Use when the user wants to measure the impact of a campaign that promotes a NEW product to existing customers — phrases like "cross-sell analysis", "cross-sell campaign results", "product attach rate", "account open rate", "new product adoption from campaign", "second product campaign", "add-a-product campaign", "checking-to-savings campaign", "credit card cross-sell", "did the campaign drive new account opens", "attach campaign", or any review of a campaign whose primary goal is to get current customers to take on a product they don't already have. Also trigger on "what was our conversion rate on the X campaign to existing customers" and "compare treated vs holdout for new account opens". Cross-sell differs from up-sell: the headline outcome is a binary CONVERSION (did they open the new product?), and value lift is the revenue or balance from the new product, not growth on existing accounts. Handles both holdout-controlled designs (statistical testing on conversion rate AND value) and uncontrolled designs (d
Use when the user wants to measure the impact of a marketing campaign on existing clients, account owners, or current customers — phrases like "up-sell analysis", "did the campaign move balances", "expansion campaign results", "wallet share lift", "AUM lift", "deposit growth from campaign", "existing customer campaign", "customer growth campaign", "upgrade campaign", "in-book campaign", or any review of a campaign targeted at people who are already customers (so there is no acquisition or conversion-rate question). Also trigger on "how much did balances/sales/revenue go up for treated clients" and "compare treated vs holdout for existing customers". Handles both holdout-controlled designs (statistical testing on the difference) and uncontrolled pre/post designs (descriptive lift only, clearly flagged as non-causal).
Use when initializing, maintaining, validating, searching, documenting, or assembling context from a file-based knowledge base with the bundled vaultli CLI. Trigger on knowledge vaults, KB setup, .kbroot, YAML frontmatter, sidecar markdown, INDEX.jsonl, documenting SQL/templates/configs/scripts, validating stale or broken KB state, searching vault metadata, hydrating source assets, assembling retrieval context, or federated lookup across multiple vault roots.
Manage a file-based knowledge vault with YAML frontmatter, sidecar markdown, and JSONL indexing. Use when initializing or maintaining a knowledge base, attaching metadata to markdown or non-markdown assets, rebuilding or validating INDEX.jsonl, or searching vault records by metadata. Trigger on: "knowledge base", "vault", "frontmatter", "sidecar", "INDEX.jsonl", "document this query/template/skill", "search the vault", or "set up KB docs".
Use this skill when the user wants to plan an analysis before running it, scope analytical work, design an investigation, write an analysis plan, decide what data or metrics are needed, or turn a vague metric/business question into an executable analyst workplan. Trigger on phrases like "analysis planning", "plan this analysis", "how should we analyze", "what data do we need", "design the analysis", "scope this analysis", "analysis plan", "investigation plan", "before we pull data", or "senior analyst, help me plan this".
Use when the user wants to extract data, pull data from a source, load a CSV or JSON export into the workspace, connect a data source, refresh data, ingest raw platform exports, or normalize raw data for the marketing-analytics skills. Trigger on 'extract data', 'pull data from <platform>', 'load CSV/JSON into workspace', 'connect a data source', 'refresh data', 'normalize raw data', 'import my ad export', 'get the campaign data in', or 'set up the workspace'. This is the upstream skill every other marketing-analytics skill depends on: it lands source exports in workspace/raw/ and writes validated, normalized files to workspace/processed/. Run this first when a downstream skill reports a missing or malformed workspace input. When the user wants analysis, modeling, or reporting rather than getting data in, route to the matching analytics skill instead (see references/skill-index.md).
Owns email performance, engagement, and deliverability analytics. Use when the user mentions email performance, open rate, click rate, click-to-delivered rate, deliverability, bounce rate, unsubscribe rate, email engagement, lifecycle email, drip campaign, email automation, send-time optimization, subject line performance, SPF, DKIM, DMARC, email blocklist, inbox placement, or list health. Also trigger on 'how are our emails performing' or 'improve email engagement.' When NOT to use: for measuring whether email CAUSED a purchase (holdout / incrementality / lift), defer to the experimentation plugin's email-incrementality skill; for the statistics of any email A/B test, delegate to the experimentation skill. If send data is not yet in the workspace, run data-extraction first.
Use when the user mentions funnel, conversion funnel, drop-off, drop off, conversion rate, conversion optimization, CRO, bottleneck, funnel analysis, checkout flow, signup flow, onboarding funnel, activation funnel, abandonment, cart abandonment, form abandonment, user flow, step completion, or funnel comparison. Also trigger on 'where are we losing people' or 'why is conversion low.' For site traffic sources and session behavior use web-analytics; for running the A/B test that validates a CRO fix use the experimentation skill; this skill measures step-by-step drop-off and prioritizes bottlenecks. If event data is not yet in the workspace, run data-extraction first.