← ClaudeAtlas

scalar-ae-materialslisted

Build what a Scalar Account Executive needs for one customer visit, chosen by deal phase and audience: the customer-facing one-pager, the internal visit plan, the WPS win plan that asks for proposal investment, and the Deal Desk packet that asks for internal approval. Files land under "AE / customer" in Drive and every run updates the account ledger. Use for: 訪問・面談の準備, フェーズ 0〜6 の会話に使う資料, visit plan, WPS, Deal Desk, 社内の承認やリソースを取りたい. Not: the standing activity plan (scalar-account-plan); the formal proposal (scalar-proposal-slides); the stakeholder maps (b2b-account-maps).
wfukatsu/slide-forge · ★ 2 · Data & Documents · score 66
Install: claude install-skill wfukatsu/slide-forge
*[日本語](SKILL.ja.md)* # Scalar AE Materials Use `references/scalar/workflow-contract.md` for shared safety, Drive, approval, and QA rules. This skill owns only the routing and content rules for a single visit or internal approval artifact. **The same deal information must never be shown to everyone through a single document.** This skill's job is to choose the material type from phase (0–6) × audience (customer / internal) × purpose, and to build only a document that satisfies that type's required content. Working directory: the slide-forge root. Run commands with `.venv/bin/python`. The source of truth for these decisions is [references/scalar/sales-playbook.md](../../references/scalar/sales-playbook.md) (phases and transition conditions in §2, the 5 material types in §3, quality standards in §4, meeting bodies in §6). ## Boundaries | Request | Where it goes | |---|---| | A full set of materials for one visit | This skill | | Internal approval / resource acquisition (WPS / Deal Desk / internal approval) | This skill | | Per-customer activity plan (standing, append-only) | `scalar-account-plan` | | Annual Account Planning Session (org chart / deal review deck) | `scalar-account-planning-session` | | Formal proposal / quotation | `scalar-proposal-slides` + `spreadsheets` | | Stakeholder map / discovery map | `b2b-account-maps` | | Organise minutes / email into per-stage records | `scalar-deal-intake` | | Scalar company/product introduction (not customer-specific) | `scal