Skill UI

Monitors SaaS portfolios with Python CLI tools to score customer health, flag churn risk tiers, and prioritize expansion opportunities, suitable for retention reviews or account planning workflows.

This comprehensive skill guides the entire product marketing lifecycle, from defining Ideal Customer Profiles (ICP) and developing core positioning statements (e.g., Dunford's method) to executing Go-To-Market (GTM) strategies and product launch plans. It also covers competitive intelligence, building detailed battlecards, and improving sales enablement through win/loss analysis, ensuring successful market entry and adoption across international markets.

This expert guides the optimization and design of the entire revenue engine, connecting marketing, sales, and customer success. It provides frameworks for lead lifecycle management, defining MQL-to-SQL handoffs, implementing comprehensive lead scoring models (fit and engagement), and structuring lead routing rules. Use this when optimizing cross-functional processes and systems.

Use the Recommendation Canvas to vet AI product concepts by mapping business and customer outcomes, hypotheses, positioning, risks, and success metrics so you can make defensible investment recommendations.

This router acts as an index and dispatcher for four specialized business and growth skills. It routes requests across the entire B2B lifecycle, covering customer success management (churn risk, expansion), sales engineering (RFP analysis, PoC planning), revenue operations (pipeline forecasting, GTM efficiency), and contract writing. Use this when a growth or revenue request requires determining the correct specialized skill module.

Guides GTM leaders through expansion and retention systems that reduce churn, automate customer success, and optimize net revenue retention via usage triggers, health scoring, and land-and-expand playbooks.

This guide provides detailed, step-by-step instructions on how to set up and authenticate with the Persona API. It covers obtaining sandbox and production API keys, configuring necessary environment variables, and includes runnable code examples for both Node.js and Python to verify a successful connection. This is essential for developers integrating identity verification or Know Your Customer (KYC) features into their application.

This skill provides strategic guidance for CCOs and founders in designing advanced customer success operations. It covers honest retention decomposition (analyzing GRR vs NRR), developing differential customer segmentation strategies based on ICP fit, modeling optimal CS team coverage (pooled vs. named), and mapping the ideal CS organizational structure. Ideal for strategic planning and business resource allocation.

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, 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.

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.