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Found 3 Skills
Multi-client outbound for lead gen agencies — infrastructure architecture, client isolation, domain strategy, warmup at scale, white-labeling, unified reporting, client onboarding playbooks, and cross-client operations. Use when setting up agency outbound infrastructure, onboarding new clients, isolating sending domains per client, managing warmup across 20+ mailboxes, building repeatable client onboarding processes, or designing agency-wide reporting. Do NOT use for Smartlead-specific platform config (use /sales-smartlead), single-domain deliverability (use /sales-deliverability), or individual campaign strategy (use /sales-cadence).
Guide the creation, content, and delivery of required client disclosure documents for investment advisers and broker-dealers. Use when the user asks about Form ADV Part 2A or 2B content, Form CRS requirements, prospectus delivery obligations, privacy notice delivery, trade confirmation timing, account statement distribution, or electronic vs paper delivery compliance. Also trigger when users mention 'onboarding document checklist', 'what disclosures do we owe new clients', 'annual brochure update', 'brochure supplement for a new adviser', 'CRS conversation starters', or ask when and how disclosure documents must be delivered.
Generates a complete social media crisis response playbook covering severity classification, per-level response protocols, holding statement templates, platform-specific actions, and a post-crisis review process. Also outputs a one-page Crisis Quick Card for the client to print. Invoke this skill when onboarding any new client (proactive setup), when a client reports a crisis already in progress, or when reviewing crisis preparedness for an existing account.