Prospect

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。

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。

Competitive Brief

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生成竞争分析简报，涵盖竞品定位、功能对比、赢单/丢单模式与市场趋势。

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."

Deal Sourcing

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指导私募股权项目挖掘流程：寻找目标公司、核查 CRM 往来记录，并起草创始人外联邮件。

Investment Proposal

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指导为潜在投顾客户制作个性化投资建议书，涵盖从需求调研到演示文稿、PDF 与摘要的产出。

Content Strategy

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将 PayPal、QuickBooks 或 Square 的销售数据转化为按优先级排序的 30 天内容简报。

Call List

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通过为线索排序、补充谈话要点、建议日历时段并起草跟进邮件，生成每日电话清单。

Lead Triage

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依据 ICP 与资格框架对入站销售线索进行评分与分流，并按优先级对线索积压排序。

Draft Outreach

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撰写个性化的冷启动或跟进销售外联邮件，并生成可供审阅的草稿。