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ChatGPT
#business
Write a sales-to-CSM handoff
Drafts a structured sales-to-CSM handoff document so customers don't repeat themselves.
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Claude
#business
Build a sales SLA with marketing
Drafts a sales-marketing SLA defining lead handoff, response, and feedback loops.
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Claude
#business
Run an end-of-month bookkeeping close
Full month-end close checklist for an AU small business: reconciliations, accruals, anomaly hunt, and a clean handoff pack for the accountant.
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Claude
#branding
Write a visual principles document a designer can apply
5-7 visual principles with the rules behind them. The doc that survives a Figma file handoff.
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Claude
#marketing
Write a marketing-sales SLA
Drafts a marketing-sales SLA defining lead handoff, response times, and feedback loops.
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Claude
#other
Workflow: sales-to-CSM handoff coordinator
Generates the handoff doc + kickoff plan when a deal closes from sales to customer success.
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