القائمة
Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or is in their first session.
Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business."
Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.
Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. Use when the user says "make the content," "generate the posts," "create the assets," "turn this into a campaign," or hands off an approved brief for execution.
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
| name | customer-pulse-check |
| description | Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument. |
| allowed-tools | Read, WebFetch, Bash |
Run the customer voice synthesis. Pull feedback signals from all connected sources, identify the themes that are actually fixable, and produce drafted responses the owner can review and send.
Parse arguments:
--since (default: last 30 days) — start date YYYY-MM-DD for the lookback windowUsing the customer-pulse skill workflow:
Cluster all signals into recurring themes. For each theme:
Using the ticket-deflector skill workflow:
Select the top 3 themes by: frequency × impact rating. For each:
Response template format:
Subject: Re: {issue topic}
Hi {first name},
Thank you for reaching out. {Acknowledgment of their experience in 1-2 sentences}.
{What we're doing about it / what happened / resolution offered}.
{Next step or offer}.
{Sign-off}
Format the output as:
Customer Voice — {date range}
Total signals: {n} ({PayPal disputes: n} | {HubSpot tickets: n} | {Reviews: n})
TOP 3 FIXABLE ISSUES
1. {Issue} ({frequency}) — {impact} — Fix: {one-line fix}
2. {Issue} ({frequency}) — {impact} — Fix: {one-line fix}
3. {Issue} ({frequency}) — {impact} — Fix: {one-line fix}
Run with whatever sources are connected — this command degrades gracefully. If PayPal is missing, skip dispute data and note "PayPal not connected — dispute data skipped." If HubSpot is missing, skip ticket data and note it. If no sources are connected at all, stop and tell the owner: "No feedback sources connected. Connect at least one of PayPal, HubSpot, or upload a review export CSV."
Present the summary table, then each response template. Ask the owner which templates they'd like to send, then wait for explicit approval before drafting the send.