mbfinotti

Defines the company's ideal customer profile (ICP) at sales-leadership altitude - the firmographic, technographic, behavioral and intent criteria, a weighted scoring rubric with explicit disqualifiers, and the refresh cadence that targeting keys off. Works from closed-won/lost deal data, or from founder-led discovery when deal data is thin. Covers B2B account ICPs and the equivalent B2C demographic/psychographic profile. Use whenever the user mentions the ideal or target customer, buyer profile, "who should we sell to", or targeting that is too broad, even without the letters ICP. Do NOT use for TAM/SAM/SOM sizing (mbfinotti/sales-skills@sales-market-sizing) or account fit scoring (mbfinotti/sales-skills@sales-account-segmentation).

Models how much pipeline a team needs relative to quota - coverage ratios derived from win rates (raw multiplier, stage-weighted, conversion-inversion), segment-level coverage targets, in-quarter timing and the point of no return, seasonality indexing, and pipeline-gap math that turns a ratio into new-pipeline-required. A macro modeling exercise for sales leadership and RevOps, covering B2B and high-velocity/B2C motions. Use whenever the user mentions pipeline coverage, 3x pipeline, a pipeline gap, forecast shortfall, or "we missed quota with 4x coverage", even without the word coverage. Do NOT use for deriving the quota itself (mbfinotti/sales-skills@sales-quota-setting) or inspecting one deal (mbfinotti/sales-skills@deal-red-flags).

Designs the tier layer downstream of an existing account fit score - where the cutoffs sit, tier names, rep-to-account capacity caps, the coverage model per tier (touch cadence, channel mix, QBR frequency, executive involvement), coverage-ratio health metrics, and the recalibration cadence. Covers B2B account tiering and B2C key-account tiering through retail/distribution channels. Use whenever the user mentions tiers, strategic/key/growth/long-tail accounts, accounts-per-rep ratios, 1:1 or 1:few or 1:many ABM coverage, or "everything drifted into Tier 1", even without the word tiering. Takes the fit score as input. Do NOT use for building that score (mbfinotti/sales-skills@sales-account-segmentation).

Estimates TAM, SAM, and SOM for a market or sub-segment to ground sales capacity, territory, and quota planning - top-down, bottom-up on named accounts or population math, value theory, triangulation, a capacity-based SOM ceiling, and a per-layer refresh cadence. A macro planning exercise for sales leadership and RevOps, covering B2B and B2C. Use whenever the user mentions TAM, SAM, SOM, market size, addressable market, "how big is this market", or the number behind next year's quota, even without those acronyms. Sizes for planning, not pitching. Do NOT use for defining the ICP (mbfinotti/sales-skills@sales-icp-definition) or turning SOM into quotas (mbfinotti/sales-skills@sales-quota-setting).

Employer-side hiring workflow for SDR/BDR and AE roles, producing an outcome-based scorecard, a structured interview loop with question bank, a scored mock-call work sample, and a 30-60-90 ramp plan with certification gates. Recommends SDR vs AE vs full-cycle from ACV, cycle length and inbound volume, and rests on selection-validity evidence - structured interviews, independent scoring, no brainteasers. Use whenever the user mentions hiring a rep, sales interview questions, a hiring scorecard, a mock call interview, rep onboarding, or a ramp plan, even without the word hiring. Do NOT use for candidate-side prep (mbfinotti/sales-skills@sales-career) or comp plan design (mbfinotti/sales-skills@sales-comp-design).

Before starting any sales project, and before answering a sales request that spans more than one sales topic or names no skill at all, run this router first. It routes the task to exactly one skill in the sales-skills collection, or says plainly that none fits, and bootstraps or resumes the project's shared sales-context.md artifact, producing a short-list plus an ordered skill chain. Fires on the state of the conversation rather than the subject matter, at a sales project start, at a periodic sales check-in or recurring sales review, on a mid-project re-route, or on any broad or ambiguous sales request such as "which sales skill do I need" or "where do I start with sales". Covers both altitudes, CRO-altitude planning (motion, ICP, market sizing, segmentation, tiering, org structure, quota, coverage, comp) and execution (outbound, cold calling, discovery, objections, MEDDPICC, recaps, call review, hiring, career). Run it even when sibling skills are already in daily use elsewhere.

Builds and maintains a personalized watch list of sales information sources - podcasts, newsletters, communities, benchmark reports, and sales people to follow - matched to the user's role, market, and time budget, shipped as a dated verified-source snapshot with per-source status and a freshness check that catches rebranded or dead sources. Covers B2B SaaS and B2C high-ticket as separate ecosystems. Use whenever the user mentions sales newsletters, sales podcasts, who to follow in sales, sales communities, staying current in sales, or refreshing a reading list, even without the word radar. Do NOT use for career or interview prep (mbfinotti/sales-skills@sales-career).

Coach one person through landing and growing a sales career - SDR/BDR entry, SDR-to-AE promotion, and beyond - across B2B SaaS and commission-heavy B2C (real estate, insurance, solar, auto). Covers sales interview prep (mock cold call, sell-me-this-pen, candidate-authored 30-60-90 plan), quantified track-record evidence, sales skill-gap roadmaps, employer diligence, and sales offer evaluation from the candidate's seat, anchored to dated benchmarks (Bridge Group, RepVue, NAR). Use for "sales career", "break into tech sales", "sdr interview prep", "sdr to ae path", "evaluate this sales offer". Does not cover the hiring side (mbfinotti/sales-skills@sales-hiring), job searching or auto-applying, resume file generation, or deal execution tactics.

Builds a sequenced sales discovery question set - pain, root cause, impact, urgency - for a specific deal or persona, sized to the call length, with follow-up ladders, branch triggers, and a do-not-ask list. Covers B2B (SDR qualification through multi-stakeholder AE discovery) and high-ticket B2C consultations. Use whenever the user mentions discovery call prep, qualification questions, SPIN or pain-funnel questions, a first-meeting agenda, or "what should I ask this prospect", even without the word discovery. Do NOT use for rebuttals (mbfinotti/sales-skills@sales-objection-handling), the cold-call opening (mbfinotti/sales-skills@cold-call-opener), or grading a finished call (mbfinotti/sales-skills@sales-call-review).

Diagnoses what a sales objection really means and writes rebuttal scripts a rep can say out loud, or calls the deal dead when the objection is a real constraint. Covers price/budget, timing, competitor/incumbent, authority, status-quo, and trust objections for B2B and B2C, with price-specific guidance on value gap vs genuine budget limit and trading instead of discounting. Use whenever the user mentions a price objection, "too expensive", "not interested", "send me some info", "we already use a competitor", stalling, or an objection library, even without the word objection. Do NOT use for discount trade planning (mbfinotti/sales-skills@negotiation-concession-planner) or ROI math (mbfinotti/sales-skills@deal-value-calc).

Plans a touch-by-touch outbound cadence - which channel on which day, touch count, spacing, channel mix, multi-threading, exit and stop rules, recycle and re-entry, and the capacity math behind it, with pre-committed metric thresholds. Use whenever the user mentions a sequence, cadence, follow-up timing, Outreach or Salesloft steps, a drip, "how many touches", inbound-lead or event follow-up, closed-lost re-engagement, or B2C lifecycle and SMS flows, even without the word cadence. Do NOT use for message copy, subject lines (mbfinotti/sales-skills@cold-email-subject-line-tester), call scripts (mbfinotti/sales-skills@cold-call-opener), or inbox placement (mbfinotti/sales-skills@cold-email-deliverability).

Turns prospect signals into 2-3 ranked personalization angles for outreach, each pairing a dated, sourced signal with the problem it implies, a one-line hook, the ask it justifies, and a confidence/recency label. Covers B2B and B2C signals and 1:1 vs 1:few vs 1:many effort tiers, and never invents a signal. Use whenever the user mentions personalization, a trigger event, a funding round, a new hire or job change, a product launch, review mining, or "find a reason to reach out", even without the word personalize. Do NOT use for drafting the message - subject lines (mbfinotti/sales-skills@cold-email-subject-line-tester), openers (mbfinotti/sales-skills@cold-call-opener), and cadence (mbfinotti/sales-skills@sales-outbound-sequence) live elsewhere.

Designs how sales quotas are derived for a team or company - top-down vs bottom-up reconciliation, ramp-adjusted capacity modeling (Ramped Rep Equivalents), over-assignment cushion, territory-weighted fair-share allocation, ramp relief policy, and validation against current attainment benchmarks. A macro planning exercise for VP Sales, CRO, and sales ops, covering B2B and B2C. Use whenever the user mentions quotas, targets, attainment, ramping new hires, annual planning, or "how much quota should an AE carry", even without the word quota. Do NOT use for pipeline coverage math (mbfinotti/sales-skills@sales-pipeline-coverage-modeling) or the comp plan that pays against it (mbfinotti/sales-skills@sales-comp-design).

Scores one sales call transcript against an anchored rubric - opener, discovery, objection handling, close - quoting the transcript for every judgement and naming one focus behaviour. Handles messy ASR transcripts, missing speaker labels, and partial calls, covering B2B deal calls and B2C/inside-sales QA, rep self-review and manager tape review. Use whenever the user mentions a call recording, transcript, Gong or Chorus review, tape review, call scoring, or "how did this call go", even without the word review. Do NOT use for writing the follow-up email (mbfinotti/sales-skills@sales-meeting-recap) or scoring the deal itself (mbfinotti/sales-skills@meddpicc-scorecard).

Turns raw sales call notes into a structured recap email with agreed next steps - every action item carrying an owner, a date, and a deliverable - plus mutual close plan (mutual action plan) items when the deal warrants one. Restates the buyer's pain in their own words and never invents a commitment the notes don't contain. Covers complex B2B committee deals and transactional or B2C motions. Use whenever the user mentions a recap email, follow-up after a sales call, next steps email, post-call summary, or a mutual action plan, even without the word recap. Do NOT use for judging how the call went (mbfinotti/sales-skills@sales-call-review).

Designs a sales organization's structure for its current stage - role mix (SDR, AE, AM/CS), topology (island, assembly line, pod, hybrid), SDR-to-AE ratio, hunter/farmer split, span of control, and specialization by segment. A macro org-design exercise for a VP Sales, CRO, or founder scaling past founder-led selling, covering B2B and B2C. Use whenever the user mentions restructuring the sales team, pods vs assembly line, reps per manager, splitting SDRs from AEs, or hunters vs farmers, even without the words org structure. Do NOT use for hiring into the seats (mbfinotti/sales-skills@sales-hiring), choosing the motion (mbfinotti/sales-skills@sales-motion), or setting quotas (mbfinotti/sales-skills@sales-quota-setting).

Chooses and designs the company-level sales motion at VP Sales / CRO altitude - product-led growth (PLG), sales-led, hybrid product-led sales, developer-led/open-source, or channel/partner-led - plus the transitions between them (exiting founder-led sales, layering sales onto self-serve, moving upmarket, adding channel), mapped to ACV, time-to-value, buyer-vs-user separation, TAM shape and procurement friction. Covers B2B SaaS and consumer self-serve motions. Use whenever the user mentions PLG vs sales-led, hiring the first salesperson, going upmarket, self-serve vs demo, or adding partners, even without the word motion. Do NOT use for org topology (mbfinotti/sales-skills@sales-org-structure) or quotas (mbfinotti/sales-skills@sales-quota-setting).

Designs the sales compensation plan structure - pay mix (base/variable split) set by role influence, performance measures under the rule of three, accelerator and decelerator curves, SPIF overlays, draws, and role plans for SDR, AE, manager, overlay, and CSM seats. A macro annual exercise for sales leadership, RevOps, and finance, covering B2B SaaS and commission-heavy B2C. Use whenever the user mentions commission plans, OTE, accelerators, clawbacks, SPIFs, capping commissions, or "how should we pay our reps", even without the words comp design. Do NOT use for deriving the quota the plan pays against (mbfinotti/sales-skills@sales-quota-setting) or structuring the org (mbfinotti/sales-skills@sales-org-structure).

Designs the account segmentation model between ICP and tier structure - which firmographic, technographic, intent and jobs-to-be-done signal layers define account fit, the weighted fit score calibrated from 12 months of closed-won deals, fit and readiness as separate axes, whitespace and expansion mapping, and how the model is encoded, routed and re-scored in the CRM. Covers B2B account segmentation and B2C value-based customer segmentation. Use whenever the user mentions account scoring, fit score, whitespace, book-of-business carve-up, or reps picking accounts on gut feel, even without the word segmentation. Do NOT use for tier cutoffs and coverage (mbfinotti/sales-skills@sales-account-tiering) or ICP criteria (mbfinotti/sales-skills@sales-icp-definition).

Reviews a cold email draft and its sending setup for deliverability - SPF/DKIM/DMARC alignment, sender reputation and complaint risk, body mechanics (length, links, images, tracking pixels, HTML vs plain text, opt-out), and legal compliance by region. Covers B2B cold outbound and B2C bulk/lifecycle mail. Use whenever the user mentions the spam folder, blacklisting, domain warmup, inbox placement, bounce rates, DMARC, or "why are my emails not landing", even without the word deliverability. Do NOT use for subject lines (mbfinotti/sales-skills@cold-email-subject-line-tester) or cadence (mbfinotti/sales-skills@sales-outbound-sequence). Hygiene and compliance only, never spam-filter evasion.

Builds an evidence-graded stakeholder map for one active deal from titles, call notes, email and meeting activity, and CRM contact roles, naming the likely champion, economic buyer, and blockers, each with a confidence level tied to observed behaviour rather than title. Covers B2B buying committees and high-consideration B2C households. Use whenever the user mentions a champion, economic buyer, power map, deal org chart, multi-threading, single-threaded risk, or "who actually decides", even without the word stakeholder. Do NOT use for qualification scoring (mbfinotti/sales-skills@meddpicc-scorecard) or scanning notes for general risk (mbfinotti/sales-skills@deal-red-flags).

Builds a pre-negotiation concession plan for a pricing or contract conversation - every tradeable lever priced by cost-to-us vs value-to-them, tiered, each give paired with a required reciprocal get and its approval level, plus a BATNA-based walk-away. Covers B2B (terms, scope, service, risk, price protection) and B2C (bundles, financing, trade allowance). Use whenever the user mentions a discount request, procurement, redlines, give-get trades, walk-away point, or "the buyer wants 20% off", even without the word negotiation. Do NOT use for quantifying the value (mbfinotti/sales-skills@deal-value-calc) or scripting price rebuttals (mbfinotti/sales-skills@sales-objection-handling).

Writes the opening 5-30 seconds of a live outbound cold call - a tailored opener for a named persona and pain point, with 2-3 testable variants, delivery notes, and a measurement plan. Covers B2B and B2C phone outreach, including do-not-call scrubbing. Use whenever the user mentions a cold call opener, cold call script, phone opener, dialer talk track, "what do I say when they pick up", or opening a call for a persona, even if they don't say "opener" explicitly. Do NOT use for rebuttals later in the call (use mbfinotti/sales-skills@sales-objection-handling), grading a recorded call (mbfinotti/sales-skills@sales-call-review), or cadence planning (mbfinotti/sales-skills@sales-outbound-sequence).

Reviews one deal's free-text notes - call notes, opportunity fields, CRM activity log, email threads - for qualification red flags such as single-threaded deal, no champion, no compelling event, unverified budget, no agreed next step, or fading engagement, each graded on severity and confidence with the quoted note fragment behind it. Covers B2B and B2C. Use whenever the user mentions deal risk, a stalled or slipping deal, ghosting, forecast inspection, or "is this deal real", even without the words red flag. Reviews one deal, not a pipeline export. Do NOT use for structured qualification scoring (mbfinotti/sales-skills@meddpicc-scorecard) or stakeholder mapping (mbfinotti/sales-skills@deal-champion-mapping).

Generates, scores, and split-tests email subject lines, producing angle-distinct variants, a numeric scorecard, and a test plan with sample size and decision metric. Covers B2B cold outbound and B2C lifecycle/promotional email, and flags spam-trigger words inside the subject line only. Use whenever the user mentions a subject line, open rates, email A/B test, preview text, or "nobody opens my emails", even if they don't say "subject line" explicitly. Do NOT use for body copy or inbox-placement audits (mbfinotti/sales-skills@cold-email-deliverability), personalization angles (mbfinotti/sales-skills@sales-outreach-personalization), or cadence design (mbfinotti/sales-skills@sales-outbound-sequence).

Scores one deal against the eight MEDDPICC elements on an evidence ladder - unknown, assumed, stated, validated - with a scorecard, a verdict band, and the single next action that closes the biggest gap. Full MEDDPICC for complex deals, a lightweight subset for small ones, covering B2B and considered high-ticket B2C. Use whenever the user mentions MEDDPICC, MEDDIC, BANT, deal qualification, "score this opportunity", "is this deal real", or deal-review prep, even without naming a framework. Do NOT use for stakeholder mapping (mbfinotti/sales-skills@deal-champion-mapping), note-level risk scanning (mbfinotti/sales-skills@deal-red-flags), or transcript grading (mbfinotti/sales-skills@sales-call-review).

Builds the ROI and business case for one deal - value drivers, full investment, ROI, payback, three cases conservative-first, and a one-page case the champion can forward. The buyer supplies every assumption, each number labeled buyer-supplied, benchmark, or rep-assumed, and none invented. Covers B2B and high-ticket B2C. Use whenever the user mentions ROI, business case, payback period, TCO, cost of doing nothing, "justify the price", or CFO sign-off, even without the word value. Do NOT use for price rebuttals (mbfinotti/sales-skills@sales-objection-handling) or discount trade planning (mbfinotti/sales-skills@negotiation-concession-planner).

Design the org-wide revenue KPI framework at the macro level - which metrics matter at each org level from board to IC, how they roll up through a reconciling metric tree with explicit math, who owns each branch, which guardrail counter-metrics ride alongside each owned number, and how the set is gated by company stage and business model. Use whenever the user mentions a revenue KPI framework, a metric hierarchy, a KPI tree, a North Star metric, driver metrics, guardrail counter-metrics, NRR, or which revenue metrics each org level should track - even if they never say "framework". Covers B2B and B2C. Do NOT use for writing the board report itself - use mbfinotti/revops-skills@revenue-reporting instead.

Run a periodic, checklist-based hygiene audit over an active pipeline snapshot - stale deals (no stage, close date, or amount change, not logged touches) flagged against segment-specific stage medians, close-date push-count anomalies, and missing forecast-critical fields - producing an exception list with a disposition per flagged deal, a remediation plan, and a pass threshold. Use whenever the user mentions pipeline hygiene, a stale deal audit, pipeline cleanup before a QBR, deals that keep pushing, a close date that keeps slipping, missing fields on deals, or "our pipeline is full of junk" - even if they never say "hygiene". Covers B2B and B2C/high-velocity/PLG. Do NOT use for rewriting stage definitions - use mbfinotti/revops-skills@pipeline-stage-definition-audit instead.

Design a company's revenue funnel model from scratch, at the macro level - the stage set, the unit of analysis (lead, buying group, account), the model purpose (process vs planning vs forecast), the cohort-based conversion assumptions behind the plan, and the ownership handoffs between marketing, sales, and CS. Use whenever the user mentions funnel design, funnel stages, a funnel model, conversion rate assumptions, a bowtie model, a demand waterfall, MQL to SQL to opportunity definitions, or marketing-sales handoff design - even if they never say "funnel". Covers B2B and high-consideration B2C. Do NOT use for auditing an existing pipeline's stage definitions - use mbfinotti/revops-skills@pipeline-stage-definition-audit instead.

Before starting any RevOps or Sales Ops task, and at the start of every session on an ongoing RevOps project, run this first - it routes the task to exactly one skill of the revops-skills collection or says plainly that none fits, and bootstraps or resumes the project's shared, versioned context artifact so the next session starts warm instead of cold, ending in a short-list plus an ordered skill chain. Run it even when the collection's other skills are already used daily - a new project is a new context. Also use whenever the user mentions a revops kickoff, a new RevOps project, a revops project start, revops or crm skill routing, a periodic RevOps check-in, a recurring RevOps review, "which revops skill do I need", or "where do I start with RevOps" - even if they never name a skill, and even if the request looks like it already belongs to one specific skill. Do NOT use for routing quota-carrying sales tasks - use mbfinotti/sales-skills@sales-kickoff instead.

Audit existing sales pipeline stage definitions against buyer-verifiable milestones and flag the ones built on rep activity instead. Core test - does each stage exit criterion name something the buyer did, said, or agreed to, checkable by two managers independently? Adds stage aging, conversion decay, stage-skip rate, and close-date push diagnostics. Use whenever the user mentions stage definitions, stage exit criteria, stage inflation, stages named after rep activity ("demo scheduled", "proposal sent"), "our stages don't mean anything", or "why is everything stuck in one stage" - even if they never say "audit". Covers enterprise and high-velocity pipelines, B2B and B2C. Do NOT use for designing a funnel stage set from scratch - use mbfinotti/revops-skills@revenue-funnel instead.

Diagnose why an existing sales forecast is unreliable and recommend fixes - stage inflation and happy ears, sandbagging, deals without verifiable buyer evidence, stale or mass-pushed close dates, wrong forecast-category assignment, zombie and duplicate opportunities, late-created deals, manager roll-up overrides, and comp incentives that reward bias - separating data-quality from behavioral from genuine demand problems. Use whenever the user mentions forecast accuracy, a forecast miss, reps sandbagging, deals that keep slipping, "why did we miss the number", or "our commit is never right" - even if they never say "forecast". Covers B2B deal-based and B2C/high-volume. Do NOT use for pipeline coverage modeling - use mbfinotti/sales-skills@sales-pipeline-coverage-modeling instead.

Build a personalised, time-budgeted watch list of RevOps / Sales Ops information sources - revops podcasts, revops newsletters, revops communities, industry events, and revops people to follow - every source verified still active, with a periodic refresh routine that keeps the list fresh. Use whenever the user mentions a revops radar, staying current in revenue operations, which revops newsletters or podcasts to subscribe to, which revops communities or conferences deserve their time, or who to follow in the field - even if they never say "radar". Tool-agnostic; B2B-SaaS-centric with explicit B2C guidance. Do NOT use for sales-specific sources - use mbfinotti/sales-skills@sales-radar instead.

Build and advance a RevOps or Sales Ops career from the candidate's side - place the candidate on the ladder by scope rather than title, close competency gaps, build defensible evidence of structurally invisible work, and prepare the four exercises RevOps interview loops actually run. Produces a career plan with a gap roadmap, an evidence ledger, interview readiness, and a compensation ask. Use whenever the user mentions a RevOps career, a sales ops career path, RevOps interview prep, RevOps certifications, "how do I break into RevOps", "am I ready for a RevOps manager role", or proving impact when nobody notices ops working - even if they never say "career". Candidate side only - for the hiring manager's side, use mbfinotti/revops-skills@revops-hiring instead.

Build the complete hiring packet for a RevOps or Sales Ops role - archetype and level decision, outcome scorecard, interview stage map with a competency question bank and anchored rating scales, a work-sample exercise with rubric and debrief, and a 30-60-90 ramp plan branched on seniority and archetype. For the hiring manager or founder recruiting the hire. Use whenever the user mentions hiring a RevOps manager, sales ops interview questions, a RevOps take-home exercise, a scorecard for a first ops hire, or a 30-60-90 for a new ops hire - even if they never say "hiring packet". Does not source candidates or post jobs. Do NOT use for a candidate's own interview prep - use mbfinotti/revops-skills@revops-career instead.

Trace where deals and revenue silently exit one specific funnel and size the loss in recoverable (never gross) dollars - untracked steps, unworked leads, manual handoffs, mid-funnel stalls, paper-process drops, billing and renewal misses - separating real leaks from healthy disqualification and data-capture gaps. Use whenever the user mentions revenue leakage, funnel drop-off, a leaky funnel, deals disappearing, unworked leads, handoff gaps, "where are we losing deals", or "why did pipeline vanish" - even if they never say "leakage". Covers B2B sales-led and B2C/self-serve/PLG, one funnel instance at a time. Takes stage definitions as given - to audit those, use mbfinotti/revops-skills@pipeline-stage-definition-audit instead.

Set org-wide revenue data governance policy - which system is source of truth per object class (account, contact, opportunity, subscription, usage event, revenue metrics), how cross-team data contracts bind producers to consumers, where revenue metric definitions live, and who arbitrates disputes. Produces a per-object SOR/SOT designation table, an identity-resolution spine, a data-contract register, and a federated ownership model. Use whenever the user mentions source of truth, "two ARR numbers", GTM data contracts, revenue data governance, metric definition ownership, or "finance and sales report different numbers" - even if they never say "governance". Covers B2B, PLG/B2C, hybrid. Do NOT use for CRM field-level rules - use mbfinotti/revops-skills@crm-data-governance instead.

Design and operate CRM field-level governance - who owns each CRM field, which system is authoritative for it, how often it must be refreshed, and how the rules are enforced. Produces a field dictionary, per-field ownership, a system-of-record map with write-precedence and conflict rules, freshness SLAs, an enforcement plan, a field lifecycle, and a governance cadence. Use whenever the user mentions field ownership, single source of truth, system of record per field, data dictionary, stale CRM data, custom field sprawl, "which system wins", or "our CRM fields contradict each other" - even if they never say "governance". Covers B2B and B2C. Do NOT use for org-wide, object-level source-of-truth policy - use mbfinotti/revops-skills@revenue-data-governance-strategy instead.

Run a macro, periodic review of the full RevOps/GTM tool stack against the revenue workflows it serves and decide, tool by tool, what to keep, consolidate, replace, or cut - four-channel inventory, function-level overlap map, TIME scoring, a renewal-triggered action calendar, and re-sprawl governance. Use whenever the user mentions stack rationalization, GTM tool consolidation, a revops stack audit, a GTM stack review, SaaS sprawl, too many sales and marketing tools, cutting tooling spend, redundant GTM tools, or platform vs point solutions - even if they never say "rationalization". Covers B2B sales-led and B2C/e-commerce GTM stacks. Portfolio-level and periodic - not a pre-purchase checklist for one candidate tool, and not contract or legal negotiation.

Design the sales-to-CS handoff process after a deal closes - what data transfers, when, in what artifact, and who is accountable - producing a handoff spec with a gated closed-won trigger, a required handoff packet, timing SLAs, a kickoff meeting pattern, and a CS acceptance/rejection step. For RevOps and Sales Ops designing and enforcing the process, not a CSM running one handoff. Use whenever the user mentions sales to CS handoff, post-close transition, closed-won to kickoff, handoff accountability, "the CSM starts from zero", or "customers repeat themselves after signing" - even if they never say "handoff". Covers B2B high-touch through PLG/self-serve and B2C subscription. Do NOT use for account health scoring - use mbfinotti/revops-skills@customer-health-score instead.

Design, validate, and recalibrate a lead scoring model - fit and engagement signals, weighting, negative scoring and exclusions, decay, MQL/PQL threshold and tier setting, backtesting against closed-won/closed-lost outcomes, and governance; also diagnoses an existing broken model. Use whenever the user mentions lead scoring, an MQL threshold, fit vs engagement scoring, product-qualified leads, score decay, "score my leads", "our lead scores are wrong", "sales rejects our MQLs", or "too many junk MQLs" - even if they never say "scoring model". Covers B2B sales-led and B2C/PLG, rules-based design and predictive readiness. Do NOT use for assigning scored leads to reps - use mbfinotti/revops-skills@lead-routing instead.

Design, validate, and govern a composite customer health score - product usage and engagement signals combined into one weighted, normalized, decayed, banded account score that flags both churn risk and expansion readiness, backtested against real churn outcomes and recalibrated. Use whenever the user mentions a customer health score, health scoring model, account health, signal weighting, score bands, at-risk account flagging, churn risk score, expansion risk, or says "green accounts keep churning" - even if they never say "health score". Covers B2B account-level rollup and B2C/PLG continuous scoring. Do NOT use for discovering which indicators actually predict churn - use mbfinotti/revops-skills@customer-churn-signals instead.

Design the assignment logic that routes inbound leads to sales reps - rule precedence and waterfall ordering, lead-to-account matching, territory assignment rules (geography, segment, industry, named accounts), round-robin variants (straight, weighted, capacity-based, availability-aware), fallback catch-all queues, SLA escalation and reassignment, and safe rollout of routing changes. Use whenever the user mentions lead routing, lead assignment, territory assignment, round-robin, lead distribution, "who gets this lead", a lopsided round-robin, or leads sitting unworked in a CRM queue - even if they never say "routing". Covers B2B account-based and B2C/PLG high-volume routing. Do NOT use for designing the lead score itself - use mbfinotti/revops-skills@lead-scoring instead.

Turn a campaign goal and an audience insight into a structured creative brief a designer, video editor, or UGC creator can execute - messaging angle, hook directions, art direction, specs, testing intent, and the handoff and revision loop. Covers B2B and B2C, with variants for static image, short-form video/UGC, and search/responsive text ads. Use whenever the user needs to brief a designer or creator, asks what an ad should say, or mentions messaging pillars, creative direction, or a design handoff - even if they never say 'brief'. Writes direction, never the finished asset: the ad copy itself is mbfinotti/advertising-skills@ad-copy-variants and shot-by-shot creator scripts are mbfinotti/advertising-skills@ugc-ad-scripts.

Define the metric set and narrative structure for an executive or board revenue report so it tells one coherent story - a small stable metric spine, locked definitions, an answer-first narrative around plan vs actual vs forecast, presenting a miss without surprising the board, the reconciliation and sign-off chain, and weekly vs monthly vs quarterly cadences. Use whenever the user mentions a board revenue report, exec deck metrics, the QBR revenue section, a monthly revenue review, an investor update, or a board deck that reads as a data dump - even if they never say "reporting". Covers B2B subscription, B2C, transactional, usage-based, and PLG. Do NOT use for designing the org-level KPI hierarchy - use mbfinotti/revops-skills@revenue-kpi-framework instead.

Design a pre-launch ad creative test plan - falsifiable hypothesis, isolation level, test cells with per-cell budgets, required sample, spend and duration, and kill/scale rules pre-registered before any money moves. Every cell carries an explicit read standard, so an underpowered screen is never dressed up as an A/B test. Use whenever the user wants to test ads, mentions an A/B or split test on creative, asks how much budget or how long a test needs, or mentions sample size, statistical significance, single-variable vs big-swing testing, or test cell structure - even if they never say 'test plan'. Covers B2B and B2C. Do NOT use to read results from a test already running - use mbfinotti/advertising-skills@ad-creative-fatigue instead.

Diagnose the root cause of an underperforming paid ad account - why the ads stopped working, why CPA went up, why ROAS dropped - instead of defaulting to 'increase the budget'. Weighs tracking, account structure, targeting, creative, bidding and budget, offer, and external forces, and returns a prioritised verdict with evidence and confidence. Covers B2B and B2C on search, paid social, video, and native. Use whenever the user mentions an ad account audit, a campaign structure review, wasted ad spend, rising cost per lead, or says their ads used to work - even if they never say 'diagnostic'. Diagnosis only, and it stops at the click: post-click page problems are mbfinotti/advertising-skills@paid-landing-page-audit and creative decay is mbfinotti/advertising-skills@ad-creative-fatigue.

Verify that conversion events are correctly configured, firing once, and deduplicated before a paid campaign launches, then turn the evidence into a GO / NO-GO decision. Covers tag debugging, test conversion tracing, browser/server event deduplication (including Conversions API setups), value and currency checks, conversion action status, consent handling, and test-data exclusion. Use whenever the user asks if their tracking works, mentions a pixel or tag check, conversions not showing up, duplicate conversions, or a pre-launch checklist - even if they never say 'conversion tracking'. Covers B2B lead gen and B2C ecommerce on any ad platform. Do NOT use to reconcile platform vs CRM numbers after launch - use mbfinotti/advertising-skills@ad-attribution-gap instead.

Build and maintain a competitor swipe file - competitors' currently-running ads collected into a categorised, queryable library classified by format, hook type, offer/angle, awareness stage, and funnel stage, then converted into ranked creative test hypotheses. Accepts pasted ad text, described ads, screenshots, export files, or public ad transparency libraries. Use whenever the user asks what ads competitors are running, wants a competitor ad teardown, creative inspiration, or to know what is working in their category - even if they never say 'swipe file'. Covers B2B and B2C on any paid channel. Stops at ranked hypotheses: briefing is mbfinotti/advertising-skills@ad-creative-brief and test design is mbfinotti/advertising-skills@ad-creative-test-plan.