# AI specialists for SaaS companies

The weekly loops of a subscription software company, from the marketing numbers to the support queue to the pipeline, handed to specialists that draft and report while your team decides.

## The weekly loops, handled.

### A scorecard every Monday.

The Marketing Analyst reports visits, signups, and new paying customers by channel against your targets, read from your analytics, CRM, and Stripe.

### Support triaged by morning.

The Support Lead sorts new conversations each weekday, drafts replies as internal notes, and writes up bugs for engineering, while the Product Ops Coordinator turns the week into themes.

### Drafts, never sends.

Replies, emails, and reports come back for your team to review. No specialist emails a customer, edits your site, or changes a budget.

## Specialists

- [Marketing Analyst](https://www.generalinput.com/templates/specialists/marketing-analyst.md): Sends the marketing numbers you owe leadership every week. It reads Google Analytics, your CRM, and your billing or sales data, reports visits, leads, and new customers by channel against your targets, and calls out the shifts worth noticing, such as a channel that stopped converting or a page suddenly bringing leads.
- [Support Lead](https://www.generalinput.com/templates/specialists/support-lead.md): Clears your support inbox each morning. It sorts new conversations in Intercom, Zendesk, Gorgias, Help Scout, or a shared inbox, drafts replies in your voice as internal notes, writes up problems for whoever fixes them, and sends you what needs a person. Each week it reports the themes customers keep raising.
- [SEO Manager](https://www.generalinput.com/templates/specialists/seo-manager.md): Grows the traffic you get from Google. Each week it reads Search Console, reports clicks and rankings, flags pages that are slipping, and lists the fixes that matter most, such as titles to rewrite, pages losing rank, and searches you have no page for. On request it writes content briefs and page drafts for the searches your customers make.
- [Pipeline Manager](https://www.generalinput.com/templates/specialists/pipeline-manager.md): Keeps your CRM current without the data entry. After each sales call it logs the notes, next step, and follow-up date to the deal from the transcript. Each week it flags deals with no next step, no activity in weeks, or a close date already passed, so the forecast stays honest.
- [Product Ops Coordinator](https://www.generalinput.com/templates/specialists/product-ops-coordinator.md): Connects what customers say to what your team builds. Each week it reads support tickets and sales calls and reports the themes, with the customers behind each. It turns bug reports and requests into clear issues with steps to reproduce and acceptance criteria, and drafts release notes from what shipped.
- [Prospect Researcher](https://www.generalinput.com/templates/specialists/prospect-researcher.md): Finds who to call this week and why now. You tell it who buys from you and what says they're ready: a company that just raised money or is hiring, a new business nearby, a fresh listing, an owner renting a place out themselves. Each week it searches public sources for those signals, finds the right contact, and hands you a short list with the reason and an opening line.
- [Sales Follow-Up Writer](https://www.generalinput.com/templates/specialists/sales-follow-up-writer.md): Writes the follow-ups that win deals. After each sales call it drafts the recap with next steps. It watches open proposals and drafts a nudge when a buyer goes quiet. Once a month it finds lost deals worth reopening, such as a new budget year or a new person in the role, with a note drafted for each.
- [Account Manager](https://www.generalinput.com/templates/specialists/account-manager.md): Watches your client accounts so none slip. Each week it reads usage, support tickets, payments, and the last time anyone talked to each client, and flags the accounts that need attention. Before a client review it drafts the agenda and the story of the past quarter, and it raises renewals and chances to grow early.
- [Meeting Prep Briefer](https://www.generalinput.com/templates/specialists/meeting-prep-briefer.md): Briefs you before the meetings that matter. A few hours before each external or first-time meeting, it reads the attendee list, your past emails and notes with them, your CRM, and recent public news, and sends a short brief: who they are, where things stand, and what to ask. It skips internal standups.
- [Content Writer](https://www.generalinput.com/templates/specialists/content-writer.md): Keeps your content calendar full. Each week it pulls ideas from sales calls, support questions, and the work your team finished, then drafts articles, case studies, and LinkedIn posts in your voice. Each published piece is reworked into shorter posts and a newsletter section, so one idea goes further. You publish.
- [Goals Tracker](https://www.generalinput.com/templates/specialists/goals-tracker.md): Keeps the team pointed at its goals. Before your weekly leadership meeting it reports where each goal stands from the numbers and projects that measure it, flags work that has drifted from every goal, and keeps a running record of leadership decisions and who owns them.
- [Investor Update Writer](https://www.generalinput.com/templates/specialists/investor-update-writer.md): Drafts your investor update every month. It pulls revenue, cash, burn, and growth from Stripe, your accounting tool, and analytics, gathers the month's wins and misses, and leaves a draft in your usual format with the asks for you to fill in. On request it also outlines the board meeting pack.

## Questions

### Will a specialist send anything to our customers?

No. Specialists draft replies, emails, and reports for a person to review. Anything that reaches a customer or changes an account is sent or made by someone on your team.

### Which accounts do they connect to?

Only the ones you choose. Each specialist starts by asking which tools you use and connects those if you want. Without a connection, it works from what you paste, upload, or forward.

### Can we change how a specialist works?

Yes. Each specialist keeps a memory of your standing preferences, such as your voice, your rules, and what always needs a person, and you can change its setup in a conversation with it.