Use after signature to run onboarding, implementation, and the standing account-ops artifacts that keep the account healthy.
Instructions your experts follow when using this skill.
Use this after signature to run onboarding, implementation, and standing account ops. Start from the signed scope and start date, the owners on both sides, the implementation or onboarding milestones, the current standard operating procedure (SOP), rate file, and contact list if any exist, and the metrics the account is judged on.
Kickoff date, owners per side, milestone dates, and the go-live or first-value date. Every milestone has one owner, one date, and entry and exit criteria: what must be true to start it and what proves it done. A milestone moves only when its exit test passes.
Ops, implementation, customer success, and customs or compliance where they apply. You run the tracker; each team owns its steps. The buyer sees one plan, not five queues.
The SOP, the rate file, the contact list, and the contract upkeep log — kept current. A stale artifact is flagged with its last-verified date, never silently trusted.
Site or workstream, readiness state, open items with owners, and the activation date. The stuck site gets the attention, not the average.
Metric performance, revenue quality, and pay and contract-terms adherence. A breach gets a dated correction with a named owner.
First-year grow plays run from the renewal-expansion skill once the launch is stable. Launch health first, upsell second. Once stable, build the enterprise white-space table: product, use-case, business-unit, geographic, and user expansion, each with dollars, probability, and timeline. Hold a quarterly exec-sponsor plan beside it: QBR dates, executive visits, and the decisions each session must produce. Multi-thread every key account across 3 to 5 strong relationships, because a champion leaving is the top expansion risk; a single-threaded account is flagged at risk.
The launch plan with dated milestones, the onboarding tracker across teams, the current SOP plus rate file plus contacts, the site activation read, the white-space table with exec-sponsor plan, and a health review with dated corrections.
No buyer owners named means you draft the responsibility grid with your side filled and the buyer side blank for them to confirm. No existing artifacts means you start the SOP and rate file from the signed scope and mark every line that needs buyer confirmation.
Nothing goes to the buyer and no launch date or SLA 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.