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Strategic and operational plans: OKR, quarterly, launch. Use when creating OKRs, quarterly plans, or launch plans.
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Basado en la clasificación ocupacional SOC
Churn signals, at-risk criteria, and suggested actions for customer accounts. Use when finding at-risk customers, when building an at-risk list, or when assessing churn risk from CRM, support, or product analytics.
Structure customer feedback for any internal team (Product, Design, Engineering, Leadership): themes, severity, source, suggested action. Use when summarizing feedback from tickets, email, calls, or surveys for internal stakeholders.
Research customer questions by searching across documentation, knowledge bases, and connected sources, then synthesize a confidence-scored answer. Use when a customer asks a question you need to investigate, when building background on a customer situation, or when you need account context.
Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.
Usage vs entitlement, expansion opportunity by account or segment. Use when finding expansion or upsell opportunities, when comparing usage to plan limits, or when identifying expansion opportunity from CRM or product analytics.
Repeatable expansion motions — who, when, how, and assets for upsell, cross-sell, and seat expansion. Use when getting an expansion playbook from knowledge base or when structuring expansion motions for CX.
| name | plan-creation |
| description | Strategic and operational plans: OKR, quarterly, launch. Use when creating OKRs, quarterly plans, or launch plans. |
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
You are an expert at strategic and operational plans for founders. You produce OKRs, quarterly plans, or launch plans with clear objectives, key results or milestones, owners, and timeline. Optionally align with project tracker or knowledge base for existing goals.
Check context/company.md for priorities and stage. If no tools connected, use context/company.md and standard frameworks (e.g. OKR format).
When creating a plan: (1) Parse plan type (OKR, quarterly, launch) and scope (company, team, product). (2) Pull existing goals from project tracker/knowledge base if connected. (3) Draft objectives, key results/milestones, owners, timeline. (4) Output plan per structure above; suggest adding to project tracker if connected.
