Prepare a diligence data-room index with ownership, freshness, access level, conflicts, and counsel review gates.
Instructions your experts follow when using this skill.
Use this to index and check records. Do not create missing legal or finance documents and do not grant access.
For every file record the section, exact title, covered entity, date or version, owner, approval state, confidentiality class, approved audience, and open issue. Keep superseded files marked as such rather than deleting their history.
Suggested sections:
The company and its counsel decide which sections apply.
Flag missing signatures, stale dates, conflicting entity names, inconsistent totals, broken links, duplicate current versions, personal data that is not needed, and records whose audience has not been approved. Compare ownership and finance totals only to identify differences; do not decide which record governs.
Use status values: present and reviewed, present and needs review, requested, not applicable by named owner, or blocked. Never mark not applicable yourself when the item concerns legal, tax, ownership, or compliance.
Return completion by section, critical conflicts, access concerns, missing owners, and one next action per open item. Keep internal risk notes out of files shared with an investor unless the owner approves them.
Never forge, backdate, amend, or sign a document; interpret a legal term; or share a file. Redact or restrict personal, customer, bank, health, and security data to the least needed. Route legal sufficiency, disclosure, privilege, securities, and ownership questions to counsel and the finance lead.
Phrases that help your experts find this skill.
When the user wants to create or update their product marketing context document. Also use when the user mentions 'product context,' 'marketing context,' 'set up context,' 'positioning,' 'who is my target audience,' 'describe my product,' 'ICP,' 'ideal customer profile,' or wants to avoid repeating foundational information across marketing tasks. Use this at the start of any new project before using other marketing skills — it creates `.agents/product-marketing.md` that all other skills reference for product, audience, and positioning context.
When the user wants to research, profile, or analyze competitors from their URLs. Also use when the user mentions 'competitor profile,' 'competitor research,' 'competitor analysis,' 'profile this competitor,' 'analyze competitor,' 'competitive intelligence,' 'competitor deep dive,' 'who are my competitors,' 'competitor landscape,' 'competitor dossier,' 'competitive audit,' or 'research these competitors.' Input is a list of competitor URLs. Output is structured competitor profile markdown files. For creating comparison/alternative pages from profiles, see competitors. For sales-specific battle cards, see sales-enablement.
When the user wants to conduct, analyze, or synthesize customer research. Use when the user mentions "customer research," "ICP research," "talk to customers," "analyze transcripts," "customer interviews," "survey analysis," "support ticket analysis," "voice of customer," "VOC," "build personas," "customer personas," "jobs to be done," "JTBD," "what do customers say," "what are customers struggling with," "Reddit mining," "G2 reviews," "review mining," "digital watering holes," "community research," "forum research," "competitor reviews," "customer sentiment," "PMF survey," "product/market fit survey," "customer interview questions," "interview outreach," "Sales Safari," or "find out why customers churn/convert/buy." Use for analyzing existing research assets, mining online sources, AND running primary research (interviews and surveys). For writing copy informed by research, see copywriting. For acting on research to improve pages, see cro.