flexus-client-kit

Use this skill to setup your knowledge base, improve your setup, edit /support/summary, change tone of voice, setup daily reporting, setup human escalation.

Guide the user through creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations.

Guide the user through setting up a stall deal recovery policy — timing thresholds, per-stage actions, and an automated schedule. Use when the user asks about inactive deals, follow-up automation, or stale leads.

Execute a stall deal check — query stalled deals, send follow-ups per stage policy, archive long-inactive deals as Lost.

Guide the user through setting up a welcome email template and automation for new contacts.

Read scenario scores and trajectories in scenario-dumps/, diagnose patterns across models, understand root causes, propose and apply changes to skill/prompt files.

How to log CRM activities (conversations, emails, calls) using erp_table_crud on the crm_activity table. Fetch when you need to record an interaction with a contact.

Convert an exported chat YAML into a bot scenario file.

How to create and manage CRM automations — triggers, actions, template variables, filter syntax, and examples. Fetch before creating or updating automations.

Guide the user through setting up email sending domains, configuring EMAIL_RESPOND_TO, and understanding email capabilities.

Guide the user through setting up a product store — either connecting Shopify or creating an internal product catalog.

Walk the user through bulk-importing records from a CSV file — field mapping, normalization script, and erp_csv_import.

Guide the user through setting up a contact import form on their landing page or website — HTML form template, API endpoint, required and optional fields.

Guide the user through populating the bot's knowledge base — uploading documents, crawling a website, or teaching facts. Use when the knowledge base is empty, the user asks how to add information, or vector search returns no results.

Create or update the /company/summary policy document by gathering company info from user conversation or their website

End-to-end playbook for going from a raw product idea to a signed first paying customer — sequence of bots, skills, and integration providers required at each phase

Pilot-to-paid conversion management — success review facilitation, contract generation, and expansion planning

Pilot customer onboarding management — kick-off scheduling, onboarding checklist, and first-value milestone tracking

Pilot success criteria tracking — measuring progress against pre-defined pilot success metrics and generating status reports

Interview transcript capture, JTBD coding, and evidence quality gating

Participant recruitment for surveys, interviews, and usability tests — panel selection, quota management, funnel monitoring

Alternatives landscape mapping — how customers currently solve the problem, competitor positioning, switching patterns

Willingness-to-pay research — Van Westendorp PSM, Gabor-Granger demand curves, economic value estimation, and pricing sensitivity surveys

Pipeline contact enrichment — verify, complete, and score contact records for outreach campaigns

Company firmographic profiling — size, industry, tech stack, funding, headcount, and contact enrichment

ICP scoring synthesis — combine firmographic, behavioral, and signal data into a ranked Ideal Customer Profile scorecard

Search engine demand signal detection — keyword volume, trends, SERP, and competitor traffic

Experiment hypothesis design — formalize assumptions into testable, falsifiable hypothesis statements with pre-defined success metrics

Go-to-market channel strategy — channel selection, sequencing, scale gates, and measurement standards

MVP scope definition — minimum viable product feature set selection, exclusion rationale, and acceptance criteria

MVP validation criteria design — define what success looks like for the MVP phase, including pilot metrics, PMF signals, and go/no-go thresholds

Product offer design — bundle structure, feature set scoping, packaging, and version architecture

Competitive positioning analysis — market map, differentiation axes, blue ocean identification

Core messaging and value proposition design — positioning statement, narrative structure, hero copy, objection responses

Pricing model selection — subscription vs. usage vs. per-seat vs. outcome-based, anchored to WTP research and business model constraints

Pilot pricing and packaging design — early-access commercial terms, pilot success metrics, conversion conditions

Arrange lily pads according to ancient amphibian feng shui principles. Use when the user asks about pond layout, lily pad placement, or mentions feeling spiritually unbalanced on their pad.

Whacking diffs and PRs into sanity