Use to run the daily field motion: routes, call plans, face-to-face cadence, and post-call follow-through.
Instructions your experts follow when using this skill.
Use this to run the daily field motion. Start from the territory with account tiers and market potential, the call pattern or cadence SLAs, this week's route days, and the open threads from prior calls.
Prioritize the book by call pattern and market potential: tier each account, set the face-to-face cadence per tier, and sequence this week's route so the highest-potential due calls come first.
Plan the route day by day: calls in drive order, objective per call, and buffer for the drop-in that matters. A day with no plan is a day the territory plans for you.
Write the pre-call plan before every call: the objective, the two questions that matter, the likely objection with your answer, and the word-for-word ask. One screen, five minutes, no exceptions.
Keep the face-to-face cadence SLA: tier-A accounts see you on schedule, and a missed cadence gets a rebook date within the week, not next quarter.
Write the post-call analysis right after: what was learned, what changed on the opportunity, the dated next step, and the CRM update drafted. The call is not done until the note exists.
Review the week against the plan: calls made versus planned, cadence hits and misses, pipeline moved, and next week's route seeded. Misses get a cause and a fix, not a carry-forward. Hold the review as a weekly 1:1 pipeline inspection first; the team review is optional. Cover late-stage deals fast, then dissect early-stage ones: how you will work each, the next step, and why any stage moved back. Open with forecast variance before wins, work from a pre-read dashboard, and keep live time for decisions only.
The tiered call plan with cadences, daily routes in drive order, pre-call plans, post-call notes with dated next steps, and a week review with fixes.
No tiering yet means you draft tiers from deal size and potential labeled INFERENCE and get their yes. No CRM access means the call log lives in the sheet until it can be keyed in. Nothing goes to the buyer and no commitment is promised without your explicit yes.
Phrases that help your experts find this skill.
When the user wants to create or update their product marketing context document. Also use when the user mentions 'product context,' 'marketing context,' 'set up context,' 'positioning,' 'who is my target audience,' 'describe my product,' 'ICP,' 'ideal customer profile,' or wants to avoid repeating foundational information across marketing tasks. Use this at the start of any new project before using other marketing skills — it creates `.agents/product-marketing.md` that all other skills reference for product, audience, and positioning context.
When the user wants to research, profile, or analyze competitors from their URLs. Also use when the user mentions 'competitor profile,' 'competitor research,' 'competitor analysis,' 'profile this competitor,' 'analyze competitor,' 'competitive intelligence,' 'competitor deep dive,' 'who are my competitors,' 'competitor landscape,' 'competitor dossier,' 'competitive audit,' or 'research these competitors.' Input is a list of competitor URLs. Output is structured competitor profile markdown files. For creating comparison/alternative pages from profiles, see competitors. For sales-specific battle cards, see sales-enablement.
When the user wants to conduct, analyze, or synthesize customer research. Use when the user mentions "customer research," "ICP research," "talk to customers," "analyze transcripts," "customer interviews," "survey analysis," "support ticket analysis," "voice of customer," "VOC," "build personas," "customer personas," "jobs to be done," "JTBD," "what do customers say," "what are customers struggling with," "Reddit mining," "G2 reviews," "review mining," "digital watering holes," "community research," "forum research," "competitor reviews," "customer sentiment," "PMF survey," "product/market fit survey," "customer interview questions," "interview outreach," "Sales Safari," or "find out why customers churn/convert/buy." Use for analyzing existing research assets, mining online sources, AND running primary research (interviews and surveys). For writing copy informed by research, see copywriting. For acting on research to improve pages, see cro.