Skill UI

This comprehensive workflow builds an end-to-end lead enrichment pipeline. It accepts raw prospect lists via webhooks, automatically enriching missing details (emails, titles, company info, tech stack) using various third-party providers. Leads are scored using an ICP formula, and qualified contacts are automatically pushed to your CRM system for targeted sales outreach.

A comprehensive guide to setting up robust Role-Based Access Control (RBAC) and governance within enterprise data workspaces like Clay. Learn how to define specific user roles (Admin, Member, Viewer), allocate team credit budgets, isolate API keys, and conduct quarterly access audits to maintain data security and operational efficiency for large teams.

Automates budget-vs-actual variance analysis in Excel, producing flagged summaries, detailed commentary, and executive-ready narratives so FP&A and finance teams can quickly identify material swings and suggested actions during monthly or quarterly reporting.

This guide details the comprehensive setup of Granola for large-scale, multi-departmental enterprise environments. It covers creating isolated workspaces (e.g., Engineering, HR, Sales), integrating Identity Providers using SSO/SCIM, and implementing granular compliance controls (data retention, external sharing, MFA) to ensure data security and departmental autonomy.

A comprehensive reference architecture for deploying meeting intelligence platforms (like Granola) across large organizations. This blueprint details the core data capture pipeline, integration topology using middleware (Zapier), multi-workspace structure (Sales, HR, Engineering), and robust security layers (SSO, AES-256) to ensure automated workflows from meeting to action item across all departments.

Structured guidance for TAM/SAM/SOM calculations, combining top-down, bottom-up, and value-theory methods for startup market analysis and fundraising planning.

This comprehensive playbook guides Series A+ B2B SaaS companies on international scaling. It covers the full demand generation lifecycle, from TOFU awareness campaigns using SEO and paid social (LinkedIn, Google, Meta), to MOFU lead nurturing, and BOFU pipeline conversion. It details core KPIs (CAC, MQL/SQL), multi-channel optimization, technical SEO best practices, and strategic partnership building for sustained growth.

This comprehensive skill helps establish and maintain a foundational 'Product Marketing Context' document. It serves as a single source of truth, capturing critical details like Ideal Customer Profile (ICP), core pain points, competitive landscape, and brand voice. Use this skill at the start of any new project to ensure consistent, deep, and accurate marketing messaging across all downstream tasks.

Automates enterprise workflow roadmap generation by triggering whenever roadmap needs occur, guiding best practices, producing production-ready artifacts, and validating against governance and compliance standards.

This skill generates a comprehensive, investor-ready business case document. It guides users through creating detailed sections covering market analysis (TAM/SAM/SOM), solution development, competitive positioning, financial projections, go-to-market strategy, and team structure. It is essential for founders undergoing fundraising or strategic corporate planning.

Build comprehensive 3-5 year financial models essential for startup planning and fundraising. This skill meticulously projects revenue using cohort-based methods, details cost structures (COGS, S&M, R&D, G&A), plans headcount, and performs detailed cash flow analysis. It calculates critical metrics like LTV, CAC, and burn rate, providing three scenarios (conservative, base, optimistic) for robust strategic decision-making.

This skill guides users through a comprehensive, structured process for calculating and analyzing market opportunities for startups. It provides detailed methodologies, including bottom-up and top-down market sizing, to determine the Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM). Use this when developing business plans, conducting feasibility studies, or assessing market potential for a new product or service.