Skill library

AI skills for business teams, ready to use

Each skill is a SKILL.md: a step-by-step procedure, an output format, an example and a checklist your AI follows. Download one free, or add it to your team's pod so everyone's Claude, ChatGPT or coding agent uses the same version. Every skill lists the sources it was checked against and the date it was last updated.

Team · BusinessOfficial skills stay current. Add your team's rules on top, and updates keep coming. On Free, a skill stays at the version you added.

Pick by job below, or search. Not sure where to start? How teams share AI skills. The strategy skills each come with a plain-language explainer of the book or framework behind them: strategy books and frameworks, explained.

Methods from business thinkers, with the sources behind each: business thinkers' principles, explained.

Sales 12

Prospecting, calls, proposals, and deals.

• Account expansion planBuilds an expansion plan for an existing customer: renewal health, stakeholder map, current use, whitespace, risks, and 90-day plays with owners.
• Call summary to CRM notesTurns a call transcript into CRM-ready plain-text fields: pain, impact, budget, authority, timeline, next step, stage suggestion and risks.
• Cold outreach emailWrites a first-touch cold email under 90 words from your research: one specific observation, one problem, one easy ask, and 2 subject lines.
• Competitor battlecardBuilds a one-page battlecard against one rival: when we win and lose, their strengths, landmine questions, what not to say, and an honest comparison.
• Deal review with MEDDICC or BANTScores a deal against MEDDICC or BANT from the buyer's own words, lists each gap with a next action, and suggests a forecast category.
• Discovery call prepBuilds a one-page discovery call prep from the prospect's website, LinkedIn and notes: hypotheses, 8 ranked questions, what to qualify, red flags.
• Multi-channel outbound sequenceWrites a 4 to 7 touch outbound sequence for one persona across email, LinkedIn, and phone, with timing and copy per step and exit rules.
• Objection handlingDrafts replies to price, timing, competitor, security and "send me info" objections: acknowledge, clarify, respond, confirm. Never discounts first.
• Proposal check before you sendChecks a proposal or quote before it reaches the buyer: their problem in their words, scope, price, next step, risk reversal and names.
• Quote email the buyer can say yes toWrites the email that sends a quote: price first, what's included, terms and validity date, one step to accept, and one value line.
• Sales follow-up emailWrites the follow-up after a sales call: a recap in the buyer's words, the next step with a date, one ask, plus day 3, day 7 and breakup nudges.
• Win-loss analysisAnalyses won and lost deal notes or interviews into the buyer's real reasons, patterns by segment and competitor, and up to 5 changes with owners.

Marketing 12

Voice, copy, search, social, and launches.

• Ad copy variants with a test matrixWrites Google Search, Meta and LinkedIn ad variants within character limits, one angle per variant, with a test matrix for each.
• Brand voice guide and rewriteExtracts a voice guide from 3 to 5 sample texts (traits with do and don't pairs, a word list, mechanics) and rewrites a draft in it.
• Content calendar for 4 to 8 weeksBuilds a 4 to 8 week content calendar: one row per piece with channel, owner, dates, the goal it serves, and its repurpose plan.
• Customer case studyWrites a customer case study from interview notes (situation, problem, why you, what changed with numbers, a quote) and lists approval items.
• Landing page copy reviewReviews landing page copy with 6 concrete tests (headline, so-what, opposite, proof, CTA, one job per section) and returns ranked line edits.
• Launch announcement copy setWrites a launch kit from one message house: blog intro, customer email, in-app message and social posts that say the same thing.
• Marketing email review before sendChecks a marketing email before send: subject and preheader, one CTA, mobile scan, links, merge-tag fallbacks and the footer.
• Newsletter issue draftDrafts a newsletter issue from a list of updates: one lead story, 3 to 5 short items, one CTA, plus subject and preheader options.
• Positioning statement (5 components)Drafts positioning from April Dunford's 5 components: alternatives, unique attributes, value, target customer and category, then a one-line statement.
• Press release draftDrafts a news release with headline, dateline, a who/what/when/why lead, one quote, boilerplate and contact, and flags when it isn't news.
• SEO content brief for one queryWrites a content brief for one search query: intent, the answer to open with, H2s from what ranks, questions, entities, links, word range.
• Social posts from an articleTurns one article into a LinkedIn post, an X thread, and a short post, each hooked on the article's most specific point.

Operations and admin 12

Reports, minutes, SOPs, invoices, and the weekly rhythm.

• Decision record (decision log entry)Records a decision as a short log entry: the decision, context, options considered, why, who decided, the date, status, and a revisit trigger.
• Employee onboarding plan (30/60/90)Drafts a 30/60/90-day plan for a new hire: accounts and tools ready by day 1, week 1, people to meet, a buddy, a first deliverable, goals, and check-ins.
• Internal FAQ roundupFinds the questions many employees are asking and answers each in 1 to 2 sentences from official sources, flagging what needs a leader.
• Internal change announcementWrites an internal email or Slack post for a change: bottom line up front, what changes, why, when, who it affects, what to do, and where to ask.
• Meeting agenda (or cancel it)Builds an agenda from a goal and attendees: one outcome, timed questions with owner and type (decide, discuss, inform), pre-reads, or a recommendation to cancel.
• Meeting minutes with action itemsTurns a transcript or rough notes into minutes: decisions, action items with one owner and a due date each, and open questions.
• Project kickoff briefWrites a one-page kickoff brief: goal, one success measure, scope in and out, milestones, a RACI-lite table, top risks with owners, and how the team talks.
• SOP from an explanation or recordingTurns an explanation or screen-recording transcript into an SOP with a trigger, roles, exact-label steps, decision points, checks, and an owner.
• Vendor comparison with weighted scoresCompares 2-5 vendors on weighted criteria you agree first: must-haves, evidence-based scores, total cost, risks, and one recommendation.
• Vendor invoice check before paymentChecks a vendor invoice against the PO or quote: details, arithmetic, tax, terms, duplicates, and changed bank details; returns approve or hold.
• Weekly 3P update (Progress, Plans, Problems)Writes a weekly Progress, Plans, Problems update a reader takes in within 60 seconds, with numbers and last week's plans accounted for.
• Weekly client status reportWrites a one-screen weekly client report: status with a reason, what you need from the client, done, next, and metrics against target.

Hiring 10

Job posts, interviews, scorecards, and offers.

• Candidate rejection email by stageWrites respectful rejection emails for each hiring stage, with optional job-related feedback and an honest door line; reasons are flagged for HR.
• Candidate summary for a debriefSummarizes interview notes, scorecards and CV into a debrief brief: evidence per competency, disagreements, concerns, open questions, and a separate recommendation.
• Fair work sample or take-home taskDesigns a time-boxed work sample that mirrors the real job, with a candidate brief, a 4-level rubric, an accommodations line, and no free consulting.
• Job offer call script and emailWrites the offer call script and recap email: role, start date, pay with check placeholders, conditions, deadline, and next steps, pointing to HR's formal letter.
• Job post from a role intakeWrites a job post with an honest title, the first 6 months of work, 5 or fewer must-haves, a pay-range line checked for local rules, and an inclusive-language check.
• Passive candidate outreach messageWrites a short sourcing message to a passive candidate: a specific reason why them, the role in one line, one easy ask, and 2 follow-ups.
• Reference check guide and summaryWrites a reference call guide (consent, scope, examples, the rehire question) and turns call notes into a summary with red flags.
• Role intake and scorecardRuns the hiring-manager intake and turns it into a role scorecard: mission, measurable outcomes, 5 or fewer must-haves, level, deal breakers, loop and sourcing plan.
• Structured interview questionsWrites behavioral and situational interview questions mapped to competencies, with prepared probes, strong and weak answers, and a never-ask list.
• Structured interview scorecardBuilds a structured interview scorecard: 4 to 6 job-related competencies, 1 to 4 behavioral anchors, evidence fields and a hire/no-hire rule set in advance.

Customer success 10

Replies, tickets, help articles, and churn risk.

• Bug report from a support ticketTurns a customer complaint into an engineering-ready bug report: steps to reproduce, expected vs actual, environment, impact, evidence, and questions to ask.
• Churn-risk note for an accountWrites a churn-risk note on one account: risk level with evidence, a root-cause hypothesis, a save plan with owners and dates, and what to tell the customer.
• Customer onboarding planBuilds an onboarding plan for a new customer: success criteria in their terms, milestones to first value with owners, a kickoff agenda, cadence, and risks.
• Customer reply in our toneDrafts a support reply in your team's tone: answers the question first, owns mistakes, drops jargon, and ends with one clear next step.
• FAQ from support ticketsTurns a batch of tickets or chats into an FAQ: questions in customer words, ranked by count, short answers, and flags for answers to confirm.
• Feedback themes from NPS and surveysAnalyzes NPS comments, survey answers, or reviews into themes with counts, typical quotes, sentiment, and one suggested action per problem.
• Help-center articleWrites a help-center article for one task: task title, answer first, numbered steps with exact UI labels, screenshot notes, troubleshooting, related links.
• Incident notice for customersWrites customer-facing incident notices by stage, from investigating to resolved, and a postmortem summary with a plain apology and what changes.
• QBR deck outline and talking pointsPrepares a quarterly business review: outcomes vs goals, usage that explains them, ROI in the customer's numbers, roadmap asks, and next quarter's plan.
• Support ticket triageTriages incoming tickets into a table with category, S1 to S4 severity, routing, and a first reply for each, sorted by what to answer first.

Finance 10

Spend, KPIs, runway, and the month-end close.

• Budget variance noteExplains budget vs actual variances over a threshold: favorable or unfavorable, the driver (timing, volume, price, one-off), and the forecast impact.
• Cash runway updateWrites a cash runway update: cash, 3-month average net burn, runway in months, base, downside and upside scenarios, and levers, formulas shown.
• Expense policy checkChecks expenses against your expense policy, line by line: pass, flag, or fail with the rule quoted, missing receipts, and out-of-policy totals.
• Financial model assumptions reviewReviews a financial model's assumptions: lists each with its source, tests sensitivity, checks plausibility against history, and names the 3 that matter.
• Month-end close checklistBuilds a month-end close checklist for a small company: reconciliations, accruals, deferred revenue, payroll, and review, with owners and day offsets.
• Monthly KPI summary for leadershipWrites a monthly KPI summary: a headline, each KPI vs last month and target with the reason, and 3 things to act on. Never invents numbers.
• Monthly investor updateWrites a short, honest monthly investor update: summary, KPIs, highlights, lowlights with cause and fix, cash and runway, and specific asks.
• Overdue invoice reminder emailsWrites overdue invoice reminders by stage, from before due to 30+ days late, firm but polite, with the invoice details and how to pay up front.
• SaaS spend reviewReviews SaaS subscriptions: owners, seats used vs paid, overlapping tools, renewal and notice deadlines, and cancel, downgrade or keep with savings.
• Unit economics checkChecks CAC, LTV, LTV to CAC, payback, and gross margin from your numbers, shows each formula, and flags definitional mistakes that inflate results.

Product 10

PRDs, release notes, research, and prioritization.

• A/B test planWrites an A/B test brief: hypothesis, primary and guardrail metrics, MDE, sample size and duration with the math, stop rules, and a decision rule set in advance.
• Competitor product teardownWrites a competitor teardown from public pages or trial notes: onboarding steps, pricing, core loop, strengths, gaps, what to copy or not, unverified marked.
• Feature prioritization with RICEScores a backlog with RICE or ICE, shows the math per item, tests sensitivity, recommends a cut line for capacity, and flags dependencies.
• PRD from messy notesTurns notes, Slack threads, and call notes into a PRD: problem with evidence, goals and non-goals, metrics, must/should/could requirements, and flagged gaps.
• Release notes from merged changesWrites customer-facing release notes from merged PRs or tickets, grouped New, Improved, Fixed, benefit-first, plus an internal changelog.
• Roadmap update for stakeholdersWrites a Now/Next/Later roadmap update: what moved and why, outcomes not just features, dated commitments apart, what we're not doing, and asks.
• Spec review before buildReviews a PRD or spec before build for ambiguity, missing empty/loading/error/permission states, metrics, rollout, and a first-time user walk-through.
• User interview guideWrites a user interview guide with a screener, warm-up, past-behavior questions with no hypotheticals or leading, probes, and a wrap-up.
• User interview synthesisSynthesizes interview notes into themes with participant counts, quotes, jobs-to-be-done, insights vs. assumptions, and recommendations with confidence.
• User stories with acceptance criteriaTurns a feature into user stories with Given/When/Then acceptance criteria, edge cases, out-of-scope notes, and an INVEST check per story.

Legal basics 8

First-pass checklists before a lawyer looks. Not legal advice.

• Contract summary with key datesSummarizes a commercial contract into a one-page brief: fees, term, auto-renewal and notice dates, exit, liability, IP, data, and unusual clauses.
• Contractor agreement checklistChecks a freelancer or contractor agreement for scope, IP assignment, confidentiality, payment, termination, and misclassification signals.
• Data processing agreement checklistChecks a DPA for roles, subprocessors, security measures, breach notice, transfers, deletion, and audits against what your team can actually do.
• Marketing claims checkChecks marketing copy for risky claims: superlatives, competitor comparisons, testimonials, free offers, prices, and health or finance claims.
• NDA first passReviews an NDA clause by clause into a green/yellow/red table with quotes, hidden non-solicit or residuals flags, and questions for counsel.
• Name clearance first passScreens a product or company name across trademark registers, domains, app stores, and handles, rates risk, and lists attorney questions.
• Security questionnaire answersDrafts answers to a customer security questionnaire from your own policies and facts, marks unknowns with owners, and never overclaims certifications.
• Terms or privacy update noticeDrafts the email, banner, and summary table announcing a Terms or Privacy Policy change: what changed, effective date, action, links.

Management 10

1:1s, OKRs, feedback, and planning.

• 1:1 prep for managersPrepares a manager's 1:1: the report's agenda first, last time's commitments, one win, one SBI feedback, a growth question, and blockers.
• Decision memoWrites a short narrative decision memo: recommendation first, context, options with trade-offs, risks, and the ask with a decider and deadline.
• Delegation briefWrites a brief to hand off a task: outcome, why it matters, constraints, decision rights by delegation level, check-ins, and done criteria.
• Difficult conversation prepPrepares a hard conversation: goal, facts vs interpretation, a neutral opening, listening prompts, likely reactions, next steps, and HR flags.
• Feedback with Situation-Behavior-ImpactWrites feedback with Situation-Behavior-Impact plus a request, in positive and corrective versions, sized for Slack or in person.
• Performance review draftDrafts a performance review from the manager's evidence, per expectation with examples and impact, then checks it for rating bias and vague words.
• Quarterly OKRs from a strategyDrafts quarterly OKRs: 1 to 3 objectives, measurable key results with baseline, target and owner, and a check that no KR is a task.
• Quarterly planning packBuilds a quarterly plan: last quarter's review, real capacity, a ranked priority list with a cut line, dependencies, risks, and commitments vs stretch.
• Team charterDrafts a team charter: mission, customers, what the team owns and doesn't, roles, working agreements, rituals, decisions, and metrics.
• Team retrospectiveRuns a team retro from notes or a survey: themes, root causes with 5 whys, and 1 to 3 experiments with an owner and review date.

Strategy 21

The strategy classics as procedures: five forces, VRIO, the kernel, constraints, beachheads, and maps.

• Beachhead segment planScores candidate segments and picks one beachhead with its compelling reason to buy, lists the whole-product gaps, drafts a positioning line, and names the next adjacent segments.
• Build-measure-learn loopTurns a new idea into a one-page experiment card: the riskiest assumption, the smallest test, a metric and threshold set in advance, a decision date, and a pivot-or-persevere rule.
• Choose a strategy approachAsks about the decision, horizon, environment, and main unknown, then recommends one or two strategy frameworks in order, with what to bring, or says none fits.
• Durable advantage checkTests each claimed moat for a benefit and a barrier, sorts it into one of seven types of durable advantage, matches it to the company's stage, and says what to build now.
• ERRC grid and strategy canvasBuilds a strategy canvas of the factors an industry competes on and an ERRC grid, draws a new value curve, and tests it for focus, divergence, and a true tagline.
• Five forces industry analysisRuns Porter's five forces on a defined industry: rates each force with evidence, names the forces that set its profit level, and ends with where to compete and what to change.
• Generic strategy choiceChooses one of Porter's generic strategies on evidence, checks the stuck-in-the-middle risk, and writes the trade-offs the choice forces.
• Growth options matrixLays out growth options on Ansoff's product-market matrix, with evidence, what is new to the firm, and risk for each, then a shortlist and a first test per option.
• Jobs-to-be-done switch interviewPlans and synthesizes JTBD switch interviews: a timeline guide, a timeline and four-forces summary per interview, and a job statement across interviews with decisions.
• Know the enemy and yourselfCompares you and one named competitor on Sun Tzu's five factors and seven comparisons, marks every unknown, then picks where to engage, where to avoid, and what to learn first.
• SWOT and TOWS analysisBuilds an evidence-backed SWOT, external factors first, then pairs the items into SO, WO, ST, and WT strategies and picks 3 to 5 with owners, first steps, and dates.
• Sales funnel roles and stage metricsLays out a B2B revenue process as marketing, inside sales, field sales, and customer success stages with handoff rules, conversion, time, and capacity, then finds the bottleneck and 3 fixes.
• Scenario planningBuilds four scenarios from two critical uncertainties around one decision, tests the decision in each, and ends with signposts, robust moves, and contingent moves.
• Strategy choice cascadeWrites a strategy on one page as five linked choices, builds where to play and how to win as pairs, and tests the pair with a what-would-have-to-be-true list.
• Strategy kernelWrites a one-page strategy kernel (diagnosis, guiding policy, coherent actions) and tests it, or an existing plan, for the four signs of bad strategy.
• Strategy style for your environmentRates each business unit's environment on predictability, malleability, and harshness, picks one of five strategy styles, and lists the planning changes that style needs.
• Theory of Constraints: five focusing stepsFinds the one step that limits your output, then plans how to exploit it, subordinate the rest, and add capacity there only if needed, with owners, dates and measures.
• VRIO resource analysisTests each resource and capability for Value, Rarity, Imitability, and Organization with evidence, gives each a competitive implication, and turns the verdicts into owned actions.
• Value chain analysisMaps a business's primary and support activities with cost share, cost drivers, and value to buyers, checks how they fit the strategy, and picks the 2 to 3 changes that matter.
• Wardley mapBuilds a Wardley map: user need as the anchor, the value chain by visibility, each component placed on the evolution axis with evidence, then the moves to build, buy, rent, or watch.
• Wide-view situational reviewSteps back from an urgent number or event in the way Musashi's Book of Five Rings describes the gaze: lists the surface, sets it against history, reads the other side, then acts, watches, or lets go.

AI practice 11

Knowledge graphs, ontologies, RAG sources, context, and evals.

• AI automation opportunity scanScores a team's recurring tasks on frequency, time, rule clarity, and risk to find AI candidates, then picks the top 3 with a first experiment each.
• Company AI use policy draftDrafts a short, plain-language AI use policy: approved tools, data never to paste, review and disclosure rules, owners, and points flagged for legal review.
• Context brief for an AI assistantWrites instructions for an AI assistant or agent: role, audience, can and can't, sources of truth, tools, format, examples, edge cases, and handoff.
• Domain ontology draftDrafts a domain ontology: competency questions, classes with plain definitions, properties with cardinality, example instances, and naming rules.
• Eval set for an AI taskBuilds a 20-to-50-case eval set for an AI task: normal, edge, and adversarial cases, expected results or rubrics, pass criteria, and a re-run routine.
• Knowledge graph from documentsExtracts entities and relationships from documents into triples with source quotes and confidence, merged names, a CSV-ready table, and a Mermaid diagram.
• Prepare documents for AI searchPrepares documents for an AI assistant that searches them: inventory, owners, stale copies removed, permissions, chunk-friendly sections, metadata, test questions.
• Review an AI draft before useReviews an AI-generated draft before use: claims to verify, possibly invented sources, tone and policy issues, gaps against the request, and a fix list.
• Team glossary builderBuilds a team glossary from documents: one preferred term per concept, plain definitions, words to avoid, usage notes, owners, and a list for AI instructions.
• Turn a prompt into a skillTurns a prompt that works into a reusable SKILL.md with a valid name, a when-to-use description, steps, an output template, an example, and checks.
• Workflow discovery for an AI pilotMaps one customer or team workflow, FDE style: shadowing questions, a swimlane of steps with time and pain, data, exceptions, where AI fits, and a pilot.

Thinkers' principles 18

Methods business leaders have described publicly, as reviews you run on your own plan. Not affiliated with or endorsed by them.

• Bezos-style one-way or two-way door checkSorts pending decisions into one-way and two-way doors, matches each to a careful or a quick process, and checks the information level, disagree and commit, and what needs escalating.
• Bezos-style working-backwards PR/FAQWrites or reviews an internal PR/FAQ before anything is built: a one-page press release from the customer's side, a so-what test, an FAQ with the hard questions, and what would stop it.
• Buffett-style moat and margin-of-safety checkChecks a business or a purchase for an enduring moat, a known circle of competence and a margin of safety, as Warren Buffett describes them in the Berkshire letters. Not investment advice.
• Dalio-style believability-weighted decisionWeighs a team's views on one decision by each person's track record and reasoning on that question, compares it with the majority, and writes the criteria down as a reusable principle.
• Ford-style flow and waste reviewFollows one item through a process and checks it against Henry Ford's flow principles: bring the work to the person, arrange steps in sequence, fixed handoffs, paced by trial, minimal stock.
• Grove-style managerial leverage auditAudits a manager's week against Andy Grove's output view of management: whose output each activity raises, what to delegate or teach, can't versus won't, one-on-ones, and output-based key results.
• Inamori-style 'right as a person' checkChecks a hard business decision or plan against what Kazuo Inamori called the root of the Kyocera Philosophy, what is right as a human being, and his Twelve Management Principles.
• Inamori-style small-unit profit reviewReviews how your teams are split into small profit units and measured, against Kazuo Inamori's published principles: own leader and plan, added value per hour, everyone takes part.
• Matsushita-style collective-wisdom reviewPlans how a decision gathers the knowledge of the people who do the work, and checks the decider listens openly first, following the collective wisdom Konosuke Matsushita practised.
• Matsushita-style dam management checkChecks the reserve your business holds in cash, equipment, people, stock, technology and products, against the dam management Konosuke Matsushita described, and says where to build it.
• Munger-style inversion reviewReviews a plan by inversion: lists how it would surely fail, separates what the business couldn't survive, and checks it through several models, from ideas Charlie Munger described.
• Musk-style 5-step requirements algorithmTakes a process or specification through the five steps Elon Musk described, in order: question each requirement and its owner, delete, simplify, speed up, and automate last.
• Musk-style first-principles cost teardownRebuilds the cost of a product or service from its basic inputs, built on the first-principles approach Musk described: price the inputs, compare that floor with today's price, and explain the gap.
• Ohno-style 5 whys root-cause analysisFinds the root cause of a problem with the 5 whys Taiichi Ohno illustrated: a measured gap, a chain of whys with evidence at each step, and a fix for the cause, not the symptom.
• Ohno-style seven wastes reviewWalks one process step by step, sorts it into value-creating work, incidental work and Taiichi Ohno's seven wastes, ranks the wastes and proposes what to remove first.
• Paul Graham-style unscalable launch planTurns a product idea into a plan for its first users from Paul Graham's essay Do Things that Don't Scale: a narrow start, users recruited by hand, manual steps, no big launch, weekly growth.
• Thiel-style contrarian truth checkTests whether a thesis or product bet rests on a real non-consensus belief, using the contrarian question Peter Thiel poses in Zero to One, and names the next step.
• Thiel-style monopoly characteristics checkChecks whether a business could dominate its market against Peter Thiel's 2014 lecture: honest market definition, a small market to take first, and the four characteristics of a monopoly.