Hire an AI peak season operations planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• 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)

How it does the job well

• 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.

Mistakes it avoids

• Editing live products, prices or themes without approval or a backup.
• Ignoring shipping, returns and fees when judging profit.
• Copying competitor listings.

What a good result looks like

An example, not your task: Most of your profit comes in a few weeks, such as Black Friday, and you cannot ship late or run out.

• Peak forecast. Daily orders and revenue, new and returning customers, your sales calendar, the gap to target and actions to close it.
• Support plan. Cost per ticket, forecast tickets, the dates new support staff must start and the top ticket reasons.
• 3PL bid pack. A request for pricing on peak volume, a site-visit checklist, a bid comparison and agreement terms to demand.
• Inbound tracker. A shared sheet for every stock order, update rules, a forwarder quote comparison and an advance shipping notice.
• 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.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• 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.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Forecast peak orders. Splits revenue into new and returning customers, adds seasonality and your calendar of sales, and shows the gap to your target.
• Plan support hires. Works out your cost per ticket, forecasts tickets from the sales forecast, and dates when each hire must start.
• 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.
• 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.
• 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.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id get-ready-for-peak-season-with-support-and-3pl-planned only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/get-ready-for-peak-season-with-support-and-3pl-planned/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• 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

Tools and access

• 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.

Functions and deliverables

• Peak season operations planner: Forecast peak orders and plan support, warehouse terms and incoming stock. Check the actual warehouse bill after the season.
  • 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)
• Store revenue forecast builder: 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.
  • 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
• Support capacity planner: 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.
  • 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
• Warehouse bid and agreement terms builder: Share forecasts, past orders and product sizes. Get a warehouse bid request, visit checklist, cost comparison and terms to ask for.
  • 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
• Inbound shipment tracker builder: Build a shared inbound shipment tracker from your purchase orders and freight quotes, plus a warehouse notice, so your team sees when stock lands.
  • 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
• 3PL bill auditor: 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.
  • 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
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • 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

Tasks you can use it for

• 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 to check before starting

• 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.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• 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.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/get-ready-for-peak-season-with-support-and-3pl-planned for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.