KevinZai /ccc-smb-ops — Small-business operations hub
Load ONE skill. Get the entire back-office operations domain for a small business. 6 skills in one — plain-language checklists and templates for the owner who runs the shop, not the accountant.
Integration note: These skills are tool-agnostic. Everything works from a plain bank/card CSV export, an invoice list, or a typed-out set of numbers — no accounting or CRM software required. They organize and forecast; they do not move money, file taxes, or give regulated financial advice.
Sub-Skills
| # | Skill | Focus |
|---|---|---|
| 1 | cash-flow-forecast | 13-week rolling cash-flow forecast from bank + AR/AP; find the cash trough |
| 2 | invoicing-ar | Generate clean invoices; chase unpaid ones with a dunning ladder + AR aging |
| 3 | payroll-planning | Plan each run, tax-withholding checklist, fully-loaded headcount cost model |
| 4 | crm-hygiene | Dedup contacts, sweep stale leads, standardize fields, review the pipeline |
| 5 | expense-tracking | Categorize spend, receipt-capture workflow, budget vs. actual |
| 6 | weekly-owner-brief | Monday one-pager: cash, AR aging, pipeline, and the top 3 actions |
No expressed intent? Present the top 3 sub-skills + "More…" as an AskUserQuestion picker (≤4 options).
Routing Matrix
| Your Intent | Route To |
|---|---|
| "Will I make payroll?" / "Cash forecast" / "Runway" | cash-flow-forecast |
| "Send an invoice" / "Chase who owes me" / "Follow up on unpaid" | invoicing-ar |
| "Run payroll" / "What will a hire cost" / "Withholding" | payroll-planning |
| "Clean up my contacts" / "Dead leads" / "Pipeline review" | crm-hygiene |
| "Where did the money go" / "Categorize expenses" / "Budget vs actual" | expense-tracking |
| "Give me the Monday picture" / "Owner update" / "Weekly summary" | weekly-owner-brief |
Protocol
- Confirm what records the owner has on hand (bank export, invoice list, receipts, contact list) before routing — everything works from a CSV or a typed list.
- Route to the specialist sub-skill for the job; each delivers a checklist or fill-in template.
weekly-owner-briefruns every Monday and pulls from the other five — start there when the owner just wants "the picture."- Keep cash, AR, and spending reconciled across skills — if two disagree, find the discrepancy before acting.
- Never move money, send messages, or file anything automatically — deliver the plan for the owner to approve.
Campaign Templates
Month-End Close (90-minute version)
expense-tracking→ categorize the month, reconcile receiptsinvoicing-ar→ bill un-invoiced work, refresh AR agingcash-flow-forecast→ roll the 13-week view forward with real balancesweekly-owner-brief→ the summary the owner actually reads
Get-Paid Sprint (cash is tight)
invoicing-ar→ AR aging report, fire the dunning ladder on 30+ days latecash-flow-forecast→ model base vs. downside to see if payroll clearsexpense-tracking→ flag discretionary spend to pause
New-Hire Decision
payroll-planning→ fully-loaded cost of the rolecash-flow-forecast→ drop it into the 13-week view, check the troughweekly-owner-brief→ frame the go / no-go with numbers attached
When to invoke this skill
Example 1
- user: will I be able to make payroll next month?
- assistant: Loads ccc-smb-ops and routes to cash-flow-forecast to build the 13-week view and find the trough on the payroll date.
Example 2
- user: three customers still haven't paid me — help me chase them
- assistant: Loads ccc-smb-ops and routes to invoicing-ar for the AR aging report and the dunning ladder.
Example 3
- user: give me a quick Monday summary of where the business stands
- assistant: Loads ccc-smb-ops and routes to weekly-owner-brief, pulling cash, AR aging, and pipeline into a one-pager with the top 3 actions.
⚙️ Fable contract: plan before build · verifier ≠ worker · prove before alarm · loops need gates · leave durable state —
rules/fable-method.md