效率工具
任务自动化、办公工作流和个人效率
Skills 列表

affiliate-onboarding-sequence
Design the onboarding sequence that carries a newly approved affiliate from approval to first tracked conversion - touch plan (timing, channel, one action per touch), asset kit, time-boxed activation nudge, and never-activated follow-up branch. Covers B2B SaaS partner programs and B2C ecommerce affiliate programs. Use whenever the user mentions affiliate onboarding, an affiliate welcome email series, affiliate activation, a new-affiliate ramp, partner activation emails, or approved affiliates who never send a click or a sale, even if they never say onboarding. Starts at approval - to pitch affiliates who have not joined yet use mbfinotti/partnerships-skills@affiliate-recruitment-outreach.
mbfinotti
partner-tiering
Design or redesign the tier structure inside an existing B2B partner program - qualification criteria, benefit bundles, tier count, promotion and demotion rules, review cadence for registered/silver/gold-style ladders, and migration of the current partner base. Also covers the B2C affiliate, creator and loyalty tier contrast. Use whenever the user mentions partner tiers, tier criteria, tier benefits, tier compression, demotion rules, or reseller, MSP and agency tier design, even if they never say tiering. Do NOT use for standing up a partner program from scratch - use mbfinotti/partnerships-skills@partner-channel-program instead. Affiliate commission payout tiers are a separate skill.
mbfinotti
partner-ecosystem
Map a company's partner and channel ecosystem as a strategy exercise - an inventory of every partner type (resellers, distributors, MSPs, ISVs, SIs, affiliates, marketplaces, plus retail, creator, licensing and co-branding partners for consumer brands), partner account overlap analysis, channel coverage gaps and conflict zones, a weighted partner scorecard, and a prioritization 2x2. Use whenever the user mentions partner ecosystem mapping, a partner landscape, channel coverage, partner type classification, ecosystem whitespace, or which partner categories deserve investment, even if they never say ecosystem. Do NOT use for sequencing which category to launch next - use mbfinotti/partnerships-skills@partner-ecosystem-expansion instead.
mbfinotti
partner-performance
Measure and review the performance of individual partners in a B2B partner program - the per-partner scorecard (dimensions, weights, targets, red-flag thresholds, data sources), the review cadence and QBR structure, and the underperformance ladder from trigger through corrective action to de-tier or exit. Also covers the B2C affiliate and creator review contrast. Use whenever the user mentions a partner scorecard, partner reviews, a channel partner QBR, a partner health check, or an underperforming channel partner, even if they never say performance. One partner at a time. Do NOT use for designing the tier ladder itself - use mbfinotti/partnerships-skills@partner-tiering instead.
mbfinotti
extension-querying-oql
Quick reference for the Caffeine Data Intelligence agent to query an OQL-exposing canister (schema() + execute()) through the `icp` CLI against the project's `backend` canister: read the schema, form JSON queries (filter / order / paginate / aggregate / dotted-path edges), and parse the Candid result rows.
caffeinelabs
cc-best-practices
Guidance on how to use Claude Code effectively — covering context management, verification strategies, the explore-plan-implement workflow, prompting techniques, session management, parallel sessions, and common failure patterns. Use this skill whenever the user asks how to get the most out of Claude Code, how to write better prompts, how to manage context, when to use plan mode, how to automate tasks, or when they describe a frustrating pattern like Claude repeating mistakes or losing track of instructions.
dboeckli
sales-pipeline-coverage-modeling
Models how much pipeline a team needs relative to quota - coverage ratios derived from win rates (raw multiplier, stage-weighted, conversion-inversion), segment-level coverage targets, in-quarter timing and the point of no return, seasonality indexing, and pipeline-gap math that turns a ratio into new-pipeline-required. A macro modeling exercise for sales leadership and RevOps, covering B2B and high-velocity/B2C motions. Use whenever the user mentions pipeline coverage, 3x pipeline, a pipeline gap, forecast shortfall, or "we missed quota with 4x coverage", even without the word coverage. Do NOT use for deriving the quota itself (mbfinotti/sales-skills@sales-quota-setting) or inspecting one deal (mbfinotti/sales-skills@deal-red-flags).
mbfinotti
cold-call-opener
Writes the opening 5-30 seconds of a live outbound cold call - a tailored opener for a named persona and pain point, with 2-3 testable variants, delivery notes, and a measurement plan. Covers B2B and B2C phone outreach, including do-not-call scrubbing. Use whenever the user mentions a cold call opener, cold call script, phone opener, dialer talk track, "what do I say when they pick up", or opening a call for a persona, even if they don't say "opener" explicitly. Do NOT use for rebuttals later in the call (use mbfinotti/sales-skills@sales-objection-handling), grading a recorded call (mbfinotti/sales-skills@sales-call-review), or cadence planning (mbfinotti/sales-skills@sales-outbound-sequence).
mbfinotti
sales-quota-setting
Designs how sales quotas are derived for a team or company - top-down vs bottom-up reconciliation, ramp-adjusted capacity modeling (Ramped Rep Equivalents), over-assignment cushion, territory-weighted fair-share allocation, ramp relief policy, and validation against current attainment benchmarks. A macro planning exercise for VP Sales, CRO, and sales ops, covering B2B and B2C. Use whenever the user mentions quotas, targets, attainment, ramping new hires, annual planning, or "how much quota should an AE carry", even without the word quota. Do NOT use for pipeline coverage math (mbfinotti/sales-skills@sales-pipeline-coverage-modeling) or the comp plan that pays against it (mbfinotti/sales-skills@sales-comp-design).
mbfinotti
sales-outbound-sequence
Plans a touch-by-touch outbound cadence - which channel on which day, touch count, spacing, channel mix, multi-threading, exit and stop rules, recycle and re-entry, and the capacity math behind it, with pre-committed metric thresholds. Use whenever the user mentions a sequence, cadence, follow-up timing, Outreach or Salesloft steps, a drip, "how many touches", inbound-lead or event follow-up, closed-lost re-engagement, or B2C lifecycle and SMS flows, even without the word cadence. Do NOT use for message copy, subject lines (mbfinotti/sales-skills@cold-email-subject-line-tester), call scripts (mbfinotti/sales-skills@cold-call-opener), or inbox placement (mbfinotti/sales-skills@cold-email-deliverability).
mbfinotti
negotiation-concession-planner
Builds a pre-negotiation concession plan for a pricing or contract conversation - every tradeable lever priced by cost-to-us vs value-to-them, tiered, each give paired with a required reciprocal get and its approval level, plus a BATNA-based walk-away. Covers B2B (terms, scope, service, risk, price protection) and B2C (bundles, financing, trade allowance). Use whenever the user mentions a discount request, procurement, redlines, give-get trades, walk-away point, or "the buyer wants 20% off", even without the word negotiation. Do NOT use for quantifying the value (mbfinotti/sales-skills@deal-value-calc) or scripting price rebuttals (mbfinotti/sales-skills@sales-objection-handling).
mbfinotti
sales-org-structure
Designs a sales organization's structure for its current stage - role mix (SDR, AE, AM/CS), topology (island, assembly line, pod, hybrid), SDR-to-AE ratio, hunter/farmer split, span of control, and specialization by segment. A macro org-design exercise for a VP Sales, CRO, or founder scaling past founder-led selling, covering B2B and B2C. Use whenever the user mentions restructuring the sales team, pods vs assembly line, reps per manager, splitting SDRs from AEs, or hunters vs farmers, even without the words org structure. Do NOT use for hiring into the seats (mbfinotti/sales-skills@sales-hiring), choosing the motion (mbfinotti/sales-skills@sales-motion), or setting quotas (mbfinotti/sales-skills@sales-quota-setting).
mbfinotti
sales-objection-handling
Diagnoses what a sales objection really means and writes rebuttal scripts a rep can say out loud, or calls the deal dead when the objection is a real constraint. Covers price/budget, timing, competitor/incumbent, authority, status-quo, and trust objections for B2B and B2C, with price-specific guidance on value gap vs genuine budget limit and trading instead of discounting. Use whenever the user mentions a price objection, "too expensive", "not interested", "send me some info", "we already use a competitor", stalling, or an objection library, even without the word objection. Do NOT use for discount trade planning (mbfinotti/sales-skills@negotiation-concession-planner) or ROI math (mbfinotti/sales-skills@deal-value-calc).
mbfinotti
sales-comp-design
Designs the sales compensation plan structure - pay mix (base/variable split) set by role influence, performance measures under the rule of three, accelerator and decelerator curves, SPIF overlays, draws, and role plans for SDR, AE, manager, overlay, and CSM seats. A macro annual exercise for sales leadership, RevOps, and finance, covering B2B SaaS and commission-heavy B2C. Use whenever the user mentions commission plans, OTE, accelerators, clawbacks, SPIFs, capping commissions, or "how should we pay our reps", even without the words comp design. Do NOT use for deriving the quota the plan pays against (mbfinotti/sales-skills@sales-quota-setting) or structuring the org (mbfinotti/sales-skills@sales-org-structure).
mbfinotti
meddpicc-scorecard
Scores one deal against the eight MEDDPICC elements on an evidence ladder - unknown, assumed, stated, validated - with a scorecard, a verdict band, and the single next action that closes the biggest gap. Full MEDDPICC for complex deals, a lightweight subset for small ones, covering B2B and considered high-ticket B2C. Use whenever the user mentions MEDDPICC, MEDDIC, BANT, deal qualification, "score this opportunity", "is this deal real", or deal-review prep, even without naming a framework. Do NOT use for stakeholder mapping (mbfinotti/sales-skills@deal-champion-mapping), note-level risk scanning (mbfinotti/sales-skills@deal-red-flags), or transcript grading (mbfinotti/sales-skills@sales-call-review).
mbfinotti
deal-red-flags
Reviews one deal's free-text notes - call notes, opportunity fields, CRM activity log, email threads - for qualification red flags such as single-threaded deal, no champion, no compelling event, unverified budget, no agreed next step, or fading engagement, each graded on severity and confidence with the quoted note fragment behind it. Covers B2B and B2C. Use whenever the user mentions deal risk, a stalled or slipping deal, ghosting, forecast inspection, or "is this deal real", even without the words red flag. Reviews one deal, not a pipeline export. Do NOT use for structured qualification scoring (mbfinotti/sales-skills@meddpicc-scorecard) or stakeholder mapping (mbfinotti/sales-skills@deal-champion-mapping).
mbfinotti
lead-routing
Design the assignment logic that routes inbound leads to sales reps - rule precedence and waterfall ordering, lead-to-account matching, territory assignment rules (geography, segment, industry, named accounts), round-robin variants (straight, weighted, capacity-based, availability-aware), fallback catch-all queues, SLA escalation and reassignment, and safe rollout of routing changes. Use whenever the user mentions lead routing, lead assignment, territory assignment, round-robin, lead distribution, "who gets this lead", a lopsided round-robin, or leads sitting unworked in a CRM queue - even if they never say "routing". Covers B2B account-based and B2C/PLG high-volume routing. Do NOT use for designing the lead score itself - use mbfinotti/revops-skills@lead-scoring instead.
mbfinotti
sales-to-cs-handoff
Design the sales-to-CS handoff process after a deal closes - what data transfers, when, in what artifact, and who is accountable - producing a handoff spec with a gated closed-won trigger, a required handoff packet, timing SLAs, a kickoff meeting pattern, and a CS acceptance/rejection step. For RevOps and Sales Ops designing and enforcing the process, not a CSM running one handoff. Use whenever the user mentions sales to CS handoff, post-close transition, closed-won to kickoff, handoff accountability, "the CSM starts from zero", or "customers repeat themselves after signing" - even if they never say "handoff". Covers B2B high-touch through PLG/self-serve and B2C subscription. Do NOT use for account health scoring - use mbfinotti/revops-skills@customer-health-score instead.
mbfinotti
deal-desk-approval
Design the deal desk approval chain and exception-handling process for non-standard B2B SaaS deals - a tiered discount approval matrix and delegation of authority across five concession levers (price, payment terms, services, contract risk, security), margin floor policy, exception intake, two SLA clocks with a sales escalation path, and precedent control. Includes the rules-driven promo/discount-policy equivalent for PLG, self-serve, and B2C. Use whenever the user mentions deal desk, discount approval, quote approval, approval matrix, delegation of authority, non-standard deals, concessions, margin floors, or discount creep - even if they never say "deal desk". Covers deal-level commercial approvals only, not general business-process approval workflows.
mbfinotti