Crew Finance Finance Dashboard Plan
Scope a simple finance dashboard around the real decisions an owner makes, returning a one-page plan of metrics, data sources, layout, update frequency, and access a bookkeeper or no-code builder can hand-build. Invoke when someone says "build me a finance dashboard", "what numbers should I track", "I never know how the business is doing", or before any reporting tool gets set up.
Crew Support Escalation Review
Check a customer issue against escalation triggers and route it to the right owner with a prepared escalation note, a risk level, and the exact question that owner must answer. Invoke when a ticket looks risky, when an agent says "should this go up", when a refund, legal, outage, or VIP situation lands, or before closing a high-stakes issue.
Crew Hr Interview Guide
Turn a role profile into a structured interview with behavioural, situational, technical, and values questions, an evidence-anchored scoring rubric, a timed running order, and a bias-mitigation plan, so every candidate is assessed the same fair way. Invoke when someone says "build an interview guide", "what should I ask candidates", or a role is ready to hire against.
Crew Marketing Email Campaign Builder
Builds a full email sequence for an offer or launch with subject lines, body copy, and one clear call to action per send, ready to load into the email tool. Invoke when someone says "write the launch emails", "build an email sequence", "we need a nurture flow", or when a campaign plan needs its emails written.
Crew Sales Follow Up Sequence
Write a persistent but genuinely helpful follow-up sequence after a prospect goes quiet: every touch tries a fresh angle, and the series ends with a graceful close-out. Invoke when a deal stalls, a prospect ghosts after a demo, someone says they went dark, or a rep needs a nudge cadence that does not nag.
Crew Ops Operations Dashboard Plan
Plan an operations dashboard backwards from the decisions it must drive, returning a build-ready spec with the few metrics that matter, each traced to a decision and a real source, with refresh, targets, counter-metrics, and a layout. Invoke when a manager wants a dashboard, asks "what should we track", says reporting feels noisy, or before anyone wires up a chart.
Crew Finance Cashflow Brief
Build a simple cashflow brief from money in and money out so an owner gets a clear read on the cash position, the timing risks, and the questions to ask next. Invoke before a spending or hiring decision, at month start, when someone asks "can we afford this", "are we going to run short", or "what is our cash position".
Crew Core Idea Pressure Tester
Pressure-tests a new idea before any work starts to confirm it is worth building, by interrogating demand rather than features. Invoke when someone says "I have an idea", asks "is this worth building", wants to choose between several ideas for a quarter, or pitches a new product, feature, or offer that does not exist yet.
Crew Docs Client Playbook Builder
Turn a described service, process or package into a clean client-facing playbook with overview, process, timeline, responsibilities, pricing structure and FAQ in professional language. Invoke when someone says "explain my packages to clients", "write a service playbook", onboards a new client, or needs a how-we-work document a buyer reads before signing.
Crew Marketing Landing Page Review
Audit a landing page against what makes people act, score its conversion readiness, list the exact copy and layout issues, and rewrite the weakest call to action. Invoke before sending paid traffic, when someone asks "will this page convert", when a page underperforms, or when a draft landing page needs a second pair of eyes.
Crew Marketing Brand Voice Check
Check whether a piece of copy sounds like the business and rewrite the off-brand parts without changing what it says. Invoke before content goes out, when someone says "does this sound like us", when a draft reads generic or like another brand, or when a freelancer or AI tool hands back copy.
Crew Support Ticket Triage
Read an inbound support ticket and sort it into a topic, a severity, a recommended owner, and a next action, returning a structured triage card and flagging recurring patterns. Invoke when a ticket lands, when someone says "triage the inbox" or "sort these by priority", when an unsorted queue piles up, or before a reply is drafted.
Crew Marketing Carousel Campaign
Build a complete multi-carousel Meta ad campaign end to end, from one offer and one style reference to a ready-to-post kit: six carousels of living animated heroes plus coded slides, captions, and a weekly drip order. Invoke on carousel campaign, meta carousel, IG carousel, carousel ads, swipe carousel, or an Instagram and Facebook ad set.
Crew Hr Performance Conversation Prep
Prepares a manager for a fair, specific performance conversation by turning observed behaviour into examples, talking points, coaching questions, and follow-up actions. Invoke before a one-to-one about performance, when a manager says "I have to have a hard chat with someone", when feedback keeps slipping, or when a review or check-in needs structure.
Crew Sales Proposal Builder
Turn a discovery call into a clear, scoped proposal the client can say yes to, with problem summary, recommended solution, deliverables, timeline, assumptions, and a next-step email. Invoke after a discovery call, when someone says "write up a proposal", "draft a scope", "turn these notes into a proposal", or when a deal needs a document to move forward.
Crew Docs Handover Document Writer
Capture the state of a project, role, or account so another person can pick it up cold, with status, decisions, remaining work, risks, contacts, and file locations on one page. Invoke before someone goes on leave, when a project changes hands, at offboarding, when a client moves owner, or when someone says "write a handover" or "document where this is up to".
Crew Support Faq Builder
Turn the questions customers actually ask into a clean, accurate FAQ with short answers, next steps, and approval flags. Invoke when someone says "build an FAQ", "we keep answering the same thing", when support sees a repeated question, or before publishing a help or pricing page.
Crew Core Guard Boundary
Set a soft edit boundary so the Crew stays inside an agreed scope of files or folders and confirms before anything destructive. This is a soft convention, not a lock or security boundary. Invoke when the user says guard mode, lock it down, only touch this folder, scope the work to one page, freeze edits here, or lift the guard.
Crew Sales Pipeline Review
Review open sales opportunities and return a pipeline summary, a list of stalled deals, and one clear next action per flagged deal. Invoke before a pipeline meeting, when a rep asks "which deals are stuck", at week or month close, or when someone wants to know where the forecast is leaking.
Crew Core Using Crew
The Crew dispatcher and entry point. Whenever the user says "use the crew", "crew this", "ask the crew", "what play do I run", or mentions the Crew at all, invoke THIS skill first. It routes the task to the matching Crew skill, explains the packs, and serves the play library. Also invoke when a request could match any sales, marketing, ops, HR, finance, support, docs, training, or web skill.
Crew Support Reply Builder
Draft a clear, consistent, on-brand customer reply with the next step built in, plus a short internal note and an escalation flag when needed. Works in the brand voice with a five-part structure and a banned-phrase filter. Invoke when a ticket or review needs answering, when someone says "write the reply" or "respond to this customer", or after triage hands over a ticket.
Crew Finance Monthly Summary
Turn a month of scattered business data into a decision-ready summary of key numbers, wins, risks, and next actions. Invoke at month-end, when someone asks for a monthly report, a board or owner update, "how did we do last month", or when revenue, expense, and cash figures need to become one clear page.
Crew Hr Role Profile Builder
Builds a clear role profile a hire and a manager both trust, with a one-line purpose, ranked responsibilities, measurable success criteria, required skills, and reporting lines. Invoke before opening a hire, when a new role is defined, when someone says "write a job description" or "we need to define this role", or before an interview guide or onboarding plan.
Crew Sales Crm Cleanup
Turn a messy CRM export into a prioritised, reversible cleanup plan listing missing data, duplicates to review, and recommended updates for a human to approve. Invoke when a team inherits a CRM, when records look stale or duplicated, when someone says "clean up the CRM", "dedupe our contacts", or before a reporting or migration push.
Crew Core Brand Context
Build and maintain the single brand context file every Crew skill reads at startup. Invoke once per business. A short plain-language conversation, no design jargon, one file, and every skill you run is trained on who you are, what you sell, who buys, and how you sound.
Crew Ops Workflow Improvement
Improve a process without necessarily automating it by removing waste, cutting unnecessary steps, clarifying ownership, and adding checks, then recommend a leaner workflow. Invoke when a process feels slow or clunky, when someone says "this takes too long" or "why are there so many steps", before anyone proposes automating a flow, or after a process map names a bottleneck.
Crew Core Context Restore
List the saved projects and restore the chosen one so a new session resumes exactly where that project stopped, warning if the present state has drifted. The front door to continuing earlier work. Invoke when someone returns to a project, says "where were we", "pick up where I left off", "continue [project]", or "what projects do I have".
Crew Hr Employee Communication Draft
Draft a clear, human employee communication (announcement, manager note, change message, or FAQ) that says the real thing plainly and tells people what to do next. Invoke when a policy or org change needs announcing, when someone says "write the note to the team", "draft the all-staff email", or when a manager needs words for a sensitive update.
Crew Core Plan Reviewer
Review a draft plan before any work starts and return risks, gaps, and concrete recommendations under Scope, Approach, Implementation, and Design. Invoke before a build kicks off, when someone says "review this plan", "is this plan ready", "what am I missing", or when a brief or proposal lands and work is about to begin.
Crew Marketing Content Repurpose
Turn one piece of source content (a webinar, talk, article, or podcast) into a set of channel-ready assets that all carry the same argument without diluting it. Invoke after a webinar or recording, when someone says "repurpose this", "get more out of this content", "turn this into posts", or when one asset needs to travel across blog, email, social, and video.
Crew Sales Lead Research
Research a lead or target company before a first call and return a structured research brief with a verified company summary, likely pain points, and decision-maker notes. Invoke before outbound outreach, when a new lead lands, when someone says "look into this company", or when a rep needs prep before a discovery call.
Crew Hr Policy Summary
Turns a long HR or workplace policy into a plain-English one-page guide, an employee summary, and a manager checklist, without changing what the policy means. Invoke when someone shares a policy document, says "summarise this policy", "make this readable", asks for a staff-friendly version, or when a new or updated policy lands.
Crew Ops Process Map
Map how a process really works from trigger to finish, including the delays nobody admits to, and name its bottlenecks. Invoke when someone says "map this process", "why is this so slow", "document how we do X", or before automating or improving any recurring workflow.
Crew Support Feedback Summary
Turn a cluster of customer feedback into ranked themes, the specific pain points behind them, and a likely root cause stated as a process or policy mechanism. Invoke when someone says "summarise this feedback", drops a pile of reviews, survey responses, or support tickets, asks "what are people complaining about", or needs the top improvements named before a planning meeting.
Crew Marketing Social Post Pack
Turn one idea or offer into a week of on-brand social posts with platform-specific variations, scroll-stopping hooks, clear CTAs, and a posting plan. Invoke when someone says "make social posts for this", has a launch or offer to promote, needs a content week, or wants one message turned into a posting sequence.
Crew Marketing Seo Page Builder
Turn a target keyword into a structured, search-intent-matched web page draft with outline, copy, metadata, and FAQ, grounded by a technical pre-flight (robots, sitemap, SSR, llms.txt, PageSpeed) when a live domain is supplied. Invoke when someone wants an SEO page, asks to rank for a keyword, says "write a page for [term]", needs a landing or pillar page draft, or hands over a keyword.
Crew Core Quality Checker
Check completed work against the brief before it ships, returning a quality check with every requirement judged, issues found, severity, and exact fix instructions. Invoke before anything is shared or published, when someone says "is this ready", "QA this", "check this against the brief", or when another skill hands off finished work.
Crew Docs Meeting Notes To Actions
Turn rough meeting notes into a clean one-page summary with decisions, action items (each with an owner and a deadline), and key points. Invoke after a meeting, when someone pastes raw notes or a transcript, says "write up these notes", "what did we decide", "who owns what", or "turn this into actions".
Crew Sales Outreach Draft
Write a first-touch outreach message (cold email, LinkedIn note, or call opener) that references something specific about the prospect, stays short, and ends in one clear next step. Invoke when a new list needs first contact, when someone says "draft an intro", "write the cold email", "open this account", or after lead research lands.
Crew Core Context Save
Capture the full state of a work session as an append-only handoff note so the next session resumes cleanly with status, decisions, remaining work, risks, and key files. Invoke at the end of a session, before switching tasks or branches, when someone says "save where we are", "write a handoff", or "I am stopping for the day".
Crew Ops Automation Opportunity Review
Review a team's workflow, find the repeated manual tasks worth automating, weigh each on value, risk, ROI, and feasibility, and name the single safest highest-value one to automate first. Invoke when someone says a task is tedious or repetitive, asks "what should we automate", wants an automation backlog ranked, or after a process map exposes manual steps.
Crew Finance Invoice Workflow
Map a messy invoice process end to end, in both directions, and return a process map plus a run-it-yourself checklist so invoices get checked, approved, paid, issued, and collected the same way every time. Invoke when invoices arrive or get issued in too many places, when payments slip, when customers pay late, or when someone says "our invoicing is chaos".
Crew Docs Compliance Review Check
Review a draft document against a stated set of rules, standards, or requirements and return a requirement-by-requirement report that flags gaps with severity and specific fixes. Invoke before publishing a contract, policy, agreement, or regulated document, when someone says "check this against our rules", "does this meet the standard", or "review for compliance".
Crew Ops Recurring Task Automation
Turn a repeat task into a documented, reliable workflow design with a clear trigger, defined inputs and outputs, sequenced steps, a named automation method, the reliability and maintenance plan, and human approval points. Invoke when someone says "this happens every week", "automate this report", "we keep doing this by hand", or asks to standardise a recurring job.
Crew Finance Admin Automation
Find the repeat admin work worth automating and design one target flow into a trigger and action map with review points. Invoke when someone says admin is eating their week, when a handoff keeps getting dropped, when a task is done the same way every time, or when a business asks "what can we automate first".
Crew Marketing Campaign Plan
Turns a business goal into a runnable marketing campaign plan with a message, channel plan, content assets, and success measures. Invoke when someone says "plan a campaign", "we have a launch coming up", "how do we promote this", or when a goal needs a route to market before any copy gets written.
Crew Support Help Document Generator
Turn a repeated customer question into a reusable help article that deflects future tickets, with a plain answer, numbered steps, a worked example, and a troubleshooting section. Invoke when the same question keeps landing, when support asks to write a help doc or guide, or when a ticket pattern needs a self-serve answer.
Crew Sales Audit Deck
Turn discovery call notes into a branded 10-slide audit deck. It captures the prospect's pain in their own words, a cost of inaction, AI recommendations matched to your real past builds, and a phased roadmap. Invoke after a discovery call, when someone says "build an audit deck", "turn these call notes into a deck", or "make the audit presentation".
Crew Sales Prospect Brief
Turn lead information into a one-glance, call-ready brief before a call or email: who they are, why they care, the opener, likely objections, and the one next step. Invoke before a discovery call, when a lead research brief lands, when a rep says "prep me for this call", or when someone needs talking points fast.
Crew Finance Expense Review
Summarise and sanity-check a set of expense records, returning a category breakdown, an exceptions list of unusual items and missing receipts, and follow-up actions. Invoke at month-end, when someone says "review these expenses", when a spend export lands, or before an expense claim is approved or reimbursed.