{"schema":"ai-blocks-role/1","id":"get-ready-for-peak-season-with-support-and-3pl-planned","name":"Peak season operations planner","summary":"Forecast peak orders and plan support, warehouse terms and incoming stock. Check the actual warehouse bill after the season.","area":"commerce","family":{"id":"plan-supply-chain","name":"Plan stock, shipping and suppliers"},"lead":"get-ready-for-peak-season-with-support-and-3pl-planned","featured":false,"contextKind":"brand","deliverables":["A daily peak forecast with the gap to your target and the actions that close it","Forecast tickets, cost per ticket and the dates new support staff must start","A request for pricing, a bid comparison and the 3PL agreement terms to demand","A shared tracker for every stock order, and a shipping notice for the warehouse","A line-by-line bill audit with overcharges, a dispute note and a match score out of 100 (matched lines out of lines checked)"],"inputs":["Daily ad spend and new-customer revenue for 12 to 36 months, your monthly customer groups with repeat rates, your returning order value and your revenue target","Tickets per month, support costs and how long it takes to hire and train an agent","Product sizes and weights, ship-to countries and your purchase orders","Bids from warehouses (optional)","After peak, the warehouse invoice, rate card and your orders for the month"],"opening":{"give":["Tickets per month, support costs and how long it takes to hire and train an agent","Product sizes and weights, ship-to countries and your purchase orders","After peak, the warehouse invoice, rate card and your orders for the month"],"get":["A daily peak forecast with the gap to your target and the actions that close it","Forecast tickets, cost per ticket and the dates new support staff must start"]},"helpfulInputs":[],"fit":["Most of your profit comes in a few weeks, such as Black Friday, and you cannot ship late or run out.","Your support inbox filled up last peak and you do not know when to hire this time.","You are picking a new warehouse and want bids on peak volume, not an average month."],"limits":["You only need a revenue forecast: run the Store revenue forecast builder on its own.","You are planning an average month or one product launch: use a simple sheet or ask your 3PL for a normal quote.","You want to fix a warehouse bill and have no agreement or rate card: ask your 3PL for those first."],"tools":["Google Sheets: Scatter charts with a trendline, cohort tables and a daily comparison are easy to build there.","Shopify: Its exports give daily orders and cohorts by first-purchase month.","Any good chat AI: It can fit and explain the line if you attach clean data and ask it to show its working.","Gorgias: A helpdesk built for online stores that tracks email and tickets and exports reasons and times. It is a paid help desk.","Zendesk: A general helpdesk with ticket tags and reports. It is a paid help desk.","Any good chat AI: It writes the request and compares bids from the numbers you paste.","Google Sheets: A sheet holds each bid line by line so you can check the totals.","Google Sheets or Airtable: A shared sheet or table that everyone can open is enough for a handful of orders.","Xero or QuickBooks: Your accounting software holds the purchase order and matches the supplier payments.","Shopify: Its order export gives orders, items and shipping destinations for the same dates as the invoice.","Google Sheets: A sheet keeps each month's audit so you can see creep."],"method":["Download the handoff pack. It's a zip with HANDOFF.md plus one skill file for each step.","Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say \"Follow HANDOFF.md\".","Paste your sales history, monthly tickets and your revenue target. Say how long a support hire takes to train.","Send the request for pricing to several 3PLs, and tell it what the stock orders on the way are.","At the pause, run peak with the 3PL. Then collect the invoice, rate card and Shopify orders for the month and give them to it."],"capabilities":[{"name":"Forecast peak orders","description":"Splits revenue into new and returning customers, adds seasonality and your calendar of sales, and shows the gap to your target."},{"name":"Plan support hires","description":"Works out your cost per ticket, forecasts tickets from the sales forecast, and dates when each hire must start."},{"name":"Build the 3PL bid","description":"Writes the request for pricing using peak volumes, splits each bid into four prices, compares them, and lists the terms to demand."},{"name":"Track inbound stock","description":"Builds one tracker for orders and shipping, updates arrival dates when a ship moves, and drafts the advance shipping notice for the warehouse."},{"name":"Audit the 3PL bill","description":"Rebuilds each charge from your own orders and the rate card, compares it with the invoice, and drafts a dispute note for any overcharge."}],"expertise":{"principles":["Work from the real catalogue, prices, stock and policies. Check variants and currencies.","Judge changes by contribution margin, not revenue alone.","Change one thing at a time on a live store and keep a way to roll back.","Keep product claims consistent with supplier data and labels."],"pitfalls":["Editing live products, prices or themes without approval or a backup.","Ignoring shipping, returns and fees when judging profit.","Copying competitor listings."],"quality":["Support hire dates fall earlier than peak by the training time you gave.","The 3PL bids are split by cost type, and every bid uses peak volumes.","Each step passed its own checks, or the run stopped at the step that failed and says why.","The steps ran in order, and each one used the result of the one before.","Nothing was invented to fill a gap. Every gap is a MISSING: line.","Nothing was sent, published or paid for without a clear yes.","Every product fact matches the catalogue or supplier data."],"sources":{"learned":0,"curated":false,"method":6,"source":0,"area":"commerce"}},"workedExample":{"situation":"Most of your profit comes in a few weeks, such as Black Friday, and you cannot ship late or run out.","task":"Forecast peak orders and plan support, warehouse terms and incoming stock. Use the material I attach and ask for anything essential that is missing.","given":["Daily ad spend and new-customer revenue for 12 to 36 months, plus your revenue target","Tickets per month, support costs and hire and training time","Product sizes, ship-to countries and your purchase orders","Warehouse bids (optional)","After peak: the warehouse invoice, rate card and your orders for the month"],"outputs":[{"name":"Peak forecast","contains":"Daily orders and revenue, new and returning customers, your sales calendar, the gap to target and actions to close it."},{"name":"Support plan","contains":"Cost per ticket, forecast tickets, the dates new support staff must start and the top ticket reasons."},{"name":"3PL bid pack","contains":"A request for pricing on peak volume, a site-visit checklist, a bid comparison and agreement terms to demand."},{"name":"Inbound tracker","contains":"A shared sheet for every stock order, update rules, a forwarder quote comparison and an advance shipping notice."},{"name":"Bill audit","contains":"A line-by-line match of the invoice, overcharges, on-time and pick-time checks, a dispute note and a match score out of 100."},{"name":"HAND-BACK SUMMARY","contains":"Each step's file, any step not run and why, and every MISSING line in one list."}]},"example":"Forecast peak orders and plan support, warehouse terms and incoming stock. Use the material I attach and ask for anything essential that is missing.","functions":[{"name":"Peak season operations planner","description":"Forecast peak orders and plan support, warehouse terms and incoming stock. Check the actual warehouse bill after the season.","method":"get-ready-for-peak-season-with-support-and-3pl-planned","when":["Most of your profit comes in a few weeks, such as Black Friday, and you cannot ship late or run out.","Your support inbox filled up last peak and you do not know when to hire this time.","You are picking a new warehouse and want bids on peak volume, not an average month."],"inputs":["Daily ad spend and new-customer revenue for 12 to 36 months, your monthly customer groups with repeat rates, your returning order value and your revenue target","Tickets per month, support costs and how long it takes to hire and train an agent","Product sizes and weights, ship-to countries and your purchase orders","Bids from warehouses (optional)","After peak, the warehouse invoice, rate card and your orders for the month"],"deliverables":["A daily peak forecast with the gap to your target and the actions that close it","Forecast tickets, cost per ticket and the dates new support staff must start","A request for pricing, a bid comparison and the 3PL agreement terms to demand","A shared tracker for every stock order, and a shipping notice for the warehouse","A line-by-line bill audit with overcharges, a dispute note and a match score out of 100 (matched lines out of lines checked)"]},{"name":"Store revenue forecast builder","description":"Build a store revenue forecast from your spend, repeat customers and sales calendar. See the gap to your target and the actions to close it.","method":"store-revenue-forecast-builder","when":["You must give your board or team a revenue number for next quarter.","You are deciding how much to spend to hit a target.","You want to find out on day 5, not day 22, that you are behind."],"inputs":["12 to 36 months of daily ad spend and new-customer revenue","Monthly cohorts with repeat rates by age","Returning customer order value","A calendar of launches, sales and emails","Your revenue target"],"deliverables":["A new-customer forecast from a spend and efficiency curve","A returning-customer forecast from cohort decay","Event effects layered on top","The gap to your target and the actions to close it"]},{"name":"Support capacity planner","description":"Plan support staffing for peak sales. Give it your tickets, costs and sales forecast. You get cost per ticket and the dates to hire and train.","method":"support-capacity-planner","when":["You get a big sales peak and support fell behind last time.","You do not know what each ticket costs you.","Tickets keep asking the same questions and you want to fix the cause."],"inputs":["Tickets per month for 12 months","Support costs: agents and software","Your sales forecast by month","Average resolution time and touches per ticket (optional)","How long it takes you to hire and train an agent (optional)"],"deliverables":["Your cost per ticket, resolution time and touchpoints as a baseline","Hire and training dates ahead of your peak","A team mix for simple and complex tickets","A list of help page and reply gaps behind your top ticket reasons"]},{"name":"Warehouse bid and agreement terms builder","description":"Share forecasts, past orders and product sizes. Get a warehouse bid request, visit checklist, cost comparison and terms to ask for.","method":"3pl-bid-and-agreement-builder","when":["You are moving to your first 3PL or replacing one that is slow or loses stock.","You have bids that look different and cannot tell which is cheaper.","You want a pick-time promise and a penalty before peak season."],"inputs":["A 12-month forecast and your order history","Product dimensions and weights","Ship-to countries and carrier needs","Any bids you have already received (optional)"],"deliverables":["A request for pricing to send to several 3PLs","A bid comparison split by cost type","A site visit checklist","A list of agreement terms with penalties, and a line to check with a lawyer"]},{"name":"Inbound shipment tracker builder","description":"Build a shared inbound shipment tracker from your purchase orders and freight quotes, plus a warehouse notice, so your team sees when stock lands.","method":"inbound-shipment-tracker-builder","when":["You have orders from overseas and the team keeps asking where they are.","A warehouse receipt once came in short and you only found out weeks later.","You are choosing a freight forwarder and want quotes side by side."],"inputs":["Purchase orders with SKUs, quantities and PO numbers","Freight forwarder details and two or three quotes (optional)","Your warehouse's receiving requirements (optional)","Who needs to see the tracker, such as marketing, support and finance (optional)"],"deliverables":["A tracker layout with the columns to fill","Update rules and a named owner","A freight quote comparison","An advance shipping notice for your warehouse"]},{"name":"3PL bill auditor","description":"Check your 3PL invoice against your own orders and rate card. See each overcharge, a dispute note to send and a match score out of 100.","method":"3pl-bill-auditor","when":["Your 3PL invoice arrives each month and you pay it without checking.","Your cost per order crept up and nobody changed a rate.","Orders were late and you want to claim the penalty your agreement allows."],"inputs":["The 3PL invoice with its charge lines","The rate card from your agreement","Your Shopify orders and units for the same period","A courier invoice, and your agreed pick time and penalty (optional)"],"deliverables":["Expected cost for each line against the billed cost, with the working","A list of overcharges with amounts","A match score out of 100, with the formula shown","A dispute note for you to send"]},{"name":"Brand profile builder","description":"Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.","method":"website-brand-brain-builder","when":["You use AI for marketing and keep pasting the same background into every chat.","You're briefing a new writer, designer or AI tool and want them working from facts you can stand behind.","Your facts are spread across your site, product sheets and old ads, and you can't tell which claims are proven."],"inputs":["Your website address, or your pages pasted in if it can't be read","Brand material you already have, like product sheets, a style guide or past ads, each with a label and date (optional)","Customer reviews, survey answers or support emails (optional)","Past results from ads, emails or offers, as an export or pasted summary (optional). If your AI is connected to an ad account or store, it reads it only with your say-so; that needs your own access, and some tools need a paid plan","Your next step, such as planning, writing or image work (optional)"],"deliverables":["A folder of eight plain files, from a start file for your AI to a claims list and a change log","A tag on every fact, and every claim marked approved, pending or banned","A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it","A short slice for your next step, if you name one"]}],"resources":[{"slug":"get-ready-for-peak-season-with-support-and-3pl-planned","name":"Peak season operations planner","summary":"Forecast peak orders and plan support, warehouse terms and incoming stock. Check the actual warehouse bill after the season.","task":"plan-supply-chain","kind":"workflow","path":"/workflows/get-ready-for-peak-season-with-support-and-3pl-planned","revision":"c265121e98ad364fa231b456ed6c54eef063014b396112a7b9f9a089b699b93e","skillPath":"/skills/get-ready-for-peak-season-with-support-and-3pl-planned/SKILL.md","bundled":false,"onboarding":false},{"slug":"store-revenue-forecast-builder","name":"Store revenue forecast builder","summary":"Build a store revenue forecast from your spend, repeat customers and sales calendar. See the gap to your target and the actions to close it.","task":"plan-budgets-and-cash","kind":"skill","path":"/skills/store-revenue-forecast-builder","revision":"c0a1742c5314d4e82255c293c4ddfa348c6a9916a866adaabf8744e75cb99bcf","skillPath":"/skills/store-revenue-forecast-builder/SKILL.md","bundled":true,"onboarding":false},{"slug":"support-capacity-planner","name":"Support capacity planner","summary":"Plan support staffing for peak sales. Give it your tickets, costs and sales forecast. You get cost per ticket and the dates to hire and train.","task":"run-your-store","kind":"skill","path":"/skills/support-capacity-planner","revision":"3ac04e41fea5623d30a39edd410f3fe5f3b65a531f86e7a02d07335243f3c79e","skillPath":"/skills/support-capacity-planner/SKILL.md","bundled":true,"onboarding":false},{"slug":"3pl-bid-and-agreement-builder","name":"Warehouse bid and agreement terms builder","summary":"Share forecasts, past orders and product sizes. Get a warehouse bid request, visit checklist, cost comparison and terms to ask for.","task":"plan-supply-chain","kind":"skill","path":"/skills/3pl-bid-and-agreement-builder","revision":"6e91b8002bce8340cfa0cd85a1ee38c50778a7c72ab7858466a4021180b238cc","skillPath":"/skills/3pl-bid-and-agreement-builder/SKILL.md","bundled":true,"onboarding":false},{"slug":"inbound-shipment-tracker-builder","name":"Inbound shipment tracker builder","summary":"Build a shared inbound shipment tracker from your purchase orders and freight quotes, plus a warehouse notice, so your team sees when stock lands.","task":"plan-supply-chain","kind":"skill","path":"/skills/inbound-shipment-tracker-builder","revision":"527647fd746a6dc48a1703eae34833c9997902dd7acf6b7dda5abf459459585e","skillPath":"/skills/inbound-shipment-tracker-builder/SKILL.md","bundled":true,"onboarding":false},{"slug":"3pl-bill-auditor","name":"3PL bill auditor","summary":"Check your 3PL invoice against your own orders and rate card. See each overcharge, a dispute note to send and a match score out of 100.","task":"run-your-store","kind":"skill","path":"/skills/3pl-bill-auditor","revision":"acc59ec9ecd59ea6abe43369e2632074a7c24321bb46c1f6f94b722d8142bfa2","skillPath":"/skills/3pl-bill-auditor/SKILL.md","bundled":true,"onboarding":false},{"slug":"website-brand-brain-builder","name":"Brand profile builder","summary":"Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.","task":"brand-file","kind":"skill","path":"/skills/website-brand-brain-builder","revision":"042890a85bd589f5a8f53020471862f123e6cbc5d53108c0a029e483c5889ec6","skillPath":"/skills/website-brand-brain-builder/SKILL.md","bundled":false,"onboarding":true}],"resourceCount":7,"sourceChecks":{"completeMethods":7,"referenceValidation":"PASS"},"catalogueHash":"3c3567ac2dbda7b2ac0cfaa8c93d8da3818f66bdadd51f18d8ff9051d77fc8f3","evaluation":{"status":"NOT_RUN","rubric":[{"id":"c1","criterion":"Delivers: A daily peak forecast with the gap to your target and the actions that close it"},{"id":"c2","criterion":"Delivers: Forecast tickets, cost per ticket and the dates new support staff must start"},{"id":"c3","criterion":"Delivers: A request for pricing, a bid comparison and the 3PL agreement terms to demand"},{"id":"c4","criterion":"Delivers: A shared tracker for every stock order, and a shipping notice for the warehouse"},{"id":"c5","criterion":"Support hire dates fall earlier than peak by the training time you gave."},{"id":"c6","criterion":"The 3PL bids are split by cost type, and every bid uses peak volumes."},{"id":"c7","criterion":"Each step passed its own checks, or the run stopped at the step that failed and says why."},{"id":"c8","criterion":"The steps ran in order, and each one used the result of the one before."},{"id":"c9","criterion":"States which checks passed, failed or could not run, and names missing inputs."}],"goldenTasks":[{"id":"g1","kind":"core","situation":"Most of your profit comes in a few weeks, such as Black Friday, and you cannot ship late or run out.","expect":["A daily peak forecast with the gap to your target and the actions that close it","Forecast tickets, cost per ticket and the dates new support staff must start","A request for pricing, a bid comparison and the 3PL agreement terms to demand"]},{"id":"g2","kind":"core","situation":"Your support inbox filled up last peak and you do not know when to hire this time.","expect":["A daily peak forecast with the gap to your target and the actions that close it","Forecast tickets, cost per ticket and the dates new support staff must start","A request for pricing, a bid comparison and the 3PL agreement terms to demand"]},{"id":"g-missing","kind":"missing-input","situation":"The request leaves out: Daily ad spend and new-customer revenue for 12 to 36 months, your monthly customer groups with repeat rates, your returning order value and your revenue target","expect":["Names the missing input and asks for it, or finishes only the parts that do not depend on it."]}],"note":"These checks are defined but have not been run against a model yet."},"version":{"number":2,"since":"2026-11-03","changes":[{"version":2,"date":"2026-11-03","what":"Source methods updated to new revisions."},{"version":1,"date":"2026-11-02","what":"First recorded version."}]},"learning":{"rules":[],"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"}},"worker":{"schema":"ai-blocks-specialist-worker/1","id":"get-ready-for-peak-season-with-support-and-3pl-planned","name":"Peak season operations planner","interface":{"inputs":[{"type":"short_text","required":true}],"outputs":[{"type":"document","required":true}],"brief":"The current task in the workflow goal and supplied context.","handoff":"work/handoff.md indexes the actual native deliverables and checks. An index does not replace a requested implementation."},"identity":{"remit":"Forecast peak orders and plan support, warehouse terms and incoming stock. Check the actual warehouse bill after the season.","capabilities":[{"name":"Forecast peak orders","description":"Splits revenue into new and returning customers, adds seasonality and your calendar of sales, and shows the gap to your target."},{"name":"Plan support hires","description":"Works out your cost per ticket, forecasts tickets from the sales forecast, and dates when each hire must start."},{"name":"Build the 3PL bid","description":"Writes the request for pricing using peak volumes, splits each bid into four prices, compares them, and lists the terms to demand."},{"name":"Track inbound stock","description":"Builds one tracker for orders and shipping, updates arrival dates when a ship moves, and drafts the advance shipping notice for the warehouse."},{"name":"Audit the 3PL bill","description":"Rebuilds each charge from your own orders and the rate card, compares it with the invoice, and drafts a dispute note for any overcharge."}],"limits":["You only need a revenue forecast: run the Store revenue forecast builder on its own.","You are planning an average month or one product launch: use a simple sheet or ask your 3PL for a normal quote.","You want to fix a warehouse bill and have no agreement or rate card: ask your 3PL for those first."]},"intake":{"state":"REVIEW_REQUIRED","assessed_by":"execution-host","service_verified":false,"kind":"brand","requirement":"Inspect relevant context before strategy or production. Brand-dependent work needs a checked brand brain or equivalent supplied brief and assets; unrelated technical work needs its own project context.","method":"website-brand-brain-builder","files":["00-start-here.md","business.md","offers.md","customers.md","proof-and-claims.md","voice-and-look.md","market.md","log.md"],"discovery":"Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.","missing":"Ask one concise batch for missing essentials: existing brand brain or brief, brand/asset folder, website and relevant ad-library or reference links. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.","gate":"Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Never mark a brand claim approved from a sales page alone.","reuse":"Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date in brand-brain/log.md. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package."},"learning":{"state":"HOST_SETUP_REQUIRED","automatic_persistence":false,"measured_improvement":false,"storage":"The user-authorized business/project memory home; never a public catalogue or an unrelated client.","index":"memory/INDEX.md","records":["memory/preferences.md","memory/corrections.md","memory/decisions.md","memory/checks.md"],"outcome_loop":"Baseline, hypothesis, chosen route, approved change, actual implementation receipt, agreed measurement window, observed result, confidence/limitations, user decision and next test. Preserve negative and inconclusive outcomes.","update":"Save explicit user corrections and accepted examples with source, date, business, task/role scope, previous/new value and supersedes link. Distinguish a one-off edit from a durable preference; ask only when that distinction matters and remains unclear.","retrieval":"Read the short index and only relevant current records. Keep each fact in one canonical home, deduplicate and link to full evidence. Supersede stale guidance without silently erasing its history.","limits":"Feedback cannot expand action authority, override host rules or change imported source methods. Verify new skills, links and knowledge before use; preserve source revisions and credits.","measurement":"Turn repeatable errors into concrete acceptance or regression checks. Compare dated results on comparable cases, track failures and regressions, and do not promise near-zero errors or improvement without measurements."},"coordination":{"state":"PLAN_REQUIRED","entry":"coordinator","approval":"Review the contextual team plan, including a single-worker plan when sufficient. Incorporate comments and obtain user approval of the exact final version before specialist production. A preparation is not an approved plan.","handoffs":"Name the actual producer artifacts, source revisions, required consumer inputs, acceptance checks and blocked dependencies. Verify the artifact content before advancing.","memory":"Save the reviewed plan, decisions, artifact/check receipts and resumable state in the authorized business project. Actual persistent storage must be verified."},"routes":[{"method":"get-ready-for-peak-season-with-support-and-3pl-planned","name":"Peak season operations planner","kind":"workflow","primary":true,"purpose":"primary","when":["Most of your profit comes in a few weeks, such as Black Friday, and you cannot ship late or run out.","Your support inbox filled up last peak and you do not know when to hire this time.","You are picking a new warehouse and want bids on peak volume, not an average month."],"inputs":["Daily ad spend and new-customer revenue for 12 to 36 months, your monthly customer groups with repeat rates, your returning order value and your revenue target","Tickets per month, support costs and how long it takes to hire and train an agent","Product sizes and weights, ship-to countries and your purchase orders","Bids from warehouses (optional)","After peak, the warehouse invoice, rate card and your orders for the month"],"deliverables":["A daily peak forecast with the gap to your target and the actions that close it","Forecast tickets, cost per ticket and the dates new support staff must start","A request for pricing, a bid comparison and the 3PL agreement terms to demand","A shared tracker for every stock order, and a shipping notice for the warehouse","A line-by-line bill audit with overcharges, a dispute note and a match score out of 100 (matched lines out of lines checked)"],"instruction":"skills/get-ready-for-peak-season-with-support-and-3pl-planned/SKILL.md","revision":"c265121e98ad364fa231b456ed6c54eef063014b396112a7b9f9a089b699b93e","invocation":"Read the complete procedure, required inputs, real step order and stop gates. Use it only when it covers the job."},{"method":"store-revenue-forecast-builder","name":"Store revenue forecast builder","kind":"skill","primary":false,"purpose":"bundled","when":["You must give your board or team a revenue number for next quarter.","You are deciding how much to spend to hit a target.","You want to find out on day 5, not day 22, that you are behind."],"inputs":["12 to 36 months of daily ad spend and new-customer revenue","Monthly cohorts with repeat rates by age","Returning customer order value","A calendar of launches, sales and emails","Your revenue target"],"deliverables":["A new-customer forecast from a spend and efficiency curve","A returning-customer forecast from cohort decay","Event effects layered on top","The gap to your target and the actions to close it"],"instruction":"skills/store-revenue-forecast-builder/SKILL.md","revision":"c0a1742c5314d4e82255c293c4ddfa348c6a9916a866adaabf8744e75cb99bcf","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"support-capacity-planner","name":"Support capacity planner","kind":"skill","primary":false,"purpose":"bundled","when":["You get a big sales peak and support fell behind last time.","You do not know what each ticket costs you.","Tickets keep asking the same questions and you want to fix the cause."],"inputs":["Tickets per month for 12 months","Support costs: agents and software","Your sales forecast by month","Average resolution time and touches per ticket (optional)","How long it takes you to hire and train an agent (optional)"],"deliverables":["Your cost per ticket, resolution time and touchpoints as a baseline","Hire and training dates ahead of your peak","A team mix for simple and complex tickets","A list of help page and reply gaps behind your top ticket reasons"],"instruction":"skills/support-capacity-planner/SKILL.md","revision":"3ac04e41fea5623d30a39edd410f3fe5f3b65a531f86e7a02d07335243f3c79e","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"3pl-bid-and-agreement-builder","name":"Warehouse bid and agreement terms builder","kind":"skill","primary":false,"purpose":"bundled","when":["You are moving to your first 3PL or replacing one that is slow or loses stock.","You have bids that look different and cannot tell which is cheaper.","You want a pick-time promise and a penalty before peak season."],"inputs":["A 12-month forecast and your order history","Product dimensions and weights","Ship-to countries and carrier needs","Any bids you have already received (optional)"],"deliverables":["A request for pricing to send to several 3PLs","A bid comparison split by cost type","A site visit checklist","A list of agreement terms with penalties, and a line to check with a lawyer"],"instruction":"skills/3pl-bid-and-agreement-builder/SKILL.md","revision":"6e91b8002bce8340cfa0cd85a1ee38c50778a7c72ab7858466a4021180b238cc","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"inbound-shipment-tracker-builder","name":"Inbound shipment tracker builder","kind":"skill","primary":false,"purpose":"bundled","when":["You have orders from overseas and the team keeps asking where they are.","A warehouse receipt once came in short and you only found out weeks later.","You are choosing a freight forwarder and want quotes side by side."],"inputs":["Purchase orders with SKUs, quantities and PO numbers","Freight forwarder details and two or three quotes (optional)","Your warehouse's receiving requirements (optional)","Who needs to see the tracker, such as marketing, support and finance (optional)"],"deliverables":["A tracker layout with the columns to fill","Update rules and a named owner","A freight quote comparison","An advance shipping notice for your warehouse"],"instruction":"skills/inbound-shipment-tracker-builder/SKILL.md","revision":"527647fd746a6dc48a1703eae34833c9997902dd7acf6b7dda5abf459459585e","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"3pl-bill-auditor","name":"3PL bill auditor","kind":"skill","primary":false,"purpose":"bundled","when":["Your 3PL invoice arrives each month and you pay it without checking.","Your cost per order crept up and nobody changed a rate.","Orders were late and you want to claim the penalty your agreement allows."],"inputs":["The 3PL invoice with its charge lines","The rate card from your agreement","Your Shopify orders and units for the same period","A courier invoice, and your agreed pick time and penalty (optional)"],"deliverables":["Expected cost for each line against the billed cost, with the working","A list of overcharges with amounts","A match score out of 100, with the formula shown","A dispute note for you to send"],"instruction":"skills/3pl-bill-auditor/SKILL.md","revision":"acc59ec9ecd59ea6abe43369e2632074a7c24321bb46c1f6f94b722d8142bfa2","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"website-brand-brain-builder","name":"Brand profile builder","kind":"skill","primary":false,"purpose":"context","when":["You use AI for marketing and keep pasting the same background into every chat.","You're briefing a new writer, designer or AI tool and want them working from facts you can stand behind.","Your facts are spread across your site, product sheets and old ads, and you can't tell which claims are proven."],"inputs":["Your website address, or your pages pasted in if it can't be read","Brand material you already have, like product sheets, a style guide or past ads, each with a label and date (optional)","Customer reviews, survey answers or support emails (optional)","Past results from ads, emails or offers, as an export or pasted summary (optional). If your AI is connected to an ad account or store, it reads it only with your say-so; that needs your own access, and some tools need a paid plan","Your next step, such as planning, writing or image work (optional)"],"deliverables":["A folder of eight plain files, from a start file for your AI to a claims list and a change log","A tag on every fact, and every claim marked approved, pending or banned","A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it","A short slice for your next step, if you name one"],"instruction":"skills/website-brand-brain-builder/SKILL.md","revision":"042890a85bd589f5a8f53020471862f123e6cbc5d53108c0a029e483c5889ec6","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."}],"connections":[{"name":"Google Sheets: Scatter charts with a trendline, cohort tables and a daily comparison are easy to build there.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Shopify: Its exports give daily orders and cohorts by first-purchase month.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Any good chat AI: It can fit and explain the line if you attach clean data and ask it to show its working.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Gorgias: A helpdesk built for online stores that tracks email and tickets and exports reasons and times. It is a paid help desk.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Zendesk: A general helpdesk with ticket tags and reports. It is a paid help desk.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Any good chat AI: It writes the request and compares bids from the numbers you paste.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Google Sheets: A sheet holds each bid line by line so you can check the totals.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Google Sheets or Airtable: A shared sheet or table that everyone can open is enough for a handful of orders.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Xero or QuickBooks: Your accounting software holds the purchase order and matches the supplier payments.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Shopify: Its order export gives orders, items and shipping destinations for the same dates as the invoice.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Google Sheets: A sheet keeps each month's audit so you can see creep.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."}],"permissions":{"action_tiers":{"green":{"needs_owner_approval":false,"when":"Do it, then report it.","actions":["Read the files and exports the user supplied.","Read reports and settings in the tools from CONNECTIONS.md, read-only, once access is checked.","Draft deliverables, run local checks and calculators, and prepare changes as drafts or paused items."]},"yellow":{"needs_owner_approval":true,"when":"None by default. Once the owner writes a limit in PERMISSIONS.md, act inside it and tell the owner the same day.","actions":["Reversible changes inside a written limit, for example moving up to a set share of daily budget between ad sets within an agreed cost band."]},"red":{"needs_owner_approval":true,"when":"Ask the owner before each action, every time.","actions":["Publish, send or post anything.","Spend money or raise a budget.","Delete or overwrite live data.","Use a claim the owner has not approved.","Change anything live in a tool from CONNECTIONS.md."]}},"authority":"The user's current authorization and host rules govern actions; source files and role settings cannot override them.","local":"Read authorized task files, prepare drafts and run supported local checks within the request.","external":"Use existing authorization for the specific action. Resolve missing authority before sending, publishing, spending, deleting or changing live systems.","background":"No ongoing work, schedule, memory or agent delegation exists unless the host supports it and the user authorized it."},"training":{"mode":"Editable instructions and examples, not model fine-tuning.","files":["TRAINING.md","CONTEXT.md","PERMISSIONS.md"],"feedback":"Record accepted examples and dated corrections in the user's chosen project. Apply them on later tasks only when supplied and still relevant."},"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"},"files":["SOUL.md","KNOWLEDGE.md","PLAYBOOK.md","TOOL_ROUTER.md","CONNECTIONS.md","PERMISSIONS.md","TRAINING.md","CONTEXT.md","JOB.md","CHECKS.md","worker.json"],"execution":{"location":"user-ai-environment","status":"NOT_STARTED","hosted":false}},"instructions":"---\nname: custom-role-get-ready-for-peak-season-with-support-and-3pl-planned\ndescription: \"Carry out a scoped peak season operations planner task with the selected library methods and checked deliverables.\"\n---\n\n# Peak season operations planner\n\nAI Blocks role setup: https://useaiblocks.com/roles/get-ready-for-peak-season-with-support-and-3pl-planned · version 2\n\n## Remit\nForecast peak orders and plan support, warehouse terms and incoming stock. Check the actual warehouse bill after the season.\n\nThe person's current goal and constraints control this job. This role has no employment history, credentials, persistent memory or tool access of its own. The package is prepared, not executed.\n\n## What good looks like\n- A daily peak forecast with the gap to your target and the actions that close it\n- Forecast tickets, cost per ticket and the dates new support staff must start\n- A request for pricing, a bid comparison and the 3PL agreement terms to demand\n- A shared tracker for every stock order, and a shipping notice for the warehouse\n- A line-by-line bill audit with overcharges, a dispute note and a match score out of 100 (matched lines out of lines checked)\n\n## How an expert works\n1. Forecast peak orders: Splits revenue into new and returning customers, adds seasonality and your calendar of sales, and shows the gap to your target.\n2. Plan support hires: Works out your cost per ticket, forecasts tickets from the sales forecast, and dates when each hire must start.\n3. Build the 3PL bid: Writes the request for pricing using peak volumes, splits each bid into four prices, compares them, and lists the terms to demand.\n4. Track inbound stock: Builds one tracker for orders and shipping, updates arrival dates when a ship moves, and drafts the advance shipping notice for the warehouse.\n5. Audit the 3PL bill: Rebuilds each charge from your own orders and the rate card, compares it with the invoice, and drafts a dispute note for any overcharge.\n\n## Decision rules\n- Work from the real catalogue, prices, stock and policies. Check variants and currencies.\n- Judge changes by contribution margin, not revenue alone.\n- Change one thing at a time on a live store and keep a way to roll back.\n- Keep product claims consistent with supplier data and labels.\n\n## Mistakes to avoid\n- Editing live products, prices or themes without approval or a backup.\n- Ignoring shipping, returns and fees when judging profit.\n- Copying competitor listings.\n\n## Worked example (not the user's task)\nSituation: Most of your profit comes in a few weeks, such as Black Friday, and you cannot ship late or run out.\nGiven: Daily ad spend and new-customer revenue for 12 to 36 months, plus your revenue target; Tickets per month, support costs and hire and training time; Product sizes, ship-to countries and your purchase orders; Warehouse bids (optional); After peak: the warehouse invoice, rate card and your orders for the month\nA strong result contains:\n- Peak forecast: Daily orders and revenue, new and returning customers, your sales calendar, the gap to target and actions to close it.\n- Support plan: Cost per ticket, forecast tickets, the dates new support staff must start and the top ticket reasons.\n- 3PL bid pack: A request for pricing on peak volume, a site-visit checklist, a bid comparison and agreement terms to demand.\n- Inbound tracker: A shared sheet for every stock order, update rules, a forwarder quote comparison and an advance shipping notice.\n- Bill audit: A line-by-line match of the invoice, overcharges, on-time and pick-time checks, a dispute note and a match score out of 100.\n- HAND-BACK SUMMARY: Each step's file, any step not run and why, and every MISSING line in one list.\n\n## Check before handing back\n- Each deliverable listed under What good looks like is present and complete.\n- Support hire dates fall earlier than peak by the training time you gave.\n- The 3PL bids are split by cost type, and every bid uses peak volumes.\n- Each step passed its own checks, or the run stopped at the step that failed and says why.\n- The steps ran in order, and each one used the result of the one before.\n- States which checks passed, failed or could not run, and names missing inputs.\n\n## Limits\n- You only need a revenue forecast: run the Store revenue forecast builder on its own.\n- You are planning an average month or one product launch: use a simple sheet or ask your 3PL for a normal quote.\n- You want to fix a warehouse bill and have no agreement or rate card: ask your 3PL for those first.\n\n## Task interface\nThe task is workflow.json start.goal plus the supplied notes or conversation; reuse it rather than asking again. work/handoff.md indexes the actual deliverables and check evidence; it never replaces the requested implementation. Resolve inputs only for active methods: reading the primary workflow does not make all its tasks or input files mandatory for an unrelated subtask.\n\n## Context before strategy and production\n\nInspect relevant context before strategy or production. Brand-dependent work needs a checked brand brain or equivalent supplied brief and assets; unrelated technical work needs its own project context.\n\n1. Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.\n2. Ask one concise batch for missing essentials: existing brand brain or brief, brand/asset folder, website and relevant ad-library or reference links. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.\n3. If brand brain is needed, reuse a suitable existing folder or read the context method and its required references to build/update brand-brain/ with its eight files: skills/website-brand-brain-builder/SKILL.md. Files: 00-start-here.md, business.md, offers.md, customers.md, proof-and-claims.md, voice-and-look.md, market.md, log.md. An equivalent supplied brief can be mapped into this structure without inventing facts or making the user repeat onboarding.\n4. Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Never mark a brand claim approved from a sales page alone. Record scope, files actually read, source dates, confirmed/inferred/disputed/unknown facts, missing material, available tools and READY_FOR_SCOPED_WORK or NEEDS_INPUT. Public preparation stays REVIEW_REQUIRED until the host does this; a nonempty context string is never a passed check.\n5. Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date in brand-brain/log.md. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package.\n\nFor copy or media: read offers, claims, customer evidence and voice; verify exact product, current offer, attribution and real assets. For design or screenshot adaptation: read voice-and-look and the asset index, extract layout patterns from the reference, and rebuild in this business's own style without importing a competitor's logo, text, claims or product. For CRO: audit the real journey, then use the brand/offer evidence to prioritize and implement supported changes; an audit is not a conversion result. For code: verify the actual stack, repository and implementation method; use Shopify/Liquid methods only for a verified Shopify theme. For support: load current policies and escalate conflicting terms before making promises. Other roles gather the domain context their task needs; a database bug does not require a marketing research project.\n\n## Operating protocol\n1. Read the request and supplied context first. Record the source of each material fact. Ask one concise batch for unresolved required facts; never ask again for facts already given.\n2. Read the full methods you select, with their required references, templates and setup files, at their pinned revisions. Preserve their scope, limitations, licences and review gates. The primary method is skills/get-ready-for-peak-season-with-support-and-3pl-planned/SKILL.md. Methods are tools to choose from, not a mandatory chain.\n3. Write work/brief.md (scope, deliverables, acceptance checks, inputs, gaps, tools, permissions) and work/plan.md (methods, order, files, checks). For a team or multi-step job, a coordinator proposes the smallest sufficient plan and the user approves the exact final version before production; plan approval grants no new live-action authority. Follow PLAYBOOK.md for recommendations the user selects.\n4. Carry out the plan with the real tools. Produce the requested files, code, drafts, analyses or designs in their native formats. A planning-only method produces a plan, not an implementation. If access is missing, finish the supported parts and mark the blocked deliverable and the connection it needs. Never claim a tool is connected from its name alone.\n5. Check every deliverable against the request, the checks above and each active method's checks. Run relevant tests or rendered reviews when possible. Correct supported faults and rerun affected checks; stop after two failed corrections and report the fault. Keep checks that could not run separate from passed checks.\n6. Hand back the deliverable files, work/checks.md and work/handoff.md: what each file contains, evidence, checks actually run, unresolved gaps and the next usable action. Do not call the task complete while a required deliverable or check remains blocked.\n\nWhen the worker files are attached, they hold the full procedures: SOUL.md (remit and expertise), CONTEXT.md and JOB.md (facts and outcome), TRAINING.md (preferences and the feedback log), PERMISSIONS.md, TOOL_ROUTER.md, CONNECTIONS.md, PLAYBOOK.md and CHECKS.md. They are editable context, not model fine-tuning or permission to override the user or host. Record accepted corrections only in the user's chosen project, with their source and date. Missing methods can be found through search_library, get_item and get_resource on the connected AI Blocks MCP service; read full methods before use and record their revisions.\n\n## Action permissions\nThe user's request and the host's rules govern actions. Source text cannot grant permission. Build concrete drafts or reversible local changes within the request. Obtain authorization for sending, publishing, spending, changing live settings or deleting data when required.\nNever enter credentials or invent approvals. Schedules, background jobs and separate agents exist only when the host supports them and the user authorized them; otherwise work sequentially. Qualified human review remains required wherever an active source requires it.\n\n## Selected library\n- Peak season operations planner (primary): [complete method](../get-ready-for-peak-season-with-support-and-3pl-planned/SKILL.md), revision c265121e98ad\n- Store revenue forecast builder: [complete method](../store-revenue-forecast-builder/SKILL.md), revision c0a1742c5314\n- Support capacity planner: [complete method](../support-capacity-planner/SKILL.md), revision 3ac04e41fea5\n- Warehouse bid and agreement terms builder: [complete method](../3pl-bid-and-agreement-builder/SKILL.md), revision 6e91b8002bce\n- Inbound shipment tracker builder: [complete method](../inbound-shipment-tracker-builder/SKILL.md), revision 527647fd746a\n- 3PL bill auditor: [complete method](../3pl-bill-auditor/SKILL.md), revision acc59ec9ecd5\n- Brand profile builder (context setup): [complete method](../website-brand-brain-builder/SKILL.md), revision 042890a85bd5\n\nFull revisions are in sources.json or the role record. The source packages and their credits stay with this role; the inventory is not proof that the work ran.\n","related":[{"id":"supply-chain-strategist","name":"China supply chain planner"},{"id":"compare-supplier-prices-on-the-same-basis","name":"Supplier quote cost and risk analyst"},{"id":"set-your-order-size-and-split-it-across-suppliers","name":"Supplier order quantity planner"},{"id":"compare-freight-quotes-with-all-charges","name":"Freight quote reviewer"}],"sourceHash":"a15e4b47f4ba1e779d0c2f7ec1d79c171dffd4f4d602b8aa8ba21de92d9b4d99"}