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opportunityiq

Rank revenue-opportunity matches between scenarios and client data into Top 25 reports.

Updated Aug 27, 2026
Search Tags:#scenario#opportunity#ranking#revenue#financial-advisor#client-matching#top-25
One-click install
npx skills add https://github.com/Generative-Bricks/claude-code-agent --skill opportunityiq
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: opportunityiq
Source: https://github.com/Generative-Bricks/claude-code-agent/tree/main/docs/ideas/opportunityiq
Command: npx skills add https://github.com/Generative-Bricks/claude-code-agent --skill opportunityiq

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

OpportunityIQ helps financial advisors systematically discover revenue opportunities from industry publications and client data, then rank and present actionable opportunities as Top 25 lists.

Core Features & Use Cases

  • Scenario Discovery: Extract structured revenue opportunities from articles and sources; transform insights into repeatable templates.
  • Client Matching: Apply explicit matching criteria to client data to identify matches and calculate potential revenue.
  • Top 25 Ranking: Apply business rules (one-per-client, urgency, complexity, minimum revenue) to rank opportunities and deliver actionable reports.
  • Combined Workflow: Build end-to-end OpportunityIQ systems that cover discovery, library expansion, and weekly client scans.

Quick Start

Provide 10 starter scenarios and a sample client dataset to generate your first Top 25 opportunities.

Frequently Asked Questions about opportunityiq

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I rank revenue opportunities for financial advisory clients?▼

The system applies explicit matching criteria to client data from CSV, Google Sheets, or structured data sources, calculating potential revenue and ranking matches to produce actionable Top 25 reports.

How do I extract revenue opportunities from industry articles?▼

Scenario discovery extracts structured revenue opportunities from articles and publications, transforming insights into repeatable templates for matching against client data.

Can I match client data from Google Sheets to find financial opportunities?▼

Yes, client matching accepts CSV, Google Sheets, or structured data to identify matches and calculate potential revenue using explicit matching criteria.

What business rules apply when ranking Top 25 client opportunities?▼

Ranking applies business rules including one-per-client limits, urgency, complexity, and minimum revenue thresholds to prioritize the most actionable opportunities.

Do I need starter scenarios to begin client matching?▼

Providing 10 starter scenarios and a sample client dataset initializes the matching engine and generates your first Top 25 opportunities.

Can I automate opportunity scans on a weekly cadence?▼

The combined workflow supports weekly client scans, bundling scenario discovery, library expansion, and matching to deliver ranked opportunities on a recurring cadence.

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