AlliCrew Capability Catalog
AI speed. Human judgment. Start fast with a weekly CEO rhythm powered by live, read-only connections to your tools; add targeted skills as you grow. Every insight is cited to its source.
Core Package
Your Weekly CEO Operating System
Executive Decision Queue (Top 3 Moves)
- What:
- Ranked actions with copy-ready scripts, owners, and deadlines — delivered every Monday.
- Inputs:
- Live signals from Finance (AR aging), PSA utilization, CRM pipeline, Support tickets.
- Artifact:
- One-page action brief.
CEO One-Pager
- What:
- CEO-cut snapshot: Cash/DSO, margin watch (burn vs budget), utilization, renewal radar, pipeline health, support heat.
- Inputs:
- Same connected sources as above.
- Artifact:
- One-page dashboard + Strategic Spotlight.
Board / Investor Blurb
- What:
- 100-word weekly narrative with a 3-chart appendix, auto-drafted from your live data.
- Inputs:
- Weekly packet roll-ups (live).
- Artifact:
- 100-word narrative + 3-chart appendix.
Expansion Skills
Pick to fit the quarter
CEO Control & Growth Levers
Strategic Accounts Program (Top 20)
- What:
- Focus QBR/QTC on accounts that drive 60–80% of margin.
- Inputs:
- Revenue by account, tickets, CSAT/NPS, renewals (live).
- Artifact:
- Monthly Top-20 review + one-slide per account.
Whitespace & Cross-Sell Map (MSP Offer Matrix)
- What:
- Identify unbought services (MDR, EDR, backup, vCISO, M365 add-ons).
- Inputs:
- Connected SKU/contract lines + price book.
- Artifact:
- Account-level grid + outreach scripts.
Executive Calendar Optimizer
- What:
- Reclaim CEO time for selling and recruiting; cut low-yield meetings.
- Inputs:
- Connected calendar + pipeline.
- Artifact:
- Stop/Start/Delegate plan + cadence template.
Board / Investor Monthly Pack (Auto-Draft)
- What:
- Clean, auto-drafted story on growth, margin, and cash.
- Inputs:
- Weekly roll-ups from live data.
- Artifact:
- 6-slide deck + 100-word narrative.
Revenue Engine (Net Revenue Retention, Pricing, Renewals)
Price-Rise & Indexation Planner
- What:
- Protect margin vs vendor cost creep; stagger increases.
- Inputs:
- Current rates, vendor changes, contract terms (connected).
- Artifact:
- Customer-level uplift plan + email script.
Renewal Save Desk (90-Day Clock)
- What:
- Formal save motions for at-risk renewals.
- Inputs:
- Live renewal list, ticket heat, usage/attach rates.
- Artifact:
- Weekly risk ledger + exec outreach list + scripts.
Stalled-Deal Recovery (Pipeline ICU)
- What:
- Revive deals stalled beyond threshold days.
- Inputs:
- CRM stage aging and activity logs (live).
- Artifact:
- Deal-by-deal revive plan + emails/call openers.
Offer Packaging & Micro-Bundles
- What:
- Turn one-off services into Good/Better/Best bundles.
- Inputs:
- Costed catalog + win/loss data.
- Artifact:
- Pricing page copy + sales one-pager.
Delivery & Margin (AI Ops)
Fixed-Fee Kill/Save List
- What:
- Find and stop silent margin leaks on fixed-fee projects/SOWs.
- Inputs:
- Budget vs burn, milestone completion, change logs (live).
- Artifact:
- Weekly list + change-order/exit scripts.
Escalations Desk (Hot Accounts)
- What:
- Get executive focus on rising heat before churn.
- Inputs:
- Ticket aging, SLA misses, sentiment (live).
- Artifact:
- 15-minute weekly huddle brief + three fixes.
Bench Monetization Plan
- What:
- Convert bench into billable workshops, audits, accelerators.
- Inputs:
- Utilization by role + skills inventory.
- Artifact:
- 4-week micro-engagement calendar.
24×7 Coverage Economics (Follow-the-Sun)
- What:
- Right-size after-hours support; clarify staffing and surcharge.
- Inputs:
- Ticket arrival curves, severity mix, overtime data.
- Artifact:
- Staffing table + surcharge model + comms.
Cash, Finance & Risk
13-Week Cash Bridge (CEO Cut)
- What:
- Line of sight from bookings → billings → collections.
- Inputs:
- AR aging, forecasted invoices, payroll/suppliers (connected).
- Artifact:
- One-page bridge + if/then triggers.
Billing QA & Revenue Assurance
- What:
- Find missed billables and contract leakage.
- Inputs:
- Time/expense, entitlements, invoices (live).
- Artifact:
- Missed-bill list + credit/debit memos.
Vendor Rebate & MDF Optimizer
- What:
- Capture Microsoft/AWS/distributor incentives.
- Inputs:
- Sell-thru/SKU, program tiers, MDF usage data.
- Artifact:
- Rebate forecast + MDF campaign menu.
Talent, Brand & M&A
Recruiting Heatmap (Next 3 Hires)
- What:
- Which roles, when, and why — based on risk.
- Inputs:
- Capacity vs pipeline, SLA risk, margin hotspots.
- Artifact:
- 6-week hire/don’t-hire signal + job briefs.
Talent Brand Pack (For Candidates)
- What:
- Help close top candidates faster.
- Inputs:
- Case studies, culture tenets, growth stats.
- Artifact:
- 6-slide candidate deck + “Why now” email.
M&A Teardown (Buy-Side or Prep)
- What:
- Readiness for tuck-ins or a future process.
- Inputs:
- Cohort revenue, churn, Gross Margin (GM), contract data.
- Artifact:
- Readiness checklist + data-room starter index.
Security & Compliance (Trust Builders)
vCISO Lite: Control Gaps That Scare Clients
- What:
- De-risk renewals & win bigger logos by fixing control gaps.
- Inputs:
- Ticket taxonomy, incidents, current controls (live).
- Artifact:
- Top-10 gaps + 30/60/90 plan + client-safe summary.
Incident Comms Kit (Pre-approved)
- What:
- Cut panic & churn during an outage/breach with pre-approved comms.
- Inputs:
- Escalation paths, SLAs, contact tiers (live).
- Artifact:
- CEO-ready templates: internal note, client update, status page.
Quick Selector
What to pick when...
- Margin < 45% (fixed-fee): Fixed-Fee Kill/Save List · Escalations Desk · Billing QA & Revenue Assurance
- NRR softening: Whitespace & Cross-Sell Map · Renewal Save Desk · Incident Comms Kit
- Cash crunch: 13-Week Cash Bridge · Vendor Rebate & MDF Optimizer · Billing QA & Revenue Assurance
- Hiring bottleneck: Bench Monetization Plan · Recruiting Heatmap · Talent Brand Pack
- Scaling to bigger logos: vCISO Lite · Whitespace & Cross-Sell Map · Board / Investor Monthly Pack
Data Inputs (Live Connections)
Core connections: PSA (projects, time, utilization), CRM (pipeline, renewals), Finance (AR & invoices), Support Desk (tickets), Files (Drive/SharePoint).
Conventions: We map to your fields. Connectors are read-only and designed for standard IT-services stacks.
Service, Security & Proof
Service level: Your first weekly brief is delivered within 48 hours of connecting your core systems.
Security: Read-only connectors · Least-privilege access · One client workspace · Your data is not used for external model training.
Proof: Each report ships with a source list and a full audit log for reproducibility.
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