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non-engineering-verticals

C-suite personas, compliance OS, PM domain, and finance domain skills for enterprise client work. Activates when client conversations shift from code to strategy, compliance, product, or financial modeling. Source: alirezarezvani/claude-skills C-suite + compliance tier.

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Part of heymegabyte/claude-skills — 18 skills

Install

skills CLI npx skills add https://github.com/heymegabyte/claude-skills/tree/master/17-non-engineering-verticals
Claude Code claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install heymegabyte-claude-skills@llmmart
Git git clone https://github.com/heymegabyte/claude-skills.git

The skills CLI installs just this skill, for any of its supported agents. Claude Code installs the whole heymegabyte/claude-skills collection as a plugin from our marketplace. Git is the plain clone.

Skill manifest

17 — Non-Engineering Verticals

Enterprise credibility layer. Covers four domains Brian must speak fluently when serving enterprise clients: C-suite personas, compliance, product management, and finance.

Sub-modules

  • c-suite-personas.md — founder/CEO/CTO/CFO/CMO/CISO/GC voice + decision frameworks
  • compliance-os.md — GDPR, SOC 2, ISO 27001, HIPAA, ADA Title II — requirements, gaps, enforcement
  • pm-domain.md — PRD authoring, OKRs, roadmapping, customer interview synthesis
  • finance-domain.md — unit economics, runway, SaaS metrics, pricing strategy

Activation routing

Signal Sub-module Lead voice
Investor ask / "board" / "deck" c-suite-personas CEO/CFO
Compliance audit / "SOC 2" / "HIPAA" compliance-os CISO/GC
Feature planning / "PRD" / "OKR" pm-domain CPO
Pricing / metrics / "runway" finance-domain CFO

Cross-links

  • rules/feature-flags.md — SOC 2 CC6 control via flag audit trail
  • rules/ai-agent-security.md — HIPAA / SOC 2 technical safeguards
  • rules/autonomous-engineering.md — CISO approval tier for auth/billing/secret mutations
  • 05-architecture-and-stack/ — CTO voice for architecture decisions
  • 07-quality-and-verification/ — SOC 2 evidence collection via Playwright + Lighthouse CI

When NOT to activate

  • Solo personal projects — skip ceremony, ship code
  • Internal tooling with no external users — compliance overhead not warranted
  • Early pre-revenue prototypes — defer finance modeling until revenue signal exists
Files (claude-skills)
  • c-suite-personas.md 5.8 KB
    # C-Suite Personas
    
    Source: alirezarezvani/claude-skills C-suite tier (66 skills, founder-mode variants)
    
    Adopt the appropriate voice and decision framework when producing client-facing deliverables, investor materials, or internal strategic docs. Always founder-mode by default (bootstrapped, solo-or-small-team context).
    
    ---
    
    ## CEO / Founder voice
    
    **When:** Vision narratives, investor pitches, team announcements, press, strategic pivots.
    
    **Decision framework — founder-mode:**
    
    1. Does this create durable value for our users? (Not: does it look good on a slide?)
    2. Can we ship it in ≤2 weeks solo + AI? (Not: what would a 20-person team build?)
    3. Does it compound? (Feature adds value over time without ongoing cost)
    4. Ruthless cut test: "If we drop this, do we lose a paying customer?" If no → drop.
    
    **Tone:** Direct, conviction-first, short sentences, no hedging. No "I think", "maybe", "could potentially". Say what is true.
    
    **Template — investor update (monthly):**
    
    ```
    Month N — [date]
    MRR: $X (+Y% MoM) | Customers: N | Churn: X%
    Top win: [one sentence, specific]
    Top risk: [one sentence, honest]
    Focus next 30 days: [1-2 things max]
    Ask: [specific, actionable — or "no ask"]
    ```
    
    ---
    
    ## CTO voice
    
    **When:** Architecture decisions, tech debt prioritization, build vs. buy, vendor evaluation, team hiring (if applicable).
    
    **Decision framework:**
    
    1. What is the blast radius if this breaks in prod? (small → ship; large → gate + flag)
    2. Does this increase or decrease our operational surface? (lock-in is a feature per `rules/cloudflare-lock-in-is-leverage.md`)
    3. 12-month tech debt cost vs. 12-month velocity gain — explicit trade-off
    4. Confidence score (0–1): below 0.7 → prototype first, never commit architecture
    
    **Tone:** Precise, evidence-backed, calls out uncertainty explicitly. Uses numbers.
    
    **Template — ADR (Architecture Decision Record):**
    
    ```
    ## ADR-NNN: [Decision title]
    Date: YYYY-MM-DD | Status: proposed | accepted | deprecated
    Context: [1-2 sentences — what forced this decision]
    Decision: [Chosen approach — one sentence]
    Alternatives considered: [Bullet list, one line each, why rejected]
    Consequences: [Positive + negative trade-offs]
    Confidence: 0.X
    ```
    
    ---
    
    ## CFO voice
    
    **When:** Pricing decisions, budget requests, cost modeling, runway analysis, investor diligence.
    
    **Decision framework:**
    
    1. Unit economics first: does this move CAC, LTV, or payback period?
    2. Fixed vs. variable cost — can we scale revenue without scaling headcount?
    3. Cash runway: changes must not reduce runway below 12 months without explicit board approval
    4. Payback period target: ≤12 months (SaaS standard); ≤6 months (bootstrapped target)
    
    **Tone:** Numbers-first, no narrative preamble. Every claim has a source metric.
    
    **Core metrics always in scope (see `finance-domain.md`):**
    
    - MRR / ARR, MoM growth rate
    - CAC (blended: paid + organic)
    - LTV (LTV = ARPU × gross margin / churn rate)
    - LTV:CAC ratio (target ≥3:1)
    - Payback period (CAC / monthly gross margin per customer)
    - Gross margin %, net margin %
    - Burn rate, runway in months
    
    ---
    
    ## CMO voice
    
    **When:** Go-to-market strategy, positioning, messaging, content calendar, paid acquisition.
    
    **Decision framework:**
    
    1. Who is the ICP (Ideal Customer Profile)? — specific job title + company size + pain
    2. What is our unique mechanism? (Not "we're better" — why specifically)
    3. Distribution channel priority: owned → earned → paid (in that order, per `rules/01-OS.md` § Distribution)
    4. Content: one anchor piece per quarter, atomized into 10+ derivative pieces
    
    **Tone:** Customer-first, outcome-focused, avoids engineering jargon.
    
    **Template — positioning statement:**
    
    ```
    For [ICP job title] at [company type],
    [Product] is the [category] that [unique mechanism]
    unlike [alternative], which [key weakness].
    ```
    
    ---
    
    ## CISO voice
    
    **When:** Security architecture review, compliance scoping, vendor security questionnaires, incident response.
    
    **Decision framework:**
    
    1. Threat model first: who is the adversary, what do they want, what is their capability?
    2. Defense in depth: never single control. Auth + encryption + network + audit trail.
    3. Blast radius containment: every component isolated — D1 → per-table RLS, R2 → per-bucket IAM, Workers → per-route secret bindings.
    4. Audit trail non-negotiable: every mutation logged with actor + timestamp + before/after.
    
    **Tone:** Risk-framed. "The risk is X. The control is Y. The residual risk is Z." No ambiguity.
    
    **Controls checklist (CF Workers stack):**
    
    - [ ] Clerk JWT verified on every protected route
    - [ ] Secrets via `wrangler secret` — zero in code/env files
    - [ ] CSP Level 3 `strict-dynamic` + nonce on every HTML response
    - [ ] Trusted Types enforced
    - [ ] D1 parameterized queries only (no string concat)
    - [ ] R2 presigned URLs, never public bucket
    - [ ] Rate limiting on auth + mutation routes via CF Rate Limiting
    - [ ] Audit log table with actor/action/entity/before/after/timestamp
    
    ---
    
    ## GC (General Counsel) voice
    
    **When:** Terms of service, privacy policy, data processing agreements, contractor agreements, IP questions.
    
    **Decision framework:**
    
    1. What data do we collect? Where does it go? Who has access? (GDPR Art. 30 record)
    2. What did we promise users? (ToS + Privacy Policy must be accurate — not aspirational)
    3. What are our obligations to contractors? (Work-for-hire clause, NDA, IP assignment)
    4. What is our exposure if X goes wrong? (Quantify, mitigate, or accept with board sign-off)
    
    **Tone:** Precise, hedge-aware. "We should" → "We are required to" or "We choose to". Flags gaps explicitly.
    
    **Standard documents to maintain:**
    
    - `Privacy Policy` — GDPR Art. 13/14 compliant, plain English
    - `Terms of Service` — limitation of liability, DMCA agent, dispute resolution
    - `DPA (Data Processing Agreement)` — required for any EU B2B customer
    - `Contractor Agreement` — IP assignment + NDA + work-for-hire
    
  • compliance-os.md 6.8 KB
    # Compliance OS
    
    Source: alirezarezvani/claude-skills compliance tier (18 core + 9 specialized skills)
    
    Compliance is not a one-time audit — it is an operating posture. Each framework below: what it requires, what the current stack already enforces, and what gaps remain.
    
    ---
    
    ## GDPR (EU General Data Protection Regulation)
    
    **Scope:** Any product with EU users (including residents in the US).
    
    **Core requirements:**
    
    - **Art. 6** — lawful basis for every data collection (consent / contract / legitimate interest)
    - **Art. 13/14** — privacy notice at collection point
    - **Art. 17** — right to erasure ("delete my account" = 30-day response SLA)
    - **Art. 20** — data portability (export in machine-readable format)
    - **Art. 30** — record of processing activities (internal doc, not public)
    - **Art. 32** — appropriate technical security (encryption at rest + in transit)
    - **Art. 33** — 72-hour breach notification to supervisory authority
    - **Art. 35** — DPIA required for high-risk processing (AI profiling, health data)
    
    **What CF Workers stack already enforces:**
    
    - TLS 1.3 everywhere (CF edge) — Art. 32 ✓
    - D1 encryption at rest — Art. 32 ✓
    - Clerk handles auth data in GDPR-compliant infra — Art. 32 ✓
    - CSP + Trusted Types limit XSS data exfiltration surface — Art. 32 partial ✓
    
    **Gaps to close:**
    
    - [ ] Art. 17 — implement account deletion endpoint + D1 cascade + R2 object purge
    - [ ] Art. 20 — `/api/user/export` → JSON download of all user data
    - [ ] Art. 30 — maintain `docs/data-processing-record.md` per product
    - [ ] Art. 33 — document breach response runbook; set CF alert for anomalous 5xx spike
    - [ ] Cookie consent banner if using analytics cookies (PostHog uses cookieless mode by default — confirm)
    
    **Enforcement:** `/c-suite-personas.md` § GC voice handles DPA drafts.
    
    ---
    
    ## SOC 2 Type II
    
    **Scope:** Any B2B SaaS storing customer data. Required for mid-market / enterprise sales.
    
    **Trust Service Criteria (TSC) relevant to CF Workers SaaS:**
    
    | CC | Name | What it requires | Stack enforcement |
    |---|---|---|---|
    | CC1 | Control environment | Documented policies, risk assessment | `rules/autonomous-engineering.md` approval tiers |
    | CC6 | Logical access | MFA, least privilege, access review | Clerk MFA + per-route auth guards |
    | CC7 | System operations | Monitoring, anomaly detection, incident response | PostHog + Sentry + CF alerts |
    | CC8 | Change management | Deployment controls, testing before prod | CI/CD gates + Playwright E2E + feature flags |
    | CC9 | Risk mitigation | Vendor risk assessment | `rules/ai-agent-security.md` |
    | A1 | Availability | Uptime SLA, backup, recovery | CF 99.99% SLA + D1 Time Travel + R2 versioning |
    | C1 | Confidentiality | Encrypt sensitive data | D1 at-rest encryption + R2 SSE + TLS 1.3 |
    | PI1 | Privacy | GDPR alignment | See GDPR section above |
    
    **Evidence collection checklist (for auditor):**
    
    - [ ] Access log: Clerk audit trail exported monthly
    - [ ] Change log: git conventional commits + PR history (or `wrangler deployments list`)
    - [ ] Incident log: Sentry issue history + resolution times
    - [ ] Backup test: D1 Time Travel restore test quarterly (document in `ops/backup-tests.md`)
    - [ ] Vulnerability scan: `npm audit` + `npx oxlint` + Playwright axe in CI — artifact per run
    - [ ] Penetration test: annual (HackerOne self-managed or hired firm)
    
    **Fastest path to SOC 2 Type I (declaration):** 3-6 months. Hire Vanta or Drata for automation if >$500K ARR.
    
    ---
    
    ## ISO 27001
    
    **Scope:** Enterprise clients in EU, finance, healthcare, government — often required for procurement.
    
    **Key controls (Annex A, relevant subset):**
    
    - A.8.1 — Asset inventory (D1 tables, R2 buckets, KV namespaces, API keys)
    - A.9.2 — User access management (Clerk roles + offboarding checklist)
    - A.12.1 — Operational procedures documented
    - A.12.6 — Vulnerability management (`npm audit` in CI, Dependabot alerts)
    - A.14.2 — Security in development (code review gates, SAST)
    - A.16.1 — Incident management (Sentry + runbook)
    - A.17.1 — Business continuity (D1 Time Travel + R2 versioning + `wrangler rollback`)
    - A.18.1 — Legal compliance (GDPR, local data residency)
    
    **Gap vs. SOC 2:** ISO 27001 requires formal ISMS documentation and certification body audit. Skip unless a specific enterprise deal requires it — SOC 2 Type II satisfies most US buyers.
    
    ---
    
    ## HIPAA (Health Insurance Portability and Accountability Act)
    
    **Scope:** Any product handling PHI (Protected Health Information) — patient data, health records, lab results.
    
    **Core rules:**
    
    - **Privacy Rule** — minimum necessary data collection; patient right to access + amendment
    - **Security Rule** — administrative, physical, and technical safeguards for ePHI
    - **Breach Notification Rule** — notify affected individuals + HHS within 60 days
    
    **Technical safeguards (Security Rule §164.312):**
    
    - Unique user ID + auto-logoff (Clerk satisfies)
    - Encryption at rest + in transit (CF stack satisfies)
    - Audit controls — all ePHI access logged (must add D1 audit log per-PHI-table)
    - Integrity controls — detect unauthorized alteration (hash + timestamp on PHI records)
    
    **CF Workers considerations:**
    
    - CF has signed BAA — use CF-hosted infra only; no third-party APMs logging PHI payloads
    - R2 presigned URLs with short TTL for any file containing PHI
    - Never log PHI in Sentry or PostHog event properties — sanitize before capture
    - Workers AI: do NOT send PHI to Workers AI unless CF has confirmed HIPAA eligibility for that model
    
    **Brian's current gap:** No product handles PHI. If a client requires it, activate HIPAA mode: add BAA checklist, PHI-tagged D1 columns, audit log middleware, and data residency pin.
    
    ---
    
    ## ADA Title II (Americans with Disabilities Act)
    
    **Scope:** State/local government programs AND businesses open to the public. Rule effective April 2026 for most entities.
    
    **Technical standard:** WCAG 2.1 AA (DOJ rule) — WCAG 2.2 AA is the stack default (stricter, always satisfies).
    
    **What the stack already enforces:**
    
    - Playwright axe-core in CI at 6 breakpoints — zero violations gate per `rules/e2e-tdd-organization.md`
    - `text-wrap: balance/pretty`, fluid type, OKLCH contrast — visual compliance
    - Keyboard navigation tested in every E2E spec
    - Lighthouse A11y ≥95 hard gate per `01-OS Hard Gates`
    
    **Gaps to close for full ADA Title II compliance:**
    
    - [ ] Published Accessibility Conformance Report (VPAT 2.4) for enterprise sales
    - [ ] Feedback mechanism: `accessibility@domain.com` or in-app form (required by DOJ rule)
    - [ ] Annual re-audit: schedule `npm run e2e:a11y` + manual keyboard walk + screen reader test (VoiceOver + NVDA)
    - [ ] Caption all video content (auto-caption via Workers AI Whisper + human review)
    
    **Enforcement hook:** `rules/e2e-tdd-organization.md` — axe violations = build fail. ADA Title II is already enforced at the test layer; the gap is documentation + feedback channel.
    
  • finance-domain.md 5.5 KB
    # Finance Domain
    
    Source: alirezarezvani/claude-skills CFO + finance tier
    
    Unit economics and SaaS metrics for solo AI builder. No MBA required — just the numbers that matter and what to do when they're off.
    
    ---
    
    ## Core SaaS Metrics
    
    ### MRR / ARR
    
    ```
    MRR = sum of all active monthly subscriptions (normalized to monthly)
    ARR = MRR × 12
    
    MRR movement:
      New MRR     = revenue from new customers this month
      Expansion   = revenue from upgrades / seat adds
      Contraction = revenue from downgrades
      Churn MRR   = revenue lost from cancellations
      Net New MRR = New + Expansion − Contraction − Churn
    ```
    
    **Healthy benchmarks (early SaaS, <$1M ARR):**
    
    - MoM growth: ≥10% (T2D3 path requires 3× then 2× annual)
    - Net MRR churn: <2% monthly (<−2% = net revenue retention growth)
    - Net Revenue Retention (NRR): ≥100% (expansion covers churn)
    
    ---
    
    ### CAC (Customer Acquisition Cost)
    
    ```
    CAC (blended) = total sales + marketing spend in period ÷ new customers acquired
    
    CAC (paid)    = paid channel spend ÷ customers from paid channels
    CAC (organic) = time cost of content + SEO ÷ customers from organic
    ```
    
    **Solo AI builder CAC reality:** Organic + AI-assisted content is the primary channel. Paid CAC is a validation metric, not a growth engine until unit economics are proven.
    
    **PostHog instrumentation:**
    
    - Event: `signup_completed` with `{source: 'organic'|'paid'|'referral', channel: 'google'|'direct'|...}`
    - Funnel: `landing_page_view` → `signup_started` → `signup_completed` → `activated` (first value action)
    
    ---
    
    ### LTV (Lifetime Value)
    
    ```
    LTV = ARPU × gross margin % ÷ monthly churn rate
    
    ARPU (Average Revenue Per User) = MRR ÷ active customers
    Gross margin % = (revenue − COGS) ÷ revenue
      COGS for CF Workers SaaS: API costs + AI inference + D1/R2 storage + Clerk + Resend
    Monthly churn rate = customers churned ÷ customers at start of month
    ```
    
    **Example:**
    
    ```
    ARPU = $49/mo, gross margin = 82%, churn = 3%/mo
    LTV = $49 × 0.82 ÷ 0.03 = $1,337
    ```
    
    ---
    
    ### LTV:CAC Ratio
    
    ```
    LTV:CAC = LTV ÷ CAC
    
    Target:  ≥3:1 (sustainable)
    Minimum: ≥1:1 (not losing money on customers)
    Ideal:   ≥5:1 (capital-efficient growth)
    ```
    
    **Warning signals:**
    
    - LTV:CAC <3:1 → either reduce CAC (invest in SEO/content over paid) or increase LTV (pricing, expansion, reduce churn)
    - LTV:CAC >10:1 → likely under-investing in growth; allocate more to acquisition
    
    ---
    
    ### Payback Period
    
    ```
    Payback period = CAC ÷ (ARPU × gross margin %)
    
    Target:     ≤12 months (SaaS standard)
    Bootstrapped target: ≤6 months (cash-flow sensitivity)
    ```
    
    **Example:**
    
    ```
    CAC = $200, ARPU = $49, gross margin = 82%
    Payback = $200 ÷ ($49 × 0.82) = $200 ÷ $40.18 = ~5 months ✓
    ```
    
    ---
    
    ## Runway Modeling
    
    **Formula:**
    
    ```
    Runway (months) = cash on hand ÷ monthly net burn
    
    Net burn = monthly expenses − monthly revenue (MRR)
    ```
    
    **Solo builder cash flow model (simple):**
    
    | Line item | Monthly |
    |---|---|
    | Revenue (MRR) | +$X |
    | CF Workers + Cloudflare stack | −$50-200 |
    | AI inference (Workers AI / Anthropic) | −$X |
    | Clerk | −$25-100 |
    | Resend | −$20-50 |
    | PostHog | −$0-450 (free tier generous) |
    | Sentry | −$0-26 |
    | Domain + SSL | −$5-20 (annualized) |
    | Contractor / tools | −$X |
    | **Net burn** | −$remaining |
    
    **Runway rule:** Maintain ≥12 months runway at all times. Below 12 months → activate revenue acceleration or raise.
    
    ---
    
    ## Pricing Strategy
    
    **Framework: Value Metric Pricing**
    
    1. Identify the value metric (what correlates with customer value? — seats, usage, records, API calls)
    2. Anchor price to value metric growth → expansion revenue without sales effort
    3. Tiered: Free (viral / PLG) → Pro (individual) → Business (team) → Enterprise (custom)
    
    **Brian's stack defaults:**
    
    - Free tier: Clerk `free` plan + CF generous free tier — zero marginal cost for <100 users
    - Pro: flat monthly (simple — reduces friction)
    - Business: per-seat or per-usage (aligns with customer ROI)
    - Enterprise: annual contract + custom D1 schema isolation + SLA + SOC 2 attestation
    
    **Pricing decision tree:**
    
    ```
    Is the value clearly volume-based (API calls, records processed)?
      → Usage-based pricing (metered via Stripe Billing)
    Is value per-user (seats, logins)?
      → Per-seat pricing
    Is value binary (use it or don't)?
      → Flat monthly
    Is the buyer a large org with procurement process?
      → Annual contract with monthly equivalent + 15-20% discount for annual prepay
    ```
    
    **Discount rules (protect pricing integrity):**
    
    - Never discount >20% without board/advisor sign-off
    - Discounts for: nonprofits (up to 50%), annual prepay (15%), pilot/POC (time-limited 30 days)
    - Never discount for urgency, budget sensitivity alone — preserves perceived value
    
    ---
    
    ## Financial Reporting Templates
    
    ### Monthly P&L (solo SaaS)
    
    ```
    Revenue
      MRR (subscriptions): $X
      One-time (setup/consulting): $X
      Total revenue: $X
    
    COGS
      AI inference: $X
      CF infrastructure: $X
      Auth (Clerk): $X
      Email (Resend): $X
      Total COGS: $X
    
    Gross profit: $X (XX%)
    
    OpEx
      Software/tools: $X
      Contractors: $X
      Legal/accounting: $X
      Total OpEx: $X
    
    EBITDA: $X (XX%)
    ```
    
    ### Investor-ready SaaS metrics table
    
    | Metric | This month | Last month | MoM Δ | Target |
    |---|---|---|---|---|
    | MRR | $X | $X | +X% | $X |
    | ARR | $X | — | — | $X |
    | New MRR | $X | $X | — | — |
    | Churn MRR | $X | $X | — | <2% |
    | NRR | XX% | XX% | — | ≥100% |
    | Active customers | N | N | +N | — |
    | CAC | $X | $X | — | ≤$X |
    | LTV | $X | $X | — | ≥3× CAC |
    | Payback (mo) | N | N | — | ≤12 |
    | Gross margin | XX% | XX% | — | ≥75% |
    | Runway | N mo | N mo | — | ≥12 mo |
    
  • pm-domain.md 5.2 KB
    # PM Domain
    
    Source: alirezarezvani/claude-skills product tier (17 skills)
    
    Solo AI builder does not have a PM. Brian IS the PM. These frameworks ensure product decisions are structured, customer-grounded, and traceable.
    
    ---
    
    ## PRD (Product Requirements Document)
    
    **When to write one:** Any feature >4h of implementation time, or any feature that will be customer-facing and requires stakeholder alignment.
    
    **Template (lean — max 1 page):**
    
    ```markdown
    ## PRD: [Feature name]
    Date: YYYY-MM-DD | Status: draft | approved | shipped | deprecated
    Flag: `feature_flags.key_name` (experimental → beta → stable)
    
    ### Problem
    [One paragraph. What user pain are we solving? Quantified if possible: "X% of users abandon at step Y".]
    
    ### Who
    ICP: [Job title, company size, context]
    User story: As a [persona], I want [action] so that [outcome].
    
    ### What (scope)
    In: [Bullet list — what IS included]
    Out: [Bullet list — what is explicitly NOT included]
    
    ### Success metrics
    Primary: [One metric with target — e.g., "activation rate from 12% → 20% in 30 days"]
    Secondary: [1-2 supporting metrics]
    Anti-metric: [What we're NOT optimizing for]
    
    ### Acceptance criteria
    - [ ] [Specific, testable, user-observable]
    - [ ] [Map to E2E test steps in `e2e/FEATURES.md`]
    
    ### Design decisions
    [Any non-obvious technical or UX choices and why]
    
    ### Risks
    [Bullet list: risk + mitigation]
    
    ### Launch checklist
    - [ ] Feature flag at `enabled=0, rollout=0, stage='experimental'`
    - [ ] E2E test GREEN
    - [ ] Lighthouse A11y ≥95
    - [ ] PostHog event instrumented: `[feature]_[action]`
    ```
    
    ---
    
    ## OKR Framework
    
    **Cadence:** Quarterly. Set week 1, review week 6, retrospect week 13.
    
    **Structure:**
    
    ```
    Objective: [Qualitative, inspirational, directional — not a metric]
      KR1: [Measurable, binary or 0-1 scale, specific deadline]
      KR2: [Same]
      KR3: [Same — max 3 KRs per O]
    ```
    
    **Solo builder OKR rules:**
    
    - Max 2 objectives per quarter (one = not stretching, three = fragmented)
    - Every KR has a single owner: Brian (or a named agent/system)
    - KR grade ≥0.7 = success. 1.0 = sandbagged. 0.3 = learning (not failure, document why)
    - Tie each KR to a PostHog metric — if it can't be measured, it's not a KR
    
    **Example:**
    
    ```
    O1: Become the go-to AI-native tool for nonprofit finance teams
      KR1: 5 paying nonprofit orgs by June 30 (currently 1)
      KR2: NPS ≥50 among active users (survey via PostHog surveys)
      KR3: ≤2% monthly churn (PostHog: `subscription_cancelled` events)
    ```
    
    ---
    
    ## Roadmap Authoring
    
    **Format:** Now / Next / Later (no Gantt, no Jira, no sprints).
    
    ```markdown
    ## Roadmap — [Product] — [Quarter YYYY]
    
    ### Now (this 6 weeks — committed)
    - [Feature A] — ships YYYY-MM-DD — flag: `feature_a`
    - [Feature B] — ships YYYY-MM-DD — flag: `feature_b`
    
    ### Next (7-12 weeks — planned, not committed)
    - [Feature C] — depends on: [A customer signal or metric]
    - [Feature D]
    
    ### Later (13+ weeks — ideas, no commitment)
    - [Feature E] — revisit when MRR > $X or after [milestone]
    - [Feature F]
    
    ### Dropped (with reason)
    - [Feature G] — dropped YYYY-MM-DD: [one sentence why]
    ```
    
    **Rules:**
    
    - "Now" items have a flag, a test, and a ship date.
    - "Later" items are never designed or specced — just a name.
    - Every drop is documented with reason (prevents zombie features).
    - Roadmap lives at `docs/ROADMAP.md` — single source of truth.
    
    ---
    
    ## Stakeholder Management
    
    **Who are Brian's stakeholders (solo context):**
    
    1. Paying customers (highest weight)
    2. Prospective enterprise clients
    3. Domain experts / advisors (technical, legal, domain)
    4. AI agents (yes — treat output consumers as stakeholders)
    
    **Communication cadence:**
    
    - Customers: monthly changelog email via Resend (auto-draft from `CHANGELOG.md`)
    - Enterprise prospects: quarterly business review (QBR) deck using `c-suite-personas.md` § CFO/CEO voice
    - Advisors: async updates in shared Notion or email — no meetings unless time-boxed to 30 min
    
    **Escalation matrix:**
    
    | Decision type | Who decides | Who is informed |
    |---|---|---|
    | Feature scope | Brian | Customers (via changelog) |
    | Pricing change | Brian + CFO framework | All active customers (30-day notice) |
    | Security incident | Brian + CISO framework | Affected customers (72h per GDPR/SOC 2) |
    | Pivot | Brian | Advisors + investors (email, same day) |
    
    ---
    
    ## Customer Interview Synthesis
    
    **When:** Before building anything in the "Next" bucket. Minimum 3 interviews per feature area.
    
    **Interview guide (20 min, Jobs-to-be-Done framing):**
    
    1. "Walk me through the last time you tried to [solve problem area]."
    2. "What did you use? What frustrated you most?"
    3. "If you had a magic wand, what would it do differently?"
    4. "How much would you pay for a solution that did X?" (for pricing signal)
    
    **Synthesis output (after 3+ interviews):**
    
    ```markdown
    ## Interview synthesis — [Feature area] — [Date]
    Interviews: N | Duration: ~20 min each
    
    ### Jobs (what they're hiring the product to do)
    - [Job 1]: [frequency + pain intensity 1-5]
    - [Job 2]: [...]
    
    ### Patterns (heard in ≥2 interviews)
    - [Quote or paraphrase]
    
    ### Outliers (heard once — flag, don't build)
    - [...]
    
    ### Decision
    Build: [yes/no/wait]
    Why: [One sentence grounded in pattern, not outlier]
    Next action: [PRD | spike | defer]
    ```
    
  • SKILL.md 2.4 KB
    ---
    name: "non-engineering-verticals"
    description: "C-suite personas, compliance OS, PM domain, and finance domain skills for enterprise client work. Activates when client conversations shift from code to strategy, compliance, product, or financial modeling. Source: alirezarezvani/claude-skills C-suite + compliance tier."
    when_to_use: "Enterprise client deliverables, investor decks, PRDs, compliance audits, financial models, stakeholder comms, board-level decisions — any work that requires speaking credibly as a business operator, not just an engineer."
    effort: "high"
    model: "inherit"
    priority: 4
    pack: "business"
    stage: stable
    triggers:
      - "board deck"
      - "investor"
      - "PRD"
      - "OKR"
      - "compliance"
      - "GDPR"
      - "SOC 2"
      - "HIPAA"
      - "unit economics"
      - "runway"
      - "ARR"
      - "MRR"
      - "CAC"
      - "LTV"
      - "roadmap"
      - "stakeholder"
    paths:
      - "business/"
      - "docs/business/"
    ---
    
    # 17 — Non-Engineering Verticals
    
    Enterprise credibility layer. Covers four domains Brian must speak fluently when serving enterprise clients: C-suite personas, compliance, product management, and finance.
    
    ## Sub-modules
    
    - `c-suite-personas.md` — founder/CEO/CTO/CFO/CMO/CISO/GC voice + decision frameworks
    - `compliance-os.md` — GDPR, SOC 2, ISO 27001, HIPAA, ADA Title II — requirements, gaps, enforcement
    - `pm-domain.md` — PRD authoring, OKRs, roadmapping, customer interview synthesis
    - `finance-domain.md` — unit economics, runway, SaaS metrics, pricing strategy
    
    ## Activation routing
    
    | Signal | Sub-module | Lead voice |
    |---|---|---|
    | Investor ask / "board" / "deck" | c-suite-personas | CEO/CFO |
    | Compliance audit / "SOC 2" / "HIPAA" | compliance-os | CISO/GC |
    | Feature planning / "PRD" / "OKR" | pm-domain | CPO |
    | Pricing / metrics / "runway" | finance-domain | CFO |
    
    ## Cross-links
    
    - `rules/feature-flags.md` — SOC 2 CC6 control via flag audit trail
    - `rules/ai-agent-security.md` — HIPAA / SOC 2 technical safeguards
    - `rules/autonomous-engineering.md` — CISO approval tier for auth/billing/secret mutations
    - `05-architecture-and-stack/` — CTO voice for architecture decisions
    - `07-quality-and-verification/` — SOC 2 evidence collection via Playwright + Lighthouse CI
    
    ## When NOT to activate
    
    - Solo personal projects — skip ceremony, ship code
    - Internal tooling with no external users — compliance overhead not warranted
    - Early pre-revenue prototypes — defer finance modeling until revenue signal exists
    

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