Account-level engagement scoring, buying group/DMU measurement, and marketing-to-sales handover triggers for account-based marketing programmes (50-500 named accounts). Use when the user mentions account engagement score, ABM measurement, buying committee, DMU coverage, account stage progression, engagement triggering sales handover, multiple stakeholder tracking, account qualification, or ABM programme measurement. Also trigger on 'how do we measure ABM success,' 'which accounts are hot,' 'do we have the buying group,' 'when do we hand this to sales,' 'account engagement scoring model,' or 'we run ABM but can't prove ROI.' BOUNDARY: Covers account-level engagement scoring, buying group measurement, and handover-to-sales triggers in ABM contexts. For lead-level scoring (fit + engagement dual-axis), see marketing-operations. For account selection and ICP methodology, see icp-builder. For sales speed-to-lead and routing, see lead-routing.
CRM migration, instance consolidation, and post-merger integration for B2B revenue teams; system-of-record design; deduplication and identity resolution; data harmonisation before cutover; historical data strategy; adoption and change management; PE portfolio integration playbooks. Use when the user describes merging two CRM instances, consolidating after acquisition, post-merger CRM integration, handling dual CRM coexistence, managing CRM data quality before migration, defining which system of record wins for which object, planning a CRM cutover, multi-entity or multi-currency CRM challenges, or running a 100-day integration plan with CRM elements. Trigger phrases: "merge our CRMs", "consolidate two HubSpot portals", "HubSpot and Salesforce together", "post-merger CRM", "CRM integration plan", "deduplication before migration", "which CRM wins", "cutover", "consolidation strategy", or "100-day CRM plan". BOUNDARY: Use this skill for CRM architecture decisions, data strategy, and integration planning. For deta
Customer success operations for B2B SaaS. The post-sale revenue engine that prevents churn, drives expansion, and compounds customer value. Use when the user mentions customer success, CS ops, health scoring, renewal management, churn prevention, expansion playbook, expansion signals, onboarding orchestration, time to first value, QBR, customer segmentation, coverage model, high-touch, low-touch, tech-touch, CSM ratios, NPS, CSAT, save plays, red accounts, CS-Sales handoff, churn autopsy, renewal discount governance, discount sunset, renewal pricing, or save plays with pricing components. Also trigger when someone says "we keep losing customers" or "our CS team is reactive" or "we have no idea which accounts will churn" or "discounts are expiring and customers are pushing back" or "renewal price increase resistance."
B2B data enrichment strategy, provider evaluation, integration patterns, and quality management for revenue operations teams. Use when the user mentions data enrichment, lead enrichment, account enrichment, contact enrichment, ZoomInfo, HubSpot Data Platform, Apollo, Clay, Cognism, Lusha, enrichment automation, enrichment workflows, firmographic data, technographic data, intent data, data append, enrichment API, enrichment coverage, data freshness, enrichment quality, or third-party data providers. Also trigger on 'our data is incomplete,' 'leads come in with no company info,' 'we need better data on our accounts,' 'enrichment isn't working,' or 'which enrichment tool should we use.' BOUNDARY: Covers enrichment STRATEGY, PROVIDER SELECTION, and INTEGRATION. For CRM-specific implementation, see revops-hubspot or revops-salesforce. For data governance, see revops-data-governance. For lead scoring that uses enriched data, see marketing-operations.
Deal desk as a RevOps-owned function: when to stand one up, approval matrix design, discount governance and non-standard terms, quote review workflows, pricing economics for consumption and outcome-based deals, renewal negotiation governance, and maturity progression from ad-hoc approvals to strategic desk. Use when the user mentions deal desk, approval matrix, discount governance, quote SLAs, non-standard terms, pricing exceptions, deal desk ROI, approval velocity, discount leakage, or centralising deal approval authority. Also trigger on "our reps have too much authority", "discounts are all over the place", "deals are stalled in approval", "we need guardrails on pricing", "custom pricing is a bottleneck", or "how do we control margin erosion".
Diagnose and fix deal velocity problems. Sales cycle diagnostics, stage exit criteria, pipeline deflation, zombie deal elimination, multi-threading, mutual action plans, AI-driven deal scoring, revenue intelligence integration (Gong/Chorus), and compression tactics with sourced benchmarks. Trigger on 'deal velocity,' 'sales cycle too long,' 'deals stalling,' 'pipeline velocity,' 'stage exit criteria,' 'zombie deals,' 'pipeline deflation,' 'deals stuck,' 'multi-threading,' 'mutual action plan,' 'deal inspection,' 'pipeline hygiene,' 'cycle time,' 'stage conversion,' 'deals die in negotiation,' 'we keep slipping deals,' 'reps can't close,' or 'pipeline is bloated but nothing closes.' Connects stage gates, deal scoring, inspection cadence, and pipeline deflation into the operating cadence. Includes modern AI/automation patterns (HubSpot Breeze, Salesforce Agentforce, predictive pipeline management). BOUNDARY: For forecast methodology see revops-forecasting. For pipeline visibility and dashboards see pipeline-vis
Design and install expansion revenue systems improving NRR and GRR for B2B SaaS. GRR/NRR diagnostic, expansion motion architecture, whitespace analysis, CS-Sales handback, renewal pricing, and 90-day NRR programmes. Trigger on 'NRR improvement,' 'GRR strategy,' 'expansion revenue,' 'upsell cross-sell,' 'whitespace analysis,' 'CS expansion,' 'net revenue retention,' 'right side of the bowtie,' 'land and expand,' 'expansion is accidental,' 'CS doesn't own revenue,' 'we keep discounting renewals,' 'health score,' 'time to value,' 'customer advocacy,' 'usage-based pricing NRR,' 'account penetration,' 'second-order revenue,' or 'CSM coverage model.' Also use when NRR below 110% or GRR below 90%. Designs full expansion engine connecting health scoring, signals, whitespace, CS-Sales handbacks, and dashboard tiles. BOUNDARY: For CS operations, see cs-operations. For pricing and consumption billing operations, see pricing-monetisation-ops. For handoffs, see revops-handoffs.
GTM compensation plan design, quota setting, OTE structures, and benchmarking for B2B revenue teams. Use when the user mentions comp plans, OTE, on-target earnings, variable pay, commission structure, quota setting, accelerators, decelerators, SPIFs, clawbacks, sales compensation, SDR comp, AE comp, CSM comp, pay mix, commission rates, ramp periods, or comp plan modeling. Also trigger when someone asks about benchmarking GTM salaries, designing incentive structures, or fixing misaligned compensation. If someone says "how should I pay my reps" or "what's a fair OTE" or "our comp plan isn't working," activate this skill. BOUNDARY: Covers how to PAY people. For org design and capacity, see gtm-planning.