Expert customer lifecycle marketing guidance for retention, expansion, and advocacy. Use when designing onboarding programs, creating upsell strategies, preventing churn, building referral programs, or writing customer success content. Use for NPS programs, win-back campaigns, customer segmentation, and lifecycle email sequences.
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Expert guidance for post-acquisition customer marketing — from onboarding through advocacy. Turn new customers into loyal advocates who grow your business.
Acquiring a customer is just the beginning. The real value comes from:
When invoked, apply the guidelines in rules/ organized by:
onboarding-* — New customer activation and time-to-valueexpansion-* — Upsell, cross-sell, and revenue expansionretention-* — Churn prevention and customer healthadvocacy-* — Referrals, reviews, and customer marketinglifecycle-* — Segmentation and automated sequences┌──────────────────────────────────────────────────────────────┐
│ │
│ ACQUIRE → ONBOARD → ACTIVATE → RETAIN → EXPAND → ADVOCATE │
│ │
│ ↑ │ │
│ └───────────────── REFERRAL ────────────────────────┘ │
│ │
└──────────────────────────────────────────────────────────────┘
| Type | Description | Example |
|---|---|---|
| Upsell | Higher tier of same product | Basic → Pro plan |
| Cross-sell | Additional products | Add-on features |
| Seat expansion | More users | Team growth |
| Usage expansion | Increased consumption | More API calls |
| Factor | Weight | Signals |
|---|---|---|
| Product usage | 30-40% | Logins, feature adoption, depth |
| Engagement | 20-25% | Email opens, support tickets, NPS |
| Growth signals | 15-20% | Seat additions, usage trends |
| Relationship | 15-20% | Exec sponsor, champion strength |
| Payment | 5-10% | On-time, expansion, contract length |
| Stage | Timeline | Goal | Key Metric |
|---|---|---|---|
| Onboarding | Days 1-14 | First value | Activation rate |
| Adoption | Days 15-60 | Habit formation | Feature adoption |
| Retention | Day 60+ | Ongoing value | Renewal rate |
| Expansion | Varies | More value | Net revenue retention |
| Advocacy | Post-success | Share value | Referral rate |
| Metric | Formula | Target |
|---|---|---|
| Activation Rate | Activated / Signed Up | 60-80% |
| Time to Value | Days to first "aha" moment | <7 days |
| Net Revenue Retention | (MRR + Expansion - Churn) / MRR | 100-120%+ |
| Gross Retention | Retained MRR / Starting MRR | 85-95% |
| NPS | Promoters - Detractors | 30-50+ |
| Referral Rate | Referred / Total Customers | 10-30% |
| Segment | Characteristics | Strategy |
|---|---|---|
| Champions | High usage, high NPS | Advocacy, referrals, expansion |
| Healthy | Good usage, satisfied | Expansion opportunities |
| At-risk | Declining usage, low engagement | Intervention, support |
| Dormant | Minimal usage, no engagement | Re-activation campaign |
| Churning | Cancel signals, complaints | Save team escalation |
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Expert full-cycle enterprise sales strategist for B2B SaaS. Use when planning sales strategy, pipeline management, deal progression, account planning, competitive displacement, or territory optimization. Covers multi-threading, executive engagement, champion development, buying committee navigation, and complex deal orchestration. Use for enterprise selling, account expansion, land-and-expand, and quota attainment.
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Expert Architecture Decision Record (ADR) creation and lifecycle management based on Olaf Zimmermann's methodology. Use when creating ADRs, reviewing architectural decisions, evaluating decision readiness, writing MADR templates, assessing decision quality, or managing ADR logs. Covers the full lifecycle from readiness (START criteria) through creation, MADR formatting, completion (ECADR criteria), and ongoing maintenance.
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Hand off code review to OpenAI Codex CLI. Use when asked to "review code with codex", "codex review", "get a second opinion on code", "review my changes", "review this PR", or when you want AI-powered code review from a different model perspective.
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Expert community-led growth and community management guidance. Use when building developer communities, Discord/Slack communities, online communities, managing community platforms, designing member onboarding, creating engagement programs, running ambassador programs, measuring community health, setting up moderation systems, or implementing DevRel strategies. Use for community-led growth, member activation, user-generated content programs, and community governance.
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Expert competitive intelligence and strategy guidance for B2B/SaaS companies. Use when conducting competitive research, creating battlecards, analyzing win/loss data, building market landscape maps, positioning against alternatives, handling competitive objections, writing comparison pages, or developing sales enablement for competitive situations. Use for competitive monitoring, feature comparisons, and market intelligence gathering.
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Master orchestrator that chains all Remotion video creation skills together in a single automated pipeline. Takes a creative brief and produces a complete, production-ready Remotion video project. Use when starting a new video from scratch, when asked to "create a video", "make a video", "build a complete video", or "video from idea to code".
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