalls

When the user wants to create or optimize in-app paywalls, upgrade screens, upsell modals, or feature gates. Also use when the user mentions "paywall," "upgrade screen," "upgrade modal," "upsell," "feature gate," "convert free to paid," "freemium conversion," "trial expiration screen," "limit reached screen," "plan upgrade prompt," "in-app pricing," "free users won't upgrade," "trial to paid conversion," or "how do I get users to pay." Use this for any in-product moment where you're asking users to upgrade. Distinct from public pricing pages (see cro) — this focuses on in-product upgrade moments where the user has already experienced value. For pricing decisions, see pricing.

#work-life#productivity#marketingBusiness, Marketing & Sales

Paywall Upgrade Cro

When the user wants to create or optimize in-app paywalls, upgrade screens, upsell modals, or feature gates. Also use when the user mentions "paywall," "upgrade screen," "upgrade modal," "upsell," "feature gate," "convert free to paid," "freemium conversion," "trial expiration screen," "limit reached screen," "plan upgrade prompt," or "in-app pricing." Distinct from public pricing pages (see page-cro) — this skill focuses on in-product upgrade moments where the user has already experienced value.

#work-life#productivity#businessBusiness, Marketing & Sales

Pci Compliance

Implement PCI DSS compliance requirements for secure handling of payment card data and payment systems. Use when securing payment processing, achieving PCI compliance, or implementing payment card security measures.

#broad-capability#engineering#agent-skillsBusiness, Marketing & Sales

Pead Screener

Screen post-earnings gap-up stocks for PEAD (Post-Earnings Announcement Drift) patterns. Analyzes weekly candle formation to detect red candle pullbacks and breakout signals. Supports two input modes - FMP earnings calendar (Mode A) or earnings-trade-analyzer JSON output (Mode B). Use when user asks about PEAD screening, post-earnings drift, earnings gap follow-through, red candle breakout patterns, or weekly earnings momentum setups.

#work-life#productivity#financeBusiness, Marketing & Sales

People Report

Generate headcount, attrition, diversity, or org health reports. Use when pulling a headcount snapshot for leadership, analyzing turnover trends by team, preparing diversity representation metrics, or assessing span of control and flight risk across the org.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Performance Report

Build a marketing performance report with key metrics, trend analysis, wins and misses, and prioritized optimization recommendations. Use when wrapping a campaign, when preparing weekly, monthly, or quarterly channel summaries for stakeholders, or when you need data translated into an executive summary with next-period priorities.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Performance Review

Structure a performance review with self-assessment, manager template, and calibration prep. Use when review season kicks off and you need a self-assessment template, writing a manager review for a direct report, prepping rating distributions and promotion cases for calibration, or turning vague feedback into specific behavioral examples.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Performance Review Writer

Draft performance reviews, self-assessments, peer reviews, and upward feedback in your own voice. Analyzes your contributions, emails, and meeting history via WorkIQ, then produces honest, impact-focused drafts using the STAR format. USE FOR: write my performance review, draft self-assessment, peer review, 360 feedback, annual review, mid-year review, upward feedback, write review for colleague, performance appraisal.

#github-copilot#internal#communicationsBusiness, Marketing & Sales

Pestle Analysis

Perform a PESTLE analysis covering Political, Economic, Social, Technological, Legal, and Environmental factors. Use when assessing the macro environment, doing strategic planning, or evaluating external factors affecting your business.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Pipedrive Automation

Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting

#work-life#office#productivityBusiness, Marketing & Sales

Pipeline Review

Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Plea

Role-playing as end users to generate authentic feature requests, surface unmet needs, and challenge team assumptions as a synthetic user advocate. Don't use for real feedback analysis (Voice) or UI evaluation (Echo).

#broad-capability#development#securityBusiness, Marketing & Sales

Policy Lookup

Find and explain company policies in plain language. Trigger with "what's our PTO policy", "can I work remotely from another country", "how do expenses work", or any plain-language question about benefits, travel, leave, or handbook rules.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Popup Cro

When the user wants to create or optimize popups, modals, overlays, slide-ins, or banners for conversion purposes. Also use when the user mentions "exit intent," "popup conversions," "modal optimization," "lead capture popup," "email popup," "announcement banner," or "overlay." For forms outside of popups, see form-cro. For general page conversion optimization, see page-cro.

#work-life#productivity#businessBusiness, Marketing & Sales

Popups

When the user wants to create or optimize popups, modals, overlays, slide-ins, or banners for conversion purposes. Also use when the user mentions "exit intent," "popup conversions," "modal optimization," "lead capture popup," "email popup," "announcement banner," "overlay," "collect emails with a popup," "exit popup," "scroll trigger," "sticky bar," or "notification bar." Use this for any overlay or interrupt-style conversion element. For forms outside of popups, see cro. For general page conversion optimization, see cro.

#work-life#productivity#marketingBusiness, Marketing & Sales

Porters Five Forces

Perform Porter's Five Forces analysis — competitive rivalry, supplier power, buyer power, threat of substitutes, and threat of new entrants. Use when analyzing industry dynamics, assessing competitive forces, or evaluating market attractiveness.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Portfolio Manager

Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.

#work-life#productivity#financeBusiness, Marketing & Sales

Positioning Ideas

Brainstorm product positioning ideas differentiated from competitors. Identifies top competitors and generates positioning statements with rationale. Use when developing product positioning, differentiating from competitors, or crafting brand positioning strategy.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Position Sizer

Calculate risk-based position sizes for long stock trades. Use when user asks about position sizing, how many shares to buy, risk per trade, Kelly criterion, ATR-based sizing, or portfolio risk allocation. Supports stop-loss distance calculation, volatility scaling, and sector concentration checks.

#work-life#productivity#financeBusiness, Marketing & Sales

Pre Mortem

Run a pre-mortem risk analysis on a PRD or launch plan. Categorizes risks as Tigers (real problems), Paper Tigers (overblown concerns), and Elephants (unspoken worries), then classifies as launch-blocking, fast-follow, or track. Use when preparing for launch, stress-testing a product plan, or identifying what could go wrong.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Press And PR

When the user wants to get press coverage, media mentions, or editorial features for their app — including writing press releases, pitching journalists, getting on "best apps" lists, or building an app press kit. Use when the user mentions "press", "PR", "media coverage", "TechCrunch", "journalist", "press release", "app press kit", "get featured in media", "editorial coverage", "review from a blogger", or "app launch announcement". For Apple editorial featuring, see app-store-featured. For launch strategy, see app-launch.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales

Pricing

When the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increase,' 'value metric,' 'Van Westendorp,' 'willingness to pay,' 'monetization,' 'how much should I charge,' 'my pricing is wrong,' 'pricing page,' 'annual vs monthly,' 'per seat pricing,' or 'should I offer a free plan.' Use this whenever someone is figuring out what to charge or how to structure their plans. For in-app upgrade screens, see paywalls. For offer construction (bonuses, guarantees, value framing, naming) on services/courses/coaching/high-ticket B2B, see offers.

#work-life#productivity#marketingBusiness, Marketing & Sales

Pricing Strategist

Builds comprehensive pricing strategies by reading business context and asking targeted questions interactively. Use when user needs pricing plans, tier structures, price points, pricing model recommendations, or any pricing-related strategy for their product or service.

#work-life#productivity#startupBusiness, Marketing & Sales

Pricing Strategy

Design, optimize, and communicate SaaS pricing — tier structure, value metrics, pricing pages, and price increase strategy. Use when building a pricing model from scratch, redesigning existing pricing, planning a price increase, or improving a pricing page. Trigger keywords: pricing tiers, pricing page, price increase, packaging, value metric, per seat pricing, usage-based pricing, freemium, good-better-best, pricing strategy, monetization, pricing page conversion, Van Westendorp. NOT for broader product strategy — use product-strategist for that. NOT for customer success or renewals — use customer-success-manager for expansion revenue.

#work-life#productivity#businessBusiness, Marketing & Sales

Pricing Strategy

Analyze and design pricing strategies including pricing models, competitive pricing analysis, willingness-to-pay estimation, and price elasticity. Use when setting prices, evaluating pricing models, preparing for a pricing change, or comparing freemium vs paid approaches.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Prioritization Frameworks

Reference guide to 9 prioritization frameworks with formulas, when-to-use guidance, and templates — RICE, ICE, Kano, MoSCoW, Opportunity Score, and more. Use when selecting a prioritization method, comparing frameworks like RICE vs ICE, or learning how different prioritization approaches work.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Prioritize Assumptions

Prioritize assumptions using an Impact × Risk matrix and suggest experiments for each. Use when triaging a list of assumptions, deciding what to test first, or applying the assumption prioritization canvas.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Prioritize Features

Prioritize a backlog of feature ideas based on impact, effort, risk, and strategic alignment with top 5 recommendations. Use when prioritizing a feature backlog, making scope decisions, or ranking product ideas.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Process Doc

Document a business process — flowcharts, RACI, and SOPs. Use when formalizing a process that lives in someone's head, building a RACI to clarify who owns what, writing an SOP for a handoff or audit, or capturing the exceptions and edge cases of how work actually gets done.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Process Optimization

Analyze and improve business processes. Trigger with "this process is slow", "how can we improve", "streamline this workflow", "too many steps", "bottleneck", or when the user describes an inefficient process they want to fix.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Product Analytics

Use when defining product KPIs, building metric dashboards, running cohort or retention analysis, or interpreting feature adoption trends across product stages.

#work-life#productivity#businessBusiness, Marketing & Sales

Product Brainstorming

Brainstorm product ideas, explore problem spaces, and challenge assumptions as a thinking partner. Use when exploring a new opportunity, generating solutions to a product problem, stress-testing an idea, or when a PM needs to think out loud with a sharp sparring partner before converging on a direction.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Product Discovery

Use when validating product opportunities, mapping assumptions, planning discovery sprints, or testing problem-solution fit before committing delivery resources.

#work-life#productivity#businessBusiness, Marketing & Sales

Producthunt

Search and retrieve content from Product Hunt. Get posts, topics, users, and collections via the GraphQL API. Use when user mentions Product Hunt, PH, or product launches.

#broad-capability#industrial#opc-uaBusiness, Marketing & Sales

Product Hunt Launch Plan

Creates a comprehensive, personalized Product Hunt launch plan to rank

#work-life#productivity#startupBusiness, Marketing & Sales

Product Marketing

When the user wants to create or update their product marketing context document. Also use when the user mentions 'product context,' 'marketing context,' 'set up context,' 'positioning,' 'who is my target audience,' 'describe my product,' 'ICP,' 'ideal customer profile,' or wants to avoid repeating foundational information across marketing tasks. Use this at the start of any new project before using other marketing skills — it creates `.agents/product-marketing.md` that all other skills reference for product, audience, and positioning context.

#work-life#productivity#marketingBusiness, Marketing & Sales

Product Strategy

Create a comprehensive product strategy using the 9-section Product Strategy Canvas — vision, segments, costs, value propositions, trade-offs, metrics, growth, capabilities, and defensibility. Use when building a product strategy, creating a strategic plan, or defining product direction.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Product Vision

Brainstorm an inspiring, achievable, and emotional product vision that motivates teams and aligns stakeholders. Use when defining or refining a product vision, creating a vision statement, or aligning the team around a shared direction.

#work-life#productivity#product-managementBusiness, Marketing & Sales

Professional Invoice & Billing Generator

Generate, validate, send, and track professional invoices with legally compliant fields, correct tax calculations, proper payment terms, multi-currency support, and automated follow-up workflows.

#invoicing#billing#paymentsBusiness, Marketing & Sales

Programmatic SEO

When the user wants to create SEO-driven pages at scale using templates and data. Also use when the user mentions "programmatic SEO," "template pages," "pages at scale," "directory pages," "location pages," "[keyword] + [city] pages," "comparison pages," "integration pages," "building many pages for SEO," "pSEO," "generate 100 pages," "data-driven pages," or "templated landing pages." Use this whenever someone wants to create many similar pages targeting different keywords or locations. For auditing existing SEO issues, see seo-audit. For content strategy planning, see content-strategy.

#work-life#productivity#marketingBusiness, Marketing & Sales

Programmatic SEO

When the user wants to create SEO-driven pages at scale using templates and data. Also use when the user mentions "programmatic SEO," "template pages," "pages at scale," "directory pages," "location pages," "[keyword] + [city] pages," "comparison pages," "integration pages," or "building many pages for SEO." For auditing existing SEO issues, see seo-audit.

#work-life#productivity#businessBusiness, Marketing & Sales

Promo Reviewer

Reviews and iterates on social media copy in album promo/ files. Use after populating promo templates and before release to polish platform-specific posts.

#broad-capability#music#audio-generationBusiness, Marketing & Sales

Promo Writer

Generates platform-specific social media copy from album themes, track concepts, and lyrics. Use when promo/ templates need to be populated before release.

#broad-capability#music#audio-generationBusiness, Marketing & Sales

Prompt Engineer Toolkit

Turns marketing prompts into tested, versioned production assets: A/B prompt evaluation against structured test cases, immutable prompt version history with diffs, ready-to-use marketing prompt templates (ad copy, email campaigns, social posts, landing pages, SEO meta), and an LLM-governance playbook for marketing teams (claim discipline, disclosure rules, human-review gates). Use when a marketing team relies on AI-generated content and needs prompt quality to be measurable and safe — or when the user mentions 'prompt engineering,' 'improve my prompts,' 'prompt templates,' 'prompt versioning,' 'AI content workflow,' or 'AI governance for marketing.'

#work-life#productivity#businessBusiness, Marketing & Sales

Prospect

Build targeted account or contact lists using Common Room's Prospector. Triggers on 'find companies that match [criteria]', 'build a prospect list', 'find contacts at [type of company]', 'show me companies hiring [role]', or any list-building request.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Pulse

Defining KPIs, designing tracking events, and specifying dashboards. Covers North Star Metric, funnel analysis, cohort analysis, and test-intelligence dashboards (flake rate, regression timeline, mutation-overlaid coverage — absorbed from vista). GA4/Amplitude/Mixpanel/PostHog integration. Use when metrics or test-telemetry dashboards are needed.

#broad-capability#development#securityBusiness, Marketing & Sales

Quarterly Database Cleanup

Run a comprehensive quarterly CRM audit covering list health, bounce monitoring, data quality, scoring calibration, engagement metrics, and property cleanup. Produces a health report with quarter-over-quarter trend comparison.

#work-life#crm#hubspotBusiness, Marketing & Sales

QuickBooks Automation

Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation

#work-life#office#productivityBusiness, Marketing & Sales

Rating Prompt Strategy

When the user wants to improve their app's star rating, increase ratings volume, optimize when and how they prompt users for a review, or recover from a bad rating period. Use when the user mentions "app rating", "star rating", "review prompt", "SKStoreReviewRequest", "In-App Review API", "ask for review", "low rating", "rating drop", "get more reviews", or "recover from 1-star". For responding to reviews, see review-management. For overall ASO health, see aso-audit.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales

Reassign Deactivated Owners

Reassign contacts and companies from deactivated team members to active owners. Fully automated via the HubSpot Owners API and Batch Update API. Includes territory analysis for informed reassignment decisions.

#work-life#crm#hubspotBusiness, Marketing & Sales

Reconciliation

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

#work-life#productivity#knowledge-workBusiness, Marketing & Sales

Reddit Ads

Reddit Ads API - campaigns, targeting, conversions, agentic optimization

#claude-bootstrap#bootstrap#marketingBusiness, Marketing & Sales

Referral Program

When the user wants to design, launch, or optimize a referral or affiliate program. Use when they mention 'referral program,' 'affiliate program,' 'word of mouth,' 'refer a friend,' 'incentive program,' 'customer referrals,' 'brand ambassador,' 'partner program,' 'referral link,' or 'growth through referrals.' Covers program mechanics, incentive design, and optimization — not just the idea of referrals but the actual system.

#work-life#productivity#businessBusiness, Marketing & Sales

Referral Program

When the user wants to design, launch, or optimize an in-app referral / invite / share-to-earn program — including reward structure, mechanics, fraud prevention, deep link setup, and viral coefficient measurement. Use when the user mentions "referral program", "invite a friend", "refer and earn", "share to earn", "viral loop", "viral coefficient", "K-factor", "double-sided rewards", "give X get X", "referral rewards", "invite link", "share sheet", "Branch referrals", "in-app invites", or "how to make my app go viral". For deep link infrastructure that referrals depend on, see attribution-setup. For organic content-driven virality (UGC, creator), see creator-ugc-marketing.

#work-life#productivity#app-store-optimizationBusiness, Marketing & Sales