Handle Stripe payments, custom checkouts, and webhook fulfillment outside of standard plans/credits.

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Workflow automation is the infrastructure that makes AI agents reliable. Without durable execution, a network hiccup during a 10-step payment flow means lost money and angry customers. With it, workflows resume exactly where they left off. This skill covers the platforms (n8n, Temporal, Inngest) and patterns (sequential, parallel, orchestrator-worker) that turn brittle scripts into production-grade automation. Key insight: The platforms make different tradeoffs. n8n optimizes for accessibility

Integrate Stripe, PayPal, and payment processors. Handles checkout flows, subscriptions, webhooks, and PCI compliance. Use PROACTIVELY when implementing payments, billing, or subscription features.

Draft cold emails, follow-ups, and proposal templates. Creates pricing pages, case studies, and sales scripts. Use PROACTIVELY for sales outreach or lead nurturing.

Create customer journey maps for user flows and workflows. Use when the user asks to "map the journey", "analyze user flow", "document the workflow", "trace the path", or needs to understand end-to-end user experiences.

Framework completo para venta de HYBRID. Use para calificar leads, preparar llamadas de venta, manejar objeciones y analizar pipeline.

Use when creating customer stories that prove ROI, highlight use cases, and equip sales with proof.

Use to enforce stage definitions, next-step requirements, and data completeness across the pipeline.

Use when consolidating product usage, health, and sentiment signals for lifecycle programs.

Use when interpreting company-level enrichment data to segment accounts, spot buying triggers, and tailor outreach.

Use to establish ownership, cadences, and compliance for customer journey programs.

Use to convert raw customer feedback into compelling narratives, themes, and recommendations.

Use when evaluating ICP fit, buying intent, and routing priority for new leads.

Use to craft channel-specific outreach sequences that tie directly to detected intent signals.

Method for calculating customer health/risk tiers using quantitative + qualitative data.

Use when crafting narratives that connect product value to customer pain through clear setup-conflict-resolution arcs.

Structured guide for designing and executing customer adoption programs.

Use to identify, score, and prioritize customer advocates for programs.

Standardized tagging schema for personas, lifecycle stages, drivers, and sentiment.

Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.

Methodology for defining product-qualified lead (PQL) signals, scoring, and routing.

Use to manage workflows, compliance, and measurement for customer references.

Use to codify sales rules of engagement, escalation paths, and exception workflows.

Use when defining or adjusting marketing-to-sales assignment rules.

Integrate payment gateways like Stripe, PayPal, and Square with backends for payment processing, subscription management, and webhook handling. Use when building e-commerce platforms, implementing billing systems, and handling payments securely.

Implement idempotency keys and handling to ensure operations can be safely retried without duplicate effects. Use when building payment systems, APIs with retries, or distributed transactions.

Track and analyze user cohorts over time, calculate retention rates, and identify behavioral patterns for customer lifecycle and retention analysis

Identify groups and patterns in data using k-means, hierarchical clustering, and DBSCAN for cluster discovery, customer segmentation, and unsupervised learning

Monitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success

Analyzes RFP responses for coverage gaps, builds competitive feature matrices, and plans proof-of-concept engagements for pre-sales engineering

Inbound customer-feedback triage system. Categorize, deduplicate, score, and respond to feature requests from support, sales, NPS, in-app feedback, and exec asks. Feeds a clean signal into prioritization-frameworks.

Go-to-market strategy: ICP × motion × channels × messaging × success metrics × launch plan. Distinct from individual marketing or sales skills by being the integrated cross-functional strategy spanning product, marketing, sales, CS, and finance. Use when launching a new product, entering a new segment, or auditing why an existing GTM isn't working.

Customer interview synthesis expert that turns raw transcripts into themed insights, an opportunity solution tree, and a follow-up question list using Teresa Torres' continuous discovery methodology.

Opportunity Solution Tree (Teresa Torres) — a continuous discovery artifact mapping desired outcomes → opportunities → solutions → assumption tests. Use when prioritizing discovery work, structuring weekly customer interviews, mapping multiple solutions to one problem, or auditing whether your roadmap actually moves outcomes.

Flow metrics analyzer (lead time, cycle time, throughput, WIP, aging WIP) for sprint and team health, with cumulative flow diagrams.

Commercial policy: the written governance framework that defines what commercial terms sales can offer, what triggers approval, and what's off-limits. Use when authoring or refreshing a company commercial-policy charter, defining discount / contract / payment / termination / liability policies, auditing existing deals for policy compliance, drafting commercial-policy training for sales, or generating a tailored policy for a new region or vertical. Sits above deal-desk (which enforces) and pricing-strategy (which sets prices) — this is the policy layer that reflects how the company decides to do business.

Strategic advisory for edtech founders covering FERPA / COPPA / GDPR-K compliance, K-12 vs higher-ed vs corporate L&D market dynamics, school district sales cycles, and edtech pricing models. Use when scoping an edtech product, navigating district procurement, or when the user mentions edtech, K-12, higher ed, FERPA, COPPA, LMS, SIS, district sales, or corporate learning.

Strategic advisory for e-commerce founders covering unit economics, fulfillment models (3PL, DTC, dropship, retail), payment economics, returns / refunds, and channel strategy (DTC site / Amazon / wholesale / retail). Use when evaluating an ecommerce idea, modeling unit economics, picking fulfillment strategy, or when the user mentions DTC, e-commerce, Shopify, Amazon, 3PL, CAC, contribution margin, or retail expansion.

Roadmap communication skill for PMs and product leaders. Helps translate a single internal roadmap into audience-appropriate formats (exec deck, customer one-pager, eng commit list, sales narrative, board section) and applies confidence-band discipline so promises match reality. Use when preparing a roadmap readout, translating roadmap for a specific audience, or auditing roadmap commitments for over-promise risk.

Categorize invoices and receipts by vendor, expense category, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, expense reimbursement, or when the user mentions receipts, invoices, expenses, bookkeeping, or tax categorization.

Comprehensive toolkit for product managers including RICE prioritization, customer interview analysis, PRD templates, discovery frameworks, and go-to-market strategies. Use for feature prioritization, user research synthesis, requirement documentation, and product strategy development.

Qualify and prioritize sales leads against an ICP definition, score lead lists for outreach worthiness, and draft personalized outreach hooks. Use when building a target account list, qualifying inbound leads, prepping for outreach, or when the user mentions lead research, prospecting, sales outreach, ICP scoring, or account targeting.

Blameless post-mortem expert for incidents, outages, regressions, customer escalations, missed launches, and failed experiments. Pairs Google SRE practice with Allspaw / Dekker / Perrow systems thinking.

Analyze meeting transcripts to extract decisions, action items, owners, due dates, open questions, and risks. Use after recorded meetings, sales calls, customer interviews, or planning sessions, or when the user mentions meeting notes, action items, decision log, transcript analysis, or follow-up emails.

Same roadmap, three audiences. Produce executive, customer, and internal variants of a single roadmap with appropriate framing, detail level, and risk language for each.

Strategyzer Value Proposition Canvas (Customer Profile + Value Map) with fit validation across problem-solution and product-market dimensions.

Run high-signal customer discovery interviews using a scripted question hierarchy, behavior-over-opinion probes, and rapport techniques drawn from Portigal, Torres, Fitzpatrick, and Lewis Lin.

Amazon Working Backwards PR/FAQ generator that forces customer-outcome thinking before any code is written. Produces a press release, an internal FAQ, and an external FAQ as a single decision artifact.

Expert sales execution covering pipeline management, discovery, demos, negotiation, and deal closing. Use when qualifying opportunities, running MEDDIC discovery, building account plans, handling objections, structuring proposals, or forecasting pipeline.

End-of-life product messaging and sunset communication framework for creating clear, empathetic EOL announcements that preserve customer trust and facilitate smooth transitions. Use when sunsetting a product, feature, or service.

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Expert payment integration specialist mastering payment gateway integration, PCI compliance, and financial transaction processing. Specializes in secure payment flows, multi-currency support, and fraud prevention with focus on reliability, compliance, and seamless user experience.

Integrate PayPal payment processing with support for express checkout, subscriptions, and refund management. Use when implementing PayPal payments, processing online transactions, or building e-commerce checkout flows.

Implement Stripe payment processing for robust, PCI-compliant payment flows including checkout, subscriptions, and webhooks. Use when integrating Stripe payments, building subscription systems, or implementing secure checkout flows.

Laravel Cashier (Paddle) - Subscription billing and payment processing

Laravel Cashier (Stripe) - Subscription billing and payment processing

Comprehensive toolkit for product managers including RICE prioritization, customer interview analysis, PRD templates, discovery frameworks, and go-to-market strategies. Use for feature prioritization, user research synthesis, requirement documentation, and product strategy development.

Use when implementing Stripe webhook endpoints and getting 'Raw body not available' or signature verification errors - provides raw body parsing solutions and subscription period field fixes across frameworks

Identifies high-quality leads for your product or service by analyzing your business, searching for target companies, and providing actionable contact strategies. Perfect for sales, business development, and marketing professionals.

Use to manage workflows, compliance, and measurement for customer references.

GoHighLevel integration. Manage Organizations. Use when the user wants to interact with GoHighLevel data.

Salesforce integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Salesforce data.

Teamwork CRM integration. Manage Deals, Persons, Organizations, Leads, Projects, Activities and more. Use when the user wants to interact with Teamwork CRM data.

Agile CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Agile CRM data.

Capsule CRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Capsule CRM data.

HubSpot integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with HubSpot data.

Outreach integration. Manage sales data, records, and workflows. Use when the user wants to interact with Outreach data.

Pipedrive integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Pipedrive data.

PipelineCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with PipelineCRM data.

Quickbooks integration. Manage accounting data, records, and workflows. Use when the user wants to interact with Quickbooks data.

Solve CRM integration. Manage Organizations, Pipelines, Users, Goals, Filters. Use when the user wants to interact with Solve CRM data.

SugarCRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with SugarCRM data.

Zendesk integration. Manage customer success and ticketing data, records, and workflows. Use when the user wants to interact with Zendesk data.

Zoho CRM integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Zoho CRM data.

Attio integration. Manage crm data, records, and workflows. Use when the user wants to interact with Attio data.

Customer Fields integration. Manage Organizations, Leads, Pipelines, Users, Goals, Filters. Use when the user wants to interact with Customer Fields data.

Customer.guru integration. Manage Persons, Organizations, Deals, Leads, Projects, Pipelines and more. Use when the user wants to interact with Customer.guru data.

Microsoft Dynamics 365 integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Microsoft Dynamics 365 data.

Invoice Ninja integration. Manage Organizations. Use when the user wants to interact with Invoice Ninja data.

NetHunt CRM integration. Manage Leads, Persons, Organizations, Deals, Pipelines, Activities and more. Use when the user wants to interact with NetHunt CRM data.

Pipeliner CRM integration. Manage Leads, Deals, Persons, Organizations, Pipelines, Projects and more. Use when the user wants to interact with Pipeliner CRM data.

Really Simple Systems CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Really Simple Systems CRM data.

Salesloft integration. Manage sales data, records, and workflows. Use when the user wants to interact with Salesloft data.

Stripe integration. Manage Customers, Products, Payouts, Transfers. Use when the user wants to interact with Stripe data.

Stripe Financial Connections integration. Manage data, records, and automate workflows. Use when the user wants to interact with Stripe Financial Connections data.

Customer.io integration. Manage data, records, and automate workflows. Use when the user wants to interact with Customer.io data.

Keap integration. Manage crm and marketing automation and sales data, records, and workflows. Use when the user wants to interact with Keap data.

Lime CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Lime CRM data.

Nectar CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Nectar CRM data.

Nimble integration. Manage data, records, and automate workflows. Use when the user wants to interact with Nimble data.

Pancake CRM integration. Manage Recordses. Use when the user wants to interact with Pancake CRM data.

Payment Rails integration. Manage data, records, and automate workflows. Use when the user wants to interact with Payment Rails data.

Recruit CRM integration. Manage Candidates, Jobs, Companies, Users, Notes, Files and more. Use when the user wants to interact with Recruit CRM data.

Revamp CRM integration. Manage Organizations, Projects, Pipelines, Users, Goals, Filters. Use when the user wants to interact with Revamp CRM data.

Stripe Corporate Card integration. Manage data, records, and automate workflows. Use when the user wants to interact with Stripe Corporate Card data.