kits

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.

Health dimensions, score factors, and risk flags for customer accounts. Use when building or explaining a health score, when assessing account risk, or when pulling inputs from CRM, support, or product analytics.

Intervention tiers, target accounts, actions, owners, and timeline for at-risk customers. Use when planning interventions for at-risk accounts, when building an intervention playbook, or when tying health and churn signals to concrete next steps.

Write and maintain knowledge base articles from resolved support issues. Use when a ticket has been resolved and the solution should be documented, when updating existing KB articles, or when creating how-to guides, troubleshooting docs, or FAQ entries.

Quarterly business review agenda, metrics, narrative, and follow-up templates for customer business reviews. Use when preparing a quarterly business review, building an agenda, or pulling context from CRM, knowledge base, or chat.

Draft professional, empathetic customer-facing responses adapted to the situation, urgency, and channel. Use when responding to customer tickets, escalations, outage notifications, bug reports, feature requests, or any customer-facing communication.

Triage incoming support tickets by categorizing issues, assigning priority (P1-P4), and recommending routing. Use when a new ticket or customer issue comes in, when assessing severity, or when deciding which team should handle an issue.

Apply WCAG and accessibility best practices to design review and audits. Use when auditing flows or specs for accessibility, writing a11y acceptance criteria, or recommending design changes for accessibility.

Analyze competitor UX/UI with flow comparison, pattern analysis, and design implications. Use when researching competitor design, comparing flows or patterns, or preparing a competitive design brief.

Use product analytics (funnels, cohorts, feature adoption) for design decisions and design reporting. Use when grounding briefs or handoffs in data, interpreting behavioral data for UX, or creating data-backed design or UX reports.

Write structured design briefs with problem statements, design goals, constraints, and success criteria. Use when briefing a feature, scoping design work, aligning with a PRD, or documenting design decisions.

Create design handoff docs and status updates for engineering and stakeholders. Use when handing off a feature, documenting specs and assets, writing acceptance criteria, or communicating design status.

Prioritize design work and align with product roadmap using Now/Next/Later and design-debt frameworks. Use when managing design backlog, reprioritizing design work, or aligning design with product milestones.

Design status reports, research reports, and stakeholder reporting. Use when creating design status updates, research summaries, or UX reports for stakeholders, leadership, or cross-functional teams.

Build and use personas for design: segments, jobs-to-be-done, scenarios. Use when defining target users, aligning design to segments, creating persona docs, or grounding design briefs in user research.

Product copy, microcopy, and UX writing for product UI and in-product messaging. Use when writing UI copy, error messages, onboarding, empty states, or aligning voice and tone to product.

Synthesize UX research from usability tests, user testing, and feedback into structured insights and design recommendations. Use when analyzing usability sessions, survey responses, or behavioral data to identify themes and prioritize design changes.

Board meeting preparation: agenda, metrics, narrative, follow-ups. Use when preparing for a board meeting.

Company narrative and pitch brief: story, positioning, key messages. Use when creating a one-page narrative or pitch brief for investors, sales, or board.

Ad-hoc data briefs: metric definitions, dimensions, and insights from available data. Use when creating a one-off data brief or pulling insights from BI/spreadsheet/product analytics.

Build views and reports from data tools: BI, spreadsheet, product analytics. Use when creating a dashboard spec, report content, or view from connected data sources.

Runway and finance snapshot: burn, runway (months), cash, optional unit economics. Use when preparing runway review or finance snapshot for board/investors.

Hiring briefs and job descriptions: scope, profile, success criteria, responsibilities, requirements. Use when creating a hiring brief or full job description.

Manage investor list and cap table notes: stage, follow-ups, contact tracking. Use when tracking prospects, meetings, term sheets, or cap table context.

Research investors and funds: thesis, stage, portfolio, recent activity, and warm intro angles. Use when researching a fund or investor for fundraising or relationship building.

Structure and draft investor updates: highlights, metrics, challenges, asks, runway. Use when drafting monthly or quarterly investor updates.

Research markets and segments: TAM/SAM/SOM, trends, drivers, and competitive landscape. Use when sizing a market or preparing founder-level market context.

Recurring metrics review: KPIs, trends, board-ready summary. Use when running a periodic (e.g. monthly/quarterly) metrics review for leadership or board.

Pitch deck structure and content: slide flow, narrative, key bullets per slide. Use when creating a full pitch deck outline for investors or customers.

Strategic and operational plans: OKR, quarterly, launch. Use when creating OKRs, quarterly plans, or launch plans.

Draft sales or investor emails: cold outreach, follow-up, intro request, update. Use when drafting outreach to investors or sales prospects.

Stakeholder briefs for board, investors, or exec team: status, decisions, asks. Use when creating a brief for board, investors, or exec team.

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

Prepare for a GTM/sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your ~~CRM~~, ~~email~~, ~~chat~~, or ~~conversation intelligence~~. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".

Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix. Trigger with "competitive intel", "research competitors", "how do we compare to [competitor]", "battlecard for [competitor]", or "what's new with [competitor]".