Operations

Turns metrics questions into dashboard specs with charts, filters, and KPI definitions.

Creates concise operational runbooks with escalation paths and verification steps.

Evaluates SaaS vendors with security, pricing, and integration checklists.

Reviews active deals, flags risks, and suggests next-step actions for reps.

Facilitates sprint retros with themed prompts and action item tracking.

Checks internal policies against proposed process changes and documents gaps.

Creates 30/60/90 onboarding plans with milestones and buddy assignments.