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gaintrace

Organization

30 agent skills for customer success and retention: churn prediction, renewal forecasting, QBRs, expansion, escalations, voice of customer, board reporting and CS ops. Evidence-backed, MIT licensed.

30 indexed · 0 Featured · 1 stars · avg score 75
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Categories

Indexed Skills (30)

AI & Automation Listed

book-of-business-triage

When the user has a whole book of accounts and needs to decide what to actually work on this week, in what order, with a realistic time budget. Also use when the user mentions 'where do i start', 'no idea where to start', 'what should I work on this week', 'Monday planning', 'prioritise my book', 'my book of business', 'I have too many accounts', 'where do I spend my time', 'weekly plan', 'work queue', 'triage my accounts', 'which accounts need attention', 'I'm drowning', 'how do I cover 200 accounts', 'nobody has touched these accounts', 'my pooled book', or 'help me plan my week'. Use this whenever someone is deciding how to allocate CSM time across more accounts than they can cover, even if they never say 'triage' or . For why one account is at risk, see churn-risk. For preparing a specific meeting, see pre-call-brief. For the portfolio revenue number, see renewal-forecast.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

churn-postmortem

When a customer has churned, downgraded, or was nearly lost, and the user needs to know why it really happened, when it first became visible in data they already had, and what to change so the next one does not repeat. Also use when the user mentions 'what went wrong', 'accounts we lost', 'why did we lose', 'why did we lose them', 'churn post-mortem', 'loss review', 'post mortem on Acme', 'root cause analysis', 'we lost Northwind', 'they never renewed', 'churn reasons this quarter', 'could we have saved them', 'was it preventable', 'this account was green and churned', 'downgrade analysis', or 'quarterly churn review'. Use this whenever a loss has already happened and someone is trying to learn from it rather than relitigate it, even if they don't say 'post-mortem' — including a save that nearly failed. For live risk on an open account, see churn-risk. For feedback themes across the base, see voice-of-customer. For rebuilding the score this loss defeated, see health-score-designer.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

churn-risk

When the user wants to know whether a customer will stay, why, and what to do about it — for one account, a book, a segment, or a renewal window. Also use when the user mentions 'something is wrong', 'going to churn', 'at risk', 'churn risk', 'red accounts', 'who should I worry about', 'should I be worried', 'gone quiet', 'usage is down', 'usage has dropped', 'my gut says', 'health check', 'early warning', 'which renewals are in trouble', or 'save list'. Use this whenever someone is working out whether a customer will stay, even if they never say the word 'churn'. For the execution runbook once risk is known, see renewal-prep. For portfolio revenue math, see renewal-forecast. For the intervention on an already-red account, see save-play. For a loss that already happened, see churn-postmortem.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

coverage-and-capacity

When the user needs to design, audit or defend how customers are segmented, which coverage model each segment gets, how big a CSM book can actually be, and whether the team is staffed to serve what it has sold. Also use when the user mentions 'how many csms', 'csms do we need', 'books are too big', 'CSM ratio', 'how many accounts per CSM', 'book size', 'are my books too big', 'segmentation model', 'coverage model', 'tech-touch', 'pooled coverage', 'do we need more CSMs', 'headcount case', 'capacity model', 'rebalance the books', 'territory planning', 'who covers what', 'uncovered ARR', or 'we can't cover everything'. Use this whenever a staffing, segmentation or book-assignment decision is being made, even if they never say 'capacity' — including when they ask for a benchmark ratio, which is the wrong question. For one CSM's week, see book-of-business-triage. For per-account risk, see churn-risk. For the retention numbers this model is judged on, see retention-report.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

cs-context

When the user is setting up, updating or auditing the shared context every other CS skill reads — how customers pay, how they buy, contract shape, segments, data sources. Also use when the user mentions 'set up customer success', 'onboard me to these skills', 'cs context', 'what do you need from me', 'get me started', 'connect my tools', 'our segments', 'how we sell', 'our commercial model', or when ANY other CS skill needs context that is missing. Use this whenever customer success work is starting and no context file exists — run it first rather than guessing the business model, even if the user did not ask for setup. For an instrumentation quality audit, see cs-data-audit. For health score weights, see health-score-designer.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

cs-data-audit

When the user wants to find out what customer success data actually exists, how good it is, what is missing, and what to fix first — an instrumentation and data-quality audit ending in a costed, ranked remediation plan. Also use when the user mentions 'audit our cs instrumentation', 'instrumentation audit', 'what data is missing', 'data audit', 'our data is a mess', 'what data do we have', 'why don't our numbers match', 'GRR is different in two systems', 'can we even predict churn with this data', 'what should we instrument', 'the renewal dates in Salesforce are wrong', 'do we have enough data for a churn model', or 'build me the business case for fixing our data'. Use this whenever a CS analysis comes back Low confidence, a Coverage Ledger lands under 60%, or someone is about to buy a CS platform — even if they never say 'data quality'. For the context interview, see cs-context. For designing the score this data feeds, see health-score-designer. For reading risk off the data you already have, see churn-risk.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

cs-playbook-designer

When the user wants to turn a customer success motion into a triggered, owned, measurable playbook — or to fix a play library nobody runs. Also use when the user mentions 'build a playbook', 'CS playbooks', 'play library', 'what plays should we have', 'automate this motion', 'set up alerts', 'our alerts are noise', 'alerts fire constantly', 'CSMs ignore the alerts', 'too many alerts', 'trigger design', 'the score fires and nothing happens', 'did the play work', 'how do I measure our plays', 'nobody follows the playbook', or 'which plays should we retire'. Use this whenever someone is deciding what fires, who acts, and how it gets measured, even if they never say 'playbook' — including 'we keep doing this manually every time'. For the risk analysis a trigger reads, see churn-risk. For the words a step sends, see proactive-outreach. For the score a trigger fires on, see health-score-designer. For the hours plays must fit inside, see coverage-and-capacity. For one account already burning, see save-play.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

custom-vs-product

When the user must decide whether to build something bespoke for one customer, generalise it, work around it, or say no — priced on the carrying cost, not the build cost. Also use when the user mentions 'wants something bespoke', 'cost us long term', 'build this custom', 'should we build this', 'build it or push it to product', 'they want a custom', 'one-off for this customer', 'is this worth building', 'how do I say no to this', 'the deal depends on us building it', 'we'll productise it later', 'bespoke work', 'custom connector', 'roadmap collision', 'what will this cost us to maintain', or 'can we just hack it for them'. Use this whenever someone is deciding what gets built for a single account, even if they never say 'custom' — a 'quick script', a 'small tweak' and a pilot hack that reached production are all this decision. For the SOW that governs agreed work, see fde-scoping. For what is already built and what it costs, see fde-account-plan.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

customer-advocacy

When the user needs a customer to say something publicly, privately, or to a prospect — who is safe to ask, what to ask them for, how to word it, and how not to burn them. Also use when the user mentions 'reference customers', 'ask for a case study', 'who can we ask', 'who can be a reference', 'need a reference call', 'find me a case study customer', 'ask for a testimonial', 'G2 review', 'can we use their logo', 'reference request from sales', 'customer advisory board', 'CAB invite', 'they said no to the reference', 'we keep asking the same customers', 'referenceable accounts', or 'who would speak at our conference'. Use this whenever someone wants a customer to vouch for them, even if they never say 'advocacy'. For whether the account is well enough to ask at all, see churn-risk. For the commercial ask that must never share a meeting with this one, see expansion-finder. For survey themes rather than named advocates, see voice-of-customer. For the review that surfaces the moment, see qbr-builder.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

exec-escalation-comms

When something has broken, slipped, or is about to change, and it has to go in writing to a customer executive — a note that will be forwarded, unedited, to people you have never met. Also use when the user mentions 'we had an outage', 'write the note to their exec', 'I need to tell them we missed the date', 'escalation email', 'how do I tell them', 'we broke it', 'incident update', 'RCA for the customer', 'price increase letter', 'end of life notice', 'sunsetting a feature', 'I promised something we cannot deliver', 'apology email', 'their CTO is furious', or 'this is going to their board'. Use this whenever bad news has to travel outward in writing, even if they never say 'escalation' — a status update, a missed date and a price change are the same artifact under different names. For the war room and the save decision behind it, see save-play. For the risk read, see churn-risk. For price and terms, see renewal-negotiation. For a normal call recap, see post-call-followup.

1 Updated 2 weeks ago
gaintrace
Code & Development Listed

exec-retention-review

When the user has to tell the retention story upward — to a board, an exec staff meeting, an investor update, or an all-hands — and the numbers have to survive a CFO. Also use when the user mentions 'cfo wants to know', 'why nrr dropped', 'present retention to the board', 'board deck', 'board slides', 'I present to the board next week', 'what do I tell the board about churn', 'exec staff update', 'investor update', 'our NRR dropped, what do I say', 'the CFO is going to ask', 'justify a CSM hire', 'headcount business case', 'CS budget ask', or 'board pre-read'. Use this whenever retention numbers are about to be shown to people who do not run CS, even if they never say the word 'board' — the failure mode is a metrics tour with no ask. For the account-level risk sweep that feeds it, see churn-risk. For the portfolio revenue call, see renewal-forecast. For a customer-facing business review, see qbr-builder. For the shared metric definitions, see cs-context.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

expansion-finder

When the user wants to find, size, qualify, time or justify expansion revenue inside customers they already have — for one account, a book, a segment, or a renewal window. Also use when the user mentions 'what should I upsell', 'expansion opportunities', 'where is my upsell', 'where is my expansion revenue', 'who can I grow', 'cross-sell candidates', 'whitespace analysis', 'they are maxed out on seats', 'they hit their limit', 'can we upgrade them', 'build me the business case for more seats', 'find pipeline in my book', 'expansion pipeline', 'NRR is flat', 'account growth plan', or 'they just raised a Series C'. Use this whenever someone is hunting for revenue inside the installed base, even if they never use the words expansion or upsell — including when they ask what to bring to a QBR. For risk on the same account, see churn-risk. For the renewal runbook, see renewal-prep. For portfolio revenue math, see renewal-forecast. For the deck the case is delivered in, see qbr-builder.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

fde-account-plan

When the user owns the technical side of a deployment and needs the plan for it — what is actually running in the customer's environment, what was custom-built for them, what it costs to keep alive, and which technical facts would kill the renewal. Also use when the user mentions 'technical account plan', 'what we built for this customer', 'how their deployment works', 'technical debt are we carrying', 'the custom work we built for them', 'architecture as deployed', 'unsupported version', 'deployment risk register', 'the only one who knows this deployment', 'bus factor', 'runbook for this account', 'technical QBR', 'handover the deployment', or 'can their deployment scale'. Use this whenever an FDE, solutions architect or TAM is writing up the technical state of an account, even if they don't call it a plan. For per-connector sync health, see integration-health. For scoping a build, see fde-scoping. For a build-or-refuse decision, see custom-vs-product. For proving the outcome, see value-case.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

fde-scoping

When the user needs to scope a customer deployment or services engagement and write the statement of work that governs it — in-scope and out-of-scope, milestones with acceptance criteria, customer dependencies, estimate and change control. Also use when the user mentions 'statement of work', 'write the SOW', 'scope this deployment', 'is this in scope', 'out of scope', 'they keep asking for extra work', 'they want it thrown in for free', 'scope creep', 'this project has grown on me', 'how much work is this actually', 'estimate the effort', 'is this a change order', 'the milestone never got signed off', or 'kickoff readiness'. Use this whenever someone is agreeing what will be built for a customer and by when, even if they never say 'SOW' — a pilot, a POC or a 'quick favour' turning into a maintained system is this skill. For architecture and tech debt, see fde-account-plan. For the plan after signature, see onboarding-plan. For build-or-not, see custom-vs-product. For proving the outcome, see value-case.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

health-score-designer

When the user wants to design, weight, calibrate, backtest, audit, or fix a customer health score. Also use when the user mentions 'health score is garbage', 'nobody trusts it', 'score that actually predicts', 'design a health score', 'build a customer health score', 'our health score is broken', 'nobody trusts the health score', 'what should go into our health score', 'health score weights', 'green accounts keep churning', 'is our health score any good', 'backtest the health score', 'calibrate our health score', 'red yellow green thresholds', 'the score isn't predicting anything', 'audit our scoring model', or 'rescore the book'. Use this whenever someone is deciding what makes an account healthy, or arguing about a score's inputs, even if they never say 'health score' — a request for 'one number that tells me who to work on' is this skill. For scoring one account today, see churn-risk. For the data inventory the score is built on, see cs-context. For per-account renewal probability, see renewal-forecast.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

integration-health

When the user needs to know whether the integrations wired into a customer account are actually working — per connector, per error class, and including the failures that raise no alert. Also use when the user mentions 'integration health', 'the sync is broken', 'my sync keeps failing', 'failing silently', 'connector errors', 'nothing is syncing', 'their data looks wrong', 'records are missing', 'we are dropping records', 'the token expired', 'credentials expired', 'schema changed and broke it', 'API version is being retired', 'webhook failures', 'why is their data out of date', or 'they say the numbers do not match'. Use this whenever data flow into or out of the product is in question for an account, even if they never say 'integration' and only report a number looking wrong. For the whole deployment, see fde-account-plan. For account-level risk, see churn-risk. For scoping a fix as a build, see fde-scoping. For the data the CS team runs on, see cs-data-audit.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

onboarding-plan

When the user needs to plan, run, audit, or rescue a new customer's onboarding and implementation — from the sales handover through to first value and steady-state handoff. Also use when the user mentions 'implementation is behind', 'weeks behind', 'plan their onboarding', 'onboarding plan', 'implementation plan', 'we just closed Acme, what now', 'kickoff call', 'kickoff agenda', 'time to value', 'time to first value', 'go-live plan', 'first 90 days', 'onboarding checklist', 'sales to CS handoff', 'this implementation is stalled', 'they signed three months ago and still aren't live', or 'when will they actually be live'. Use this whenever a customer has signed but has not yet reached first value, even if they never say the word 'onboarding' — a question as small as 'what should I do with this new account' is this skill. For risk after onboarding, see churn-risk. For the kickoff brief, see pre-call-brief. For the review after handover, see qbr-builder. For the first renewal, see renewal-prep.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

post-call-followup

When the user has just finished a customer call, QBR, renewal conversation, escalation or check-in and needs the follow-up done properly — the customer recap, the internal note, the CRM updates, and the plays the call should trigger. Also use when the user mentions 'just got off a call', 'here are my notes', 'from this transcript', 'follow-up email', 'recap email', 'send them a summary', 'write up my call notes', 'post-call notes', 'action items from the call', 'next steps email', 'summarise the call', 'here's my transcript', 'log this call in Salesforce', 'update the CRM after the call', or 'they didn't commit to anything'. Use this whenever a customer conversation has just ended or notes/a transcript are pasted in, even if they only ask for 'a quick email' and never say the word follow-up. For preparation before the call, see pre-call-brief. For the QBR deck, see qbr-builder. For the renewal runbook, see renewal-prep. For a full risk re-score, see churn-risk. For an escalation war room, see save-play.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

pre-call-brief

When the user has a customer conversation coming up and needs to walk in prepared. Also use when the user mentions 'prep me for', 'brief me on', 'I have a call with', 'meeting with', 'call tomorrow', 'what do I need to know', 'account brief', 'call prep', 'one-pager on', 'catch me up', 'who am I talking to', 'who has to say yes on their side', 'I know nothing about them', or 'I'm covering for'. Use this whenever a customer conversation is imminent, even if they don't ask for a brief and only mention the meeting in passing. For the QBR deck itself, see qbr-builder. For what to send afterwards, see post-call-followup. For risk depth, see churn-risk. For who is in the room, see stakeholder-map.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

proactive-outreach

When the user needs to decide who to contact, why now, on which channel, and what to say — from one data trigger or across a whole book. Also use when the user mentions 'write me something', 'not just checking in', 'what do i send them', 'who should I reach out to this week', 'what should I send Acme', 'draft an email to', 'write a note to', 'their usage dropped, what do I say', 'they hit their seat limit', 'follow up on this NPS score', 'they just raised a round', 'my accounts have gone quiet', 'outreach list', or 'sequence'. Use this whenever someone is choosing which customer to contact or is about to write to a customer, even if they never say the word 'outreach' — including 'what do I do about this account' and 'can you write this email'. For the risk analysis behind a trigger, see churn-risk. For a booked meeting, see pre-call-brief. For an already-red account, see save-play. For sizing an expansion, see expansion-finder. For the post-call recap, see post-call-followup.

1 Updated 2 weeks ago
gaintrace
Web & Frontend Listed

qbr-builder

When the user needs to prepare or write a quarterly or executive business review — the qualification call, the objectives, the value case, the deck, next-period goals and the close. Also use when the user mentions 'build the qbr', 'qbr for', 'qbr deck by', 'build me a QBR', 'QBR deck', 'quarterly business review', 'EBR', 'executive business review', 'I have a QBR next week', 'what should go in the QBR', 'prove ROI to the customer', 'value realization', 'show them the value', 'their CFO is asking what we get for this', 'what does my champion tell their CFO', or 'do we even need a QBR'. Use this whenever a recurring strategic customer meeting has to prove value and agree next-period goals, even if they never say 'QBR' — including an annual review, a check-in with their exec, or a request to see ROI. For a single call, see pre-call-brief. For the renewal runbook, see renewal-prep. For account risk, see churn-risk. For the expansion case, see expansion-finder. For what to send after, see post-call-followup.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

renewal-forecast

When the user wants a defensible renewal revenue forecast for a book, segment, quarter or year — categories, dollars, confidence, and the arithmetic shown. Also use when the user mentions 'forecast feels wrong', 'pressure test my forecast', 'sandbagging', 'calculate our nrr', 'nrr and grr', 'my renewal number', 'renewal forecast', 'what's my forecast for the quarter', 'available to renew', 'ARR bridge', 'ARR waterfall', 'what's our NRR', 'GRR', 'net revenue retention', 'gross retention', 'commit vs best case', 'roll up my renewals', or 'what do I tell the CFO'. Use this whenever someone is trying to put a number on future renewal revenue — a quarter, a book, a segment or the year — even if they never say the word and whenever they ask how a retention metric was computed. For whether one account will churn and why, see churn-risk. For the per-account T-180→T-0 renewal runbook, see renewal-prep. For rescuing one at-risk account, see save-play. For sizing the expansion line, see expansion-finder.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

renewal-negotiation

When money, terms or leverage are on the table at a renewal and the user has to decide what to ask for, what to trade, and what to refuse — uplift, discounts, term, payment terms, downgrades and procurement. Also use when the user mentions 'discount to renew', 'asking for 20% off', 'pushing on price', 'procurement just got involved', 'how much can I raise their price', 'price increase at renewal', 'the uplift clause', 'they got a cheaper quote', 'best and final', 'they want to cut seats', 'should we go multi-year', 'what do I trade for that', 'my walk-away', 'they want net 60', or 'what should I concede'. Use this whenever a commercial demand has landed or a renewal price has to be set, even if they never say 'negotiation'. For the T-180 runbook and paper path, see renewal-prep. For an account already in rescue, see save-play. For the risk read, see churn-risk. For sizing an upsell, see expansion-finder.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

renewal-prep

When the user has a renewal coming up and needs the plan and the artifacts to get it signed — one account, a renewal window, or a rescue inside 30 days. Also use when the user mentions 'renewal plan', 'renews in november', 'between now and then', 'what do i need to do before', 'renewal prep', 'prep the renewal', 'Acme renews in 90 days', 'build me a renewal plan', 'renewal checklist', 'renewal readiness', 'what do I need to do before the renewal', 'the contract expires in', 'my Q3 renewals', 'how do I get this renewal signed', 'who signs this renewal', or 'procurement just showed up'. Use this whenever a contract end date is in view and someone has to act on it, even if they never say 'renewal' — a QBR two months before a contract expires is a renewal motion. For whether the account is at risk, see churn-risk. For portfolio forecast categories, see renewal-forecast. For a war room on an already-red account, see save-play. For sizing the upsell, see expansion-finder. For the meeting agenda, see pre-call-brief.

1 Updated 2 weeks ago
gaintrace
Data & Documents Listed

retention-report

When the user has to produce the recurring CS / retention report that leadership actually reads — monthly, quarterly, or for an operating review. Also use when the user mentions 'retention numbers', 'for the leadership meeting', 'monthly retention report', 'monthly CS report', 'CS business review', 'retention readout', 'build the monthly report', 'ARR bridge for last month', 'our GRR by segment', 'our NRR this month', 'logo retention', 'cohort retention table', 'health migration matrix', 'churn by reason', 'renewals closed vs forecast', 'forecast accuracy', or 'how did we do last month'. Use this whenever someone has to publish retention numbers on a cadence to an internal audience, even if they never say 'report' — the failure mode is a metrics dump with no driver behind any movement. For the board narrative and the ask, see exec-retention-review. For the forward renewal call, see renewal-forecast. For per-loss root cause, see churn-postmortem. For broken data, see cs-data-audit.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

save-play

When an account has crossed from monitoring into intervention and the user needs the war-room plan that saves it — root-cause diagnosis first, then the matching play with owners and dates, exec engagement, a concession ladder, and the stop-loss decision. Also use when the user mentions 'is red', 'what do we actually do', 'rescue plan', 'turn this around', 'save play', 'save plan', 'rescue this account', 'they gave notice', 'they want to cancel', 'intent to cancel', 'red account', 'war room', 'escalation plan', 'how do I save this renewal', 'auto-renew got switched off', or 'we are about to lose them'. Use this whenever an account is High Risk or Critical and someone has to act on it, even if they never say 'save' — a cancellation email, a competitive bake-off or a notice letter is a save play, not a check-in. For scoring the risk, see churn-risk. For the ordinary renewal runbook, see renewal-prep. For the loss review afterwards, see churn-postmortem. For forecast movement, see renewal-forecast.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

stakeholder-map

When the user wants to know who they actually know inside an account, who is missing, and how much money depends on one person staying — relationship mapping, multithreading, champion risk and executive sponsor coverage. Also use when the user mentions 'who do we actually know', 'who else do we have', 'stakeholder map', 'relationship map', 'org chart', 'who are the key contacts', 'who is the decision maker', 'economic buyer', 'our champion left', 'my champion is leaving', 'single-threaded', 'multithreading', 'who else should I know', 'power map', 'coverage gap', 'exec sponsor', 'new stakeholder', 'who actually signs', 'someone is blocking us', 'they love us but nothing moves', or 'my main contact went quiet'. Use this whenever an account's renewal depends on one human being, even if they never say 'stakeholder'. For the attendee read before a specific meeting, see pre-call-brief. For account-wide risk scoring, see churn-risk. For the relationship section of a renewal runbook, see renewal-prep.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

success-plan

When the user needs to build, rewrite, review or rescue a mutual success plan — the customer business objectives, SMART goals with baselines, joint owners, milestones and a review cadence that survives contact with reality. Also use when the user mentions 'goals are vague', 'make them measurable', 'success plan with them', 'success plan', 'mutual success plan', 'joint success plan', 'customer success plan', 'set goals with the customer', 'SMART goals', 'what outcomes are we driving', 'why did they buy us', 'our success plan is stale', 'the plan has no baseline', 'nobody reviews the plan', or 'define success criteria'. Use this whenever a customer relationship needs an agreed, measurable definition of success with someone accountable on both sides, even if they never say the words success plan. For the path to first value, see onboarding-plan. For the review meeting, see qbr-builder. For the renewal runbook, see renewal-prep. For whether the account is in trouble, see churn-risk.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

value-case

When the user has to prove, measure or defend what a customer actually got for their money — the impact hypothesis, the baseline, the KPIs, the arithmetic, and the one-page value case. Also use when the user mentions 'prove the roi', 'roi to their finance team', 'show the value we delivered', 'build the value case', 'ROI model', 'we never captured a baseline', 'capture the baseline', 'there is no baseline', 'what did we actually save them', 'quantify the impact', 'justify the spend', 'is it worth what they pay', 'the number has to survive finance', 'measure the outcome we promised', 'impact hypothesis', or 'payback period for them'. Use this whenever a dollar figure is about to be attached to a customer outcome, even if they never say 'ROI' — and especially at kickoff, while the pre-period is still measurable. For the meeting that presents the number, see qbr-builder. For the objectives it measures, see success-plan. For the growth case, see expansion-finder. For price defence, see renewal-negotiation.

1 Updated 2 weeks ago
gaintrace
AI & Automation Listed

voice-of-customer

When the user wants to know what customers are actually telling them — turning NPS, CSAT, CES, support tickets, call transcripts, churn reasons, feature requests and sales-loss notes into ranked themes with ARR attached and an owner on each. Also use when the user mentions 'across surveys and tickets', 'nps feedback', 'into themes', 'what are customers telling us', 'VoC readout', 'our NPS came back', 'NPS dropped', 'analyse our survey results', 'top complaints', 'customer feedback summary', 'feature request themes', 'why are customers unhappy', 'churn reasons', 'exit interview', 'win/loss themes', or 'quarterly feedback review'. Use this whenever someone is holding customer feedback and asking what to do with it, even if they never say 'voice of customer' — including when they paste raw verbatims, survey exports, or a ticket dump. For one account's risk read, see churn-risk. For the exit-timeline reconstruction of a single loss, see churn-postmortem. For the customer-facing deck, see qbr-builder.

1 Updated 2 weeks ago
gaintrace

Bio shown is the top-scored skill's repo description as a fallback — real GitHub bios land in a future update.