CRO Chief of Staff
Every commitment from the QBR gets followed through.
- Runs the forecast call and QBR cadence
- Tracks commitments from every review
- Preps board and leadership materials
“prep my Monday forecast call and tell me what's still open from last week”
Returns the result with context and next steps.
“Pull up the Chief of Staff pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
“Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite”
Eliminates the back-and-forth coordination overhead
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
Version history
Initial release.
6/15/2026
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