Claude Skills by t0ddc3by

Manages the complete deal desk approval routing workflow: submit → review → route → decide → log. Assembles context brief (discount rationale, competitive context, Tier 1 churn risk signal) before routing to approver. Enforces SLA (24h standard, 4h final 2 weeks of quarter). SLA breach escalates to #revops-ops. Triggers: 'deal desk', 'approval workflow', 'route for approval', 'deal approval status', 'process a deal desk request'.

Scores each open opportunity on five dimensions (activity recency, stakeholder coverage, stage-age ratio, competitive signal, rep forecast accuracy history). Composite 0–100 score. Deals below 50 flagged for next-best-action. Triggers: 'deal health', 'health score', 'which deals are at risk', 'pipeline health', 'risky deals this quarter'.

Links every closed/won opportunity to its downstream CS trajectory using the OCV Outcome Catalog. At deal close: checks catalog completeness (OCV entry, trigger match, measurement source). At 30/60/90/180-day checkpoints: assesses L0–L3 rubric level per OCV entry. When OCV catalog is absent: falls back to structural risk signals with [Confidence: Low]. Triggers: 'outcome tracing', 'what did we promise [account]', 'deal-to-outcome', 'track outcomes for [account]', 'which rubric level is [accou...

Flags deals where discount exceeds the approved threshold for that segment. Routes approval to the correct authority based on discount depth using thresholds from company profile. Tracks discount frequency by rep and segment. Never approves deals autonomously. Triggers: 'discount approval', 'discount threshold', 'discount frequency by rep', 'is this discount approved', 'flag a discount'.

Identifies duplicate accounts, contacts, and opportunities in HubSpot. Produces merge candidates with confidence scores (High/Medium/Low). Never merges autonomously — all merges require Write-tier human confirmation. Triggers: 'duplicates', 'merge candidates', 'duplicate accounts', 'duplicate contacts', 'clean up CRM duplicates'.

Three-tier churn signal model starting at deal close (not renewal). Tier 1 fires at close using configurable rule-mode thresholds (or cohort-mode correlations when 6+ months of data available). Tier 2 fires 30–90 days post-onboarding on behavioral signals. Tier 3 fires 90–120 days pre-renewal on late-stage risk. Every flag includes escalation path and owner. Triggers: 'churn signals', 'early churn', 'downgrade risk', 'at-risk accounts', 'churn detection', 'which accounts are at risk of churni...

Tracks required field completion rates by stage gate across both Sales new-logo pipeline and CS expansion/renewal pipeline. Flags missing data that will break downstream forecasting before quarter close. CS expansion gates include OCV entry reference, commercial terms, and churn risk resolution. Escalates deals in Negotiation+ or Commercial Terms+ with missing fields 2 weeks before quarter close. Triggers: 'missing fields', 'field completion', 'gate fields', 'pre-quarter-close hygiene', 'what...

Compares submitted forecast to actual closed/won outcomes. Classifies variance by root cause: rep-level, deal-size band, stage-entry, seasonal, or product/segment. Surfaces systemic patterns — not one-off explanations. Minimum: 3 deals or 2 consecutive quarters before a pattern is surfaced. Triggers: 'why did we miss', 'forecast variance', 'call accuracy', 'forecast accuracy by rep', 'what caused the miss'.

Monitors unit economics of growth against the UoG annual plan baseline on three vectors: new logo/Sales-owned (CAC, time-to-first-value, ARR-at-12-months), expansion NRR/CS-owned (NRR by cohort vs. modeled), retention GRR/CS-owned (GRR vs. modeled). Vectors 2–3 are CS accountability signals routed to CS leadership. Fires a variance memo when any vector diverges >15% (NRR: >5pp, GRR: >3pp). Routes to mid-year-replan-triggering when threshold is crossed. Triggers: 'plan vs actual', 'growth mode...

Weekly cross-functional metrics report covering five sections: revenue system pipeline (new logo + expansion + renewal pipelines across Sales and CS), handoff quality (RevOps/CS ops), CS capacity status (leadership), early churn flags with account names (#cs-leadership only), outcome realization summary (aggregate to all, account-level to #cs-leadership). All Slack posts require Write-tier confirmation. Triggers: 'weekly pulse', 'GTM metrics', 'alignment pulse', 'cross-functional metrics', 'r...

Monitors plan-vs-actual drift against the UoG baseline. Fires a replan recommendation when actuals diverge >15% from P50 plan, CS headroom crosses 10%, AE attainment runs >20pp below plan for 2+ months, or a material territory event occurs. Produces a replan recommendation memo with supporting data. Triggers: 'replan', 'plan vs actual drift', 'mid-year adjustment', 'are we off plan', 'should we replan'.

Produces specific, rationale-backed interventions for deals flagged at-risk by deal-health-scoring or pipeline-velocity-tracking. Intervention types: executive sponsor escalation, competitive response, procurement/legal acceleration, CS pre-close engagement, closed/lost reclassification. Not generic nudges — every recommendation names what to do, who does it, and why. Triggers: 'next action for [deal]', 'intervention for [account]', 'what should we do with [deal]', 'stuck deal'.

Scans deal notes and opportunity fields for payment terms, contract structures, and custom provisions outside the standard playbook. Detection patterns: payment terms net >30 days, multi-year ramps/price locks, SLA commitments, data residency requirements, indemnification carve-outs, source code escrow. Routes to Legal or Finance when required. Triggers: 'non-standard terms', 'off-playbook deal', 'custom provisions', 'payment terms', 'SLA commitment', 'data residency'.

Outcome Statement Builder -- transform raw product or service capabilities into structured, verifiable outcome statements using the Seven-Stage Value Chain, then assign tangible business metrics and generate a multi-level achievement rubric. Use during Outcome Catalog development to convert capability inputs into catalog-ready outcome entries with approval checkpoints and rubric-based evaluation criteria. Produces a local Outcome & Value Registry in machine-readable Markdown and a presentatio...

Maps each customer to their L0–L3 rubric level on their referenced OCV entries at OCV-defined verification milestones (e.g., 90-day, 180-day). Portfolio view: % at each rubric level per OCV entry. Surfaces systemic L0 persistence (>40% of accounts stuck at L0 past 90-day milestone) as a delivery pattern signal. Triggers: 'outcome tracking', 'rubric level', 'L0 L1 L2 L3', 'value realization', 'are customers achieving outcomes', 'outcome portfolio health'.

Calculates pipeline coverage ratio by segment, rep, and quarter. Flags when coverage falls below the threshold derived from win rate (not a universal 3x). Produces an exposure ranking and week-over-week trend. Use when assessing pipeline health before a forecast call, board review, or quarter-close. Triggers: 'pipeline coverage', 'coverage ratio', 'are we covered for Q[N]', 'pipeline risk by segment'.

Tracks average sales cycle time by segment, rep, and deal size. Flags deals aging past 1.5x historical average for their current stage. Surfaces velocity trend vs. prior quarter. Triggers: 'pipeline velocity', 'cycle time', 'deals aging', 'stalling pipeline', 'how long are deals taking'.

Builds quota models from UoG-confirmed AE headcount and revenue target. Models structural achievability at five attainment levels (50/65/75/85/100%). Flags when hitting plan requires attainment above the 75th percentile of historical actuals. Used inside annual-planning-workflow Phase 4 or standalone. Triggers: 'quota model', 'is quota achievable', 'quota sensitivity', 'quota attainment model', 'what does quota need to be'.

Produces weekly or monthly executive revenue narrative by coordinating outputs from all rev-ops agents. Five sections: forecast + pipeline, pipeline health, CS capacity status, NRR trajectory, top 3 risks with recommended owner and action. One decision required per brief. Delivered as [DRAFT] for RevOps lead review before distribution. Triggers: 'revenue brief', 'weekly summary', 'executive summary', 'what happened this week', 'run the revenue brief'.

Identifies deal structures leaving money on the table before close: underpriced professional services, missing expansion clauses in multi-year deals, renewal terms misaligned with ARR classification, missing success milestone gates for expansion. Fires at Negotiation stage — before close locks the structure. Triggers: 'revenue leakage', 'missing expansion clause', 'mispriced services', 'deal structure review', 'are we leaving money on the table'.

Scores each closed/won deal on five handoff dimensions (0–100). Pass threshold: 80. Below-threshold deals trigger a Linear issue assigned to the AE manager with 48-hour SLA. CS onboarding proceeds but CSM is notified of open issue. Dimensions: OCV entry referenced, trigger match, measurement source accessible, stakeholder map, risk flags documented. Triggers: 'handoff quality', 'handoff score', 'what's missing for [deal] handoff', 'CS handoff check', 'handoff completeness'.

Builds P10/P50/P90 range forecasts from current pipeline state. Models win rate sensitivity, slip scenarios, and enterprise concentration risk. Produces structured scenario output consumed by annual-planning-workflow for three-scenario UoG capacity modeling. Triggers: 'forecast scenarios', 'P10 P50 P90', 'range forecast', 'what if win rate drops', 'downside scenario', 'upside scenario'.

Detects CRM hygiene issues that distort forecasts: stage-skipping (multi-stage jumps in one update), backward movement, and stale stage (stuck >2x historical avg). Produces audit report for human review before any CRM edits. Never updates CRM autonomously. Triggers: 'stage integrity', 'stage skipping', 'backward movement', 'CRM stage hygiene', 'stale stage'.

Unit of Growth Calculator -- compute GTM headcount requirements, capacity imbalances, and efficiency diagnostics for B2B SaaS organizations using the AE-anchored or CSM-anchored pod model. Use during revenue planning, board preparation, CRO/CFO reviews, or CS capacity modeling to surface under/over-capacity signals across AE, SDR, CSM, and Support functions with specific remediation guidance. Synthesizes the SuccessCOACHING Unit of Growth research model with 2025 SaaS benchmarks.