Call Prep

Lead Triage

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為 HubSpot 進站潛在客戶評分，排出附談話要點的電話清單，起草後續郵件並建議行事曆時段。

Start

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初始化個人工作力系統：任務清單、工作記憶檔案和儀表板。

Prospect

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使用 Common Room 的 Prospector 建立目標客戶與聯絡人潛在客戶名單，支援反覆調整與網路補充資訊。

Account Research

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針對潛在客戶公司與選用聯絡人產出附來源的研究簡報，檢查 CRM 歸屬並評估 ICP 契合度。

Competitive Brief

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產出競爭分析簡報，涵蓋競品定位、功能比較、贏單／輸單模式與市場趨勢。

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."

Morning Note

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為追蹤個股撰寫簡明的晨會筆記，涵蓋隔夜動態、交易想法與當日關鍵事件。

Dd Meeting Prep

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為盡職調查會議（如管理層簡報、專家訪談）準備問題清單、基準數據與需重點探查的風險訊號。

Dd Checklist

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產生並追蹤依產業量身打造的盡職調查清單，涵蓋各工作流程、狀態追蹤與紅旗升級。

Deal Tracker

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追蹤進行中的併購交易，管理里程碑、截止期限、行動項目與每週交易檢視。

Client Review

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為客戶檢視會議準備投資組合績效、配置分析、談話重點與行動項目。

Morning Note

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為追蹤個股撰寫簡明的晨會筆記，涵蓋隔夜動態、交易想法與當日關鍵事件。