Activate when: 'we keep debating whether to pivot or stay the course', 'I don't know what we should never change', 'is this signal or noise?', 'the market shifted — what do we…
Activate when: classifying merchandise under the HTSUS; ambiguous/multi-function goods; 'which heading applies?'; a product spanning multiple chapters.
Activate when: user says 'what would prove this wrong', 'how do we know if our strategy is working', 'what would change your mind', 'this claim feels unfalsifiable', or is…
Activate when: customers pay late and cash is tight; 'clients don't pay on time', collections, invoicing terms, reducing days-sales-outstanding; overdue receivables.
Activate when: traffic arrives but doesn't convert; 'our landing page doesn't work', launching a new offer page, improving signup/lead rate; messaging, CTA, friction.
Activate when: a freight broker is booking a carrier and must vet authority/insurance/safety before tendering a load; 'is this carrier legit', onboarding a new carrier, preventing…
Activate when: a promoted manager is failing without clear cause; someone says 'leadership training isn't working'; a leader asks 'why can't I get to the next level'; an org…
Activate when: user says 'I used to love this but don't anymore', 'I feel like I've stopped learning', 'I go through the motions but nothing excites me', 'how do I stay curious as…
Activate when: an insurance agent/agency must not skip licensing, disclosure, suitability, and replacement steps on a sale; 'am I compliant on this policy', selling/replacing a…
Activate when: shared resource is degrading even though no one is doing anything "wrong"; team complains about free riders or overuse; designing API quotas, rate limits, or…
Activate when: user asks 'what is our real edge?', 'what will our moat look like in 3 years?', 'which capabilities should we invest in?', someone says 'competitive advantage'…
Activate when: someone is being unexpectedly generous before making a request; you're deciding whether to accept a gift, free sample, or unsolicited concession; you're designing a…
Activate when: user is reading a business case study or founder biography and drawing lessons; a post-mortem produced a neat single root cause; someone says 'the story is too…
Activate when: sizing a single-name or thematic position; a client with concentrated stock; setting max-position/rebalancing bands; 'how much of the portfolio should this be?'.
Activate when: user says 'our growth is stalling and we don't know why,' 'product and marketing are arguing about whose fault it is,' 'where is our funnel breaking,' 'pirate…
McKinsey/Tunguz framework - mutually exclusive, collectively exhaustive breakdown
Activate when: team headcount is approaching or crossing 150 (or 50, or 500); someone says "coordination is getting harder," "we lost the startup feel," or "we don't know who does…
Activate when: user says 'we're losing market share,' 'our growth keeps slowing and I don't know why,' 'a competitor is gaining on us fast,' 'what's the worst-case trajectory…
Activate when: filing an entry or ISF; onboarding an importer (POA); building the compliance file; 'did we file ISF in time?', 'is our reasonable-care record complete?'.
Activate when: user says 'this can't happen,' 'never happened in N years,' 'our models say it's near-zero'; user is stress-testing a strategy or portfolio against extreme…
Activate when: user says 'this will take years', 'we need to build this from scratch', 'we don't have the resources to move faster', 'how do we compress our timeline',…
Activate when: user is conducting a performance review or hiring interview; someone says 'she's great across the board' or 'everything they do is excellent'; user is evaluating a…
Activate when: user says 'I don't know which framework to use', 'our analysis keeps missing something', 'we need a second opinion on our model', 'how do we stress-test this…
Activate when: signups don't turn into active/paying users; 'people sign up but don't stick', designing onboarding, improving activation; aha moment, time-to-value.
Activate when: someone says 'why isn't the team motivated,' 'we raised salaries but morale didn't improve,' 'people keep leaving for better opportunities,' 'employee engagement is…
Activate when: an early founder needs revenue but wants to hire a salesperson or 'automate' sales too soon; 'I hate selling', 'when should I hire sales?', first customers, pre-PMF…
Activate when: setting planning fees vs commission; deciding markup on net rates; 'should I charge a fee or rely on commission?'; pricing a service tier; low-commission or…
Activate when: returns are piling up before a deadline; reviewer/preparer is the bottleneck; 'we can't get through them all,' 'clients waiting on missing docs,' planning staffing…
Activate when: user asks about starting early vs. later for savings/investing, wonders if small consistent gains add up, wants to know how long to double money, is evaluating…
Activate when: a profitable-on-paper business is short on cash; 'we're profitable but always broke', managing working capital, inventory or receivables tying up cash; DSO/DIO/DPO.
Activate when: growth has stalled despite good execution; a team disagrees whether a goal is 'realistic'; someone says their initiative is transformative but measures it with…
Activate when: organization's strategy is losing momentum despite doing the right things; team disagrees on which strategic phase they're in; deciding whether to push deeper into…
Activate when: user says 'the market is telling us X', 'valuation has dropped/risen so we should act', 'everyone is selling/buying so I should too', or is making an…
Activate when: designing an itinerary you want remembered and referred; planning honeymoon/milestone/luxury trips; 'how do I get repeat clients and referrals?'; setting…
Activate when: user says 'we have a better product but we're losing,' 'they're growing despite less funding,' 'our moat isn't protecting us,' 'the market shifted under us,' 'we…
Activate when: identifying/disclosing conflicts in ADV 2A; compensation that varies by product; affiliated custodian/manager; rollover recommendations; 'is this a conflict we must…
Activate when: an early founder is over-automating or waiting for growth to be 'efficient'; 'this won't scale', recruiting first users, delivering early service manually;…
Activate when: user says 'we keep finding evidence that supports our view,' 'the team is all aligned on this,' 'I've done the research and it checks out,' or a decision moves…
Activate when: user says 'everyone is working hard but results are flat', 'where is our bottleneck', 'we keep adding capacity but throughput doesn't improve', 'backlog piling up…
Activate when: a major decision is imminent and the team hasn't explicitly checked whether NOW is the right time; a correct strategy keeps hitting unexpected resistance; a…
Activate when: user says 'our growth is slowing and we need to figure out what's next', 'we keep doubling down on the core but I'm worried about disruption', 'when is the right…
Activate when: someone says "I keep reverting to old habits," "our strategy worked five years ago but not now," "I know I should think differently but can't seem to," "how do I…
Activate when: user says 'I know what to do but I'm not doing it', 'we understand the problem but can't fix it', 'effort isn't translating to results', 'why isn't our team…
Activate when: user says 'how will they remember this,' 'experience design,' 'journey design,' 'memorable moment,' 'end-of-experience,' or 'our NPS is lower than expected'; when…
Activate when: user asks 'did this transformation actually work', 'how do I measure whether coaching/strategy/capital changed the business', 'why does our improvement not stick',…
Activate when: user says 'this is taking too long', 'everyone else is doing X', 'should we take the easier path', 'is this worth it', 'we need to build a moat', 'choosing which…
Activate when: running sales discovery calls; deals stall because the buyer doesn't feel the pain; 'how do I run a sales call', 'my demos don't convert', qualifying a prospect.
Activate when: user says 'Pareto,' '80/20,' 'vital few,' 'long tail,' 'where is the leverage'; a team is treating many items as equally important; a backlog has no triage; growth…
Activate when: an insurance agent's compensation conflicts with the client's best coverage; 'which product do I recommend', commission-driven product choice, captive vs…
Activate when: user asks how to build trust with a repeat counterparty, whether to retaliate after a partner defected, how to design a reputation system, whether a long-term…
Activate when: 'we have a strong product but keep losing on price', 'customers treat us like a commodity', 'how do we stop being compared to competitors', 'why aren't customers…
Activate when: someone asks 'what should I focus on at my age,' 'I feel like I'm wasting my best years,' 'how do I plan my career long-term,' 'what does my 40s/50s demand,' or a…
Activate when: user says 'my management style isn't working for this person', 'I don't know how much to delegate', 'my top performer is disengaged', 'my new hire is struggling…
Activate when: a file is submitted or in underwriting; rate lock is ticking; 'what could kill this loan before closing?'; thin-file or borderline borrower.
Activate when: user is entering an unfamiliar industry and needs a working mental model fast; user says 'I need to understand this sector before a meeting next week'; user is…
Activate when: user says 'we're good at X but not growing,' 'we need a moat,' 'we're just a feature not a platform,' 'competition keeps copying us,' 'we want to build something…
Activate when: seller is asking way more than buyers will pay; a founder or homeowner insists their asset is worth far more than market comps; a team refuses to cut a feature they…
Activate when: annual ADV amendment season; onboarding/updating Form CRS delivery; launching marketing/testimonials; a mock/real exam; 'are we books-and-records compliant?', 'can…
Activate when: 'our strategy is clear but nothing changes,' 'people understand the goal but revert to old behaviors,' 'initial launch energy faded after 2 months,' 'we keep having…
Activate when: user says "foot in the door," "I already committed so I have to follow through," "how do I design onboarding / a sales sequence / a commitment ladder," "Cialdini,"…