erphq

erphq/skills

Skill Claude CodeCodex

This skill should be used when planning and running marketing campaigns at an organization under 100 employees — typically a small marketing team (1-5 people), HubSpot/Mailchimp/Marketo for email, LinkedIn/Google Ads for paid, Webflow/HubSpot CMS for landing pages, and attribution through UTM + CRM reporting.

erphq/skills

Skill Claude CodeCodex

This skill should be used when designing and paying sales commissions at an organization under 100 employees — typically simple commission plans (% of ACV on new business), monthly or quarterly payout via payroll, calculated in a spreadsheet or lightweight tool (QuotaPath, Spiff, CaptivateIQ), with founder or VP Sales…

erphq/skills

Skill Claude CodeCodex

This skill should be used when managing contract lifecycle and renewals at an organization under 100 employees — typically standard MSA + order form structure, lightweight CLM in HubSpot/Pipedrive or a tool like Ironclad, auto-renewal clauses on most contracts, and founder-or-head-of-CS-led renewal conversations.

erphq/skills

Skill Claude CodeCodex

This skill should be used when building a unified customer view at an organization under 100 employees — typically centered on the CRM (HubSpot, Pipedrive, Salesforce Starter/Pro) with CRM activity + email + meeting notes + product usage + support tickets + billing status joined into one account view.

erphq/skills

Skill Claude CodeCodex

This skill should be used when capturing, scoring, and routing leads at an organization under 100 employees — typically using HubSpot, Pipedrive, or Salesforce Starter/Essentials, with founder-led or small-team sales, inbound + outbound mix, and lightweight qualification process.

erphq/skills

Skill Claude CodeCodex

This skill should be used when managing sales pipeline and forecasting at an organization under 100 employees — typically founder-led or head-of-sales-led pipeline reviews, weekly deal-reviews, simple stage-based probability, and monthly forecast calls with leadership.

erphq/skills

Skill Claude CodeCodex

This skill should be used when generating quotes and proposals at an organization under 100 employees — typically templated Google Docs or HubSpot/Pipedrive Quotes for simple products, rep-authored with light pricing rules, legal review of non-standard terms, and e-signature via DocuSign/PandaDoc/HelloSign.

erphq/skills

Skill Claude CodeCodex

This skill should be used when designing and managing sales territories at an organization under 100 employees — typically 1-10 AEs, simple geographic or vertical-based territories, manual rebalancing as team grows, with founder or VP Sales owning territory design and quota allocation.

erphq/skills

Skill Claude CodeCodex

This skill should be used when the task involves how to predict what customers will need so you can have the right stuff ready at the right time.

erphq/skills

Skill Claude CodeCodex

This skill should be used when the task involves how to track what you have, where it is, and when to order more.

erphq/skills

Skill Claude CodeCodex

This skill should be used when the task involves how to move products from point A to point B efficiently, affordably, and on time.

erphq/skills

Skill Claude CodeCodex

This skill should be used when the task involves how to buy things your company needs — from requesting items to paying for them.