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.
把模糊需求整理成清楚、可實作、可測試的產品規格。 資訊不足時先釐清關鍵問題，再依需求產出 PRD、User Story、Functional Specification、Acceptance Criteria、QA Test Cases、API Specification、Workflow、Risk Analysis 等內容，協助 PM、RD、QA 與跨部門團隊降低需求誤解、避免 Scope Creep 與減少重工。