207 Consulting Skills

Comprehensive change management consulting toolkit — stakeholder mapping, ADKAR framework, Kotter's 8-Step Model, communication planning, resistance analysis, cultural assessment, readiness assessment, training needs analysis, impact assessment, and transition planning.

Assess digital maturity, build transformation roadmaps, evaluate AI/automation opportunities, rationalize technology stacks, and design data and cloud strategies. Use this skill when the user mentions: digital transformation, digital maturity, digital strategy, technology modernization, legacy moder

Innovation pipeline management, portfolio framework, stage-gate process, innovation accounting, corporate venture assessment, design thinking, lean startup for enterprise, open innovation, culture assessment, and disruption response

M&A strategy formulation, target screening, synergy modeling, integration planning, and post-merger performance tracking. Use this skill when the user mentions: M&A strategy, mergers and acquisitions, acquisition strategy, buy vs build, target screening, synergy analysis, synergy modeling, integrati

Conduct market research, industry analysis, and market sizing. Use this skill when the user mentions: market research, industry analysis, market sizing, TAM SAM SOM, market landscape, industry overview, market trends, sector analysis, market opportunity, addressable market, market dynamics, industry

Design and optimize pricing strategies, analyze willingness-to-pay, build pricing architectures, and model revenue impact. Use this skill when the user mentions: pricing, price strategy, price optimization, willingness to pay, WTP, price elasticity, tiered pricing, freemium, usage-based pricing, pri

Apply classic and modern strategy frameworks to structure thinking and generate strategic options. Use this skill when the user mentions: strategy framework, SWOT, BCG matrix, growth-share matrix, Ansoff matrix, McKinsey 7S, value chain, business model canvas, blue ocean, core competency, strategic

Design workforce plans, analyze skills gaps, benchmark compensation, build retention strategies, and create succession plans. Use this skill when the user mentions: talent strategy, workforce planning, skills gap, compensation benchmarking, pay bands, salary benchmarking, retention strategy, flight

Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.

Build compelling business cases to justify investments and secure funding. Quantify benefits, assess costs, manage risks, and present compelling ROI arguments to leadership.

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or wh

Framework for rolling out organizational changes without chaos. Covers the ADKAR model adapted for startups, communication templates, resistance patterns, and change fatigue management. Handles process changes, org restructures, strategy pivots, and culture changes. Use when announcing a reorg, switching tools, pivoting strategy, killing a product, changing leadership, or when user mentions change

M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.

Use when doing upstream market-research methodology — sizing a market as TAM/SAM/SOM computed BOTH top-down and bottoms-up (never a single unsourced number), planning a survey SAMple size with finite-population correction and per-segment minimums, or scoring candidate market segments against Kotler's measurable/substantial/accessible/differentiable/actionable criteria. Outputs always show the meth

Design, optimize, and communicate SaaS pricing — tier structure, value metrics, pricing pages, and price increase strategy. Use when building a pricing model from scratch, redesigning existing pricing, planning a price increase, or improving a pricing page. Trigger keywords: pricing tiers, pricing page, price increase, packaging, value metric, per seat pricing, usage-based pricing, freemium, good-

Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO 14971, risk analysis, FMEA, fault tree analysis, hazard identification, risk control, risk matrix, benefit-risk analysis, residual risk, risk acceptability, or post

Estimate total, serviceable, and obtainable market size (TAM/SAM/SOM) for a product or service, with structured market sizing analysis and assumptions.

Comprehensive application audit. Analyzes best practices, security compliance, frontend design quality. Identifies top improvements and critical errors. Produces scores for design, code quality, and security.

Designs and runs organizational change programs: transformation planning, stakeholder engagement, resistance management, communication strategy, training design, and adoption measurement. Use when planning or delivering any organizational change (digital transformation, AI adoption, merger integrati

Conducts commercial, operational, financial, strategic, and technology due diligence for M&A, investment, partnership, and vendor decisions, from scoping through risk synthesis to a proceed/no-proceed recommendation. Use when assessing an acquisition target, running a quality-of-earnings analysis, n

Builds consulting pricing models, rate cards, engagement economics, and commercial terms. Use when structuring fees (fixed, time and materials, value-based, retainer, outcome-based, or hybrid), building or defending a rate card, modeling margins and team leverage, setting payment schedules and liabi

Builds financial models and business cases (ROI, NPV, IRR, payback, DCF valuation, scenario analysis, TCO, break-even) that support a specific investment decision. Use when developing an investment recommendation, comparing strategic options, quantifying the value of an initiative, building a go/no-go business case, running cost-benefit analysis, sizing total cost of ownership for build-vs-buy, or

Designs organizational structures, operating models, role architectures, and transition plans that connect structure to strategy. Use when restructuring a business or function, choosing an operating model (functional, divisional, matrix, agile), defining reporting lines and spans of control, buildin

Develops consulting proposals and runs the business development pursuit lifecycle from opportunity assessment through oral defense. Use when analyzing an RFP, deciding go/no-go on a pursuit, writing a proposal or executive summary, drafting a Statement of Work, building a pitch deck, articulating a

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link

Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries.

Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstand

Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any templ

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretio

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates

Guide digital transformation initiatives from assessment to implementation, covering technology selection, change management, and value realization.

Structured problem solving using hypothesis driven approach, issue trees, and the 7 step McKinsey method for breaking down ambiguous business problems.

Drive operational excellence through lean, Six Sigma, and continuous improvement methodologies for consulting engagements.

Analyze industry attractiveness and competitive dynamics using Porter's Five Forces framework with structured evidence gathering.

Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx or .potx file (even if the extracted content will be used elsewhere, like in an em

Use when writing or auditing talking-head / narrative / "yap" content — reel scripts, video scripts, story-driven posts, any piece where SOMeone talks to camera or tells a story. The hook stops the scroll; storytelling holds the watch after it. Not for pure tactical demos or bare listicles with no through-line.

Apply the Business Model Canvas (BMC) to map and evaluate business models across nine building blocks. Use this skill when the user needs to design a new business model, evaluate an existing one, compare business model options, or prepare for a strategy session — even if they say 'describe our business model', 'how do we make money', 'fill out a BMC', or 'design a new revenue model'.

Build business model canvases covering all 9 building blocks, value proposition design, revenue model analysis, and competitive positioning. Visualize and stress-test how a business creates, delivers, and captures value. TRIGGER when: user says /business-model-canvas, "business model canvas", "BMC", "business model", "value proposition canvas", "revenue model", or asks about designing or analyzing

Full-stack consulting engagement simulator covering strategic analysis, market entry, competitive intelligence, due diligence, financial modeling, and technology assessment.

Core consulting thinking frameworks and methodologies for structuring business problems, communicating findings, analyzing strategy, building financial models, and designing operations. Use when any agent or command needs to apply MECE decomposition, pyramid principle, hypothesis-driven analysis, issue trees, SCR communication, Porter's Five Forces, TAM/SAM/SOM market sizing, value chain analysis,

Build, evaluate, and stress-test a Business Model Canvas (Osterwalder) across all 9 blocks. Use when designing or refreshing a business model, auditing a canvas for gaps, exploring monetization, or aligning on the model's assumptions.

Framework for rolling out organizational changes without chaos, using ADKAR adapted for startups. Use when announcing a reorg, switching tools, pivoting strategy, killing a product, or managing change resistance.

Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis.

Assess IT vendors and third-party partners with multi-factor risk scoring and regulatory compliance checklists. Use when evaluating technology vendors.

Use this skill when the user requests to generate, create, or write professional research reports including but not limited to market analysis, consumer insights, brand analysis, financial analysis, industry research, competitive intelligence, investment due diligence, or any consulting-grade analyt

Plan presentations using the Storytelling Canvas framework — from raw content to a format-agnostic story blueprint with speaker scripts and visual evidence notes. Use this skill whenever the user wants to plan a presentation, create a slide deck outline, structure a pitch, design a talk, write presentation scripts, or prepare content before generating slides. Also triggers on: '/storytelling', 'วา

Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.

Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.

Create compelling business proposals that win deals and partnerships

Presentation creation, editing, and analysis. When Claude needs to work with presentations (.pptx files) for: (1) Creating new presentations, (2) Modifying or editing content, (3) Working with layouts, (4) Adding comments or speaker notes, or any other presentation tasks

When the user wants to conduct, analyze, or synthesize customer research. Use when the user mentions "customer research," "ICP research," "talk to customers," "analyze transcripts," "customer interviews," "survey analysis," "support ticket analysis," "voice of customer," "VOC," "build personas," "cu

When the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increase,' 'value metric,' 'Van Westendorp,' 'willingness to pay,' 'monetization,' 'how much should I charge,' 'my pricing is wrong,' 'pricing page,' 'annual vs monthly,' 'per seat pricing,' 'should I offer a

Environmental, Social, and Governance scoring with SASB materiality mapping, TCFD climate risk alignment, carbon footprint analysis, and sustainability benchmarking.

Build and analyze three-statement financial models with integrated income statement, balance sheet, and cash flow projections, scenario analysis, and key driver assumptions.

Generate comprehensive market research reports (50+ pages) in the style of top consulting firms (McKinsey, BCG, Gartner). Features professional LaTeX formatting, extensive visual generation with scientific-schematics and generate-image, deep integration with research-lookup for data gathering, and m

Plan customer discovery interviews with the right goal, segment, constraints, and method. Use when preparing interviews for problem validation, churn research, or new product ideas.

Evaluate pricing changes using ARPU, conversion, churn risk, NRR, and payback. Use when deciding whether a pricing move should ship.

Analyze political, economic, social, technological, environmental, and legal forces. Use when external market shifts could materially affect a product, roadmap, or strategy.

Facilitate workshop sessions in a one-step, multi-turn flow. Use when an interactive skill needs consistent pacing, options, and progress tracking.

Activate when: user says "business model canvas," "BMC," "Osterwalder canvas," "what's our business model," "map this business," or asks to evaluate/design/pivot/compare a business model before raising capital. Do NOT activate when: no customer segment exists yet (redirect to first-principles first); or the question is purely operational (which CRM, which feature to ship). More: deciqai.com/s/busi

Calculate TAM/SAM/SOM for market opportunities using top-down, bottom-up, and value theory methodologies. Use this skill when sizing markets, estimating addressable revenue, validating market opportunity for a new venture, or building investor-ready market analysis for a startup pitch or business plan.

Structure presentations that persuade through narrative, not slide count. Covers story arcs, executive presentations, and knowing what to cut. Use when presenting to leadership, pitching a strategy, or when your slides aren't landing.

Use when facing a consulting challenge and needing structured methodology guidance: client anchored on wrong solution, messy problem needing structure, building a skeptic-proof recommendation, conflicting data sources, project at risk, or stuck on which approach to apply. Single entry point for all consulting playbook coaching.

This skill should be used when the user needs structured strategic analysis and high-impact executive recommendations for complex business problems.

This skill should be used when the task involves plan and execute organizational change management for ERP implementations on ERP•AI -- use when designing stakeholder engagement, communication plans, training strategies, resistance management, and benefits realization for enterprise transformations.

STEP 2 3: Issue Tree + Hypotheses

Map value creation, delivery, and capture with the Business Model Canvas. Use when evaluating startups, pivots, product strategy, revenue streams, cost structure, partners, channels, or business-model coherence; avoid for deep customer-job research, roadmap breakdowns, or macro-environment scans.

When the user wants to prepare, audit, or analyze Environmental, Social, and Governance (ESG) reports. Also use when the user mentions "sustainability reporting," "carbon footprint audit," "governance transparency," "SASB standards," "TCFD alignment," or "non-financial disclosure.

Designs products around price using the 9 rules from Ramanujam and Tacke - WTP conversations, needs-based segmentation, Good/Better/Best configuration, monetization models, behavioral pricing, and price integrity. Use when designing new products, validating pricing for SaaS/B2B/B2C launches, choosing between subscription/usage/freemium models, fixing post-launch sales below plan, diagnosing failed

Discipline for giving design work narrative structure that makes people care. Provides four canonical patterns — protagonist-arc, choreography, situation/complication/resolution, what-is/what-could-be — each with a goal, shape, and named pathology. Use when design work needs narrative structure, when stakeholders need to see the user's experience as a story, when presenting design rationale to non

A reusable Go-to-Market strategy template for both B2B and B2C launches. Covers positioning, messaging, ICP definition, channel selection, and competitive analysis frameworks. By @WeiYipei.

Pricing strategy for technical products. Use when choosing usage-based vs seat-based, designing freemium thresholds, structuring enterprise pricing conversations, deciding when to raise prices, or using price as a positioning signal.

Business Model Canvas framework for value proposition, customer segments, revenue streams, and sustainable business model design

Business Model Canvas framework for value proposition, customer segments, revenue streams, and sustainable business model design

Change management processes, impact assessment, approval workflows, and rollback procedures following ITIL and ISO 27001

Complete change lifecycle management including RFC creation, CAB preparation, approval workflows, implementation coordination, and post-implementation review

Estimate the intrinsic value of a public company using DCF, relative (peer multiple) and sum-of-parts (SOTP) methods, then triangulate to an implied share price with upside/downside versus the current market price. Use this skill whenever the user asks: "what is AAPL worth", "valuation of NVDA", "fair value of TSLA", "intrinsic value", "DCF for MSFT", "build a DCF", "discounted cash flow", "WACC",

Analyze SaaS company valuation compression between funding rounds. Use this skill whenever the user asks about: how much a SaaS company's valuation multiple changed between rounds, why the ARR multiple compressed or expanded, comparing a company's compression to macro benchmarks, or explaining what drove valuation changes for any VC-backed software company. Trigger on phrases like "valuation compr

Use this skill whenever the user asks about competitive strategy, positioning, business models, market entry, industry analysis, competitive advantage, SWOT, Porter's Five Forces, strategic planning, corporate strategy, diversification, acquisition strategy, strategic innovation, differentiation, cost leadership, blue ocean strategy, value chain analysis, scenario planning, platform business model

Turn a tech-spec directory into an interactive, marketing-grade web presentation — built so engineers understand the design, the reader is convinced of the why, and the result is shareable in public. Use when SOMeone wants a spec turned into a deck.

Build financial models — P&L projections, cash flow forecasts, unit economics, DCF valuations, and scenario analysis.

Write a client proposal, quote, scope of work, or engagement letter for a service business. Covers project understanding, scope, timeline, pricing presentation, and terms. Use whenever the user asks for a proposal, quote, project proposal, client proposal, SOW, statement of work, engagement letter, or B2B service engagement document — for web dev, consulting, trades, or any service business.

Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current port

Use when justifying investment, resource allocation, or strategic decisions with financial and logical reasoning to ensure positive ROI and alignment with long-term goals.

Stress-tests business documents for logical gaps, unproven assertions, and structural weakness using the Amazon narrative standard, Minto's pyramid logic, and the Completed Staff Work doctrine. Use when evaluating memos, proposals, strategy docs, or any document headed to executive review.

NHS transformation strategist combining clinical insight with business acumen — change management, financial sustainability, business case development, stakeholder engagement, and digital transformation.

Turn content into professional consulting visualizations — board slides, reports, proposals, and data-backed specs with insight-led headlines and disciplined layout.

When the user wants to assess supplier risks, monitor supplier health, or develop risk mitigation strategies. Also use when the user mentions "supplier risk assessment," "supply chain risk," "business continuity," "supplier monitoring," "supply disruption," "risk scoring," "supplier financial health," or "contingency planning." For initial supplier selection, see supplier-selection. For overall su

When the user wants to analyze supply chain performance, build analytics dashboards, or track KPIs. Also use when the user mentions "supply chain metrics," "performance analytics," "KPI tracking," "dashboard design," "business intelligence," "data visualization," "supply chain reporting," "metrics analysis," or "performance measurement." For forecasting specifically, see demand-forecasting. For op

When the user wants to implement sustainable procurement practices, evaluate supplier sustainability, or develop responsible sourcing programs. Also use when the user mentions "sustainable procurement," "responsible sourcing," "ESG sourcing," "ethical sourcing," "green procurement," "supplier sustainability," "sustainable suppliers," "social responsibility," or "environmental sourcing." For carbon

When the user wants to plan, design, or optimize pricing strategy and structure. Also use when the user mentions "pricing strategy," "pricing model," "pricing tiers," "freemium," "value-based pricing," "anchoring," "price structure," or "monetization strategy." For pricing page, use pricing-page-generator.

Designs and compares Strategyzer Business Model Canvases as integrated systems of customer value, delivery, and value capture. Use when constructing a business-model hypothesis, comparing monetization or operating architectures, or exposing cross-block assumptions.

Builds reproducible TAM, SAM, and reachable-market models from explicit market equations, bottom-up counts, top-down cross-checks, operating constraints, and reconciliation. Use when estimating accounts, users, demand, spend, or revenue opportunity under uncertainty.

Risk-based vendor assessment framework for IT service providers, technology vendors, and third-party partners under DORA, NIS2, GDPR. Provides three-phase process (Initial Screening / Detailed Assessment / Final Evaluation), six-dimension risk scoring (Financial/Operational/Compliance/Security/Reput

Orchestrates a live agent team that pressure-tests a strategic question with McKinsey-style frameworks — market diagnosis, option generation, adversarial verification, and a board-ready decision memo.

Compare composition across segments using 100% stacked bars. Use for competitive analysis, cost structure comparison, and portfolio composition.

Map and analyze customer experience touchpoints. Use for improving satisfaction, loyalty, and customer journey optimization.

Estimate market size using top-down, bottom-up, and triangulation methods. Use for market entry decisions, business planning, investment analysis, and TAM/SAM/SOM calculations.

Calculate economic value added and shareholder return. Use for investment analysis, valuation, and capital allocation decisions.

Design/redesign org structure and operating model: current-state map, target blueprint, transition plan.

Lead org transformation toward a product operating model: diagnostic, pilot plan, roadmap, governance.

Designs structured scoring tools with explicit criteria, performance scales, and descriptors for consistent, transparent quality assessment. Use when need quality criteria and scoring scales to evaluate work consistently, compare alternatives objectively, set acceptance thresholds, reduce subjective bias, or when user mentions rubric, scoring criteria, quality standards, evaluation framework, inte

Develops business strategies grounded in rigorous competitive and market analysis using proven frameworks (Good Strategy kernel, Porter's 5 Forces, SWOT, Blue Ocean, Playing to Win, Value Chain Analysis, BCG Matrix). Use when developing strategy (market entry, product launch, expansion, M&A, turnaround), conducting competitive analysis, making strategic decisions (build vs buy, pricing, positionin

Comprehensive go-to-market strategy and launch execution skill. Use when planning a product launch, feature announcement, market entry, or release strategy. Activates for: go to market, GTM, product launch, launch strategy, launch plan, launch execution, launch marketing, GTM playbook, launch readiness, technical launch, beta launch, early access, waitlist, Product Hunt, feature release, announcem

Comprehensive market research and analysis skill. Use when sizing markets, conducting competitive analysis, generating professional market research reports, analyzing consumer behavior, or identifying market opportunities. Activates for: market research, market analysis, market report, TAM SAM SOM, market sizing, industry analysis, market landscape, competitive landscape, market trends, consumer r

Generate consultancy problem-solving solutions using McKinsey methods (SCQA, MECE, Pyramid Principle).

Creates product strategies using Crossing the Chasm, Playing to Win, and strategic canvas frameworks. Use when defining where to play and how to win, choosing beachhead markets, or connecting tactics to strategy.

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

Senior financial analysis and modeling expert — financial statements, valuation, forecasting, and decision support for corporate finance and consulting.

Create a structured change management plan for any organisational change. Use when asked to write a change management plan, manage a change initiative, plan a system rollout, or lead an organisational transformation. Produces a plan covering stakeholder analysis, impact assessment, communication strategy, and resistance management.

Generate a financial due diligence checklist and analysis framework for any investment, acquisition, or partnership. Use when asked for a due diligence checklist, M&A financial review, investment analysis framework, or vendor financial assessment. Produces a document request list, key analytical questions, red flags checklist, and a summarised financial health assessment.

Turn financial model outputs into a clear written narrative. Use when asked to write a financial narrative, explain a financial model, summarise a P&L, or translate spreadsheet numbers into a board-ready story. Produces an executive narrative with key insights, drivers, and forward-looking commentary.

Build a go-to-market plan for any product launch, feature release, or new market entry. Use when planning a product launch, writing a GTM strategy, defining launch tiers, or coordinating cross-functional launch activities. Produces a tiered GTM plan with messaging, cross-functional activity tracker, success metrics, and launch day checklist. For positioning and messaging content itself use go-to-m

Builds a driver-based economic model — NPV, IRR, payback, and a real sensitivity grid — using a bundled calculator, then states the specific conditions required for the case to hold. Use whenever the user wants to build, check, or challenge a business case, ROI, or investment case, is deciding whether to fund an initiative, or has a business case that's just a single-point revenue projection with

Scores a multi-business portfolio on a weighted GE-McKinsey 9-box via a bundled calculator, then measures how aggressively capital actually moves between business units year over year — grounded in McKinsey's own "Power of Capital Reallocation" research, which found companies that reallocate capital most aggressively deliver materially higher shareholder returns than those that don't. Use whenever

Designs how an organization actually gets work done — structure, decision rights (RAPID/DACI), processes, and capabilities — aligned to the strategy it's supposed to execute, instead of redrawing an org chart in isolation. Use whenever the user wants to redesign org structure, is dealing with slow or unclear decision-making, is restructuring after a strategy change, or asks for a new org chart wit

Conversation-first workflow for turning tacit work patterns into a structured operating model. Use when the user wants to map how their work actually runs, generate USER.md / SOUL.md / HEARTBEAT.md artifacts, or build an agent-ready model of rhythms, recurring decisions, dependencies, institutional knowledge, and friction. Requires base Open Brain search/capture tools plus the paired Work Operatin

Expert sales proposal and pricing presentation strategist. Use when writing proposals, executive summaries, ROI business cases, pricing presentations, SOWs (Statement of Work), RFP responses, or competitive positioning documents. Covers proposal structure, terms positioning, design formatting, follow-up strategy, and win-rate optimization.

Use when designing organizational structure (team topologies, Conway's Law alignment), mapping stakeholders by power-interest for change initiatives, defining team interface contracts (APIs, SLAs, decision rights, handoffs), assessing capability maturity (DORA, CMMC, agile maturity models), planning org restructures (functional to product teams, platform teams, shared services), or when user menti

Craft compelling business presentations using the pyramid principle, SCQA framework, and McKinsey storytelling techniques for executive audiences.

Retrieve market capitalization data for multiple companies at once using Octagon MCP. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by company size.

Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.

Retrieve ESG benchmark comparison metrics by sector using Octagon MCP. Use when comparing ESG performance across industries, analyzing sector-level sustainability benchmarks, identifying ESG leaders and laggards by industry, or referencing frameworks like MSCI, S&P Global, CDP, and CSRD.

Retrieve ESG ratings and scores using Octagon MCP. Use when analyzing Environmental, Social, and Governance ratings, MSCI ESG ratings, Sustainalytics risk ratings, industry ESG rankings, and sustainability metrics for any public company.

Builds comprehensive pricing strategies by reading business context and asking targeted questions interactively. Use when user needs pricing plans, tier structures, price points, pricing model recommendations, or any pricing-related strategy for their product or service.

Design or redesign an org structure and operating model by producing an Organizational Design Pack (design brief, current-state map, operating-model decision, target org blueprint, transition plan). Use for org design, reorgs, team topology, functional vs divisional structures, and centralized vs decentralized decision-making. Category: Leadership.

Lead an organizational transformation toward a modern product operating model (not “framework adoption”). Produces an Organizational Transformation Pack (diagnostic, target operating model, pilot plan, roadmap, comms, governance). Use for org transformation, product operating model change, moving from feature teams to empowered product teams, and change management. Category: Leadership.

ESG performance measurement, sustainability reporting frameworks, materiality assessment, and impact quantification. Covers CDP, TCFD, GRI, SASB, CSRD/ESRS, and emerging disclosure requirements. Use when "ESG|sustainability reporting|disclosure, CDP|climate disclosure|carbon disclosure, TCFD|climate risk|scenario analysis, GRI|global reporting initiative, SASB|materiality|industry standards, CSRD|

Generates full consulting proposals from a brief. Input client name, problem description, and rough scope. Outputs proposal.md with executive summary, problem statement, proposed approach, timeline, team, pricing tiers, and terms. Researches client company for personalization. Multiple pricing models. Professional formatting matching consulting standards.

TAM/SAM/SOM calculator with deep market research. Produces comprehensive market-sizing.md with top-down and bottom-up estimates, methodology, data sources, assumptions, sensitivity ranges, growth projections, competitive landscape, and Mermaid visualizations. Use when user needs market size estimates, addressable market analysis, go-to-market sizing, investor-ready market analysis, or business pla

Technical due diligence for M&A, investment, or acquisition. Reads a target company's codebase and generates a comprehensive tech DD report with architecture assessment, tech debt quantification, scalability analysis, security posture, team capability inference, build system quality, test coverage,

Review commercial proposals and build customer-led business cases, ROI or value models, pricing or investment rationales, executive summaries, and customer-ready value stories tied to a customer, workflow, initiative, or decision.

Estimate market, segment, or opportunity size with transparent assumptions and uncertainty. Use for TAM/SAM/SOM, sizing scenarios, or comparing the scale of possible opportunities.

Senior Risk Management specialist for medical device companies implementing ISO 14971 risk management throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use for risk management planning, risk assessments, risk control verification, and risk management file maintenance.

Write a structured interview guide — warm-up, core exploration, and wrap-up. Use before running interviews. For analysing what comes back, use `summarize-interview`.

Turn one interview transcript into themes, supporting quotes, and action items. Use immediately after a session. For synthesising many sessions at once, use `affinity-diagram`.

Deep interview process to transform vague ideas into detailed specs. Works for technical and non-technical users.

Use when planning workforce adoption, trust staging, supervisor training, affected-party disclosure, or contestability for agents that act on a buyer's behalf.

Generate a Business Model Canvas with all 9 building blocks. Use when creating a business model, documenting how a business creates value, or analyzing an existing business model.

Create a go-to-market strategy covering marketing channels, messaging, success metrics, and launch timeline. Use when planning a product launch, creating a GTM plan from scratch, or defining a launch strategy for a new market.

Create a structured customer interview script with JTBD probing questions, warm-up, core exploration, and wrap-up sections. Follows The Mom Test principles — no leading questions, no pitching, focus on past behavior. Use when preparing for user interviews, creating interview guides, or planning discovery research.

Estimate market size using TAM, SAM, and SOM with top-down and bottom-up approaches. Use when sizing a market opportunity, estimating addressable market, preparing for investor pitches, or evaluating market entry.

Brainstorm 3-5 monetization strategies with audience fit, risks, and validation experiments. Use when exploring revenue models, evaluating pricing strategies, or deciding how to monetize a product.

Analyze and design pricing strategies including pricing models, competitive pricing analysis, willingness-to-pay estimation, and price elasticity. Use when setting prices, evaluating pricing models, preparing for a pricing change, or comparing freemium vs paid approaches.

Reference guide to 9 prioritization frameworks with formulas, when-to-use guidance, and templates — RICE, ICE, Kano, MoSCoW, Opportunity Score, and more. Use when selecting a prioritization method, comparing frameworks like RICE vs ICE, or learning how different prioritization approaches work.

Generate a Startup Canvas combining Product Strategy (9 sections) and Business Model (costs + revenue) for a new product. An alternative to BMC and Lean Canvas that separates strategy from business model. Use when launching a new product or evaluating a startup concept.

Red-team a PRD, roadmap, or strategy by attacking its load-bearing assumptions before reality does. Steelmans then attacks each claim, ranks failure modes by impact × likelihood × cheapness-to-test, and returns the cheapest test and kill criteria for each. Use when stress-testing a plan, pressure-te

Summarize a customer interview transcript into a structured template with JTBD, satisfaction signals, and action items. Use when processing interview recordings or transcripts, synthesizing discovery interviews, or creating interview summaries.

Estimate market opportunity (TAM, SAM, SOM) using multiple sizing frameworks (top-down, bottom-up, comparable company, analogous market). Triangulates across frameworks, highlights where they converge and diverge as signal, and produces a calibrated range with source-graded confidence labels. Refuses unbounded fabrications; always offers a labeled lower-confidence path when data is thin. Used for

Generate professional slide decks using proven consulting, sales, storytelling, and problem-solving frameworks — meta-flows for narrative and slide patterns per section.

Help users navigate complex transitions, from scaling new business units to managing crises and driving AI adoption across large organizations.

Help users design high-performing product and engineering organizations by choosing the right reporting models, team sizes, and cross-functional partnerships. It focuses on reducing friction and maximizing ownership through structural clarity.

Help users validate willingness-to-pay, select the right value metrics, and continuously optimize pricing and packaging to drive growth.

Help users master professional writing to bridge gaps between stakeholders, scale their leadership influence, and ensure organizational clarity through structured narratives and async-first norms.

This skill should be used when the user asks to "calculate TAM",

Generate comprehensive investor-ready business case document with

This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

Build MECE issue trees for complex business problems. Use when you need rigorous problem decomposition, branch prioritization, and a decision-ready analysis backlog.

Analyze market size and competitive dynamics with consulting-grade rigor. Use when decisions require TAM/SAM/SOM triangulation, competitor mapping, positioning implications, and uncertainty-aware recommendations.

Build portfolio and growth strategy decisions with BCG, GE/McKinsey, and Ansoff logic. Use when allocating capital, prioritizing business units, and sequencing growth moves under constraints.

Structure high-stakes communication with the Pyramid Principle. Use when preparing executive summaries, recommendations, decision memos, or storyline-driven updates that need a clear answer-first flow and defensible support.

Implement and review risk controls, position sizing, portfolio heat limits, stop losses, and risk monitoring. Use when implementing risk management, reviewing risk controls, calculating position sizes, or analyzing portfolio risk exposure.

Business model design using Alexander Osterwalder's 9 building blocks. Use when: business model, canvas, value proposition, customer segments, revenue streams, startup planning, analyze business, business strategy.

Create and transition ServiceNow change requests (normal/standard/emergency), change tasks, affected CIs, approval routing, CAB scheduling, and conflict detection across maintenance windows.

When the user needs to estimate market size, understand market dynamics, or validate that a market opportunity is large enough to pursue.

Design pricing, packaging, and monetization strategies based on value, customer willingness to pay, and growth objectives.

Legal due diligence review for seed-stage and Series A startups (US, Delaware C-Corp focus). Supports both investor and founder perspectives. Capabilities include: (1) Interactive document review and issue spotting; (2) Document request list generation; (3) Cap table and SAFE/convertible note analys

Help figure out pricing for a product or service using minimalist entrepreneur principles. Use when SOMeone is setting prices, considering price changes, or struggling with what to charge.

TAM/SAM/SOM calculations and market sizing methodologies. Use when assessing market opportunity, estimating revenue potential, or validating if a market is worth pursuing. Trigger on: 'size my market', 'TAM SAM SOM', 'how big is my market', 'market opportunity', 'is this market worth it'.

Multi-agent pipeline that builds a polished presentation deck from a single topic. Four agents work in sequence — Strategist defines the narrative, Builder creates the deck, Critic reviews it like a McKinsey EM, Fixer applies the top fixes. Use when you need a presentation that survives senior audiences.

Generate McKinsey-style consulting charts as native python-pptx objects (editable inside PowerPoint). Three workhorse types — bar+callout for TAM/single-number stories, stacked column over time for revenue/usage mix, and waterfall for drivers/bridge analysis. Use when you need a chart that looks lik

Reviews decks, documents, and strategies like a McKinsey engagement manager. Grades each section, flags structural problems, and gives the top 3 fixes. Use after building a deck, writing a strategy doc, or outlining a recommendation — before it goes to stakeholders.

Expert NIST AI Risk Management Framework (AI RMF 1.0) advisor covering all four functions: GOVERN, MAP, MEASURE, MANAGE. Use this skill whenever a user asks about NIST AI RMF, AI risk management, AI trustworthiness, GOVERN function, MAP function, MEASURE function, MANAGE function, AI RMF Playbook, AI risk profiles, responsible AI, AI bias management, AI transparency, AI explainability, AI reliabil

Strategy evaluation and design framework based on Richard Rumelt''s "Good Strategy Bad Strategy" and Michael Porter''s "What Is Strategy?". Use this skill whenever the user is discussing strategy, plans, priorities, vision, roadmaps, OKRs, or competitive positioning — even if they do not explicitly say "good strategy", "Rumelt", "Porter", or "strategy kernel". Triggers include: (1) evaluating whet

Innovation management expertise for innovation frameworks (Design Thinking, Stage-Gate), ideation processes, innovation portfolio management, venture capital, open innovation, and IP strategy. Use when driving innovation, managing R&D portfolios, or building innovation programs.

Enterprise risk management expertise for ERM frameworks, risk assessment, business continuity, insurance strategy, third-party risk, and reputational risk. Use when assessing risks, building continuity plans, or managing organizational risk exposure.

Supply chain analysis, inventory optimization, logistics planning, vendor evaluation, and demand forecasting frameworks. Use when analyzing supply chains, optimizing inventory, or evaluating suppliers.

Sustainability and ESG expertise for ESG strategy, carbon footprint management, sustainable supply chains, circular economy, renewable energy, climate risk, and ESG reporting (GRI, SASB, TCFD). Use when building sustainability programs, measuring carbon impact, or creating ESG reports.

Narrative-build workflow for turning data, technical results, or project outcomes into a compelling story for leadership, investors, or customers. Structures the narrative using proven story frameworks — 3-act, SparkLines, situation-complication-resolution (storytelling), finds the surprising angle through lateral thinking and reframing (creative-problem-solving), anchors every claim to measurable

A practical Pricing Strategy, Risk Management, Regulatory & Compliance skill for consultants: Risk Management — provides a structured method, framework, or workflow to apply in client engagements.

Build business cases with cost-benefit analysis, ROI calculations, risk assessment, implementation timeline, and stakeholder analysis

Plan and execute organizational or technical changes. Trigger with "we're changing", "rolling out", "migration plan", "how do we communicate this change", "change management plan", or when the user is planning a change that affects people, processes, or systems.

ACTIVATE when evaluating acquisition targets, conducting M&A due diligence, planning integration strategy, analyzing synergies, preparing sale materials, assessing culture fit, valuing targets, creating merger checklists, or managing M&A transactions. Critical for executives involved in buy-side or sell-side M&A, from initial target evaluation through post-acquisition integration.

Use when asked about "pricing strategy", "willingness to pay", "value metric", "packaging tiers", "good better best pricing", "subscription vs usage pricing", or "price before product". Helps design products customers will pay for and choose pricing models that capture value. Based on Madhavan Ramanujam's Monetizing Innovation framework from Simon-Kucher.

Create uncontested market space using value innovation instead of competing head-to-head. Use when the user mentions "blue ocean", "red ocean", "strategy canvas", "ERRC framework", "value innovation", "non-customers", "buyer utility map", "the market is too crowded", "how do we stand out", or "escap

Design products and pricing around validated willingness to pay, from Ramanujam & Tacke''s "Monetizing Innovation". Use when the user mentions "pricing", "how much should we charge", "willingness to pay", "pricing page", "packaging", "freemium vs free trial", "are we leaving money on the table", "nobody buys at this price", "price increase", or "good-better-best". Also trigger when designing or au

Audit and rewrite prose so it stops reading as machine-generated. Use this skill when asked to remove AI-isms, clean up AI writing, edit a draft for AI tells, audit a README, changelog, release note, PR description, or blog post for machine-sounding prose, or make text sound less like AI. Supports a

Elicit, analyze, and document business requirements using stakeholder interviews, process mapping, and requirements validation techniques.

Analyze competition, identify differentiation opportunities, and develop winning market positioning strategies using Porter's Five Forces, Blue Ocean Strategy, and positioning maps. Use this skill when evaluating competitors, assessing market positioning, identifying sustainable competitive advantag

Transform data into compelling narratives using visualization, context, and persuasive structure. Use when presenting analytics to stakeholders, creating data reports, or building executive presentations.

PluginEval quality methodology — dimensions, rubrics, statistical methods, and scoring formulas. Use this skill when understanding how plugin quality is measured, when interpreting a low score on a specific dimension, when deciding how to improve a skill's triggering accuracy or orchestration fitness, when calibrating scoring thresholds for your marketplace, or when explaining quality badges to ex

Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Use this skill when building an executive SaaS metrics dashboard tracking MRR, churn, and LTV/CAC ratios; designing an operations center with live service health and request throu

Calculate TAM/SAM/SOM for market opportunities using top-down, bottom-up, and value theory methodologies. Use this skill when sizing markets, estimating addressable revenue, validating market opportunity for a new venture, or building investor-ready market analysis for a startup pitch or business pl

Write effective blameless postmortems with root cause analysis, timelines, and action items. Use when conducting incident reviews, writing postmortem documents, or improving incident response processes.

Use when preparing the narrative, sources, and design context for a new editable PPTX deck.

Build comprehensive 3-5 year financial models with revenue projections, cost structures, cash flow analysis, and scenario planning for early-stage startups. Use this skill when creating financial projections, calculating burn rate or runway, modeling fundraising scenarios, or preparing investor-ready financials for a seed or Series A raise.

Track, calculate, and optimize key performance metrics for SaaS, marketplace, consumer, and B2B startups from seed through Series A, including unit economics, growth efficiency, and cash management. Use this skill when defining a metrics framework, calculating CAC/LTV/burn multiple, benchmarking bus

Design optimal team structures, hiring plans, compensation strategies, and equity allocation for early-stage startups from pre-seed through Series A. Use this skill when planning headcount, determining which roles to hire next, setting compensation or equity ranges, designing org structure, or build

Index of the Modern Product Operating Model — a collection of composable product skills. Use when user wants an overview of all product skills, doesn't know which specific skill they need, or wants to understand how the product systems connect.

Apply consulting methodologies from McKinsey, BCG, Bain, and Accenture for structured problem-solving and strategic analysis. Use whenever the user asks for business advice or analysis — analyzing a business problem, developing or reviewing a strategy or business plan, structuring a presentation or executive summary, evaluating M&A or an investment, sizing a market, setting prices, improving profi

Business case analysis with ROI, NPV, IRR, payback period, and TCO calculations for investment decisions. Use when building financial justification, cost-benefit analysis, build-vs-buy comparisons, or sensitivity analysis.

TAM/SAM/SOM market sizing with top-down and bottom-up estimation methods, cross-validation of assumptions, and divergence reconciliation. Generates investor-ready materials with growth projections and confidence intervals. Use when estimating addressable markets, validating opportunity size, or preparing pitch deck market slides.

This skill should be used when the user asks to "calculate market size", "TAM SAM SOM analysis", "estimate market opportunity", "market sizing", "total addressable market", "serviceable market", "market potential", or needs guidance on market size estimation methodologies, market opportunity calculations, or growth projections.

This skill should be used when the user asks to "calculate market size", "TAM SAM SOM analysis", "estimate market opportunity", "market sizing", "total addressable market", "serviceable market", "market potential", or needs guidance on market size estimation methodologies, market opportunity calculations, or growth projections.