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SkillsMP ha recopilado 38 skills de stephenrogan/augmented-csm. Abre una skill para revisar su origen y sus detalles.
Mostrando 38 de 38 skills recopiladas.
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…
Idioma del texto original: inglés
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…
Idioma del texto original: inglés
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,…
Idioma del texto original: inglés
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,…
Idioma del texto original: inglés
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.…
Idioma del texto original: inglés
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,…
Idioma del texto original: inglés
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…
Idioma del texto original: inglés
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…
Idioma del texto original: inglés
Generates handoff documentation and manages transition sequences when accounts move between teams, CSMs, or lifecycle stages. Covers sales-to-CS handoff, CSM-to-CSM reassignment, CS-to-renewal team handoff, and any structured account transition. Use when…
Idioma del texto original: inglés
Tracks customer progress against defined adoption and lifecycle milestones, flags blockers, and reports on time-to-milestone metrics. Use when asked to track customer milestones, monitor adoption progress, measure time-to-value, build success plans with…
Idioma del texto original: inglés
Manages the customer onboarding workflow from sales handoff through first-value milestone. Sequences tasks, triggers communications, tracks completion, and flags delays. Use when asked to set up onboarding for a new customer, track onboarding progress, build…
Idioma del texto original: inglés
Manages the end-to-end QBR process including scheduling, attendee coordination, content preparation, and follow-up tracking. Use when asked to schedule a QBR, prepare a business review, build QBR content, automate QBR preparation, coordinate a quarterly…
Idioma del texto original: inglés
Tracks renewal timelines across the portfolio, triggers renewal workflows at defined milestones, surfaces renewal readiness with risk and opportunity signals, and manages the operational mechanics of the renewal process. Use when asked to manage renewals,…
Idioma del texto original: inglés
Tracks commitments, SLAs, and promises made to customers across all touchpoints. Surfaces upcoming deadlines, flags breaches, and maintains an accountability record. Use when asked to track customer commitments, monitor SLA compliance, manage action items…
Idioma del texto original: inglés
Generates structured post-call summaries from call transcripts or CSM notes, extracting key discussion points, decisions, action items with owners and deadlines, sentiment signals, and risk or opportunity flags. Routes extracted data to downstream skills for…
Idioma del texto original: inglés
Automatically logs activities, updates CRM fields, and maintains data accuracy across the CRM by syncing information from email, calendar, call transcripts, and product analytics. Detects and flags data inconsistencies, stale records, and missing fields. Use…
Idioma del texto original: inglés
Drafts customer-facing emails including check-ins, follow-ups, meeting confirmations, milestone notifications, and routine communications. Personalises with account data and calibrates tone by segment and relationship context. Use when asked to write a…
Idioma del texto original: inglés
Creates internal account briefs, escalation write-ups, and executive summaries for internal audiences. Compiles cross-system data into standardised formats for leadership reviews, cross-functional meetings, and escalation documentation. Adapts content and…
Idioma del texto original: inglés
Generates data-populated QBR presentation decks by pulling usage metrics, health data, support history, value evidence, and adoption analytics into a structured slide format by segment. Produces a deck the CSM customises with strategic narrative and…
Idioma del texto original: inglés
Produces weekly, monthly, and quarterly reports for CSMs, managers, and leadership by aggregating data from all pillar skills into formatted, distributable reports. Adapts content, detail, and emphasis by audience. Use when asked to generate a CS report,…
Idioma del texto original: inglés
Tracks feature-level adoption within accounts, identifies underutilised capabilities, and generates adoption gap analysis. Maps used vs. available features to surface where customers are leaving value on the table. Use when asked to track feature adoption,…
Idioma del texto original: inglés
Benchmarks account adoption metrics against segment peers to show customers where they stand relative to similar companies. Produces comparison data for QBRs, adoption conversations, and value narratives. Use when asked to benchmark a customer against peers,…
Idioma del texto original: inglés
Coordinates customer enablement activities including training session scheduling, learning path management, certification tracking, and enablement content recommendation based on adoption gaps. Bridges the gap between product access and product competence.…
Idioma del texto original: inglés
Aggregates product feedback from support tickets, call transcripts, surveys, and CSM notes, then clusters into themes for the product team. Produces weighted reports showing which issues affect the most customers and the most revenue. Use when asked to…
Idioma del texto original: inglés
Keeps customer-facing help content aligned with product changes, identifies content gaps from support ticket patterns, surfaces relevant resources to customers based on adoption profiles, and measures documentation effectiveness through ticket deflection. Use…
Idioma del texto original: inglés
Measures and reports on value delivered to customers including time-to-value tracking, ROI evidence assembly, outcome metrics, and value narratives for QBRs and renewal conversations. Use when asked to measure customer ROI, track time-to-value, build a value…
Idioma del texto original: inglés
Assembles data-driven commercial cases for expansion conversations by compiling usage evidence, value metrics, benchmark comparisons, and pricing context into structured proposals. Use when asked to build an expansion proposal, create an upsell case, prepare…
Idioma del texto original: inglés
Prepares structured competitive response materials when a competitive threat is detected on an account. Assembles value evidence, competitive differentiation, switching cost analysis, and a response framework for the CSM. Use when asked to prepare a…
Idioma del texto original: inglés
Forecasts renewal outcomes across the portfolio by combining health data, engagement signals, usage trends, and historical patterns into probability-weighted projections. Produces renewal pipeline reports for CS leadership, CRO, and CFO audiences. Use when…
Idioma del texto original: inglés
Prepares materials for internal cross-functional meetings including account reviews, pipeline reviews, escalation committees, and CS-product syncs. Compiles relevant account data tailored to each meeting's audience and purpose. Use when asked to prepare for…
Idioma del texto original: inglés
Routes customer escalations to the appropriate internal team with structured documentation, severity classification, and tracking. Ensures escalations reach the right people with full context and tracks through to resolution. Use when asked to escalate an…
Idioma del texto original: inglés
Logs customer feature requests from calls, tickets, and emails, links them to the product roadmap, tracks their status, and surfaces updates to CSMs when requested features ship or are declined. Use when asked to log a feature request, track product requests,…
Idioma del texto original: inglés
Sends automated status updates and notifications to internal stakeholders when account events occur. Keeps product, support, sales, and leadership informed without requiring the CSM to manually update each team. Use when asked to set up internal…
Idioma del texto original: inglés
Tracks touchpoint frequency and recency across all channels for every stakeholder at every account. Computes engagement health per contact, detects declining patterns, and identifies accounts where the relationship is cooling before the health score reflects…
Idioma del texto original: inglés
Monitors for stakeholder changes at customer accounts including champion departures, new executive hires, reorganisations, and role changes. Detects changes from CRM updates, LinkedIn signals, and engagement pattern shifts. Use when asked to track contact…
Idioma del texto original: inglés
Tracks customer org charts, contact roles, engagement frequency, and relationship coverage across accounts. Maintains a structured stakeholder map that identifies champions, economic buyers, influencers, and coverage gaps. Use when asked to map stakeholders,…
Idioma del texto original: inglés
Manages customer advocacy programmes including reference tracking, case study pipeline, review site engagement, testimonial collection, and NPS follow-up workflows. Identifies advocacy-ready accounts, manages the advocacy pipeline, matches advocates to…
Idioma del texto original: inglés
Tracks customer engagement in community channels, surfaces unanswered questions, identifies potential advocates from activity patterns, and detects sentiment shifts in community discussions. Use when asked to monitor community engagement, track forum…
Idioma del texto original: inglés