Business & Strategy for Claude Code

Brainstorm an inspiring, achievable, and emotional product vision that motivates teams and aligns stakeholders. Use when defining or refining a product vision, creating a vision statement, or aligning the team around a shared direction.

Map stakeholders on a Power × Interest grid and create a tailored communication plan

Build a stakeholder map using a power/interest grid, identify communication strategies per quadrant, and generate a communication plan. Use when managing stakeholders, preparing for a launch, aligning cross-functional teams, or planning stakeholder engagement.

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.

Create a comprehensive product strategy using the 9-section Strategy Canvas — from vision to defensibility

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-testing a strategy, challenging assumptions, or preparing a doc for executive review.

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.

Perform a detailed SWOT analysis — strengths, weaknesses, opportunities, and threats with actionable recommendations. Use when doing strategic assessment, competitive analysis, or evaluating a product or business position.

Create refined user personas from research data — 3 personas with JTBD, pains, gains, and unexpected insights. Use when building personas from survey data, creating user profiles from research, or segmenting users for product decisions.

Segment users from feedback data based on behavior, JTBD, and needs. Identifies at least 3 distinct user segments. Use when segmenting a user base, analyzing diverse user feedback, or building a segmentation model.

Generate value proposition statements for marketing, sales, and onboarding from existing value propositions. Use when writing marketing copy, creating sales messaging, or crafting onboarding messages.

Design a detailed value proposition using a 6-part JTBD template — Who, Why, What before, How, What after, Alternatives. Use when creating a value proposition, analyzing customer value delivery, or articulating why customers should choose your product.

Design a value proposition using the 6-part JTBD template — Who, Why, What before, How, What after, Alternatives

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".

Brainstorm a product idea, problem space, or strategic question with a sharp thinking partner

> This skill applies brand guidelines to content creation. It should be used when the user asks to "write an email", "draft a proposal", "create a pitch deck", "write a LinkedIn post", "draft a presentation", "write a Slack message", "draft sales content", or any content creation request where brand voice should be applied. Also triggers on "on-brand", "brand voice", "enforce voice", "apply brand guidelines", "brand-aligned content", "write in our voice", "use our brand tone", "make this sound l

> Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the

Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.

Generate a full campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics. Use when planning a product launch, lead-gen push, or awareness campaign, when you need a week-by-week content calendar with dependencies, or when translating a marketing goal into a structured, executable plan.

Create a competitive analysis brief for one or more competitors or a feature area. Use when informing product strategy or feature prioritization, building sales battle cards, prepping board or investor materials, or deciding where to differentiate vs. achieve parity.

Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix. Trigger with "competitive intel", "research competitors", "how do we compare to [competitor]", "battlecard for [competitor]", or "what's new with [competitor]".

Generate personalized outreach messages using Common Room signals. Triggers on 'draft outreach to [person]', 'write an email to [name]', 'compose a message for [contact]', or any outreach drafting request.

> Analyzes sales call transcripts to extract brand voice patterns, messaging effectiveness, and tone variations. Use this agent when processing multiple transcripts or performing deep pattern recognition across conversations. <example> Context: The guideline-generation skill has 10 sales call transcripts to analyze. user: "Generate brand guidelines from my last 10 sales calls" assistant: "I'll analyze the transcripts for voice patterns and messaging..." <commentary> Multiple transcripts need dee

Generate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context. Describe your prospect, audience, and goal — get a polished, branded asset ready to share with customers.

> Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.

> Autonomously searches enterprise platforms to discover brand-related documents, transcripts, and design assets. Use when the user wants to build brand guidelines but doesn't know where materials are, or wants a comprehensive brand content audit. <example> Context: User wants to create brand guidelines but doesn't know what materials exist. user: "I need brand guidelines but our stuff is scattered everywhere — Notion, Confluence, Google Drive, Box..." assistant: "I'll search across your connect

> Analyzes brand documents to extract voice attributes, messaging, terminology, and examples. Use this agent when processing multiple brand documents or performing cross-document pattern recognition. <example> Context: The guideline-generation skill has received 5 brand documents to process. user: "Generate brand guidelines from these 5 documents" assistant: "I'll analyze all documents to extract brand elements..." <commentary> Multiple documents need parallel processing and cross-document patte

Draft an offer letter with comp details and terms. Use when a candidate is ready for an offer, assembling a total comp package (base, equity, signing bonus), writing the offer letter text itself, or prepping negotiation guidance for the hiring manager.

Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".

Instant lead enrichment. Drop a name, company, LinkedIn URL, or email and get the full contact card with email, phone, title, company intel, and next actions.

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.

Delivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.

Generate a comprehensive strategic account plan

Generate brand voice guidelines from documents, transcripts, discovery reports, or any combination

> This skill generates, creates, or builds brand voice guidelines from source materials. It should be used when the user asks to "generate brand guidelines", "create a style guide", "extract brand voice", "create guidelines from calls", "consolidate brand materials", "analyze my sales calls for brand voice", "build a brand playbook from documents", "synthesize a voice and tone guide", or uploads brand documents, transcripts, or meeting recordings for brand analysis. Also triggers when the user h

> Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers to produce a "call these 5 today" list with talking points, drafts the follow-ups, and blocks Calendar time. Use when the user asks to prioritize leads, who to call first, or about their pipeline.

Generate a response to a common legal inquiry using configured templates, with built-in escalation checks for situations that shouldn't use a templated reply. Use when responding to data subject requests, litigation hold notices, vendor legal questions, NDA requests from business teams, or subpoenas.

Assess and classify legal risks using a severity-by-likelihood framework with escalation criteria. Use when evaluating contract risk, assessing deal exposure, classifying issues by severity, or determining whether a matter needs senior counsel or outside legal review.

Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.