Competitive Brief

Lead Triage

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对 HubSpot 入站线索评分，排出带谈话要点的电话清单，起草跟进邮件并建议日程时段。

Start

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初始化个人生产力系统：任务清单、工作记忆文件和仪表盘。

Call Prep

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为即将到来的客户会议生成一页式通话准备简报，包含参会人、客户历史和通话计划。

Prospect

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使用 Common Room 的 Prospector 构建定向客户与联系人潜在客户名单，支持迭代优化和网络补充信息。

Account Research

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针对潜在客户公司及可选联系人生成有来源的研究简报，检查 CRM 归属并评估 ICP 匹配度。

Ticket Deflector

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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

Audit Xls

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审计电子表格公式与财务模型，查找错误、硬编码和完整性问题并输出报告。

Sector Overview

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生成行业与板块全景报告，涵盖市场规模、竞争定位、估值与投资启示。

Lbo Model

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填写并校验 Excel 杠杆收购（LBO）模型模板，生成以公式驱动、格式规范的财务工作簿。

Dcf Model

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构建机构级 DCF 股权估值模型，输出包含预测、WACC 与敏感性分析的 Excel 工作簿。

Comps Analysis

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以 Excel 电子表格形式构建机构级可比公司分析，包含经营指标、估值倍数与统计基准。

Audit Xls

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审计电子表格公式与财务模型，查找错误、硬编码和完整性问题并输出报告。