Sales & Customer Workflows

Full conference preparation workflow with phase-gated execution and parallel tracks. After Phase 2, the agenda document builds in the background while the lead intelligence pipeline continues sequentially through enrichment, validation, and Instantly upload. Extracts attendees, classifies ICPs, enriches contacts via Apollo-first waterfall (Apollo → Crustdata → Hunter.io finder), validates ALL emails through Hunter.io verifier, outputs three ICP lists (Attendees, Non-Attendees, Participating Companies), uploads validated leads to Instantly, and generates a branded curated agenda document. Use this skill whenever the user mentions conference prep, conference preparation, conference intro, pre-conference planning, "who's going to [conference]", attendee enrichment, conference prospecting, attendee list analysis, pre-conference research, or any request involving preparing for an upcoming conference. Even if the user just says "prep for [conference]" or "get ready for [event]", assume they want the full workflow unless they say otherwise.

Generate concise investor reports for Solum Health. Pulls metrics from Google Sheets, analyzes customer conversations from Fireflies, and produces a structured DOCX report matching the investor update template. Use this skill when the user says "investor report", "investor update", "monthly report for investors", "board update", "generate investor deck", "how are we doing this month", or any variation of wanting a periodic investor-facing summary. Default period: previous calendar month. User can specify a different period.

Build branded LinkedIn carousel PDFs optimized for engagement and virality. Use this skill when asked to create a LinkedIn carousel, document post, swipeable slides, or any multi-slide visual content for LinkedIn. Also triggers on "carousel", "slides for LinkedIn", "LinkedIn PDF", "swipeable post", or "document post".

Build a single-page branded PDF brief for a Solum Health prospect or customer. Two modes. Mode 1 (opportunity brief) triggers on "build a one pager", "opportunity brief", "deal brief", "sales one-pager", "C-suite brief", "one pager for [company]". Mode 2 (website assessment) triggers on "website assessment", "website audit", "CEO/COO website review", "growth assessment", "conversion audit for [company]". Both produce a beautifully designed, on-brand PDF with the Solum design system, client logo trust strip, and a prominent CTA to book at https://getsolum.com/book. Output goes to ~/Documents/Claude/ /prospects/ / as both .pdf and .html.

Comprehensive product-market fit intelligence engine that aggregates signals from every source: customer calls (Fireflies), CRM data (HubSpot), prospect objections (Apollo), Reddit discussions, Indeed/LinkedIn job postings for role attrition signals, competitor benchmarking (Ahrefs + web), and industry forums. Surfaces pain points, unmet needs, competitive gaps, hiring signals, and PMF indicators. Use this skill when the user says "PMF check", "product feedback", "what are customers saying", "feature requests", "product insights", "churn signals", "voice of customer", "product pulse", "competitor analysis", "market intelligence", "what do users want", "are we at PMF", "run PMF", "100X founder", "market research", or any variation of wanting a synthesis of product and market feedback across sources. Default period: last 30 days.

Post-conference follow-up engine. After a conference ends, segments all contacts by engagement level (met + hot, replied but didn't meet, no response, badge scans only) and builds tailored Apollo sequences for each segment. Tracks which leads converted to meetings, deals, and pipeline. Use this skill when the user says "conference follow up", "post conference sequences", "follow up from [event]", "conference FUP", "who did I meet at [conference]", "conference leads follow up", "segment conference contacts", "post event outreach", "conference pipeline", or any variation of wanting to execute follow-up after attending a conference.

Produce branded conference recap one-pagers (1-2 page PDF) that position Solum Health as an industry thought leader. Use this skill whenever the user mentions a conference, summit, event, or expo they attended or want insights from. Also trigger on: "conference recap", "post conference insights", "event highlights", "conference one-pager", "summit recap", "what happened at [event]", "conference takeaways", "event summary", "write up from [event]", "key takeaways from [conference]", or anything involving turning conference attendance into a shareable client-facing document. Even if the user just names a conference ("HIMSS", "BHASe", "Becker's"), assume they want the full insight one-pager workflow unless they say otherwise.

Weekly pricing conversation coach for Solum Health sales calls. Pulls calls from Fireflies, extracts all pricing moments, scores each conversation against proven benchmarks, and delivers a coaching report with what worked, what didn't, and specific improvement recommendations. Use this skill when the user says "pricing coach", "pricing feedback", "review my pricing", "how did pricing go this week", "pricing report", "score my calls", "pricing review", "weekly pricing", "sales coaching", or any variation of wanting feedback on how pricing conversations went. Also trigger when the user asks to "run the pricing coach" or "check my pricing this week". Default period: last 7 days. User can specify a different date range.

Automate payer review of prior authorization (PA) requests.

Product intelligence for sprint planning, engineering roadmap, and execution priorities. Aggregates feature requests, bug reports, and usage patterns from customer calls (Fireflies), CRM notes (HubSpot), support interactions, and onboarding friction to produce a prioritized backlog and sprint recommendations. Use this skill when the user says "product insights", "sprint planning", "what should we build", "roadmap review", "backlog prioritization", "product roadmap", "engineering priorities", "what are customers asking for", "product sprint", "feature priorities", "bug triage", or any variation of wanting data-driven input for product decisions and engineering execution.

Comprehensive website SEO and conversion audit with built-in fact-checking. Technical SEO, tactical SEO, intake/lead form assessment, and CRO analysis. Use when asked to "review a site", "SEO audit", "check a website", "conversion audit", "site review", "website analysis", or "intake assessment".

Format feedback for the Solum platform team — new rules (eligibility, insurance, copay), bug reports, and feature requests — using the WHEN/THEN/Example framework with Trading Partner IDs. Use this skill when the user wants to send feedback to the team or eng, report a platform bug, request a rule change, write a feature request, or convert raw clinic feedback into implementable rules. Triggers: "feedback for the team", "write this up for eng", "report this to the team", "new rule for the platform", "feature request", "convert this into a rule", "regla para la plataforma", or when the user pastes raw clinic feedback about eligibility, insurance, or copay behavior that needs to go to engineering.

Run a Florida closing-cost and title-agency estimate from first principles — statutory charges, agency rate cards, tax proration, seller net, buyer cash to close, concession modelling, and every cost percentage. Use when quoting or checking what a closing will cost, comparing title agencies on price, sizing a seller concession, or answering "what percentage of the sale price is this". Triggers - "what will closing cost", "estimate the closing", "title fees", "how much is the title agency", "closing costs as a percentage", "seller net", "cash to close", "what if we split closing costs", "compare title quotes on price", "prorate the taxes". For QA of a settlement statement already received, use title-closing-review. For loan documents, use real-estate-closing-check.

Weekly business retrospective for a solo founder. Reviews the past 7 days across all channels: deals closed/lost (HubSpot), calls made and quality (Fireflies), content published, outreach performance (Apollo), conference pipeline, and revenue vs. target. Produces a scored report with wins, losses, learnings, and priorities for next week. Use this skill when the user says "weekly retro", "weekly review", "how did this week go", "business retro", "founder retro", "end of week review", "weekly scorecard", "weekly report", or any variation of wanting a structured look-back at the past week's business performance. NOTE: This is different from gstack's /retro which analyzes engineering commit history and code patterns. This skill analyzes business execution: revenue, pipeline, calls, content, outreach.

Generate high-performing X (Twitter) posts and threads optimized for Healthcare AI, AI, and Automation audiences. ALWAYS use this skill when the user asks to write, create, draft, or generate ANY X post or thread, regardless of source material. This includes requests with articles, research papers, raw ideas, industry news, or any content for X. Also use when the user asks to improve, edit, or analyze existing X posts. Follows proven viral structures based on X's open source recommendation algorithm, sounds like an insider operator (Car Dealership Guy style), and aligns with Healthcare AI industry voice. Generates multiple variations and content suggestions from long articles.