菜单
Use when a SaaS proposal must scope and price onboarding, activation, health scoring, success cadence, expansion, retention, and value realisation; use pilot-to-rollout change management for internal operating-model change.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/peterbamuhigire/proposal-skills --skill saas-customer-success-and-adoption-proposal命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
基于 SOC 职业分类
正在显示 SKILL.md
| name | saas-customer-success-and-adoption-proposal |
| description | Use when a SaaS proposal must scope and price onboarding, activation, health scoring, success cadence, expansion, retention, and value realisation; use pilot-to-rollout change management for internal operating-model change. |
| metadata | {"portable":true,"compatible_with":["claude-code","codex"]} |
Acknowledgement: Shared by Peter Bamuhigire, techguypeter.com, +256 784 464178.
| Artefact or fact | Required? | Source/provider | If absent |
|---|---|---|---|
| The buyer's segment (Enterprise / SMM / B2C) — drives intensity. | Required | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
| The number of named accounts (for resale SaaS) or business units (for internal-use). | Required | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
| The vertical and any regulatory cadence (annual audits, regulator reviews). | Conditional | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
| The expansion-path expectations. | Conditional | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
| The buyer's tolerance for ongoing investment. | Conditional | Buyer, ToR, approved records, or discovery | Mark unavailable, request it, and qualify any affected claim or artefact. |
Stop condition: Stop before asserting scope, compliance, value, acceptance, or readiness when a load-bearing input is missing or contradicted.
Recovery: Record the gap, owner, and next evidence step; then return the narrowest qualified proposal content that remains supportable.
| Artefact | Consumer | Observable acceptance condition |
|---|---|---|
| Customer Success and Adoption section for the proposal. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Priced workstream for the Financial Proposal. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Operating cadence and review pack templates. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Expansion play list with triggers and owners. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Save play list with triggers and owners. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Health-score design. | Proposal evaluator, buyer owner, and delivery team | Content is complete, traceable to named inputs, and usable in its stated proposal section without an unsupported claim. |
| Evidence | Consumer | Acceptance condition |
|---|---|---|
| Input-and-assumption record | Proposal lead and reviewer | Every load-bearing claim maps to a source, approved assumption, or explicit gap. |
| Decision and review record | Buyer owner and delivery lead | The selected option, rationale, owner, stop condition, and approval status are visible. |
| Section acceptance check | Evaluator-readiness reviewer | Each output meets its stated acceptance condition and unresolved checks are not presented as passed. |
This skill may read supplied tender, discovery, architecture, commercial, security, and operating evidence and draft proposal artefacts within the authorised workspace. It must not publish, send, certify compliance, accept contractual terms, change production systems, spend funds, or disclose confidential evidence without explicit authority. Review and analysis remain read-only by default.
If files, current legal or technical evidence, calculation tools, network access, or reviewers are unavailable, produce the narrowest useful qualified draft. Label assumptions and checks as not assessed, omit unsupported assurances or figures, and state the exact evidence and owner needed to complete the work. An unavailable check never becomes a pass.
| Choice | Action | Failure or risk avoided |
|---|---|---|
| Adoption outcome | Assign a baseline, target, owner, cadence, and intervention | Activity reporting without realised value |
| Missing load-bearing evidence | Stop the affected claim, record the gap and owner, and continue only with separable supported content. | Fabricated assurance or hidden dependency |
| Conflicting buyer and supplier evidence | Surface the conflict for decision; do not silently choose the favourable version. | Misaligned scope, price, or acceptance |
| Irreversible, contractual, publishing, or production action | Obtain explicit authority and preserve an approval record before acting. | Unauthorised commitment or mutation |
For a phased rollout, define activation and competent-use measures by role, assign the customer success and business owners, and delay expansion when adoption evidence misses the agreed gate.
