Skill UI

Identifies high-quality leads by analyzing your product/service, defining ideal customers, and surfacing prioritized target companies with contact strategies, making it ideal for sales, business development, and marketing outreach.

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 expert skill acts as a dedicated business analyst for early-stage companies (pre-seed to Series A). It provides comprehensive, actionable analysis covering market sizing (TAM/SAM/SOM), rigorous financial modeling (LTV, CAC, cash flow), competitive strategy, and organizational planning. Use it to develop investor-ready reports and guide critical strategic decisions for founders and entrepreneurs.

This guide provides a comprehensive framework for early-stage companies to track, calculate, and optimize their key performance indicators (KPIs). It covers best practices for various startup business models, guiding teams from the initial seed stage through to Series A funding. Use this skill when developing, analyzing, or refining a structured startup metrics strategy.

Guides growth-stage companies through CISO-level security programs by quantifying risks in dollars, sequencing compliance (SOC 2/ISO 27001/HIPAA/GDPR), architecting zero-trust defenses, leading incident response, and translating budgets for boards or sales conversations.

This comprehensive system provides a complete framework (EOS) for businesses to achieve operational excellence and align their vision with daily execution. It covers six critical components—Vision, People, Data, Issues, Process, and Traction—offering tools like V/TO, Accountability Charts, and Scorecards to ensure sustainable growth and measurable performance. Ideal for growing companies seeking structured management.

A comprehensive guide for preparing SaaS and cloud infrastructure companies for SOC 2 Type I and Type II audits. Covers mapping Trust Service Criteria (TSC), generating control matrices, performing thorough gap analysis, collecting evidence, and assessing overall compliance readiness across Security, Availability, Confidentiality, and Privacy domains. Essential for demonstrating operational trustworthiness to enterprise clients.

A comprehensive framework for structuring meetings, defining metric reporting, and managing decision-making velocity in rapidly scaling companies. It addresses common growth pains like misalignment, ineffective leadership meetings, and slow planning cycles by establishing a five-level meeting architecture and weekly health dashboards. Ideal for companies transitioning from startup to enterprise stage.

A comprehensive workflow for performing full CRUD (Create, Read, Update, Delete) operations across various Attio records, including people, companies, and deals. This utility supports complex data interactions, advanced filtering, targeted searching, and record linking, making it ideal for automating core CRM data management tasks.

This comprehensive workflow automates the entire sales journey within HubSpot CRM. It handles lead capture and upserting contacts, creating or retrieving associated companies, and subsequently generating a new deal in the defined sales pipeline. Users can also advance deal stages and log activity notes, ensuring a complete and traceable end-to-end sales process automation. Ideal for implementing robust lead nurturing and sales operations.

This workflow integrates RemoFirst's core functionalities for global Human Resources (HR), Employer of Record (EOR), and payroll management. It automates the entire employee onboarding lifecycle, including creating employee records, checking country-specific compliance requirements (e.g., required documents like passports, P45), uploading necessary documents, and tracking the overall onboarding status. Ideal for companies managing international workforce compliance and payroll.

This workflow integrates core global HR, EOR (Employer of Record), and payroll functions. It is designed to manage the entire payroll lifecycle, including processing monthly payroll runs, calculating gross and net salaries, managing multi-currency payments, enrolling and updating employee benefits (like health insurance and pension), and generating comprehensive invoices for compliance and accounting purposes. Ideal for companies operating in multiple international jurisdictions.