Product & Planning
Product & planning agent skills structure the thinking side of building: specs, PRDs, user stories, roadmaps, and prioritization frameworks. Install one and your AI agent produces planning documents with the same rigor and format every time.
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swan-gtm Bundle Revops HubspotUse this skill when CRM architecture breaks revenue clarity: lifecycle stages that do not match the funnel, unmaintainable properties, reporting that needs three spreadsheets. Covers object model design, lifecycle architecture, property governance, pipeline configuration, automation patterns, and reporting structure for HubSpot. Produces a documented architecture with stage definitions, property naming standards, workflow specs, and a revenue-decision-focused dashboard roadmap. Rule: design for reporting first; if you cannot name the report a property feeds, do not create it. Trigger phrases: HubSpot setup, lifecycle stages, messy HubSpot instance, deal pipelines, HubSpot reporting, CRM architecture.
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okhp3 Bundle Codebase DiscoveryExtract domain, architecture, business rules, workflows and a business glossary from an existing (often poorly-documented) codebase, then validate the findings with a senior BA/Product Owner one question at a time. Produces onboarding-grade docs under docs/ that give a new team member — human or AI — enough context to be productive, ready for harness engineering / Spec Kit. Use when onboarding onto an unfamiliar codebase, reverse-engineering business knowledge, reconstructing lost documentation, or preparing a repo for spec-driven development.
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okhp3 Bundle Okhp3 Skill DiscoveryFind, verify, compare, and route to project-local, installed, runtime, or plugin-provided agent skills. Use when the user asks what skills exist, how to invoke one, or when the correct reusable workflow is unclear. Do not use it to install unavailable capabilities without an explicit request.
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marielynneblock Bundle Metabolomics Workbench DatabaseAccess NIH Metabolomics Workbench via REST API (4,200+ studies). Query metabolites, RefMet nomenclature, MS/NMR data, m/z searches, study metadata, for metabolomics and biomarker discovery.
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marielynneblock Bundle Impediment PrioritisationRanks any list of impediments and their countermeasures using a value-stream scoring model (ROI, Cost to Implement, Ease of Deployment, Risk Factor) and a fixed prioritisation formula. Use when someone asks to prioritise, rank, sequence, or triage impediments, countermeasures, remediation items, risks, findings, gaps, action items, or backlog entries; or mentions value-stream prioritisation, A3 / lean countermeasure ranking, ROI vs. effort scoring, or building a remediation / improvement backlog. Works with GHQR findings, audit results, retrospective action items, risk registers, architecture review gaps, or any free-form `{impediment, countermeasure}` list.
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event4u-app Bundle Doc CoauthoringWhen co-authoring a PRD, design doc, RFC, decision doc, or technical spec — 3-stage flow (context → section-by-section → reader-test) — even if the user just says 'help me write this spec'.
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event4u-app Bundle Roadmap WritingUse when authoring or rewriting a roadmap in agents/roadmaps/ — phases, goal, acceptance criteria, council notes; fires even on 'write a plan for X' / 'draft a roadmap'.
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event4u-app Skill Feature PlanningUse when the user says "plan a feature", "brainstorm", "explore this idea", or wants to go from idea to structured plan and roadmap.
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event4u-app Skill Source DiscoveryUse BEFORE planning/coding against a DB schema, API/GraphQL shape, DTO/Model/Entity, or vendor package — read the real source, emit an Evidence Report, stop inventing fields.
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event4u-app Bundle Customer ResearchUse when shaping a discovery slice — JTBD-framed interview guide, switch-event focus, verbatim quotes not summaries. Triggers on 'talk to users', 'why did they cancel', 'before we build X'.
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event4u-app Skill Okr Tree ModelingUse when decomposing a company objective into team OKRs, auditing a draft OKR tree, or stress-testing an existing one for measurability and laddering.
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event4u-app Bundle Roadmap ManagementUse when the user says "create roadmap", "show roadmap", or "execute roadmap". Creates, reads, and manages roadmap files with phase tracking.
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event4u-app Skill Discovery InterviewWhen running discovery interviews — question-bank build, bias audit, insight extraction. Triggers on 'audit my guide', 'extract insights from transcript', 'is my hypothesis falsifiable'.
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event4u-app Bundle Rice PrioritizationUse when ranking competing initiatives for a roadmap, breaking a tie between two features, or auditing a backlog for hidden low-value work via Reach × Impact × Confidence ÷ Effort.
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event4u-app Bundle Test Case DiscoveryUse BEFORE writing any test — enumerate cases per behavior (happy / boundary / error / abuse), prioritize by likelihood × impact, cross-check via subagent — even if the user just says 'add tests'.
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event4u-app Skill Stakeholder TradeoffUse when stakeholders pull a decision in different directions — frames each lens, builds a trade-off matrix, surfaces the cost of every choice — even if the user just says 'PO and ops disagree'.
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event4u-app Skill Project Analysis CoreRaw discovery primitives — project discovery, version resolution, docs loading, architecture mapping, execution flow. Called by `universal-project-analysis`. Single-pass scan → `project-analyzer`.
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event4u-app Skill Technical SpecificationUse when the user says "write a spec", "create RFC", "write a PRD", or "document this decision". Writes technical specifications, PRDs, RFCs, and ADRs with clear structure.
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event4u-app Bundle Judge Artifact CompletenessWhen scoring a roadmap, PR review, ADR, or ticket for completeness — risk, tests, migration, maintainability. Dispatched by /refine-ticket, /adr-create, /review-changes; never auto-gates.
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xjli360 Bundle Sealeap Amazon New Product Organic TrafficBuild an evidence-based Amazon new-product traffic plan that moves from controlled discovery to stable converting terms and measures organic-rank and organic-order changes without claiming causality. Use when the user asks how a new ASIN can gain organic traffic, how to sequence auto, product targeting, broad, and exact campaigns, or when to taper launch ads. Default to read-only planning and require approval for live changes.
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xjli360 Bundle Sealeap Tengshe Amazon Search Term MigrationMigrate proven Amazon customer search terms from broad, phrase, or automatic discovery into controlled exact targeting while checking overlap, economics, negatives, and sample quality. Use when harvesting high-performing queries.
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xjli360 Bundle Sealeap Xiezhi Amazon Evergreen Variation RoadmapPlan a compliant long-lived Amazon variation roadmap for products that can legitimately expand by color, size, pattern, or other allowed themes. Use when a team wants recurring niche launches under one valid parent without abusing review sharing.
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xjli360 Bundle Sealeap Kunpeng Amazon AI Readable Listing BriefCreate an evidence-backed Amazon listing brief that clearly answers buyer discovery, comparison, compatibility, and decision questions for both people and AI shopping interfaces. Use before drafting or testing listing content in an AI-assisted shopping environment.
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xjli360 Bundle Sealeap Xuanwu Amazon AI Operating System RoadmapTurn an Amazon team's AI ambitions into a governed operating roadmap across research, listing, advertising, supply chain, and compliance. Use when prioritizing AI use cases, designing human approval gates, or planning a measurable pilot.
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xjli360 Bundle Sealeap Xiezhi Amazon Product Knowledge Map BuildingBuild an Amazon product, audience, and use-case knowledge map before making product decisions. Use when a beginner lacks product ideas, rejects unfamiliar items too quickly, or needs a disciplined discovery routine.
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xjli360 Bundle Sealeap Xiezhi Amazon Red Ocean Micro Niche DiscoveryFind defensible micro-niches inside a crowded Amazon category by combining low-review recent winners with precise design, attribute, or use-case terms. Use when a broad category looks saturated but supports visible sub-demand.
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xjli360 Bundle Sealeap Xiezhi Amazon Audience First Product DiscoveryDiscover Amazon product opportunities by starting with a clearly defined audience and mapping recurring work, life, event, and gifting needs. Use when product-first searches produce generic red-ocean ideas.
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xjli360 Bundle Sealeap Xiezhi Amazon Broad Plus Exact Launch KeywordsBuild a compact Amazon Ads launch keyword set that combines controlled broad discovery with exact intent capture. Use when a new niche product has many candidate terms but limited inventory and cannot afford to test a huge keyword list.
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xjli360 Bundle Sealeap Xiezhi Amazon Seasonal Keyword Growth DiscoveryDiscover seasonal Amazon micro-niches from accelerating, moderate-volume keywords and then expand from the underlying event scenario. Use when the team wants future demand signals rather than today's bestseller list.
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xjli360 Bundle Sealeap Xiezhi Amazon Scenario Keyword Product DiscoveryDiscover Amazon product opportunities by extracting scenario, audience, activity, and occasion terms from unusual listings. Use when a user has no product inspiration and wants to turn a precise use context into a cross-category candidate set.
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xjli360 Bundle Sealeap Kunpeng Amazon AI Shopping Visibility DiagnosisDiagnose Amazon AI-shopping visibility as a testable discovery hypothesis rather than a ranking guarantee. Use when a listing loses traffic, appears inconsistently in conversational shopping, or needs a buyer-question coverage audit.
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swan-gtm Bundle Pull Call ReviewUse this skill when the user shares a sales call, discovery call, demo, or pitch transcript and asks for analysis, diagnosis, a post-mortem, or feedback — even if they don't say "PULL." Also fires on "why didn't this close," "what went wrong on this call," "did they have demand," or "what should I do with this deal." Analyzes the transcript with Rob Snyder's PULL framework (Project, Unavoidable, List of options + Limitations) to diagnose whether a real demand-side force was present, whether the seller surfaced, tested, and fit it, and exactly what to change — every claim backed by a quote or a flagged absence, with hard word caps so the verdict stays sharp. Not generic sales advice; a strict mechanistic analysis that replaces it.
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swan-gtm Skill Data EnrichmentUse this skill when inbound leads arrive incomplete (missing company size, industry, revenue), the TAM list lacks data for scoring, or the CRM cannot route and segment without enrichment. Maps coverage gaps, compares single-source and waterfall provider strategies, and builds an integration roadmap with cost guardrails and quality gates. Produces a provider recommendation matrix, a waterfall architecture, and a go or no-go checklist. Rule: no single provider has full coverage; a waterfall across two or more providers in sequence beats any one source on match rate. Trigger phrases: data enrichment, leads come in with no company info, enrichment coverage, firmographic data, which enrichment tool, data freshness.
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swan-gtm Skill Saas LifecycleUse this skill when a subscription product's messaging needs to be designed, audited, or rebuilt across the whole customer journey — activation, onboarding, trial conversion, adoption, retention, expansion, failed-payment recovery, and win-back. Produces either a findings report ranked by leverage, or a staged build roadmap with the trigger, touches, and data prerequisites for each program. Trigger phrasings: "design our lifecycle", "why are we churning", "review our lifecycle emails", "trial conversion is low", "build a win-back flow", "dunning", "onboarding emails", "our activation rate is bad", "where do we start with lifecycle".
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swan-gtm Bundle Market FinderUse this skill when you need to enumerate every business of a given type in a geography — "find all X in Y", "build a list of", "market sizing", "account universe", "how many X in Y", "TAM for", "discover all", "prospect list" — or when you already have a list and want it checked: "audit my list", "compare against", "what am I missing", "gap analysis", "verify my business list". Produces a deduplicated, source-linked market inventory with a confidence score per entity; in audit mode, a three-way comparison of your list against fresh discovery (matched / discovered-only / reference-only) with a coverage score. Not for monitoring known competitors over time or deep-diving a single company — this play is for mapping a whole market.
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swan-gtm Skill Multi Threading CoachUse this skill on a live deal when you need to stop relying on one contact and build a coalition across the buying committee. Run it when a deal is single-threaded (everything runs through one champion), when you can't name who actually decides, when a champion goes quiet and the deal goes dark with them, when you're entering a larger or more complex buying process, or when you want a concrete plan to reach the people who move the decision. The agent maps the buying committee, scores each contact on ACCESS (can you reach them) and INFLUENCE (do they move the decision), flags single-threaded risk, and builds a coalition plan with per-stakeholder talking points and a path to reach the high-influence people you don't yet have access to.
Frequently asked questions
What are Product & Planning agent skills?
Product & planning agent skills structure the thinking side of building: specs, PRDs, user stories, roadmaps, and prioritization frameworks. Install one and your AI agent produces planning documents with the same rigor and format every time.
Which Product & Planning skills are most installed?
Popular Product & Planning skills on SkillMD right now include roadmap-management, revops-hubspot, codebase-discovery. Rankings shift as installs change; sort this page by "Most installs" for the live list.
Do Product & Planning skills work with Claude Code and Cursor?
Yes. Every skill here ships as a SKILL.md file, an open format that works in Claude Code, Claude.ai, Cursor, Codex, Windsurf, and 60+ other agents. Install one with npx skillmds@latest add <owner>/<name>, or copy the file into your agent's skills directory.