daily-briefing
Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".
draft-outreach
Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".
forecast
Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.
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.
business-pulse
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call-list
Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.
cash-flow-snapshot
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close-month
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
content-strategy
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contract-review
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crm-cleanup
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
crm-maintenance
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customer-pulse-check
Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument.
customer-pulse
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friday-brief
Delivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.
handle-complaint
Handles an incoming customer complaint end-to-end — pulls context, drafts a response, and suggests an operational fix. Accepts optional email or ticket ID argument.
invoice-chase
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job-post-builder
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lead-triage
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margin-analyzer
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monday-brief
Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.
month-end-prep
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month-heads-up
Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon.
plan-payroll
Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments.
price-check
Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.
quarterly-review
Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.
run-campaign
Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.
sales-brief
Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days.
smb-onboard
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smb-router
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tax-prep
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tax-season-organizer
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ticket-deflector
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