| name | cs-prep |
| description | Use when preparing customer success materials (QBR briefs) - synthesizes customer-specific meeting history, extracts signals, quotes, and pain points for strategic discussions |
CS Prep
Purpose
Compile customer context for QBR or strategic CS meetings:
- Customer-specific meeting history
- Signal synthesis (asks, problems, wins)
- Key quotes and testimonials
- Pain points and friction areas
- Feature request timeline
When to Use
Activate when:
- User invokes
/project:cs-prep
- Preparing for QBR
- Customer check-in planning
Workflow
1. Determine Customer and Time Window
Inputs:
customer: Customer name (required)days: Lookback window (default: 90 for QBRs)
2. Synthesize Customer Meetings
Invoke: meeting-synthesis skill
Inputs:
- include_customers: {specified customer only}
- Time window: {days}
- No thresholds (include all signals for this customer)
Outputs:
- All signals from this customer
- Chronological meeting list
- Verbatim quotes
3. Organize by Category
Group signals:
- Wins: Positive feedback, success stories
- Pain Points: Friction, challenges, blockers
- Feature Requests: Asks for new capabilities
- Onboarding/Setup: Implementation challenges
- Performance/Scale: Technical concerns
4. Extract Key Quotes
For each category:
- Select 2-3 most impactful quotes
- Include speaker, date, context
5. Build Timeline
Feature request timeline:
2025-08-15: Requested Google Sheets export
2025-09-02: Asked about real-time sync
2025-10-10: Followed up on export feature
6. Generate CS Brief
Output: datasets/product/customer-briefs/{Customer}_{YYYYMMDD}_qbr.md
Format:
# QBR Brief: {Customer}
**Date**: {YYYY-MM-DD}
**Time Window**: Last {N} days
**Meetings Reviewed**: {N}
## Wins
- {Quote/signal 1}
- {Quote/signal 2}
## Pain Points
- {Quote/signal 1}
- {Quote/signal 2}
## Feature Requests
- {Request 1} (mentioned {N} times)
- {Request 2} (mentioned {N} times)
## Timeline of Key Events
- {Date}: {Event}
- {Date}: {Event}
## Recommended Discussion Topics
1. {Topic 1}
2. {Topic 2}
Success Criteria
- Customer-specific signals synthesized
- Quotes extracted and categorized
- Timeline of requests built
- CS brief written to customer-briefs/
Related Skills
meeting-synthesis: Extracts customer signalsproduct-planning: Uses similar synthesis logic
