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Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization. Use when designing customer onboarding flows, reducing churn, building health scores, creating retention systems, designing upsells, or improving customer lifetime value. Covers proactive engagement, cancel flows, dunning, re-engagement, and the full customer lifecycle.
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Customer segmentation model builder — tiers customers by ARR, health, and expansion potential; defines CS motion per tier; maps resource allocation. Use when asked to "segment our customers", "define our CS tiers", "how should we allocate CS resources", "build a customer segmentation model", or "who gets high-touch vs. digital".
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Build structured ICP documentation by scraping case studies, testimonials, and solutions pages from your website. Produces firmographics, champion + economic buyer personas, pain points, decision criteria, anti-ICP, customer proof points, and voice-of-customer synthesis. Writes to marketing/icp/ICP.md as the canonical ICP every downstream skill reads. Triggers - "icp research", "ideal customer profile", "persona research", "customer segments", "who are our customers", "build ICP"
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Customer retention system — churn analysis, retention tactics, loyalty programs, and engagement scoring. Use when "retention", "reduce churn", "keep customers", "loyalty program", "customer retention", "churn prevention", "churn analysis", "engagement scoring", "win-back", "customer lifetime value", or any request to analyze, prevent, or reduce customer churn.
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Set up and operate customer workspaces: route customer updates, record meetings, track questions and actions, manage workstreams, and prepare handoffs. Use when creating or maintaining a customer workspace, processing meeting notes or updates, reviewing next actions, or preparing a handoff. Triggers: customer workspace, 顧客ワークスペース, inbox 追加, 議事録管理, 案件更新, 宿題管理, 引き継ぎ.
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"Perform RFM (Recency, Frequency, Monetary) customer segmentation from transaction data. Use this skill when the user needs to segment customers by purchase behavior, identify high-value buyers, design retention campaigns, or prioritize marketing spend by customer value — even if they say 'who are our best customers', 'which customers are at risk of churning', or 'how do we target our marketing'.".
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"Customer relationship management strategy — integrated framework with six pillars: customer segmentation (RFM/CLV), journey orchestration (cross-channel), CDP technology stack, loyalty-program design, B2B key-account management (KAM), and CRM organization/governance. Use for VIP program design, membership-system decision, retail/ecommerce/B2B customer strategy, CDP buy-vs-build, marketing-automation adoption, or key-customer churn. Triggers: 『CRM 系統』『會員經營』『客戶分級』『大客戶策略』『CDP』『行銷自動化』『客戶生命週期』『VIP 方案』『顧客忠誠』『RFM』『CLV』『KAM』『Journey Orchestration』. For 師大 EMBA CRM, 政大 ecommerce, 中山 marketing cases. Complements Asgard `biz-cac-ltv` (tactics) and `biz-customer-journey` (single method) with the strategic integration layer.".
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Marketing analytics and data-driven optimization for B2B SaaS campaigns. Use this skill when analyzing marketing performance, optimizing conversion rates, running A/B tests, conducting customer research, creating marketing dashboards, building attribution models, analyzing funnel metrics, or storytelling with data. Also triggers on: marketing ops, performance analytics, CRO, A/B testing, data storytelling, customer insights, tracking plan, event taxonomy, UTM taxonomy, GA4 audit, consent mode, instrumentation contract, sample size calculation, minimum detectable effect, test duration, not enough traffic to A/B test, statistical significance, Bayesian vs frequentist, sample ratio mismatch, experiment feasibility, martech stack, marketing tech stack audit, tool consolidation, build vs buy, vendor evaluation, shadow IT tools, ESP/CRM/platform migration, switching cost, cutover plan, suppression list migration, data portability, customer interviews, survey design, sampling frame, non-response bias, how many people should I interview, thematic saturation, voice of customer, jobs-to-be-done, buyer persona research, is this finding real, data enrichment, which enrichment provider should we buy, waterfall enrichment, contact data quality, match rate, our list data is bad, email verification, catch-all domain, accept-all, bounce rate from bad data, B2B data decay, how often should we re-verify contacts, ZoomInfo vs Apollo vs Clearbit evaluation, cost per usable record, where did this list come from, GDPR Article 14 notice, purchased list compliance, suppression screening, TAM list building, demand planning, marketing plan, how many leads do we need, what pipeline target should marketing carry, funnel model, top-down vs bottom-up plan, plan of record, annual marketing planning, quarterly planning, pipeline coverage we have to create, sales cycle lag, our leads cannot close this quarter, carry-in pipeline, scenario planning, conservative moderate aggressive forecast, stretch target, reforecast, re-forecast triggers, assumption register, capacity ceiling, addressable audience ceiling, marginal cost per lead, blended CPL is wrong, we missed plan and nobody knows why, AI policy for the marketing team, AI governance, AI acceptable use policy, which AI tools are we allowed to use, can I paste customer data into ChatGPT, shadow AI, AI use register, human review of AI output, when can we stop reviewing every AI draft, can the agent send on its own, the AI made a mistake now what, pull back AI autonomy, AI evals, our AI vendor changed the model, AI output went out wrong, prompt injection, can our AI read prospect replies safely, lethal trifecta, the AI leaked internal notes, turn off auto-generated ad assets, auto-applied recommendations, AI literacy training, EU AI Act Article 4, duplicate records in the CRM, dedupe before import, which value wins in a merge, CRM cleanup.
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Master orchestrator for B2B SaaS content creation and the editorial production system behind it. Use this skill to produce blog articles, whitepapers, case studies, video scripts, newsletters and ghostwritten thought leadership, to develop content strategy, and to run the publishing line itself — content briefs, editorial calendars and production capacity, review and approval workflow, subject-matter-expert access, the style guide, an AI-drafting policy, and a content inventory with owners. Also triggers on: blog, article, copywriting, edit this copy, improve this landing page copy, fix this headline, tighten this paragraph, rewrite without losing our voice, case study, whitepaper, newsletter, video script, ghostwriting, content calendar, editorial, thought leadership, content strategy, content brief, content operations, content ops, editorial workflow, managing editor, who reviews this, our content pipeline is stuck, content is stuck in review, content audit, content inventory, content governance, style guide, house style, SME interview, expert interview, freelance writers, AI content policy, how much content can we actually produce. Also owns the customer academy and customer education: online courses, onboarding curriculum, tutorials, certification programs, digital credentials and badges, exam and pass-mark design, course freshness when the product UI changes, and whether the academy should sit behind a login. Triggers on: customer academy, customer education, online course, course library, learning path, curriculum, tutorial, certification program, certified users, digital badge, Open Badges, recertification, exam, pass mark, LMS, Skilljar, our tutorial shows the old UI, our course is out of date, should the academy be gated, do certified customers renew better.
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将合同续约或增加用户席位所需的已实现价值、使用记录及投资回报整理为HTML幻灯片，制作适合客户内部沟通和预算审批的销售材料。
Find and qualify prospective customers for B2B, SaaS, local businesses, or early-stage products. Define target criteria, gather supporting sources, verify email contacts, and prioritize prospects in a lead sheet or an evidence report for first-customer discovery.
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Test a product idea by writing its launch press release before building it, then answering customer and internal questions. Research informs a complete PRFAQ, a press release with frequently asked questions, plus a product requirements summary.
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Find professionals with relevant experience and request a written or voice answer, or a short call, through Instant Expert. Use it for customer discovery and practical advice, with a free simulated test mode to try the process.
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Prepare for investment diligence meetings with management, experts, customers, or advisors. Create a one-page brief with prioritized questions, comparison metrics, concerns to investigate, and follow-up requests based on the meeting's purpose and existing findings.
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Plan a new product launch around finding early customers, guiding their first use, and running short experiments. The skill also helps diagnose stalled adoption, document repeatable outreach methods, and assess whether customer demand supports further expansion.
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Prioritize product features, analyze customer interviews, and draft product requirements documents. Scoring scripts and document templates help turn customer problems, expected impact, and development effort into a roadmap with clear scope and success measures.
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Build a sales prospecting package by researching the market, ranking potential customers, drafting messages in the sender's voice, and logging outreach. Separate approvals govern key stages, with customer files and spreadsheets supporting work when connectors are unavailable.
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Build a customer-facing business case and a shared plan for signing a deal. Use customer statements and deal records to explain the investment, then map remaining steps to owners and dates on both sides.
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Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
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Draft customer responses to product questions, outages, billing problems, and difficult requests. Adapt tone and length to the relationship and communication channel, with internal notes identifying facts to verify, sensitive points, and follow-up actions.
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Helps build customer support agents that classify incoming messages, draft replies, and hand difficult cases to people. Defines clear rules for permitted actions, policy-based answers, privacy concerns, and verification before reporting an action as complete.
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Design customer referral and affiliate programs with clear rewards, sharing steps, and measurement plans. Use customer value and acquisition costs to compare incentives, diagnose weak points in existing programs, and prepare partner recruitment materials and launch checklists.
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Route customer success, sales, revenue operations, and contract requests to one of four specialist skills. Use it when a business request is unclear, so the agent selects the relevant workflow before starting the work.
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Summarize customer interview transcripts into a consistent Markdown document. Capture what customers want to accomplish, their current solutions, satisfaction and problems, notable findings, and follow-up actions with dates and owners when available.
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