Use when selling into hospitals, health systems, clinics, or pharmacies where formulary, reimbursement, or clinical protocol gates the deal.
Instructions your experts follow when using this skill.
Use this when formulary, reimbursement, or clinical protocol gates the deal. Start from the account and its sites, the product and its indication, current formulary or pathway status, the key opinion leaders (KOLs) and committee owners, and the compliance rules you sell under (sampling, vouchers, co-pay, patient assistance programs, hub services).
Formulary or pathway status (blocked, in review, listed, preferred), the committee or board that decides, and the next decision date. Include tumor boards, integrated delivery networks, and federally qualified health centers where they apply. Blank stays blank until verified.
Hub enrollment, patient-assistance-program eligibility, co-pay support, and the vendor or contract docs each site needs. A clinical yes with no reimbursement path is stalled, not won.
Who influences the pathway decision, what evidence each needs, and the next education step with a date. Education and in-services only, never inducement.
Samples, vouchers, and education: what is allowed, what needs sign-off, and what is logged. Log every transfer of value for Sunshine Act and Open Payments reporting: applicable manufacturers must report annually to the Centers for Medicare & Medicaid Services payments and transfers of value to physicians, teaching hospitals, and the covered non-physician practitioners above the de minimis threshold CMS sets for that year — it is inflation-adjusted, so look it up rather than assume a figure — published in a public database. If the rule is unclear, stop and ask rather than guess.
Confirm the case need, bring exactly what was asked, keep inventory clean, and debrief the staff contact after. Log every eval unit in and out.
Before each call write the objective and the two questions that matter; after, log what was learned, what changed on access, and the dated next step.
The per-site access map with decision owners and dates, the reimbursement path, the KOL plan, the compliant deployment log, and pre- and post-call notes.
No formulary contact means you draft the access-discovery questions and work from public pharmacy-and-therapeutics committee or pathway info labeled INFERENCE. No compliance rules on file means you ask for them before any sampling or voucher step.
Nothing goes to the account and no access 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.