ccc-smb-ops
Load ONE skill. Get the entire back-office operations domain for a small business. Written for the owner who runs the shop, not the accountant — plain-language checklists and copy-paste templates, no spreadsheets-as-a-hobby required.
Sub-Skills
| # |
Skill |
Command |
Description |
| 1 |
cash-flow-forecast |
/cash-flow-forecast |
Build a 13-week rolling cash-flow forecast from your bank balance, AR, and AP |
| 2 |
invoicing-ar |
/invoicing-ar |
Generate clean invoices and chase unpaid ones with a polite dunning ladder |
| 3 |
payroll-planning |
/payroll-planning |
Plan each payroll run, tax-withholding checklist, and a headcount cost model |
| 4 |
crm-hygiene |
/crm-hygiene |
Clean up contacts — dedup, sweep stale leads, review the sales pipeline |
| 5 |
expense-tracking |
/expense-tracking |
Categorize spending, capture receipts, and compare budget vs. actual |
| 6 |
weekly-owner-brief |
/weekly-owner-brief |
A Monday one-page brief: cash, AR aging, pipeline, and your top 3 actions |
How To Use
Step 1: Tell me what you're trying to get on top of — money coming in, money going out, who owes you, or just "give me the Monday picture."
Step 2: I'll confirm what records you have on hand (bank export, invoice list, expense receipts, contact list) before routing. Everything here works from a plain CSV or even a typed-out list — no special software required.
Step 3: The specialist skill walks you through it with a checklist or a fill-in template. You get real back-office coverage without learning six separate tools.
Routing Matrix
| Your Intent |
Route To |
Don't Confuse With |
| "Will I make payroll?" / "Cash forecast" / "Runway" |
cash-flow-forecast |
expense-tracking (categorizes past spend, not future cash) |
| "Send an invoice" / "Chase who owes me" / "Follow up on unpaid" |
invoicing-ar |
cash-flow-forecast (uses AR totals, doesn't chase them) |
| "Run payroll" / "How much will hiring cost" / "Withholding" |
payroll-planning |
expense-tracking (payroll is planned, not categorized after) |
| "Clean up my contacts" / "Dead leads" / "Pipeline review" |
crm-hygiene |
invoicing-ar (customers who owe, not leads) |
| "Where did the money go" / "Categorize expenses" / "Budget vs actual" |
expense-tracking |
payroll-planning (wages are their own plan) |
| "Give me the Monday picture" / "Owner update" / "Weekly summary" |
weekly-owner-brief |
any single skill (this one pulls them together) |
Campaign Templates
Month-End Close (the 90-minute version)
expense-tracking -> categorize the month's spending and reconcile receiptsinvoicing-ar -> send any un-billed work and update the AR aging listcash-flow-forecast -> roll the 13-week forecast forward one week with real balancesweekly-owner-brief -> produce the summary you'll actually read- Deliver: a closed month with cash, AR, and spending all reconciled to the same numbers
Get-Paid Sprint (cash is tight)
invoicing-ar -> pull the AR aging report, fire the dunning ladder on everything 30+ days latecash-flow-forecast -> model best-case vs. worst-case collection to see if payroll clearsexpense-tracking -> flag discretionary spend you can pause this week- Deliver: a prioritized collections list plus a cut-list if collections slip
New-Hire Decision
payroll-planning -> build the fully-loaded cost of the role (wage + employer taxes + overhead)cash-flow-forecast -> drop the new cost into the 13-week view and check the troughweekly-owner-brief -> frame the go / no-go with the numbers attached- Deliver: a yes/no on the hire backed by a cash trough you can live with
Monday Reset (every week)
weekly-owner-brief -> the one-pager- Route into whichever line item is red — usually
invoicing-ar or cash-flow-forecast
- Deliver: three concrete actions before 10am
Operating Cadence
| Rhythm |
What to run |
Why |
| Every Monday |
weekly-owner-brief |
Start the week knowing cash, AR, and the top 3 |
| Weekly |
invoicing-ar |
A stale invoice is money you already earned — chase on a schedule |
| Weekly |
cash-flow-forecast (roll forward) |
The forecast is only useful if it stays current |
| Each pay period |
payroll-planning |
Confirm the run clears before you approve it |
| Monthly |
expense-tracking + crm-hygiene |
Close the books; keep the pipeline honest |
Ground Rules
- Tool-agnostic. Everything works from a bank CSV, an invoice list, or a typed-out set of numbers. If you use accounting or CRM software, export to CSV and these still apply.
- You are not a bank or an accountant. These skills organize and forecast — they do not file taxes, move money, or give regulated financial or tax advice. Confirm tax and payroll filings with a licensed professional.
- Same numbers everywhere. Cash, AR, and spending should reconcile across skills. If two skills disagree, stop and find the discrepancy before acting.
Context Strategy
This CCC domain uses on-demand loading. Sub-skills have disable-model-invocation: true so they only load when explicitly invoked, keeping your context lean.
1---2name: ccc-smb-ops3description: CCC domain — complete small-business-operations ecosystem — 6 skills in one. 13-week cash-flow forecasting, invoicing and AR chasing, payroll planning, CRM hygiene, expense tracking, and a weekly owner brief.4---56# ccc-smb-ops78> Load ONE skill. Get the entire back-office operations domain for a small business. Written for the owner who runs the shop, not the accountant — plain-language checklists and copy-paste templates, no spreadsheets-as-a-hobby required.910## Sub-Skills1112| # | Skill | Command | Description |13|---|-------|---------|-------------|14| 1 | cash-flow-forecast | `/cash-flow-forecast` | Build a 13-week rolling cash-flow forecast from your bank balance, AR, and AP |15| 2 | invoicing-ar | `/invoicing-ar` | Generate clean invoices and chase unpaid ones with a polite dunning ladder |16| 3 | payroll-planning | `/payroll-planning` | Plan each payroll run, tax-withholding checklist, and a headcount cost model |17| 4 | crm-hygiene | `/crm-hygiene` | Clean up contacts — dedup, sweep stale leads, review the sales pipeline |18| 5 | expense-tracking | `/expense-tracking` | Categorize spending, capture receipts, and compare budget vs. actual |19| 6 | weekly-owner-brief | `/weekly-owner-brief` | A Monday one-page brief: cash, AR aging, pipeline, and your top 3 actions |2021## How To Use2223**Step 1:** Tell me what you're trying to get on top of — money coming in, money going out, who owes you, or just "give me the Monday picture."2425**Step 2:** I'll confirm what records you have on hand (bank export, invoice list, expense receipts, contact list) before routing. Everything here works from a plain CSV or even a typed-out list — no special software required.2627**Step 3:** The specialist skill walks you through it with a checklist or a fill-in template. You get real back-office coverage without learning six separate tools.2829## Routing Matrix3031| Your Intent | Route To | Don't Confuse With |32|-------------|----------|--------------------|33| "Will I make payroll?" / "Cash forecast" / "Runway" | `cash-flow-forecast` | `expense-tracking` (categorizes past spend, not future cash) |34| "Send an invoice" / "Chase who owes me" / "Follow up on unpaid" | `invoicing-ar` | `cash-flow-forecast` (uses AR totals, doesn't chase them) |35| "Run payroll" / "How much will hiring cost" / "Withholding" | `payroll-planning` | `expense-tracking` (payroll is planned, not categorized after) |36| "Clean up my contacts" / "Dead leads" / "Pipeline review" | `crm-hygiene` | `invoicing-ar` (customers who owe, not leads) |37| "Where did the money go" / "Categorize expenses" / "Budget vs actual" | `expense-tracking` | `payroll-planning` (wages are their own plan) |38| "Give me the Monday picture" / "Owner update" / "Weekly summary" | `weekly-owner-brief` | any single skill (this one pulls them together) |3940## Campaign Templates4142### Month-End Close (the 90-minute version)431. `expense-tracking` -> categorize the month's spending and reconcile receipts442. `invoicing-ar` -> send any un-billed work and update the AR aging list453. `cash-flow-forecast` -> roll the 13-week forecast forward one week with real balances464. `weekly-owner-brief` -> produce the summary you'll actually read475. Deliver: a closed month with cash, AR, and spending all reconciled to the same numbers4849### Get-Paid Sprint (cash is tight)501. `invoicing-ar` -> pull the AR aging report, fire the dunning ladder on everything 30+ days late512. `cash-flow-forecast` -> model best-case vs. worst-case collection to see if payroll clears523. `expense-tracking` -> flag discretionary spend you can pause this week534. Deliver: a prioritized collections list plus a cut-list if collections slip5455### New-Hire Decision561. `payroll-planning` -> build the fully-loaded cost of the role (wage + employer taxes + overhead)572. `cash-flow-forecast` -> drop the new cost into the 13-week view and check the trough583. `weekly-owner-brief` -> frame the go / no-go with the numbers attached594. Deliver: a yes/no on the hire backed by a cash trough you can live with6061### Monday Reset (every week)621. `weekly-owner-brief` -> the one-pager632. Route into whichever line item is red — usually `invoicing-ar` or `cash-flow-forecast`643. Deliver: three concrete actions before 10am6566## Operating Cadence6768| Rhythm | What to run | Why |69|--------|-------------|-----|70| Every Monday | `weekly-owner-brief` | Start the week knowing cash, AR, and the top 3 |71| Weekly | `invoicing-ar` | A stale invoice is money you already earned — chase on a schedule |72| Weekly | `cash-flow-forecast` (roll forward) | The forecast is only useful if it stays current |73| Each pay period | `payroll-planning` | Confirm the run clears before you approve it |74| Monthly | `expense-tracking` + `crm-hygiene` | Close the books; keep the pipeline honest |7576## Ground Rules7778- **Tool-agnostic.** Everything works from a bank CSV, an invoice list, or a typed-out set of numbers. If you use accounting or CRM software, export to CSV and these still apply.79- **You are not a bank or an accountant.** These skills organize and forecast — they do not file taxes, move money, or give regulated financial or tax advice. Confirm tax and payroll filings with a licensed professional.80- **Same numbers everywhere.** Cash, AR, and spending should reconcile across skills. If two skills disagree, stop and find the discrepancy before acting.8182## Context Strategy8384This CCC domain uses on-demand loading. Sub-skills have `disable-model-invocation: true` so they only load when explicitly invoked, keeping your context lean.
KevinZai