Use when a sales call wrapped up with no firm next step, a live deal has stopped answering, or a won deal has to pass cleanly to closing or implementation.
Instructions your experts follow when using this skill.
Use this when a call ended with nothing anyone could put in a calendar, a moving deal went silent, or a signed deal must land with the team that closes or implements it. Work from how the last call ended, what both sides agreed, the deal sheet, and who receives any handoff.
A real next step passes four tests: it has a date, it has a time, it sits on both calendars, and the buyer has homework due before it. Name every test it fails. Then find the point in the transcript where the rep should have locked it in, quote it, and write the one or two sentences that would have closed it there, finishing on a specific ask.
Lead with a subject line. The body is four to six sentences, in this order: the problem as the buyer described it, in their own words; the agreement you reached; your deliverables and when they land; the buyer's deliverables; and a single ask pinned to a day and an hour. Keep your pitch out, and include nothing the buyer did not actually agree to; an invented deadline costs more trust than a thin email.
For a deal already gone quiet, write a short re-open instead: the last thing they said mattered, one fresh reason tied to their business to talk now, and one proposed date.
Buyer outcome, key contacts with roles, what was promised (quoted, never paraphrased into more), open loops with owners and dates, and the top risk. Reconcile every open commitment across the deal sheet, mail, and notes so no promise leaks. Show the draft or packet in chat, then save it dated.
The four-test verdict with the better line, plus whichever the moment needs: the follow-up, the re-open, or the handoff packet.
No agreement at all means you open by saying so, then write the re-open instead of recapping a thread that never existed. A handoff with open loops nobody owns means you name the gaps and ask who takes each before the packet ships.
Drafts only, nothing sends and no handoff ships 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.