Build a bottom-up forecast from open deals, with weighted and rep-called figures kept apart.
Instructions your experts follow when using this skill.
Use this for a quarter or month, from a dated export of open deals.
Record the export date, period, currency, and deal count. List deals with no amount, no close date, a close date in the past, no owner, or more than one currency. Keep them in the count and mark them; do not fill the gaps.
For each deal show owner, stage, amount, close date, days in stage, and the rep's call (commit, best case, pipeline). Then give:
Every total must trace back to the deals in the list. Keep totals separate by currency. Combine them only when the owner supplies or approves the exchange rate, rate date, and source; state all three beside the converted total.
List deals past their close date, deals in one stage well past the median, and large deals with no recent activity. Give their count and value. Leave them in the forecast and mark them; whether to pull them is the sales lead's call.
Never adjust a number to reach a target, and do not hide stale deals. Do not change a deal's stage, amount, or date in the CRM yourself.
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.