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Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument.
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SOC 職業分類に基づく
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 | price-check |
| description | Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts optional product name argument. |
| allowed-tools | Read, WebFetch, Bash |
Run the pricing analysis. Pull cost and revenue data, build the margin table, and model three pricing scenarios — so the owner can see the numbers clearly before deciding what to charge.
Parse arguments:
PRODUCT_NAME (optional) — specific product or service to analyze; if omitted, analyze all active productsUsing the margin-analyzer skill workflow:
Build the margin table:
Product | Revenue | COGS | Gross Margin | Margin %
{product} | ${amt} | ${amt} | ${amt} | {X}%
Flag any product with margin below 20% as a risk.
For each product (or the specified product), model three scenarios. Do NOT recommend a price — present data only.
Scenario A — Hold current price
Scenario B — Price increase (+10% to +20%, owner to specify)
Scenario C — Price decrease (−10%, to drive volume)
Present each scenario as a data table, not a recommendation.
Produce a plain-language brief (for price increase scenarios) the owner can use to communicate a change to customers:
If QuickBooks is unreachable, stop — margin analysis requires QB revenue and cost data. If PayPal is missing, run from QB-only and note "PayPal not connected — cross-validation against PayPal sales skipped."
Present the margin table, then the three scenario tables side-by-side. If a price increase scenario is being considered, append the customer messaging brief. End with: "Which scenario would you like to explore further?"