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Found 10 Skills
When you want to manage projects across your businesses using a kanban + Eisenhower methodology. One kanban per business (whatever portfolio of businesses, projects, or initiatives you run). Tool-agnostic — connects via API/MCP to whatever PM tool each business uses (Notion, GitHub Projects, Plane, Linear, Obsidian file-based, or manual mode). Async-first output. Six modes — setup (scaffold a new board for a business), triage (Eisenhower-sort the backlog), next (pick the next thing to work on, single board or across all), status (paste-ready async snapshot), unblock (diagnose Review/Blocked column), weekly (Friday pulse + week planning). Triggers on "/pm," "/pm setup," "/pm triage," "/pm next," "/pm status," "/pm unblock," "/pm weekly," "what should I work on next," "kanban status," "Eisenhower this," "triage my backlog," "what's blocked."
Guides advanced long-term actuarial mathematics (SOA ALTAM)—survival models, life insurance and annuity APVs, premiums and reserves (equivalence principle, Thiele), multiple decrement and Markov states, yield-curve discounting, mortality improvement, longevity risk, profit testing, and mortality graduation. Tool-agnostic, concept-first. Use when the user mentions advanced long-term actuarial mathematics, ALTAM, survival model, life insurance reserve, annuity valuation, equivalence principle, Thiele equation, multiple decrement, force of mortality, longevity risk, mortality improvement, actuarial present value, or net premium reserve—not ASTAM/P&C (advanced-short-term-actuarial-mathematics), workpapers only (actuarial-analyst), appointed actuary (appointed-chief-actuary), assumption governance (assumption-setting), ALM detail (asset-liability-management), or exam-only deliverables.
Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with any CRM (Salesforce, HubSpot, Pipedrive, Close, Supabase, CSV).
Qualifies inbound leads against full ICP criteria — company size, industry, use case fit, role/seniority of the person. Checks CRM and existing customer base for duplicates and existing relationships. Outputs a scored CSV with qualification status, reasoning, and pipeline overlap flags. Tool-agnostic — works with any CRM, enrichment tool, or data source.
Handles disqualified and near-miss inbound leads gracefully. Drafts polite rejection emails, referral requests (right company wrong person), and nurture routing (future fit). Ensures no inbound lead gets ignored and every disqualification preserves the relationship. Tool-agnostic.
Periodic sales performance review composite. Aggregates ALL sales initiatives taken in a given period — outbound campaigns, inbound efforts, events, partnerships, content, referrals — and measures the impact of each on pipeline and revenue. Produces a team-presentable report covering initiative-level performance, cross-initiative comparisons, pipeline attribution, what's working, what's not, and where to invest next. Tool-agnostic — pulls data from any combination of CRM, outreach tools, and tracking systems.
End-to-end cold email outreach orchestration. Handles goal alignment, lead selection from Supabase, sequence design, email generation (via email-drafting), campaign setup in the user's chosen outreach tool, and logging. Tool-agnostic — supports Smartlead (default), Instantly, Lemlist, Apollo, or manual CSV export.
Guides advanced short-term actuarial mathematics aligned with SOA ASTAM and P&C/health-adjacent modeling—severity and frequency distributions, aggregate and compound loss models, Bühlmann and Bühlmann-Straub credibility, ratemaking and experience rating, short-term reserving at the math level, MLE and goodness-of-fit, and risk measures (VaR, TVaR). Tool-agnostic and concept-first. Use when the user mentions advanced short-term actuarial mathematics, ASTAM, severity model, frequency model, aggregate loss, compound distribution, Bühlmann credibility, experience rating, ratemaking, pure premium, negative binomial frequency, tail factor, TVaR, or short-term actuarial models—not life contingencies (life-health-insurance), Excel workpapers only (actuarial-analyst), appointed actuary sign-off (actuary, appointed-chief-actuary), assumption governance (assumption-setting), P&C legal/operations depth (property-casualty-insurance), or general ML (data-scientist, quantitative-researcher).
Pre-sales-call intelligence composite. Deep dives on the person AND their company before a sales call, then maps findings to your product to generate talking points, objection prep, and a call strategy. Goes beyond generic attendee research — this is sales-specific intelligence that helps SDRs, AEs, and founders walk into calls with a plan. Tool-agnostic — works with any CRM, research source, and calendar.
Fills in missing data for inbound leads — researches the company, identifies the person's role and seniority, finds other stakeholders at the company, checks for existing CRM relationships, and updates the lead record. Produces enriched lead data ready for qualification or outreach. Tool-agnostic.