stephenrogan

Develops a structured 90-day strategic plan for a key account by defining priorities, setting measurable objectives, mapping stakeholder strategy, and identifying risks and opportunities. Use when asked to build an account strategy, create an account plan,…

Produces a structured SWOT analysis for a customer account, identifying strengths to leverage, weaknesses to address, opportunities to pursue, and threats to mitigate. Connects each element to specific actions. Use when asked to analyse an account…

Extracts commitments, action items, and follow-ups from any unstructured text including call notes, email threads, meeting transcripts, Slack conversations, or internal discussions. Outputs a structured list with owners, deadlines, and priority. Use when…

Prioritises a CSM's full book of accounts into action tiers using a weighted scoring model that considers ARR, health, renewal proximity, engagement status, and strategic importance. Produces a ranked list with recommended time allocation. Use when asked to…

Provides a lighter alternative to a full QBR for mid-market and SMB accounts that need value conversations but do not warrant a formal quarterly business review. Structures a 20-30 minute business check-in with usage highlights, value evidence, and…

Generates a structured post-call summary from raw notes, key observations, or a brain dump of what happened. Organises the chaos into discussion points, decisions, action items, sentiment, and flags. Use when asked to summarise a call, structure meeting…

Assesses whether a CSM's book of accounts is manageable given the mix of account tiers, health states, upcoming events, and strategic demands. Produces a capacity assessment with overload indicators, rebalancing suggestions, and evidence for headcount…

Structures a CS career progression plan from current role to target role by mapping required skills, identifying gaps, defining development milestones, and building a timeline with specific actions. Covers the full CS career ladder from CSM through VP. Use…

Compiles a comprehensive structured account snapshot by pulling from all available data sources. Gives the CSM full account context in under 60 seconds instead of 30-60 minutes of manual assembly. Use when asked to prepare for a customer call, build an…

Monitors for signals that a customer may be evaluating alternatives or has been approached by a competitor. Surfaces early warning so the CSM can intervene before a formal evaluation begins. Use when asked to detect competitive threats, monitor for churn to…

Identifies accounts showing signals of readiness for expansion including upsell, cross-sell, and seat or licence growth. Surfaces opportunity with evidence so humans can time the commercial conversation. Use when asked to find expansion opportunities,…

Computes and maintains composite health scores for customer accounts by aggregating product usage, support engagement, stakeholder activity, and sentiment signals. Use when asked to calculate health scores, assess account health, monitor portfolio health,…

Monitors a defined set of risk indicators across the customer portfolio and generates prioritised risk alerts. Combines leading indicators from usage and health data with event-based triggers like champion departure, support escalation, and missed meetings.…

Analyses portfolio-level trends across customer segments to identify systemic patterns affecting multiple accounts. Use when asked to analyse portfolio health by segment, identify cohort-level churn patterns, compare retention across tiers or industries,…

Tracks product usage patterns at the account level, detects meaningful behaviour changes, and classifies trends against segment benchmarks. Use when asked to monitor usage, detect usage declines, track adoption trends, identify usage anomalies, flag accounts…

Schedules and triggers recurring customer touchpoint cadences based on lifecycle stage, segment, health status, and engagement history. Use when asked to set up check-in cadences, manage touchpoint schedules, automate customer outreach timing, build…

Turns a leadership task into an agent-ready delegation brief with objective, context, inputs, tools, constraints, acceptance criteria, escalation triggers, and verification plan. Use when assigning work to AI agents, coding agents, research agents, analyst…

Reviews AI agent outputs for correctness, evidence, completeness, safety, decision boundaries, and usability before a leader relies on them. Use when evaluating reports, drafts, code, research, strategy memos, customer responses, or autonomous agent…

Evaluates AI agent performance over time using task outcomes, acceptance rate, revision causes, error patterns, latency, cost, risk incidents, and user trust. Use when managing AI workers, agent workflows, or automated loops as part of a leadership operating…

Designs a human-plus-agent workforce architecture with roles, work classes, autonomy levels, escalation paths, tool access, memory boundaries, and operating cadence. Use when a leader wants to scale management leverage through AI agents without creating chaos…

Creates a command-center view for managing multiple AI agents and human-agent workflows, including active work, owners, state, blockers, quality signals, risk level, approvals, and next decisions. Use when a leader needs visibility across an agent-powered…

Designs practical evals for leadership and management agent skills, including realistic prompts, expected outputs, assertions, negative tests, boundary tests, and human grading rubrics. Use when creating or improving agent skills, workflows, or AI worker…

Converts agent failures, user corrections, eval misses, review notes, and workflow friction into a prioritized improvement backlog. Use when improving agent skills, prompts, tools, memory, evals, or operating procedures over time.

Creates governance for AI agents with risk classes, approval gates, audit logs, access controls, red lines, incident response, and rollback rules. Use before deploying agents into leadership, customer, people, financial, or external-facing workflows.