Skill UI

A structured skill designed to generate a comprehensive and highly actionable escalation brief for at-risk customer accounts. It provides internal stakeholders, from Customer Success Managers to C-level executives, with a clear overview of the situation, covering the timeline, root cause, business impact, and proposing a concrete resolution plan to prevent churn and save the account.

This skill generates a comprehensive, data-driven Customer Health Scorecard for any account. It assesses renewal risk, expansion potential, and overall account vitality by scoring five key dimensions: Product Adoption, Engagement, Outcomes, Support Health, and Commercial status. The output provides a weighted score (out of 100) and a RAG status (Red, Amber, Green), guiding Customer Success Managers and leadership on immediate risks and recommended actions.

This skill generates a comprehensive customer journey map, detailing the entire customer experience from initial awareness through to advocacy. It identifies key stages, customer actions, emotional highs and lows, critical pain points, and actionable opportunities for product improvement or service enhancement. Ideal for UX research, product discovery, and cross-functional alignment.

This skill generates a comprehensive, structured Customer Success Plan (CSP) that serves as a joint roadmap between the Customer Success Manager (CSM) and the client. It guides collaboration through defined business goals, measurable success metrics (KPIs), and phased milestones across the entire customer lifecycle, from onboarding to renewal and expansion. Ideal for kickoff calls, Quarterly Business Reviews (QBRs), and joint planning sessions.

A comprehensive framework for structuring user interviews, customer discovery, or Jobs-to-be-Done (JTBD) research. This guide provides structured steps for screener creation, deep behavioral exploration (focusing on past actions, not future predictions), and systematic synthesis/pattern detection, ensuring the gathering of genuine, actionable insights.

This skill generates a comprehensive Go-To-Market (GTM) asset pack. It structures all necessary marketing and sales materials—including positioning statements, core messaging pillars, feature-to-benefit mappings, and role-specific use cases—following established frameworks like Geoffrey Moore's model. Use it when launching a new product, feature, or service to ensure internal teams and market content are highly aligned and focused on solving customer pain points.

This skill guides product teams beyond listing features by applying the Jobs-to-be-Done (JTBD) framework. It maps customer needs across functional, emotional, and social dimensions, allowing teams to write precise job stories. Use this to conduct deep user research, identify core pain points, and define product opportunities based on user outcomes rather than mere outputs.

This comprehensive template helps Product Managers transform chaotic end-of-week data into a structured, actionable, and highly readable weekly report. It guides the review process by covering key metrics movement, shipping progress, identified blockers, customer insights, and defining the top 3 priorities for the coming week, ensuring all stakeholders remain aligned and focused.

This skill generates a comprehensive product positioning document, following established methodologies. It guides users through defining the market category, identifying the ideal target customer, outlining unique differentiators, and building a complete messaging framework. It is essential for GTM strategy, major product launches, or market repositioning efforts.

This tool structures and generates a comprehensive, customer-focused Quarterly Business Review (QBR) deck. It guides the user through creating a slide-by-slide narrative that demonstrates value delivered, reviews key metrics, aligns on business outcomes, and defines mutual next steps for executive stakeholders.

Generates a comprehensive and actionable playbook designed for Customer Success Managers (CSMs) and Account Teams. This playbook structures all necessary elements for a renewal conversation, including detailed account health assessments, stakeholder mapping, risk registers, ROI value stories, and commercial negotiation strategies. It ensures that the team is prepared 90-180 days before the renewal date to maximize retention and identify expansion opportunities.

Generates comprehensive, audience-calibrated product roadmaps that tell a cohesive strategy story. Use this skill when planning product direction, presenting quarterly goals to leadership, or defining strategic initiatives. It structures the output using the Now/Next/Later framework, ensuring the narrative includes success metrics, strategic context, and explicit deprioritization rationale, adapting the detail level for executives, engineers, or customers.