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.