Skill UI

This skill generates a comprehensive, structured Customer Success Plan (CSP) that serves as a joint roadmap between the Customer Success Manager (CSM) and the client. It guides collaboration through defined business goals, measurable success metrics (KPIs), and phased milestones across the entire customer lifecycle, from onboarding to renewal and expansion. Ideal for kickoff calls, Quarterly Business Reviews (QBRs), and joint planning sessions.

Generates a structured, multi-section checklist and review framework for assessing tax efficiency for individuals and businesses. It covers key areas including income allowances, pension planning, capital gains tax, corporate reliefs (e.g., R&D, AIA), VAT, and estate planning. Use this tool when conducting year-end reviews or identifying tax-saving opportunities. Note: This is a framework for discussion, not qualified tax advice.

This guide details the process of deploying and configuring Proofpoint Email Protection, a cloud-native Secure Email Gateway (SEG). It establishes a critical security checkpoint for all mail traffic, protecting users from advanced threats including phishing, malware, Business Email Compromise (BEC), and spam. The implementation covers architectural planning, advanced threat defense (sandboxing, ML classifiers), and compliance with protocols like DMARC, SPF, and DKIM.

This skill provides comprehensive strategies for implementing sustainable business growth loops. It covers Product-Led Growth (PLG) optimization, designing viral loops, optimizing referral programs, and improving user retention mechanics. Use this when planning product launches, scaling user bases, or building complex acquisition funnels.

This comprehensive tool provides a deep audit of your entire marketing technology stack. It analyzes existing tools for functional gaps, redundancies, integration weaknesses, and cost inefficiencies. Use it when evaluating platform consolidation, planning digital transformation, or needing to optimize spend to maximize ROI and business growth.

Transforms complex raw campaign data and performance metrics into a cohesive, executive-level QBR presentation. This tool structures performance retrospectives, identifies root causes for underperformance, quantifies ROI, and develops data-backed strategic recommendations for the next quarter. Ideal for client reviews, leadership updates, and strategic planning sessions.

This skill acts as a comprehensive workflow router for authors preparing manuscripts for the Journal of Business Venturing (JBV). It does not write the content but guides the user through the necessary sequence of specialized skills—from initial topic selection and theory development, through data analysis, writing style refinement, to final submission and rebuttal planning. Use this when you need a structured plan for tackling a complex academic paper.

Guides full contract lifecycle review from intake through playbook normalization, clause review, deviation scoring, negotiation planning, approvals, QA, and next actions. Covers legal, business, operational, compliance, privacy, security, technology, and AI risks across NDAs, SaaS agreements, DPAs, procurement and commercial contracts.

Analyzes how multiple regulations interact for a product, service, or business model. Identifies overlaps, conflicts, and synergies; builds priority matrices; creates integrated compliance timelines; and estimates total compliance burden across EU digital regulations like GDPR, AI Act, DORA, and more. Use for product launch scoping, M&A due diligence, or strategic compliance planning with multi-regulation exposure.

Develop business continuity plans, conduct business impact analysis, define recovery procedures, and schedule BCP testing and communication for organizational resilience.

Implement disaster recovery strategies and runbooks for business continuity. Plan RTO/RPO targets, compare AWS cross-region failover patterns, and run DR testing procedures.

This comprehensive guide facilitates the development of a production-ready Minimum Viable Product (MVP) for a SaaS business. It covers the entire lifecycle, including idea validation, modern tech stack selection (Next.js, Supabase, Stripe), architectural design for multi-tenancy, database schema planning, authentication setup, payment integration, and a detailed pre-launch checklist for technical and marketing readiness.