Skills

Before starting any RevOps or Sales Ops task, and at the start of every session on an ongoing RevOps project, run this first - it routes the task to exactly one skill of the revops-skills collection or says plainly that none fits, and bootstraps or resumes the project's shared, versioned context artifact so the next session starts warm instead of cold, ending in a short-list plus an ordered skill chain. Run it even when the collection's other skills are already used daily - a new project is a new context. A

Diagnose why an existing sales forecast is unreliable and recommend fixes - stage inflation and happy ears, sandbagging, deals without verifiable buyer evidence, stale or mass-pushed close dates, wrong forecast-category assignment, zombie and duplicate opportunities, late-created deals, manager roll-up overrides, and comp incentives that reward bias - separating data-quality from behavioral from genuine demand problems. Use whenever the user mentions forecast accuracy, a forecast miss, reps sandbagging, dea

Design the org-wide revenue KPI framework at the macro level - which metrics matter at each org level from board to IC, how they roll up through a reconciling metric tree with explicit math, who owns each branch, which guardrail counter-metrics ride alongside each owned number, and how the set is gated by company stage and business model. Use whenever the user mentions a revenue KPI framework, a metric hierarchy, a KPI tree, a North Star metric, driver metrics, guardrail counter-metrics, NRR, or which reven

Run a periodic, checklist-based hygiene audit over an active pipeline snapshot - stale deals (no stage, close date, or amount change, not logged touches) flagged against segment-specific stage medians, close-date push-count anomalies, and missing forecast-critical fields - producing an exception list with a disposition per flagged deal, a remediation plan, and a pass threshold. Use whenever the user mentions pipeline hygiene, a stale deal audit, pipeline cleanup before a QBR, deals that keep pushing, a clos

Design and operate CRM field-level governance - who owns each CRM field, which system is authoritative for it, how often it must be refreshed, and how the rules are enforced. Produces a field dictionary, per-field ownership, a system-of-record map with write-precedence and conflict rules, freshness SLAs, an enforcement plan, a field lifecycle, and a governance cadence. Use whenever the user mentions field ownership, single source of truth, system of record per field, data dictionary, stale CRM data, custom

Design a company's revenue funnel model from scratch, at the macro level - the stage set, the unit of analysis (lead, buying group, account), the model purpose (process vs planning vs forecast), the cohort-based conversion assumptions behind the plan, and the ownership handoffs between marketing, sales, and CS. Use whenever the user mentions funnel design, funnel stages, a funnel model, conversion rate assumptions, a bowtie model, a demand waterfall, MQL to SQL to opportunity definitions, or marketing-sales

Trace where deals and revenue silently exit one specific funnel and size the loss in recoverable (never gross) dollars - untracked steps, unworked leads, manual handoffs, mid-funnel stalls, paper-process drops, billing and renewal misses - separating real leaks from healthy disqualification and data-capture gaps. Use whenever the user mentions revenue leakage, funnel drop-off, a leaky funnel, deals disappearing, unworked leads, handoff gaps, "where are we losing deals", or "why did pipeline vanish" - even i

Build the complete hiring packet for a RevOps or Sales Ops role - archetype and level decision, outcome scorecard, interview stage map with a competency question bank and anchored rating scales, a work-sample exercise with rubric and debrief, and a 30-60-90 ramp plan branched on seniority and archetype. For the hiring manager or founder recruiting the hire. Use whenever the user mentions hiring a RevOps manager, sales ops interview questions, a RevOps take-home exercise, a scorecard for a first ops hire, or

Build and maintain negative keyword lists from search term reports to cut wasted ad spend in paid search - n-gram query mining to surface irrelevant search terms, the right negative match types and exclusion levels (account, shared list, campaign, ad group), and a review cadence that avoids overblocking queries that convert. Use whenever the user mentions a search term or search query report, irrelevant clicks, junk traffic, wasted ad spend, or wants to exclude or block keywords - even if they never say 'ne

Diagnose the root cause of an underperforming paid ad account - why the ads stopped working, why CPA went up, why ROAS dropped - instead of defaulting to 'increase the budget'. Weighs tracking, account structure, targeting, creative, bidding and budget, offer, and external forces, and returns a prioritised verdict with evidence and confidence. Covers B2B and B2C on search, paid social, video, and native. Use whenever the user mentions an ad account audit, a campaign structure review, wasted ad spend, rising

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

When the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increase,' 'value metric,' 'Van Westendorp,' 'willingness to pay,' 'monetization,' 'how much should I charge,' 'my pricing is wrong,' 'pricing page,' 'annual vs monthly,' 'per seat pricing,' or 'should I offer a free plan.' Use this whenever someone is figuring out what to charge or how to structure their plans. For in

Build and advance a RevOps or Sales Ops career from the candidate's side - place the candidate on the ladder by scope rather than title, close competency gaps, build defensible evidence of structurally invisible work, and prepare the four exercises RevOps interview loops actually run. Produces a career plan with a gap roadmap, an evidence ledger, interview readiness, and a compensation ask. Use whenever the user mentions a RevOps career, a sales ops career path, RevOps interview prep, RevOps certifications,

Audit existing sales pipeline stage definitions against buyer-verifiable milestones and flag the ones built on rep activity instead. Core test - does each stage exit criterion name something the buyer did, said, or agreed to, checkable by two managers independently? Adds stage aging, conversion decay, stage-skip rate, and close-date push diagnostics. Use whenever the user mentions stage definitions, stage exit criteria, stage inflation, stages named after rep activity ("demo scheduled", "proposal sent"), "o

Decide which paid channel families fit a business's economics, audience, funnel stage, and budget at campaign setup - paid search, paid social, short-form video, connected TV, native/discovery, retail media, programmatic display, podcast/audio, paid review listings, B2B professional networks - including whether each is affordable against allowable CAC and payback. Use whenever the user asks where to spend a new ad budget, which platform to advertise on, how to build a paid channel mix, whether a channel is

Build the complete hiring packet for a paid-advertising role - the rung decision (media buyer vs performance marketer vs growth marketer; creative strategist is its own role), an outcome scorecard, a 2-3 round interview loop with a judgment-first question bank, a time-boxed in-interview work sample, and a 30-60-90 ramp with staged spend authority. For the marketing leader or founder recruiting. Use for "hire a media buyer", "interview questions for a performance marketer", "paid media work sample", "scoreca

Design a pre-launch ad creative test plan - falsifiable hypothesis, isolation level, test cells with per-cell budgets, required sample, spend and duration, and kill/scale rules pre-registered before any money moves. Every cell carries an explicit read standard, so an underpowered screen is never dressed up as an A/B test. Use whenever the user wants to test ads, mentions an A/B or split test on creative, asks how much budget or how long a test needs, or mentions sample size, statistical significance, single

Run a macro, periodic review of the full RevOps/GTM tool stack against the revenue workflows it serves and decide, tool by tool, what to keep, consolidate, replace, or cut - four-channel inventory, function-level overlap map, TIME scoring, a renewal-triggered action calendar, and re-sprawl governance. Use whenever the user mentions stack rationalization, GTM tool consolidation, a revops stack audit, a GTM stack review, SaaS sprawl, too many sales and marketing tools, cutting tooling spend, redundant GTM too

Set org-wide revenue data governance policy - which system is source of truth per object class (account, contact, opportunity, subscription, usage event, revenue metrics), how cross-team data contracts bind producers to consumers, where revenue metric definitions live, and who arbitrates disputes. Produces a per-object SOR/SOT designation table, an identity-resolution spine, a data-contract register, and a federated ownership model. Use whenever the user mentions source of truth, "two ARR numbers", GTM data

Quantify and explain the discrepancy between ad platform reporting, an analytics tool, and the source of truth (CRM or order system), classifying every unit of the gap as timing, definitional, or unexplained residual. Use whenever the user says the numbers don't match, that the platform reports more conversions or revenue than the CRM or order system, or mentions cross-platform reconciliation, double-counted conversions, an attribution discrepancy, or asks whether a reporting gap is normal - even if they ne

Turn a business's ICP and buying signals into a layered ad audience targeting plan - cold/broad prospecting, interest and in-market behavioural segments, lookalike/similar, first-party lists, and retargeting pools - each sized against platform audience floors, budgeted to the learning threshold, and kept from overlapping by exclusion rules. Use whenever the user mentions ad targeting, who to target with ads, audience tiers or layers, broad vs. layered targeting, audience overlap between campaigns, or mappin

Decide whether a running ad creative is genuinely wearing out, or whether a confounder - budget change, learning-phase reset, audience saturation, auction CPM inflation, seasonality, tracking breakage - explains the decline, and return a verdict with confidence plus the highest-return remedy per unit of effort. Use whenever the user mentions creative or ad fatigue, wear-out, climbing frequency, dropping CTR, a rising CPA on an older ad, when to refresh creative, or whether to kill an ad - even if they never