Menú
Skills en este repositorio
SkillsMP ha recopilado 58 skills de stephenrogan/csm-skills. Abre una skill para revisar su origen y sus detalles.
stephenrogan/csm-skillsMostrando 18 de 58 skills recopiladas.
Builds a structured pre-call brief from manually provided account context. Produces talking points, questions to ask, risks to address, and a clear call objective. Use when asked to prepare for a customer call, build talking points, create a pre-meeting…
Idioma del texto original: inglés
Adapts a generic presentation deck or template to a specific customer account by inserting relevant data, adjusting framing for the audience, and ensuring all references are account-specific. Use when asked to personalise a deck, customise a presentation for…
Idioma del texto original: inglés
Structures pricing discussions with customers including renewal pricing, discount requests, price increases, and competitive pricing pressure. Provides frameworks for leading with value, handling objections, and knowing when to concede versus when to hold.…
Idioma del texto original: inglés
Walks through auditing any CS process for agent-readiness by classifying each step as requiring human judgment (HUMAN) or suitable for agent execution (AGENT). Quantifies the production vs. judgment split and identifies the highest-value automation…
Idioma del texto original: inglés
Tracks and manages action items from QBRs and business reviews without requiring CRM integration. Maintains a structured register of commitments from both sides with owners, deadlines, and status, and generates follow-up reminders. Use when asked to track QBR…
Idioma del texto original: inglés
Builds structured QBR deck content from manually provided account data including usage metrics, health indicators, support history, value evidence, and customer goals. Produces slide-by-slide content organised by segment template. Use when asked to build a…
Idioma del texto original: inglés
Helps a CSM build their quarterly plan with portfolio priorities, measurable targets, focus areas, capacity allocation, and development goals. Produces a structured plan that can be shared with management and reviewed at quarter-end. Use when asked to build a…
Idioma del texto original: inglés
Writes outreach to customers who have gone dark -- not responded to recent communications, missed meetings, or disengaged from the product. Differs from a check-in email by acknowledging the silence and offering a specific reason to re-engage rather than…
Idioma del texto original: inglés
Frames the initial renewal conversation by leading with value delivered, transitioning to forward-looking partnership, and anticipating likely objections based on account context. Produces multiple opening approaches calibrated to the account's health,…
Idioma del texto original: inglés
Assesses renewal risk for a specific account by scoring across multiple dimensions including health, engagement, value evidence, stakeholder coverage, competitive signals, and commercial factors. Produces a risk classification with the primary risk driver and…
Idioma del texto original: inglés
Creates a structured intervention plan for an at-risk account by identifying the root cause of the risk, designing a targeted response, assigning actions with timelines, and defining what success looks like. Use when asked to build a save play, design a…
Idioma del texto original: inglés
Builds a structured map of customer stakeholders with roles, influence levels, engagement status, and relationship strategy per contact. Identifies coverage gaps and single-thread risk. Use when asked to map stakeholders, build an org chart, assess…
Idioma del texto original: inglés
Prepares structured background research on a customer contact before a first meeting or engagement. Builds a profile including likely priorities, role-specific concerns, engagement approach, and conversation starters based on their title, function, and…
Idioma del texto original: inglés
Builds a mutual success plan with the customer that defines what success looks like, how it will be measured, who is responsible, and what the timeline is. Produces a shared document that both sides reference throughout the engagement. Use when asked to…
Idioma del texto original: inglés
Builds a structured 30-60-90 day plan for a CSM taking over a new book of accounts or joining a new team. Prioritises accounts by risk and value, identifies immediate relationship actions, and structures the ramp to full productivity. Use when asked to plan a…
Idioma del texto original: inglés
Takes raw usage data -- even a spreadsheet export or pasted metrics -- and identifies patterns, risks, and opportunities. Translates product analytics into account intelligence a CSM can act on. Use when asked to interpret usage data, analyse product metrics,…
Idioma del texto original: inglés
Constructs a compelling value narrative for a customer account by connecting product usage to business outcomes in the customer's language. Produces different versions for different audiences -- the champion, the CFO, the board. Use when asked to build a…
Idioma del texto original: inglés
Structures the CSM's week based on their portfolio status, upcoming events, overdue items, and strategic priorities. Produces a time-blocked plan that balances reactive demands with proactive account management. Use when asked to plan a week, structure daily…
Idioma del texto original: inglés