Business operations assistant for tracking revenue, expenses, clients, content, and goals. Use when the user needs to build a business dashboard, track revenue streams, manage a client pipeline, plan content calendars, set growth goals, or generate weekly business reviews. Covers the full operations stack for small businesses.
Help users build and manage business operations — revenue tracking, expense management, client pipelines, content calendars, growth goals, and weekly reviews. This skill provides the methodology and structure; the user provides their data.
Help users set up revenue tracking by source/stream:
# Revenue entry structure
revenue_entry = {
"date": "2026-03-27",
"amount": 29.99,
"stream": "Product Sales", # e.g., Freelance, SaaS, Products, Consulting
"notes": "Gumroad sale - Growth Command Center"
}
Analyze this revenue data and provide:
1. Total revenue this month vs last month (% change)
2. Top 3 revenue streams by volume
3. Streams trending up vs down
4. One specific recommendation to increase revenue next month
Revenue data: {revenue_entries}
Track costs by category to understand margins:
expense_entry = {
"date": "2026-03-27",
"amount": 20.00,
"category": "Tools", # Tools, Ads, Contractors, Hosting, Marketing, Other
"notes": "Claude API costs"
}
CRM-style tracking with stage progression:
client_entry = {
"name": "Acme Corp",
"value": 5000,
"stage": "Proposal", # Lead → Contacted → Proposal → Won → Lost
"notes": "Follow up next Tuesday"
}
Review this client pipeline and suggest:
1. Which leads need follow-up this week (contacted > 5 days ago)
2. Which proposals are at risk of going cold
3. Patterns in won vs lost deals
4. Next best action for each active client
Pipeline: {client_entries}
Plan and track content across platforms:
content_entry = {
"date": "2026-03-28",
"platform": "LinkedIn", # LinkedIn, Twitter/X, Email, Blog, YouTube
"title": "How I track business ops with AI",
"status": "Draft" # Draft → Scheduled → Published
}
Based on these recent topics and engagement data, suggest:
1. Three content ideas for next week
2. Which platform each idea fits best
3. Best posting times based on past engagement
4. One content experiment to try
Recent content: {content_entries}
Business goals: {goals}
Set quarterly targets and track progress:
goal_entry = {
"name": "Hit $5k MRR",
"target": 5000,
"current": 2300,
"type": "Revenue", # Revenue, Clients, Content, Custom
"quarter": "Q2 2026"
}
current = sum of revenue entries in that quartercurrent = count of pipeline entries not in "Lost" stagecurrent = count of published content in that quartercurrent valueStructured weekly reflection for continuous improvement:
# Weekly Review — {date}
## Wins
- What went well this week?
- What revenue came in?
- What content performed?
## Challenges
- What didn't go as planned?
- What took longer than expected?
- What blocked progress?
## Lessons
- What did I learn?
- What would I do differently?
- What surprised me?
## Next Week's Focus
- Top 3 priorities for next week
- Key deadlines
- One experiment to run
Analyze my weekly reviews over the past month and identify:
1. Recurring wins (patterns of success to double down on)
2. Recurring challenges (systemic issues to address)
3. Lessons that should become permanent processes
4. Progress toward quarterly goals
Reviews: {review_entries}
Goals: {goal_entries}
When building a dashboard view, compute these four KPIs:
For AI-powered analysis, store data in a structured format (JSON/database) so you can pass it to LLM prompts for insights.
Use the COCÓ API to search narrative patterns and intelligence data for business insights.
Search story patterns:
curl -X POST https://api.goodstories.world/v1/patterns/search \
-H "Content-Type: application/json" \
-H "X-API-Key: demo-key-good-stories-2026" \
-d '{"query": "underdog overcoming market odds", "limit": 5}'
Search intelligence database:
curl -X POST https://api.goodstories.world/v1/search \
-H "Content-Type: application/json" \
-H "X-API-Key: demo-key-good-stories-2026" \
-d '{"query": "competitor analysis AI tools", "limit": 10}'
Free tier: 10 API calls/day with the demo key above. Unlimited: $9.99/mo at goodstories.gumroad.com. Full docs: api.goodstories.world/docs