Skill UI

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.

Advises founders through Sahil Lavingia’s Minimalist Entrepreneur flow, steering their MVP launch from manual service to fully productized automation while keeping scope tiny and value immediate.

This skill automates the entire SOC 2 Type II audit lifecycle. It facilitates gap assessment against AICPA Trust Services Criteria (CC1-CC9) and collects continuous evidence from major cloud providers (AWS, Azure, GCP) and identity systems (Okta, Jira). It supports validating control effectiveness, remediation tracking, and overall compliance monitoring for Security, Availability, Processing Integrity, Confidentiality, and Privacy.

Guides business leaders through capital expenditure decisions, comparing ROI, payback, NPV, IRR, and opportunity costs for equipment, hires, software, real estate, or service lines so every dollar is justified before deployment.

This skill applies the Jobs To Be Done (JTBD) framework from behavioral economics. Instead of merely listing features, it helps uncover the underlying functional, emotional, and social progress a customer is trying to achieve when they 'hire' a product or service. It is essential for deep user research, defining product messaging, optimizing the user journey, and understanding the triggers that cause a customer to switch solutions.

Provides expert consultation on ITIL 4 and the emerging ITIL 5 Digital Product & Service Management (DPSM) framework. This skill guides the integration of AI governance, ESG sustainability principles, and product-centric thinking into modern, high-velocity IT service value streams. Ideal for optimizing IT operations and achieving continuous compliance.

This skill generates professional, customized legal agreements for 10 common business relationships, including Freelancer contracts, Partnerships, NDAs, and MSAs. Using an information-gathering wizard, it collects essential details to generate highly structured documents with type-specific clauses and plain English annotations. Ideal for formalizing complex business relationships and drafting service contracts from scratch.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

This reference architecture outlines a comprehensive financial stack for startups. It centralizes core financial functions—including banking (Mercury), payroll (Gusto), revenue/expense tracking (Stripe/Brex), and advanced bookkeeping/tax services (Fondo)—into a unified data flow. It helps founders and finance teams manage everything from daily transactions to monthly closing, tax filings (like R&D credits), and generating board reports efficiently.

A comprehensive guide detailing the process of migrating bookkeeping and accounting services to Fondo. It covers multiple scenarios, including transfers from DIY solutions, other firms (like QuickBooks, Pilot, Bench), and managing changes in accountants. The guide outlines necessary data preparation (GL exports, bank statements, tax records) and the phased onboarding process to ensure seamless financial continuity for growing businesses.

This guide provides methods for cost tuning and optimization for Linktree services. It addresses how high API usage from link views, clicks, and analytics queries can lead to unnecessary expenses. Techniques include implementing robust caching mechanisms (e.g., 5-min TTL for profiles, 15-min polling interval for analytics), client-side event aggregation, and auditing plan tiers to ensure efficient resource utilization and budget adherence.

This skill provides comprehensive integration with the Podium API, a robust platform for managing business messaging, customer reviews, and payment processing. It utilizes OAuth2 authentication and REST API calls to automate complex business workflows, allowing users to retrieve location data, manage customer communications, and ensure reliable transaction handling. Ideal for automating customer service and core operational tasks within a SaaS business context.