Client intake scoring, quote follow-up, renewal save scripts, referral messages, CRM notes, plain-English policy-summary drafts, and risk-aware rewrites for insurance brokers.
Stop losing deals to broken handoffs. Share your GTM motion, ACV, sales cycle, and CRM — and walk away with a complete RevOps system: lifecycle stages from Subscriber to Customer, lead scoring, lead routing rules with speed-to-lead SLAs, a pipeline configuration, and a metrics dashboard spec. Built for PLG, sales-led, or hybrid motions. Specs written to HubSpot, Salesforce, and Apollo's configuration logic.
Senior level payment integration guidance and code review across Stripe, Adyen, Braintree and PayPal; catches double charges, unverified webhooks, idempotency gaps and client supplied amounts before they cost you money, and guides provider selection, SCA/3DS, subscriptions, disputes, PCI scope and go live.
Turn a vague success claim into one sourced metric, then blur a client name lacking permission.
Run actionable creative QA before a design draft, marketing asset, landing page, ad creative, or social post ships. This download skill checks brand fit, message hierarchy, readability, conversion goal, format and mobile crop, claim / compliance / cultural / IP / platform risk, then produces a launch verdict, P0 / P1 / P2 fix list, and edit order.
A kickoff protocol (agent skill) for multi-step tasks. Before writing any code, the agent must: run a spec interview, batch every human-authorization step into one checklist, build a self-verification loop (log sink + verify script + dry-run) *before* the feature itself, and build comparable variants instead of blocking on third-party decisions.
Reconcile POs, receipts, and invoices before payment. Catch duplicate bills, quantity and price mismatches, unauthorized fees, currency issues, and missing evidence with source-linked APPROVE, HOLD, and REVIEW results.
marketingskills/skills/onboarding. Corey Haines`s expert-level skill for SaaS, apps, and marketplaces where signups don't activate. It stops users leaving before they feel value by finding the funnel break, sizing the upside, and rebuilding the first session with recovery triggers and experiments. If paid leads keep clicking around, stalling, or disappearing, use it before another batch of $100 signups leaks out before activation. Support Corey Haines on https://buymeacoffee.com/coreyhaines