UitbreidenOS/UitKit - Page 23

board-pack-builder

Build a board pack: financials, KPI dashboard, strategic initiatives, risks, asks — from raw data

budget-vs-actual

Budget vs actuals analysis: variance explanation, trend identification, reforecast recommendations

comps-analysis

Trading and transaction comps: build a comparable company universe, spread EV/EBITDA and P/E multiples, apply to target, benchmark valuation

dcf-model

DCF valuation: gather inputs from filings, build WACC, project FCF, terminal value, sensitivity table — patterns from Anthropic financial-services

deal-memo

Investment deal memo: market thesis, company analysis, financial projections, risk factors, and recommendation — for VC, growth equity, and early-stage investments

deal-screening

Private equity deal screening: market size, competitive moat, management quality, financial profile, mandate fit — first-pass evaluation before deep diligence

earnings-analysis

Earnings review workflow: parse transcript + filings, update model estimates, flag guidance changes, draft morning note — equity research patterns

financial-plan

Wealth management financial planning: cash flow analysis, retirement projections, education funding, estate checklist — for individuals and families

gl-break-tracer

Investigating a general ledger reconciliation break, unexplained variance in a trial balance, subledger-to-GL mismatch, or a month-end close discre...

gl-reconciler

General ledger reconciliation: account reconciliation procedures, journal entry review, period-close checklist, variance analysis, and intercompany elimination — for finance teams and fund administrators

ic-memo

Investment Committee memo: sections I-IX (executive summary through recommendation), deal terms, returns analysis, risk factors — PE and growth equity patterns

kyc-rules-evaluator

Evaluating a new customer or counterparty for onboarding, producing a KYC risk rating, making an enhanced due diligence (EDD) decision, or running ...

kyc-screener

KYC/AML screening: document parsing, beneficial ownership extraction, rules-grid evaluation, PEP/sanctions checks, gap flagging and escalation routing

pitch-deck

Pitch deck writing: investor narrative, slide-by-slide structure, financial ask framing, market sizing (TAM/SAM/SOM), and traction slide best practices

portfolio-monitor

Portfolio company monitoring: synthesize board updates, track KPIs against plan, surface follow-on triggers and red flags, generate LP-ready portfolio summaries

changelog-generator

Generate Keep a Changelog entries from git log, commit history, or PR list — grouped by type with semver guidance

commit-writer

Write conventional commit messages from staged diff — type, scope, subject, body, breaking changes

pr-description

Write pull request descriptions: summary, motivation, changes, testing steps, screenshots placeholder

safe-commit

Claude Code safe commit (lint-on-commit enforcer): workflow guidelines, best practices, instructions, and integration examples

champion-builder

Internal champion strategy: identify, enable, and mobilise the internal advocate who will push the deal through

channel-economics

Channel economics: compute fully-loaded cost-to-serve per channel, channel ROI (cash, LTV-adjusted, marginal), optimal direct vs. partner channel mix, and diminishing-returns analysis

cold-email

Writing cold outbound emails to prospects, reviewing email copy for effectiveness, building multi-email sequences, or designing campaigns targeting...

commercial-forecaster

Commercial forecasting: build quarterly bookings forecasts with commit/best-case/pipe-only tiers, cohort ARR projections, per-stage funnel confidence scoring, and NRR/GRR analysis for board reporting

crm-hygiene

CRM data hygiene: detect stale records, merge duplicates, fill missing fields, reassign ownership, run scheduled cleanup — HubSpot and Salesforce patterns

customer-success

Customer success management: health scoring, churn prediction signals, expansion playbooks, QBR structure, onboarding plans, and customer lifecycle management for SaaS

deal-desk

Deal desk: structure enterprise deals, review contract terms, set discount approval thresholds, analyse deal economics, and create commercial policy — for B2B sales operations

deal-review

Deal review prep: MEDDPICC scoring, risk flags, competitive positioning, next steps, forecast category

email-automation

Multi-step outreach email sequences: personalised touchpoints, reply detection routing, follow-up cadence, meeting booking integration, deliverability patterns

expansion-playbook

Expansion and upsell playbook: identify expansion signals, craft upsell narrative, handle pricing and upgrade conversations for CS-led revenue growth

gtm-philosophy

When planning or refactoring an outbound motion, validating account selection before investing pipeline resources, debugging why a sequence is unde...

gtm-plays

Account prioritization workflows, building trigger-based sales sequences, daily prospecting cadences, territory planning, and sales kickoff plannin...

health-score-analyzer

Customer health score analysis: usage signals, relationship signals, commercial signals, churn risk rating, and recommended CS intervention for each account

hubspot

HubSpot CRM automation: MCP server setup, contacts/deals/tickets via API, data enrichment pipelines, CRM workflows — the official Anthropic-HubSpot integration

lead-enrichment

Lead enrichment pipelines: web scraping to structured prospect profiles, company intelligence signals, CRM population — Firecrawl, Clearbit, Apollo patterns

linkedin-outreach

- Running a LinkedIn connection or prospecting campaign targeting decision-makers

mutual-success-plan

Mutual success plan / close plan: align buyer and seller on milestones, stakeholders, timeline, success criteria

partnerships

Partnership strategy: partner tier classification (referral/reseller/OEM/strategic), 90-day joint GTM plans, revenue share modelling, and kill criteria for underperforming partnerships

personalization

Before writing any cold outreach message; when building account research playbooks; when scoring personalization quality on a message or campaign; ...

qbr-builder

Quarterly Business Review builder: customer health recap, ROI delivered, goals for next quarter, renewal and expansion discussion framework

revenue-operations

Revenue operations: pipeline analysis, forecast accuracy, GTM metrics (CAC, LTV, NRR), sales process design, territory planning, and RevOps dashboard design