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Monthly CEO scorecard for Andrés (Swapps) — one digest consolidating the month's key numbers across web traffic & leads (GA4/Search Console + Pipedrive CRM), paid campaigns (Google Ads), sales pipeline (Pipedrive + ClickUp Deals), finance (QuickBooks P&L, AR/AP, cash), and recurring revenue (swapps-app contracts), month-over-month where possible. Read-only. Posts one digest to the CEO Briefings channel.
How this skill is triggered — by the user, by Claude, or both
Slash command
/ceo:monthly-scorecardThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
A once-a-month, single-page read of the business so Andrés sees the whole picture without
A once-a-month, single-page read of the business so Andrés sees the whole picture without opening five tools. Read-only: gather and summarize, change nothing.
Cloud routines need the relevant MCP connectors enabled at https://claude.ai/customize/connectors: google (GA4/Search Console), Google Ads (if available), pipedrive (CRM leads/pipeline), QuickBooks, swapps-app, and ClickUp (to post).
ga4_run_report: sessions, users, lead_form_success
(the canonical lead key event), top channels; gsc_search_analytics: clicks/impressions.list_persons / list_deals created in the month (and
list_activities for first-touch): new leads count + sources, and how many became
qualified / turned into deals. The ClickUp Leads channel is a secondary cross-check.901405812778) — deals
won/lost + value (list_deals by status, get_deal for detail), win rate, average
quote turnaround vs the 4h target. Trust Pipedrive if the ClickUp mirror disagrees.get_profit_and_loss (revenue, expenses, net margin),
get_aged_receivables/get_aged_payables, get_cash_flow (cash / runway).One message via clickup_send_chat_message to the CEO Briefings channel
(6-901417284384-8), text/md: a compact scorecard grouped by the 6 areas with
MoM deltas, ending with 1–3 callouts (what's improving, what to watch). If a connector
is unavailable, include the rest and note the gap rather than failing.
Monthly on the 1st, 08:00 America/Bogota → cron 0 13 1 * * UTC. Model: Sonnet 4.6 (or an
Opus tier — this one benefits from sharper synthesis).
Creates, edits, and optimizes skills for Claude Code, including drafting, evaluating with test prompts, iterating on performance, and improving skill descriptions for better triggering accuracy.
npx claudepluginhub andresgz/ceo --plugin ceo