Use when an account needs its health read, its renewal secured, its expansion scoped, or its QBR built.
Instructions your experts follow when using this skill.
Use this when an account needs its health read, its renewal secured, its expansion scoped, or its QBR built. Start from the account name, the renewal date and contract terms, usage numbers with their source, the stakeholder map, and the last QBR or executive business review when one exists.
Score account health 0-100 weighted from sourced signals only (~40% usage trend, 20% stakeholder breadth, 20% support load, 20% exec sponsorship). Grade safe 80-100, watch 50-79, at risk under 50, with the two signals that set the grade. Anything unsourced is UNKNOWN, never smoothed over.
Run the renewal calendar at 180-plus/120/90/60/30 days with a probability per renewal, taken from the account's own signals under a rule you state, or left UNKNOWN when nothing sources it — never a number you felt: the 180-plus day enterprise Adoption Check (usage validation, sponsor alignment), then the commercial ask per window, the owner each side, and the expansion talk track once the renewal is safe. Renewals first, upsell second — no expansion pitch into an at-risk account.
Scope expansion by lever: more seats, more usage, new products, new teams. Each lever needs its trigger (the pull signal that earns the pitch) and its proof; push-without-trigger stays out.
Build the QBR from CRM plus calls plus usage: scorecard grades against the last review, what changed since, the course corrections with owners, and the champion co-drafted agenda. Every number is sourced; a deck built on guesses says so at the top.
The health score with renewal plan, the expansion levers with triggers, and the QBR outline, saved to file. Show the health read, the renewal plan, and the QBR outline in chat, take one round of edits, then save.
No usage access means a relationship-only health read with the missing signals named. An at-risk renewal means the save plan first: the risk, the Champion path back, and the concession ladder inside approved bands. Save offers, concessions, and anything customer-facing wait for your 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.