Claude Skills by CSPulse

github.com/CSPulse

33 skillsA× 330 installs35 views

Account ContextACaptures the shared context every other customer success skill needs, once, so they stop asking for it. Trigger whenever the user says "account context", "set up account context", "set up the CS skills", "first time using these skills", "let me tell you about our product", "onboard me to these skills", or when any other skill in this library needs product, segment, contract or value-metric context that has not been established yet. Also trigger when the user says the skills keep asking the sa...businessrustgoVotes: 0GitHub stars: 2
Account PlanAWrites the durable per-account plan you get measured against later, aimed at someone picking the account up in month four who needs to know what was promised and by whom. Trigger whenever the user says "account plan", "strategic account plan", "plan for this account", "what is our plan for", "write up the account strategy", "twelve month plan", "growth plan for the account", or is asked to produce a plan for a named account. It writes the objective in the customer's words with a measure attac...businessgoexpressVotes: 0GitHub stars: 2
Account ResearchAArchaeology on an account you inherited or are meeting cold: what was sold, by whom, on what promise, what has happened since, and which of it nobody has questioned in two years. Trigger whenever the user says "account research", "I just inherited this account", "brief me on", "what do I need to know about", "first meeting with", "taking over the account", "get me up to speed on", "who are these people", "why did they buy", "what was promised", or names an account they have not worked before....businessrustgoVotes: 0GitHub stars: 2
Advocacy AskAWorks out whether to ask a customer for advocacy, whom, when, what exactly to ask for, and what you owe them back. Trigger whenever the user says "advocacy", "reference", "reference call", "case study", "testimonial", "G2 review", "referral", "can we use them as a logo", "sales wants a reference", "who can we ask", "ask for a review", or is asked to produce a customer willing to vouch. It times the ask to realised value rather than to renewal, picks the person who benefited rather than the pe...businessrustgoVotes: 0GitHub stars: 2
Book TriageADecides which accounts get your attention this week, against a book too big to cover evenly, and writes down which ones deliberately do not. Trigger whenever the user says "book triage", "which accounts should I focus on", "prioritise my book", "I have too many accounts", "where should my time go", "who needs me this week", "I cannot cover them all", "my book is too big", "triage my accounts", or describes being spread thin across a portfolio. It sorts by what changed and what can still be in...businessgogitVotes: 0GitHub stars: 2
Business ReviewAPrepares a customer business review that earns the next meeting - the customer's goals first, value proved in their numbers, three to five themes, and an explicit ask - instead of a usage readout nobody asked for. Trigger whenever the user says "QBR", "EBR", "business review", "quarterly review", "exec review", "prep for my customer meeting", "build the deck for", "what should I present to", or names an account and an upcoming review in the same breath. Also trigger when they ask whether they...businessgogitVotes: 0GitHub stars: 2
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Call PrepAPrepares a customer call around the one thing it has to produce, rather than around what you plan to say. Trigger whenever the user says "call prep", "prep me for", "I have a call with", "meeting in an hour", "what should I ask", "what do I need to know before", "help me prepare for this call", "agenda for", "talking points for", or names a customer and an upcoming meeting in the same breath. Also trigger when they are walking into an account they have just inherited, or a call they are dread...businessgosecurityVotes: 0GitHub stars: 2
Call RecapATurns a recorded customer call into an honest read of it plus the full set of emails it generated - the recap and every follow-up - grouped by recipient, written in the user's voice and staged as drafts. Trigger whenever the user shares a call recording link from any meeting recorder, pastes a transcript, or points at a call, and asks what they should send, or says "recap email", "meeting recap", "write the follow-ups", "what do you think of this call", "emails from this call", "post-call ema...businessgosecurityVotes: 0GitHub stars: 2
Churn PostmortemAWorks out why an account actually left, separating the reason the customer gave from the mechanism that caused it, and checks whether the loss was one of a correlated set. Trigger whenever the user says "churn postmortem", "why did we lose them", "post mortem", "churn analysis", "they did not renew", "we lost the account", "what went wrong with", "lessons learned", or names an account in the past tense. Also trigger when several accounts have been lost for the same stated reason, or before a ...businessgogitVotes: 0GitHub stars: 2
CoachingARuns the one-to-one, the call review and the development conversation so behaviour changes rather than gets described. Trigger whenever the user says "coaching", "coach my team", "call review", "one to one", "1:1", "development conversation", "my CSM is struggling", "how do I give feedback on this call", "performance conversation", "they are not improving", "skill gap on my team", or is preparing to give a colleague feedback on how they work. It diagnoses whether the problem is skill, will, k...businessgoperformanceVotes: 0GitHub stars: 2
Coverage ModelADesigns who gets a named CSM, who gets pooled, who gets digital only, and states what breaks at each line. Trigger whenever the user says "coverage model", "segmentation", "touch model", "CSM ratio", "how many accounts per CSM", "high touch low touch", "tech touch", "digital CS", "scaled CS", "pooled model", "we cannot cover the long tail", "do we need more headcount", or is designing or defending how a team is deployed across a book. It segments by what accounts need rather than only by what...businessgotestingVotes: 0GitHub stars: 2
Csql MotionADesigns how customer success generates and hands off qualified expansion leads without damaging the relationship that produced them. Trigger whenever the user says "CSQL", "customer success qualified lead", "CS sourced pipeline", "should CS sell", "hand leads to sales", "expansion motion", "CS to sales handoff", "how do we count CS influence", "attribution between CS and sales", or is designing or fixing how expansion signals move from customer success to a sales team. It defines what actuall...businessrustgoVotes: 0GitHub stars: 2
Customer UpdateAWrites the proactive message nobody wants to send: an incident, a delay, a deprecation, a price change, planned maintenance, or a change of CSM. Trigger whenever the user says "customer update", "notify customers", "we need to tell them", "announcement to customers", "we are deprecating", "end of life", "maintenance window", "outage notice", "I am handing over my accounts", "changing CSM", "tell them about the delay", or describes news that has to reach a list of customers rather than one per...businessgosecurityVotes: 0GitHub stars: 2
Email CriticAStress-tests a customer email the user has already drafted and returns a straight verdict plus a tightened version, checked against the source transcript, the account plan and their voice principles rather than in a vacuum. Trigger whenever the user pastes or points at a draft email and asks any of: "is this good", "would you send this", "review this email", "critique this", "tighten this", "make this better", "does this sound right", "too long?", "what would you change", or shares a draft wi...businessrustgoVotes: 0GitHub stars: 2
EscalationARuns the first four hours of an account on fire: what to say before you know the answer, who to pull in, and what the customer actually wants, which is often not the fix. Trigger whenever the user says "escalation", "the account is escalating", "their VP is involved", "this has gone to their exec", "angry customer", "they are threatening to churn", "account on fire", "major incident with a customer", "they want a call today", "I need to escalate this internally", or describes a customer situa...businessrustgoVotes: 0GitHub stars: 2
Exec ConversationAPrepares fifteen minutes with a senior person on the customer side who has no context, did not ask for the meeting, and will leave early. Trigger whenever the user says "exec conversation", "meeting their CFO", "meeting the VP", "C-level meeting", "executive sponsor meeting", "I have fifteen minutes with", "talking to my champion's boss", "exec sponsor", "senior stakeholder meeting", "how do I talk to an executive", or names a title two or more levels above their usual contact. Also trigger w...businessgoVotes: 0GitHub stars: 2
Expansion CaseABuilds the internal business case your champion has to carry without you in the room, rather than the pitch you would give. Trigger whenever the user says "expansion case", "business case", "upsell", "cross-sell", "expand the account", "they want to add seats", "second department", "justify the spend", "my champion needs to sell this internally", "build the case for", "how do I get budget for", or names an account and additional scope in the same breath. Also trigger when a customer asks what...businessgoexpressVotes: 0GitHub stars: 2
HandoffARuns a handover so the receiving side can actually take it: sales to customer success, customer success to support, or one CSM to another. Trigger whenever the user says "handoff", "handover", "handing over my accounts", "sales to CS handover", "transition the account", "I am leaving and need to hand over", "onboarding a new CSM", "what do I need to pass on", or names an account changing owner. It defines completeness from the receiving side rather than the leaving side, forces out the things...businessgogitVotes: 0GitHub stars: 2
Hard ConversationAScripts the customer conversation you are putting off: a price increase, a feature you will not build, a commitment you missed, or a failure that cost them money. Trigger whenever the user says "hard conversation", "difficult conversation", "how do I tell them", "I have to tell the customer", "price increase", "raising their price", "we are not building", "roadmap no", "we missed the deadline", "we slipped", "the outage", "how do I break this to", "they are going to be angry", "I have been pu...businessrustgoVotes: 0GitHub stars: 2
Health ReadAAudits an account health score rather than reporting it, so the number can be trusted or discounted deliberately. Trigger whenever the user says "health score", "account health", "is this account healthy", "the score says green but", "health check", "why is this account red", "our health scores are wrong", "audit the health score", or asks what an account's health actually is. Also trigger when a green account has just churned, or when someone is deciding whether to act on a score. It separat...businessrustgoVotes: 0GitHub stars: 2
Internal EscalationAGets your own company to act, with the ask and the evidence shaped for the people you are asking rather than for you. Trigger whenever the user says "internal escalation", "escalate internally", "I need engineering to look at this", "get leadership involved", "how do I get this prioritised", "nobody is picking this up", "I need an exception", "raise this with my manager", "who do I go to", or describes needing something from another team on a deadline. It works out who can actually decide, st...businessgoVotes: 0GitHub stars: 2
Nrr NarrativeATurns net and gross revenue retention into a story a board will follow, including what the headline number hides. Trigger whenever the user says "NRR", "net revenue retention", "GRR", "gross retention", "retention narrative", "board update on retention", "explain our retention numbers", "why did NRR drop", "retention story", "prepare the retention slide", or is presenting a retention number to a board, an investor or an executive team. It decomposes the ratio into expansion, price, contractio...businessgogitVotes: 0GitHub stars: 2
OffboardingARuns a departure well: the data handover, the honest exit conversation, and the door left open. Trigger whenever the user says "offboarding", "they are leaving", "they gave notice", "churn process", "wind down", "transition them off", "they are not renewing", "how do I hand this back", "exit conversation", or names an account and a termination in the same breath. It separates what you owe them contractually from what you owe them professionally, gets the exit interview that nobody asks for, a...businessgoVotes: 0GitHub stars: 2
Onboarding PlanABuilds a customer onboarding plan aimed at a result the customer can point to, not a checklist your team can close - with success criteria carrying a baseline, named owners on both sides, and the early signals that predict a bad year. Trigger whenever the user says "onboarding plan", "kickoff", "new customer", "just closed", "first 90 days", "implementation plan", "handover from sales", "success plan", or names an account that has recently signed. Also trigger when they ask why an onboarding ...businessgogitVotes: 0GitHub stars: 2
One PagerAWrites the summary a sponsor forwards to their boss without editing it, for the person who was not in the room and has forty seconds. Trigger whenever the user says "one pager", "one-pager", "exec summary", "executive summary", "summarise this for their leadership", "something they can forward", "my champion needs to share this", "brief for their boss", "leave-behind", "recap they can pass on", or asks for a short document aimed at someone they will never speak to. It leads with the conclusio...businessrustgoVotes: 0GitHub stars: 2
Portfolio ReviewARuns the meeting where you review your team's account reads rather than their accounts, to find out which reads are wrong before they reach a forecast. Trigger whenever the user says "portfolio review", "account review with my team", "review my team's accounts", "pipeline review for renewals", "how do I run a forecast call", "my team's reads are unreliable", "someone is sandbagging", "everything is green and I do not believe it", or is preparing a recurring review of a team's book. It samples...businessgogitVotes: 0GitHub stars: 2
Product FeedbackATurns customer noise into something the product team will actually act on: the job to be done rather than the requested feature, how many accounts have it, what it is worth, and what happens if nothing changes. Trigger whenever the user says "product feedback", "feature request", "the customer wants", "raise this with product", "log this request", "they are asking for", "submit this to the roadmap", "product gap", "how do I get this built", or forwards a customer request expecting it to reach...businessgodocumentationVotes: 0GitHub stars: 2
Renewal ForecastAProduces a renewal and expansion forecast in dollars with a stated confidence, with contraction sized separately and correlated risks named as one bet rather than thirty. Trigger whenever the user says "renewal forecast", "forecast the quarter", "what will we renew", "gross retention forecast", "commit number", "roll up my team's renewals", "forecast call", "what is the risk to the number", or is preparing a retention number for finance or a board. It sets evidence-based entry criteria for ea...businessrustgoVotes: 0GitHub stars: 2
Renewal NegotiationAPrepares the renewal conversation itself: what you will concede, what you will not, what the walk-away is, and what they are going to ask for. Trigger whenever the user says "renewal negotiation", "they want a discount", "renewal conversation", "they are asking for a better price", "procurement is involved", "negotiating the renewal", "they want to cut seats", "how much should I give", "what do I concede", "they mentioned a competitor", or names a renewal and a number in the same breath. Also...businessgoexpressVotes: 0GitHub stars: 2
Renewal RiskAProduces a defensible read on whether an account will renew - the decision, the decider, the mechanism, the evidence, the dollars at stake and the play - rather than a colour on a dashboard. Trigger whenever the user asks "will they renew", "is this account at risk", "renewal risk", "churn risk", "should I be worried about this account", "what's the read on", "health check on", or names an account and a renewal date in the same breath. Also trigger when preparing for a forecast call, a risk r...businessgogitVotes: 0GitHub stars: 2
Stakeholder MapAMaps the people who decide an account's outcome by what they can do to it, not by their job titles. Trigger whenever the user says "stakeholder map", "who are the stakeholders", "relationship map", "who do I need to know", "who actually decides", "who signs", "map the account", "we are single-threaded", "my champion left", or asks who to call about a renewal. Also trigger when an account has gone quiet, when a new executive has arrived on the customer side, or before any first meeting with an...businessgosecurityVotes: 0GitHub stars: 2
Weekly PlanAShapes the week around the accounts that move rather than around the calendar that filled itself. Trigger whenever the user says "weekly plan", "plan my week", "how should I spend this week", "my calendar is full", "I have no time for proactive work", "plan Monday", "week ahead", "I am drowning", "everything is reactive", or describes a week where meetings have consumed the time. It starts from what has to be true by Friday, protects one block for the work that has no deadline, batches the re...businessgoreactVotes: 0GitHub stars: 2
TemplateAOne paragraph covering what the skill does and, more importantly, when to fire it. List the exact phrases a user says when they want this. Claude matches on this text, so vague descriptions produce a skill that never triggers. Name any sibling skill it should defer to.ai-agentsgoVotes: 0GitHub stars: 2