Manage the order lifecycle in B2C Commerce including order creation, status transitions, failure handling, and checkout completion. Use this skill whenever the user needs to create an order from a basket, transition order status, handle failed or cancelled orders, implement payment authorization in checkout, or understand async order processing — even if they just say "my order is stuck" or "finish the checkout flow".

The Challenger Sale methodology — Teach-Tailor-Take Control framework for B2B sales. Use when: challenger sale, commercial teaching, constructive tension, reframe, teach tailor take control, insight selling, commercial insight, challenger rep.

Build public-facing web forms for data collection without Desk access. Use when creating customer submission forms, feedback forms, or self-service portals with Frappe Web Forms.

End-to-end protocol for when outbound open-source contributions generate inbound relationship opportunities. Covers contact verification, company research, architectural comparison, conversation preparation with multi-register talking points (technical/humanities/ELI5), response drafting, and honest boundary mapping. Triggers on inbound emails from contribution targets, cold outreach from people who found your PRs, or any signal that an open-source contribution attracted strategic attention.

Build targeted prospect lists by analyzing LinkedIn profiles, extracting job titles, companies, locations, and recent activity. Identifies decision-makers, tracks job changes for warm outreach, and enriches contact data. Use when users need to find prospects, build lead lists, or track decision-maker movements.

Apply when implementing idempotency logic in payment connector code or handling duplicate payment requests. Covers paymentId as idempotency key, payment state machine transitions, retry semantics for cancellation and refund operations, and requestId handling. Use for preventing duplicate charges and ensuring correct Gateway retry behavior across Create Payment, Cancel, Capture, and Refund endpoints.

Apply Sandler Selling System principles for consultative sales with pain discovery, budget qualification, and mutual decision frameworks

Produce a fact-led competitive intel brief on one or more competitors — firmographics, recent strategic moves, product positioning, ICP overlap, and discovery questions. Defaults to your configured competitors from GTM context if none specified. Combines ZoomInfo data (account_research, scoops, intent, exec teams, similar companies) with web search for product/pricing/customer-sentiment intelligence. Identify competitors by ZoomInfo account/company ID (preferred) or name; include rich context on why the brief is being pulled and what decision it supports.

Search for jobs and prepare application materials for Claudia Garcia. Use when asked to find jobs, search job boards, match jobs to skills, prepare cover letters, or help with job applications. Searches LinkedIn, Indeed, and other job boards via web search, then analyzes matches against Claudia's Customer Success/CRM background.

Assess customer account health using product usage, support sentiment, payment status, and relationship signals

Find referring domains that link to your competitors but not to you, ranked by an opinionated outreach-priority score with DR / link-overlap / traffic / topical relevance. Use when: planning link-building campaigns, qualifying digital-PR prospects, or running quarterly backlink-gap audits.

Daily callable lead inventory with ATL/BTL breakdown. Health check for 50+ daily dials.

Close sales deals consistently as a solopreneur. Use when a prospect is at the decision stage and you need to move them to yes, when deals are stalling or going cold, when you need closing scripts or techniques, or when you want to build a repeatable process for turning proposals into signed contracts. Covers decision-stage psychology, closing techniques, stall recovery, contract-to-payment flow, and post-close relationship setup. Trigger on "how do I close a deal", "closing deals", "deal stalling", "prospect not responding", "how to get them to say yes", "close the sale", "convert proposal to client", "sales closing".

Use when designing event-driven workflows, decoupling services, implementing fan-out patterns (one trigger, many downstream handlers), implementing idempotent event handling with IDs (24-hour dedupe window), or handling at-least-once delivery from external sources like Stripe webhooks. Covers Inngest event schema, payload format, naming conventions, IDs for idempotency, the ts param, fan-out patterns, and system events like inngest/function.failed.

Qualify leads using the BANT framework (Budget, Authority, Need, Timeline) with discovery questions and scoring criteria

Qualify enterprise opportunities using MEDDIC/MEDDPICC framework for complex B2B sales cycles

Analyze marketing and sales touchpoints to attribute revenue credit using multi-touch models and channel contribution analysis

Monday auto-load of weekly prospect refresh results into Apollo outreach sequences.

Sync data to CRM platforms. Use when: pushing contacts, deals, or campaigns to Salesforce, HubSpot, Zoho, or Pipedrive.

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.

Build and apply lead scoring models combining firmographic fit, behavioral signals, and intent data for sales prioritization

Calculate, understand, and improve the unit economics of a solopreneur business. Use when figuring out if the business is actually profitable per customer, when CAC or LTV numbers are needed, when evaluating whether a pricing or acquisition strategy is sustainable, or when making data-driven decisions about marketing spend and pricing. Covers CAC, LTV, payback period, contribution margin, and the feedback loops between them. Trigger on "unit economics", "CAC", "customer acquisition cost", "LTV", "lifetime value", "payback period", "is my business profitable", "contribution margin", "am I making money per customer", "should I spend more on marketing".

Explain sales commission calculations, resolve discrepancies, and model compensation scenarios for quota planning

Collect, analyze, and act on customer feedback to improve your product and business. Use when building feedback systems, running customer interviews, analyzing feature requests, measuring satisfaction (NPS, CSAT), or closing the feedback loop. Covers feedback collection methods, interview techniques, analysis frameworks, and how to decide what feedback to act on. Trigger on "customer feedback", "collect feedback", "user research", "customer interviews", "NPS", "feature requests", "feedback system".

Synthesize user feedback from multiple channels and identify patterns to inform product decisions. Use when analyzing feedback, prioritizing feature requests, conducting NPS surveys, or understanding user sentiment. Covers feedback collection, categorization, prioritization frameworks, and closing the feedback loop.

Build a panel of your real buyer personas (from a deep scan of any tools you allow it to connect to) and have them debate any decision you bring — a marketing launch, a price increase, a new product, a positioning change, a feature cut. Returns a structured debate, the strongest objections, and a clear recommendation. Use when you want your actual customers in the room before you commit.

When the user wants to plan go-to-market strategy, GTM framework, or market entry. Also use when the user mentions "GTM," "go-to-market," "market entry," "new market," "repositioning," "PLG," "sales-led," "product-led," "marketing-led," "ICP," "buyer persona," "GTM motion," or "market expansion." For launch checklist, use product-launch.

Help users build relationships with journalists and get press coverage. Use when someone is pitching reporters, preparing for media outreach, trying to get press coverage, or managing ongoing journalist relationships.

Stripe, RevenueCat, subscription billing, webhooks, PCI compliance, and tax

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.

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.

Help users implement product-led sales motions. Use when someone is transitioning from pure PLG to sales-assisted, defining PQLs, building sales handoff processes, or trying to expand self-serve users into enterprise contracts.

Build and manage a product roadmap for a solopreneur business. Use when deciding what to build next, prioritizing features, planning product development over quarters, communicating plans to customers or stakeholders, or managing scope and expectations. Covers prioritization frameworks, roadmap structure, customer feedback integration, and saying no to feature requests. Trigger on "product roadmap", "what to build next", "feature prioritization", "roadmap planning", "product strategy", "feature requests".

Conduct deep account and contact research to personalize outreach and identify compelling angles for engagement

Use this skill when the user needs to reduce churn, improve retention, understand why customers leave, build win-back campaigns, increase customer lifetime value, or create stickiness in their product. Covers churn analysis, at-risk identification, retention tactics, win-back sequences, and expansion revenue for bootstrapped SaaS.

Track buying signals like funding announcements, job postings, tech changes, and company news to identify sales-ready prospects

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.

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.

Complete guide for setting up and handling Dodo Payments webhooks for real-time payment event notifications.

Produce a full intelligence brief on a target company — firmographics, CRM/account context, intent signals, recent news, scoops, and competitive landscape — framed by your GTM context and led with a TL;DR summary. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step). Include detailed context on why the brief is being pulled.

AI Customer Service for Shopify & E-commerce - Query conversations, analyze chatbot performance, and manage your Chaterimo AI assistant

Guide for creating checkout sessions and payment flows with Dodo Payments - one-time, subscriptions, and overlay checkout.

Researches a company by fetching its website and returning structured profile data. Use this skill when the user says things like "enrich this company", "look up company info", "research this company", "what does [domain] do", "get company details for [url]", "find info on [company]", or "/enrich-company". Input: target (domain name or website URL). Output: structured JSON with name, industry, tags, description, and website. Saves the result locally at ~/.carta-crm/enriched-companies/ for auditing.

Build a go-to-market (GTM) strategy for launching a product or entering a new market. Use when planning how to reach customers, position your product, choose channels, set pricing, and execute launch. Covers market entry strategy, customer segmentation, positioning, channel strategy, and GTM execution plan. Trigger on "go-to-market", "GTM strategy", "market entry", "launch strategy", "how to reach customers", "GTM plan".

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.

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.

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.

Teach Claude ANY topic - code libraries, APIs, concepts, tools, methodologies, or domains. Researches via web and docs, then retains knowledge as a permanent skill. Use when user says "/learn <topic>", "learn about X", "teach yourself Y", "become an expert on Z". Examples - "/learn stripe" for payments, "/learn GTD" for productivity, "/learn israeli-tax-law" for domain knowledge.

Finds and returns the portfolio companies listed on a VC or investment fund's website. Use this skill when the user says things like "look up portfolio of [fund]", "get portfolio companies for [fund website]", "what companies does [fund] invest in", "find portfolio page for [url]", "list investments of [fund]", or "/lookup-fund-portfolio". Input: fund website URL or domain. Output: structured JSON list of portfolio company names. Saves the result locally at ~/.carta-crm/fund-portfolios/ for auditing.

Help founders and marketers nail their positioning. Use when someone mentions "positioning," "value proposition," "who is this for," "how do I describe my product," "messaging," "ICP," "ideal customer," or is struggling to articulate what makes their product different.

Query checkouts abandoned in the last N days, generate unique discount codes per customer, and tag them for re-engagement.

Adds and/or removes tags across a filtered set of customers — supports query-based selection, explicit ID lists, and union/replace tag modes.

Read-only: forecasts demand per SKU using sales velocity and seasonality, then calculates reorder points and suggested purchase order quantities.

Process a full or partial refund on an order and optionally create a replacement draft order for the customer.

Read-only: scores every customer on Recency, Frequency, and Monetary value to segment them into actionable groups (Champions, Loyal, At-Risk, Lost).

Identifies top-spending customers (top N% by lifetime value or order frequency) and exports a VIP candidate list; optionally tags qualified customers as VIPs.

Competitive battle card creation for sales teams combining competitive intelligence, sales enablement, and document formatting. Use when building battle cards, competitive analysis decks, or win/loss analysis materials.

Data-driven customer persona development combining market research, user behavior analysis, and segmentation frameworks. Use when creating buyer personas, ideal customer profiles (ICPs), or user archetypes.

Daily financial coaching for bootstrapped founders - burn rate, runway, revenue planning, and sales-first execution. Use when user asks about finances, burn rate, runway, pricing, monetization, revenue targets, sales activities, or financial planning.

Define ideal customer profiles and buyer personas with structured frameworks. Use when the user asks about ideal customer profile, ICP, buyer persona, target audience definition, customer segmentation, customer research, user interviews, or persona creation. Trigger phrases include "ideal customer profile", "ICP", "buyer persona", "who is my customer", "target audience", "customer profile", "persona", "customer segmentation", "user research", "customer interview", "who should I target".

Score and qualify prospects against your Ideal Customer Profile using firmographic, technographic, and behavioral criteria

Conduct structured market research for a solopreneur business. Use when sizing a market, understanding industry dynamics, mapping the competitive landscape broadly, identifying trends, or building customer personas from external data. Covers TAM/SAM/SOM estimation, free data sources, trend analysis, and persona construction. Trigger on "research this market", "how big is this market", "understand the industry", "market trends", "who are the players in this space", "market analysis".

Run a go-to-market war room for a launch, repositioning, price change, or new product. Convenes opposing expert and customer-persona viewpoints to debate the plan, surfaces the risks that kill launches, and returns a go/no-go call plus a phased rollout plan with owners, sequencing, and kill criteria. Use before any launch you can't easily walk back.

Implement proven sales methodologies (MEDDIC, BANT, Sandler, Challenger, SPIN) across your team. Generate framework-specific questions, score deals, train reps, and enforce consistent qualification. Use when implementing or optimizing sales processes.

Cancel an unfulfilled order, optionally restock inventory, and optionally notify the customer — all in a single validated workflow.

Read-only: tracks cancellation rate over time and breaks down cancelled orders by cancelReason to surface fraud, inventory, customer, and declined-payment patterns.

Read-only: analyzes the relationship between product pricing and sales velocity to identify optimal price points and price-sensitive products.

Turn client wins into formatted case studies for proposals, social proof, and sales conversations. Use when someone needs to document results, build credibility, or create reusable proof assets.

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis

This skill provides a comprehensive framework for creating and executing high-ticket sales scripts, from initial application to closing the deal. Use it to structure application funnels, discovery calls, and enrollment conversations for premium products or services.

Use this skill when the user needs to set up Stripe, implement subscriptions, handle billing, configure payment plans, manage failed payments, deal with refunds, set up tax collection, or troubleshoot payment issues. Covers Stripe configuration, subscription lifecycle, dunning, tax compliance, and billing operations for bootstrapped SaaS.

Research and investigate business prospects and leads. Gathers company information, contact details, and qualification data for sales.

Mutation: applies tags to orders based on configurable rules (geography, value, product type, risk level, customer tier).

Calculates lifetime spend per customer and applies tier tags (Bronze/Silver/Gold/Platinum) based on configurable thresholds.

Read-only: cross-references inventory levels with order velocity to flag items with positive stock but zero sales in N days.

Support ticket workflow for FreeScout helpdesk. Use this skill when: - Processing support tickets (triage, analyze, respond) - Searching for tickets by status, assignee, or keywords - Managing ticket status and assignments - Drafting personalized customer responses - Adding internal notes for team collaboration

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".

Analyze customer cohorts. Use when: acquisition cohorts, retention curves, LTV by cohort, behavioral segmentation.

Financial and statistics report listing and downloading from Google Play Console via GCS. Use when asked to view, list, or download financial earnings, sales, payouts, or app statistics (installs, ratings, crashes).

Analyze inbound leads (form fills, demo requests) and score based on ICP fit, intent, and urgency. Auto-generates qualification questions, routes to right rep, and suggests personalized first touch. Use for qualifying and routing inbound leads at scale.

Engage Reddit, Indie Hackers, Hacker News and other communities for Product Hunt launches. Use this skill to identify relevant communities, craft appropriate posts, and drive cross-platform engagement without appearing spammy.

Build product marketing strategy including positioning, messaging, and go-to-market. Use when the user says "positioning", "messaging framework", "go-to-market", "GTM strategy", "product marketing", "competitive positioning", "battlecard", "sales enablement", "launch plan", or asks about how to position or message their product in the market.

Diagnoses sales needs and sequences appropriate skills for comprehensive deal execution. Use this skill when unsure which sales skill to use, planning multi-step deal strategies, coaching reps on process, or coordinating complex sales motions.

Read-only: lists B2B company accounts with locations, catalogs, and payment terms for wholesale management.

Read-only: groups customers by first-purchase month and tracks repeat purchase rate and revenue per cohort.

Identify customers who have not ordered in N days, export a re-engagement list, and tag them in Shopify.

Read-only: breaks down revenue, units, and AOV by sales channel (Online Store, POS, Draft Orders, etc.).

Use when implementing payment processing, Stripe integration, subscription billing, checkout flows, webhooks, or asking about "Stripe", "payments", "subscriptions", "checkout", "PCI compliance", "webhooks", "refunds"

This skill helps create and manage affiliate leaderboards to gamify affiliate promotions, increase competition, and drive sales. Use it for designing leaderboards, structuring prizes, and motivating affiliates.

Produce pre-meeting lead intelligence briefs with Firecrawl. Use when the user needs company research, person research, recent news, talking points, pain points, or outreach preparation before a sales call, partnership meeting, investor conversation, or customer interview.

Find leads matching criteria and bulk-add them to an Apollo outreach sequence. Handles enrichment, contact creation, deduplication, and enrollment in one flow.

Qualifies and tiers accounts based on signals, fit, and potential. Use this skill when building target lists, prioritizing accounts, identifying high-potential prospects, or defining ideal customer profile criteria.

Plan and optimize Amazon promotional deals — Lightning Deals, Best Deals, Coupons, and Prime Exclusive Discounts. Evaluate deal ROI, timing, and strategy for maximum sales impact.

Assess customer churn risk. Use when: churn scoring, at-risk segment identification, intervention playbook generation.

Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".

Comprehensive guide for integrating Dodo Payments - the all-in-one payment and billing platform for SaaS and AI products.