Cro Advisor

Expert sales proposal and pricing presentation strategist. Use when writing proposals, executive summaries, ROI business cases, pricing presentations, SOWs (Statement of Work), RFP responses, or competitive positioning documents. Covers proposal structure, terms positioning, design formatting, follow-up strategy, and win-rate optimization.

Multi-channel demand generation, paid media optimization, SEO strategy, and partnership programs for Series A+ startups. Includes CAC calculator, channel playbooks, HubSpot integration, and international expansion tactics. Use when planning demand generation campaigns, optimizing paid media, building SEO strategies, establishing partnerships, or when user mentions demand gen, paid ads, LinkedIn ads, Google ads, CAC, acquisition, lead generation, or pipeline generation.

Query TikTok e-commerce data (products, shops, creators, videos, livestreams, categories) via the KaloPilot AI agent. Use this skill whenever the user asks about TikTok Shop data, product rankings, creator performance, shop analytics, category trends, livestream metrics, or any TikTok e-commerce insight — even if they don't say "KaloPilot" explicitly. Also trigger when the user says "ask pilot", "check kalodata", or mentions TikTok sales/revenue data.

Small-cap growth stock discovery — identifies overlooked small/mid-cap high-growth companies (A-share 专精特新, HK growth stocks, US small-cap growth) by screening for market cap < 5–10B, revenue growth > 30%, ROE > 15%, and low institutional ownership. Triggers: "小盘成长", "小市值", "成长股", "中小盘", "专精特新", "隐形冠军", "小盘股", "成长潜力", "小盤成長", "小市值", "成長股", "中小盤", "專精特新", "隱形冠軍", "small cap growth", "small cap stocks", "growth stocks", "mid-small cap", "hidden champions", "high growth companies", "small cap discovery", "emerging growth", "小市值成长股", "中小市值".

Expert website copywriting for SaaS and B2B companies. Use when writing homepage copy, feature pages, about pages, pricing pages, comparison pages, product tours, integration pages, use case pages, demo/contact pages, or navigation microcopy. Use for website messaging hierarchy, value proposition development, and page-level conversion optimization.

Orchestrate the advisor workflow for assembling and delivering a comprehensive financial plan — data gathering, cash flow analysis, retirement modeling, Monte Carlo analysis, Roth conversion and withdrawal sequencing, Social Security claiming strategy, education and estate goals, scenario modeling, and prioritized recommendations. Use when the user asks about building a financial plan, structuring a planning engagement, retirement or Social Security modeling, Roth conversion strategy, scenario analysis, prioritizing competing recommendations, preparing a plan presentation, or deciding when a plan needs updating. Also trigger on 'comprehensive financial plan', 'discovery meeting', 'retirement modeling', 'Monte Carlo', 'Roth conversion', 'Social Security claiming', 'savings rate', or 'is my client on track'. For planning-tool data flows, capital market assumption governance, or connecting planning software to CRM/PMS, use financial-planning-integration instead.