| name | existing-customer-data |
| description | Analyze existing customer/CRM data: RFM segmentation, behavioral clustering, churn patterns, LTV analysis, upgrade patterns. OPTIONAL pillar — skip if pre-launch, no CRM access, or <50 customers. Use when: client has >50 customers with CRM data available and wants data-driven ICP refinement, churn reduction, or segment optimization. Produces Champions profile, RFM segments, churn patterns, LTV by segment, and actionable recommendations for ICP/positioning/content. NOT for: pre-launch companies, assumption-based ICP (use niche-discovery-100x), or general market research (use market-intelligence). |
| metadata | {"author":"Alfonso Sainz de Baranda (Growth4U)","version":"2.0","system":"SanchoCMO","phase":"1","pillar":"7","optional":true,"skip_if":"pre-launch OR no CRM access OR < 50 customers","updated":"2026-02-27","changes":"v2 — Restructured per skill-creator principles. SKILL.md lean (~110 lines). References created."} |
| context_required | ["brand/{slug}/company-brief/company-brief.current.md","brand/{slug}/go-to-market/ecps/ecps.current.md","brand/{slug}/go-to-market/ecps/ecps.current.md"] |
| context_writes | ["brand/{slug}/go-to-market/existing-customer-data/existing-customer-data.current.md"] |
Existing Customer Data — Customer Intelligence (OPTIONAL)
OPTIONAL — Skip if pre-launch or no CRM. Analiza customer data para identificar best customers, segments, churn patterns, y upgrade triggers.
Input: CRM export / API / manual summary (>50 customers)
Output: Customer intelligence → brand/{slug}/customer-data/customer-data.current.md
References
| Archivo | Cuándo leer | Contenido |
|---|
| hydration.md | SIEMPRE — Step 0 obligatorio | Mapeo de campos upstream → esta skill |
| prompt.md | SIEMPRE — fuente de verdad | Template de output completo |
| checklist.md | Antes de entregar — self-QA | Ítems de verificación |
| concepts.md | Si necesitas RFM, clustering, churn methodology | Métodos, skip conditions, edge cases |
| schema.md | Si necesitas el schema de campos | Estructura de datos |
Flujo de Ejecución
0. Context Hydration (OBLIGATORIO — antes de cualquier pregunta)
- Lee
_system/skills/context-hydration-protocol.md para el patrón genérico
- Lee
references/hydration.md para el mapeo específico de esta skill
- Lee TODOS los docs en
context_required
- Pre-rellena campos según hydration_map
- Presenta datos heredados al usuario: "De [fuente] ya tengo X. ¿Correcto?"
- Solo pregunta campos listados en "Campos genuinamente nuevos"
1. Check Prerequisites
- Customer count > 50, CRM access, minimum fields (email, signup, plan, MRR)
- Si NO se cumplen → mark as
skipped, proceed without this pillar
2. Obtain Data
- Option A: CRM Export (CSV) — user provides
- Option B: CRM API (HubSpot/Salesforce/Pipedrive)
- Option C: Manual Summary — limited analysis
3. Execute Analysis (ver references/concepts.md para detalles)
- RFM Segmentation: Classify into Champions, Loyal, At Risk, Lost, New
- Best Customer Profile: Identify Champions characteristics (tier, size, industry, use case)
- Behavioral Clustering: 3-5 clusters by usage patterns
- Churn Patterns: When, why, who, triggers, early warning signals
- LTV Analysis: Per segment, payback period
- Upgrade Patterns: Free→paid conversion, tier progression triggers
4. Generate Recommendations
- ICP refinement: Focus on Champions segment characteristics
- Positioning: What Champions value → use in messaging
- Content strategy: Address churn triggers
- Outreach: Target lookalikes of Champions
5. Self-QA (OBLIGATORIO)
- Lee
references/checklist.md
- Privacy check: 0 PII in output (aggregated only)
- 0 ❌ antes de entregar
- Metadata:
<!-- Self-QA: PASS | fecha | items: X✅ Y⚠️ 0❌ -->
6. Guardar con versionado
- Ruta:
brand/{slug}/customer-data/customer-data.current.md
- Backup + versionado + history.json
- Link:
<MC_BASE>/docs/brand/{slug}/customer-data/customer-data.current.md
Cross-Pillar Data Flow
| Dato | Lo consume |
|---|
| Champions profile | niche-discovery-100x (ICP criteria) |
| Segment characteristics | positioning-messaging (proof points) |
| Churn triggers | content strategy (topics), email-sequences |
| LTV by segment | budget-constraints (pricing tiers) |
| Upgrade patterns | funnel design (activation triggers) |
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📁 Almacenamiento (OBLIGATORIO)
brand/{{slug}}/customer-data/
├── customer-data.current.md ← versión activa
├── v1.md, v2.md... ← versiones anteriores
├── history.json ← log de versiones
└── qa-log.md ← historial de QA
- Identifica slug desde systemPrompt
- Si existe
customer-data.current.md → backup como v{N+1}.md
- Si no existe → crea carpeta +
customer-data.current.md + v1.md + history.json
- Link:
<MC_BASE>/docs/brand/{slug}/customer-data/customer-data.current.md
