Productized-expert / educator

Run the practice (product ops)

31 primitives in this stage — 28 skills · 3 agents. Concept-stage catalogue, kept vendor-agnostic.

Agent

Autonomously run the failed-payment recovery loop →

"I know I'm losing revenue on failed payments but I forget to chase them consistently — I want something that just runs the loop without me remembering."

Agent

Auto-classify and route the inbound ticket stream →

"By the time I get to support in the morning there are twenty messages in random order and I spend the first ten minutes just figuring out what's urgent."

Agent

Watch renewal and registration deadlines and prompt action →

"I missed a domain renewal last year because it was in my email somewhere — I need something that actually surfaces these deadlines before they pass."

Skill

Design the product, price, and plan objects for an offer →

"Every time I launch a new offer I have to reverse-engineer what to configure in Stripe — there's always some billing edge case I miss."

Skill

Verify the checkout-to-access flow end to end →

"I've launched before and found out from a buyer that the access link never fired — I need a way to catch that before I go live."

Skill

Decide and apply a mid-cycle account change →

"A member wants to pause for two months — I never know if that resets their billing cycle or just delays it, and what happens to their access."

Skill

Tune the dunning retry and recovery configuration →

"I set up my dunning emails two years ago and never looked at the recovery rate — I don't know if the timing is still right."

Skill

Decide tax treatment per product and jurisdiction →

"I sell to the US and UK and I genuinely don't know if I should be collecting VAT or if my course counts as a digital service — I just copy what I did before."

Skill

Draft chargeback dispute evidence for a case →

"When I get a chargeback I panic and throw whatever I can find at the response — I never feel confident it's the right evidence or framing."

Skill

Interpret reconciliation and conversion signals →

"My checkout conversion dropped last week and I don't know if it's a broken integration or just a slow period — everything is in different dashboards."

Skill

Draft a contextual resolution reply →

"I have to read the whole thread, think about what this specific person needs, and then write something that sounds like me — that's three steps every single time."

Skill

Adjudicate a refund/cancellation request against policy →

"Someone asks for a refund on day 32 of a 30-day policy and they've done half the course — I never know whether to just say yes or hold the line."

Skill

Diagnose an access/account issue and prescribe the fix →

"A student says they can't get in but I can see them in Stripe — I have to work out whether it's an enrolment sync issue or something else entirely."

Skill

Craft a de-escalation / goodwill response →

"When someone is furious I freeze — I either get defensive or over-apologise and offer too much, and I can never find the right register on the spot."

Skill

Write or revise a help/FAQ article →

"I answer the same question about how to access the course every week — I keep meaning to write a proper help article but never quite do."

Skill

Match statement lines and categorise ambiguous transactions →

"My monthly bookkeeping stalls at the mixed-use items — every month I spend an hour deciding whether something is business or personal."

Skill

Classify deductible expenses and flag accountant questions →

"I never know if my microphone counts as an immediate deduction or has to be depreciated — I just tick 'deductible' and hope the accountant catches it."

Skill

Draft the enrolment agreement or terms for a named context →

"Every time I run a live cohort I need a slightly different set of terms but I'm never sure how to change the template without accidentally removing something important."

Skill

Check the document for missing or risky clauses →

"I always send contracts out and then have a nagging feeling I forgot something — I need a checklist pass I can trust before it goes to the other party."

Skill

Map collected data against the privacy policy and obligations →

"I use about seven different tools and I genuinely don't know what data each one holds or whether my privacy policy covers all of them."

Skill

Decide IP registration and licensing for course content →

"I'm about to release a course and I used AI tools and a few images from Creative Commons — I have no idea what licence to put on the final product."

Skill

Assess coverage gaps and decide the insurance renewal →

"My insurance renews automatically every year and I've never checked if the coverage still makes sense for what my practice actually does."

Skill

Draft a scoped role brief →

"I always post 'looking for a video editor' and then get ten applicants who are completely wrong because I never said what the job actually is."

Skill

Evaluate applicants and test-task output →

"When I have five applicants and a test task I get decision paralysis — I compare the wrong things and second-guess myself before making a call."

Skill

Build the onboarding plan →

"Every time I hire someone I wing the onboarding and they're confused for two weeks because I forgot to show them half the workflow."

Skill

Decompose work into delegatable briefs →

"I know what I want to ship this week but I always end up just Slacking people vague instructions and then being disappointed with what comes back."

Skill

Review output and draft revision feedback →

"When someone sends back work I either say 'looks great' when it's not, or I write vague feedback they can't actually act on — neither works."

Skill

Interpret deliverability metrics and recommend actions →

"My open rate dropped from 35% to 20% over six months and I don't know if it's the algorithm, my subject lines, or a deliverability problem."

Skill

Audit the stack for value and overlap →

"I pay for about fifteen subscriptions and I'm not sure half of them are still doing anything — I just auto-renew and never review."

Skill

Troubleshoot a broken integration or automation →

"My Zapier zap just stopped firing and I have no idea if it's a data format issue or a platform API change — debugging automations is outside my comfort zone."

Skill

Evaluate a replacement tool →

"I keep hearing about a better tool than the one I use but switching always feels risky and I never know if the pain is worth it."