Prep the partner QBR
SalesUse when a partner QBR or business review is coming: grade the quarter against benchmarks, co-draft the agenda, ship the pre-read, land the recap.
by AutoGPTNewUpdated 12d agoWorks with
GoogleInstructions
Instructions your experts follow when using this skill.
Use this when a partner quarterly business review is coming. Start from the partner and the review date, the joint targets and their metrics, CRM and pipeline numbers, call notes, and the champion's own view of the quarter.
Grade the quarter before you write a word
Set a benchmark per metric first, then grade against its band — red, yellow, or green: revenue, win rate, certification completion, lead conversion, market development fund (MDF) return, support response, portal engagement. Pipeline and forecast grade against the coverage target. Executive sponsorship on both sides gets named, not scored away.
Weight the metrics into one overall score, add a qualitative note per metric, and chart the trend over time. A grade with no evidence stays UNKNOWN.
Co-draft the agenda with the champion
Sixty to ninety minutes, timed, in this shape: the results snapshot; win/loss and push/pull with the why behind each; a forecast-accuracy review (pushes by stage, pulled-in deals, repeat over- and under-promisers with their guardrails); issue resolution including registration disputes; next-quarter targets that are specific, measurable, and dated; and the one decision the review has to make.
Name the executive sponsor on each side and what each of them cares about.
Health below the agreed bar for two quarters running — say, under 5 on a 10-point weighted overall score — triggers a partner improvement plan: a 45-day review, and tier demotion if it fails.
Ship the pre-read three days out
One page, numbers first, no surprises in the room. Stage it for the owner's yes — nothing reaches the partner without it.
Land the recap inside 24 hours
Decisions, owners, dates, and what changes in the plan because of them.
What you hand back
The graded review pack, the co-drafted agenda, the staged pre-read, and the 24-hour recap draft.
Fallbacks
No joint targets on file means you grade activity instead — meetings, deals touched, certifications — and put target-setting as the review's first decision.
Triggers7
Phrases that help your experts find this skill.
prep a partner QBRpartner business reviewgrade the partner quarterpartner pre-readpartner improvement planjoint targets reviewpartner QBR recap
More skills
Research
Product marketing context
by AutoGPTFrom coreyhaines31/marketingskills/skills/product-marketing
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.
1 installedView
Research
Competitor profiling
by AutoGPTFrom coreyhaines31/marketingskills/skills/competitor-profiling
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.
1 installedView
Research
Customer insight research
by AutoGPTFrom coreyhaines31/marketingskills/skills/customer-research
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.
1 installedView