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Use when running a periodic portfolio health review — turns each company's current KPIs and check-in notes into a rated health status, a ranked attention list, and tracked support actions, as internal operations only.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Use when you need to assess whether a client account is healthy, at risk, or slipping — before renewal, after a rough patch, or on a regular cadence — and decide what to do about it.
Use when a client request is ready to become production work and you must brief creative or media — turning a vague ask into an objective, an audience, and constraints the team can build against.
Use when responding to an RFP or writing a new-business proposal — to decide whether to pursue it, shape the offer, and produce a document a client can say yes to.
Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys.
Use when you need to write or change a statement of work — turning an agreed offer into a scope, deliverables, price, and terms that both protect the client and defend the agency's margin.
Use when reviewing compensation for a role, a team, or the whole population — checks where people sit against defensible bands, finds equity gaps, and produces a ranked, costed set of adjustments.
| name | portfolio-review |
| description | Use when running a periodic portfolio health review — turns each company's current KPIs and check-in notes into a rated health status, a ranked attention list, and tracked support actions, as internal operations only. |
The firm's standing cadence for keeping invested companies tracked and supported. It rates direction and concentrates attention — it is operations and analysis, never advice to buy, sell, or move money.
A portfolio health review: per-company status with KPI movement and a one-line reason, a ranked attention list, a support-action table (Task, owner, due, state), and an escalation section for at-risk companies.
