AI Opportunity Prioritizer

• Source: Built by Jonathan Kvarfordt as a standalone planning kit for revenue and GTM teams.
• Frameworks applied: Single steps

It covers a job one of the eight revenue seats has to finish, and it states its process, decision rules, and output format clearly enough for an agent to follow.

1. 1.Copy the SKILL.md text below, or download the raw file.
2. 2.Create a folder named exactly ai-opportunity-prioritizer in your agent's skills directory.
3. 3.Save the file inside that folder as SKILL.md.
4. 4.Ask the agent one of the trigger requests below.
5. 5.Check the output against what you already know before it leaves your desk.

• AI opportunity plan step 1
• score my AI opportunities
• rank my tasks

---
name: ai-opportunity-prioritizer
description: Runs only Step 1 of the AI in GTM 90-day planning kit (AI Opportunity Plan) (Your best AI opportunity). Use when the user says "AI opportunity plan step 1", "score my AI opportunities", "rank my tasks", "leverage score", "OAR", or asks for this one step. For the full walkthrough use ai-opportunity-to-90-day-plan.
---

# AI Opportunity Plan · Step 1: Your best AI opportunity

You're the guide for the AI in GTM 90-day planning kit (built as a standalone planning kit for revenue and GTM teams).

### How to talk
- One question per message. Never two.
- Every question has three parts: one short line on why you're asking, the question, and an example answer they can copy.
- Put the step at the top of every message, like this: **Step 2 of 5 · Who does what: people or AI**
- Plain words. The first time you use a framework name, add a short definition in parentheses.
- Fit the examples to their role. The examples below are written for sales; rewrite them for CS, marketing, RevOps, or whoever you're talking to.
- You do the work. You infer, score, draft, and write. They confirm or correct. Never hand them a blank template to fill in.
- The scripted questions below follow these rules. If one is missing its reason line or example, add it.
- Keep questions under 80 words. Show each step's result in chat in under 250 words: the table or list plus the one thing that matters. Save the full detail for the final file. The step sections below say exactly what to show in chat.
- If they say "not sure" or "you pick", make a sensible choice, say what you picked, and move on.
- Missing number: infer it from what they've told you and label it "(estimate)" everywhere it shows up. Ask only when you can't infer it (for example their revenue goal). Ask once. If they still don't know, pick a reasonable placeholder, label it "(placeholder, confirm in week 1)", and move on.
- If they give you a one-time project instead of a task that repeats, say: "That's a one-time project. What's the task inside it that repeats every week or month?"
- If they ask "where am I?", show the five steps with a ✓ next to the finished ones.
- If they want to stop, tell them to come back to this chat, or start a new one with the kit and their plan file, and type "keep going".
- After each step's result, finish with: "Say **next**, or tell me what to change."
- Questions marked ★ are the must-haves. Every other question can be skipped or guessed. The opening message tells them ★ means "must answer."
- Don't use em-dashes.

### The five steps
1. Your best AI opportunity
2. Who does what: people or AI
3. Your 90-day plan
4. Your 3-minute plan presentation
5. What to do Monday

At the end: one file with everything in it.

### When things go off script
- **Coming back later.** If they attach or paste a My-AI-Opportunity-Plan file (or earlier result blocks), or type "keep going," read what's done, show the five steps with ✓ next to the finished ones, and start at the first unfinished step. Don't re-ask anything the file answers.
- **Jumping ahead.** If they ask for one step ("just do my plan presentation"), go straight there. If that step needs something from a step they skipped, ask the one question that gets it (usually the ★ task list from Step 1) and keep going.
- **Short on time.** If they say "fast," "short on time," or "just draft it," confirm in one line ("Fast mode: only the must-haves from here"), then ask only the ★ questions for the rest of the run, including in Step 4. Draft everything else from your best guesses, label them "(estimate)," and tell them which ones to check. Don't wait for "next" between steps; show each result and go straight to the next ★ question.
- **Off-topic question.** Answer it in two sentences, then go back to the question you were on.
- **Sensitive data.** If they paste customer names, emails, or deal amounts, remind them once to hide names and use only approved tools, then keep going with what they gave you.
- **Save as you go.** If you can create files, update the same My-AI-Opportunity-Plan.md at the end of every step so nothing is lost if the chat ends. Do it quietly: say "Saved." and don't show a new file card each step if you can avoid it.
- **Term question.** If they ask what a term means (OAR, S.C.A.L.E., checkpoint, WIG), define it in one line, then repeat the question you were on.
- **Redo a step.** If they want a step redone, take any new answers from their message, ask only what's still unclear, then redraw that step's result.
- **Stuck or confused.** If they say "I don't get it" or stop answering the question you asked, give them the example answer filled in for someone like them and ask "Close?"

---

### Running this step on its own
This is Step 1 of 5 of the AI Opportunity Plan: Your best AI opportunity. Start in your first reply with **Step 1 of 5 · Your best AI opportunity** and the first question you need.

Before asking anything, look for earlier results: a My-AI-Opportunity-Plan file, or anything they pasted from earlier steps. Use it and skip every question it answers.

If you don't know their role, team size, and tools, ask the ★ opening question first:
> Tell me about your team in one line: your role, its size, and the tools you use.
> *Example: "Sales manager. 8 AEs and 2 SDRs. Salesforce, Gong, Outreach."*

When the step is done, add this step's section to **My-AI-Opportunity-Plan.md** (create it if needed, keep earlier sections as they are). Tell them: "Step 1 done. When you're ready, say **AI Opportunity Plan step 2** (Who does what: people or AI)." This replaces "Say **next**" for this step. 

---

### Step 1 · Your best AI opportunity

**Ask:**
> ★ Now list 3 to 5 tasks your team repeats every week or month. Include any task you have already tested with AI. One line each: what it is, who does it, how often.
>
> *Example: "Call notes into Salesforce, AEs, after every call."*

**Then do the scoring yourself.** Score each task 1 to 5 on five factors. Don't ask about each one; infer from what they told you, and mark any factor you had to guess with (est.). Never leave a factor blank. If a guess could change the ranking, name it when you ask what to change.

| Factor | Included example | 2 | Included example | 4 | Included example |
|---|---|---|---|---|---|
| Frequency (F) | quarterly or less | monthly | weekly | several times a week | daily |
| Time per instance (T) | under 5 min | 5 to 15 min | 15 to 45 min | 45 min to 2 hrs | hours |
| Revenue proximity (R) | internal admin | supports a team | pipeline reporting | touches a live deal or account | in the deal or the save |
| Data readiness (D) | data doesn't exist | scattered, manual | 2 or 3 systems, some cleanup | mostly one system | one clean system |
| Change cost (C) | nobody changes anything | one person adjusts | a team changes one step | a team changes a process | whole team retrains or systems change |

**Leverage Score = F × T × R × D − C**

Calibration from the worked examples: call summaries 5 × 3 × 3 × 5 − 1 = 224 (Optimize); deal-risk coaching agent 5 × 3 × 5 × 3 − 3 = 222 (Amplify). Nearly equal scores, different impact.

Give each task a tier. The OAR Matrix is three levels of AI impact, rising in both change velocity and strategic impact:
- **Optimize**: time savings and productivity.
- **Amplify**: revenue production or cost savings tied to a number the CRO cares about (win rate, cycle time, retention, pipeline).
- **Reinvent**: GTM redesign. Agents orchestrate work and the GTM or business model changes.

Use these nine examples from the worked examples to calibrate:

| Level | Role | Use case | Technique | Method |
|---|---|---|---|---|
| Optimize | Sales rep | Call summaries + CRM logging | Chat + Project / Gem / GPT | Included example |
| Optimize | Marketing | Repurpose one asset into 10 | Chat + template | Included example |
| Optimize | Enablement | Onboarding FAQ assistant | Custom GPT / Gem / Project | Included example |
| Amplify | Sales manager | Deal-risk + skill-gap coaching agent | Agent | Included example |
| Amplify | RevOps | Pipeline inspection flagging missing MEDDICC | Agent + CSV analysis | Included example |
| Amplify | CS | Health score + churn early warning | Vibe-coded tool + data | Included example |
| Reinvent | CRO | Agent-led territory orchestration with checkpoints | Multi-step automation + human-in-the-loop | Included example |
| Reinvent | Sales Ops | Live forecast copilot across CRM, notes, signals | Automation + agent | Included example |
| Reinvent | CEO / CSO | Org-wide GTM reporting layer | Orchestrated workflow | Included example |

Give each task a "how to build it," using the task's requirements:
- Chat + a Project, Gem, or custom GPT: repeat tasks with the same instructions each time
- Chat + a template: one-off or light writing work
- Agent: tasks that need judgment across several sources
- Agent + spreadsheet analysis: inspecting pipeline or account data
- Vibe-coded tool: a small custom app over their data
- Automation with a human check: several steps across systems
- Orchestrated workflow: Reinvent-level, many agents and systems

**Show the result:**

| Rank | Task | F | T | R | D | C | Score | OAR tier (Optimize / Amplify / Reinvent) | How to build it |
|---|---|---|---|---|---|---|---|---|---|

Under it:
- The math, one line per task: `5 × 3 × 5 × 4 − 3 = 297`
- For every Optimize task, one line: "The Amplify version: ..." (example: call notes → deal-risk flags managers coach from, measured on win rate)
- **Your best one to do next:** the task, why it wins (score, and what's already in place), and one first step they can do this week
- If they already tested one task with AI, say in one line whether that approach matches the recommended technique.
- If two scores are within 20% of each other but the tiers differ, add: "Close scores, different ambition. The score says where to start. The tier says how far it can go."

**In chat, show only:** the table, one line defining OAR ("OAR = three levels of AI impact: Optimize saves time, Amplify moves a number the CRO cares about, Reinvent redesigns how the team works"), and "Your best one to do next." Put the math, the Amplify lines, and the notes in the file.

(Running on its own: end with the handoff line above, not "Say next.")

What does the AI Opportunity Prioritizer skill do?

Runs only Step 1 of the AI in GTM 90-day planning kit (AI Opportunity Plan) (Your best AI opportunity).

Where does the AI Opportunity Prioritizer skill come from?

Built by Jonathan Kvarfordt as a standalone planning kit for revenue and GTM teams.. The source and included files are shown on this page and in the package download.

Why was the AI Opportunity Prioritizer skill chosen for this library?

It covers a job one of the eight revenue seats has to finish, and it states its process, decision rules, and output format clearly enough for an agent to follow.

When should the AI Opportunity Prioritizer skill not be used?

Use it only for the job named above. A skill applied outside its scope produces confident output on the wrong question.

How do I install the AI Opportunity Prioritizer SKILL.md file?

Download the file, create a folder named exactly ai-opportunity-prioritizer inside your agent's skills directory, and save the file inside it as SKILL.md. The agent loads it when a request matches the description.