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SkillsMP 已收集 stephenrogan/csm-skills 中的 58 个 Skill。打开任一 Skill 可查看来源和详情。
已展示 40 / 58 个已收集 Skill。
Develops a structured 90-day strategic plan for a key account by defining priorities, setting measurable objectives, mapping stakeholder strategy, and identifying risks and opportunities. Use when asked to build an account strategy, create an account plan,…
原文语言：英语
Produces a structured SWOT analysis for a customer account, identifying strengths to leverage, weaknesses to address, opportunities to pursue, and threats to mitigate. Connects each element to specific actions. Use when asked to analyse an account…
原文语言：英语
Extracts commitments, action items, and follow-ups from any unstructured text including call notes, email threads, meeting transcripts, Slack conversations, or internal discussions. Outputs a structured list with owners, deadlines, and priority. Use when…
原文语言：英语
Prioritises a CSM's full book of accounts into action tiers using a weighted scoring model that considers ARR, health, renewal proximity, engagement status, and strategic importance. Produces a ranked list with recommended time allocation. Use when asked to…
原文语言：英语
Provides a lighter alternative to a full QBR for mid-market and SMB accounts that need value conversations but do not warrant a formal quarterly business review. Structures a 20-30 minute business check-in with usage highlights, value evidence, and…
原文语言：英语
Generates a structured post-call summary from raw notes, key observations, or a brain dump of what happened. Organises the chaos into discussion points, decisions, action items, sentiment, and flags. Use when asked to summarise a call, structure meeting…
原文语言：英语
Assesses whether a CSM's book of accounts is manageable given the mix of account tiers, health states, upcoming events, and strategic demands. Produces a capacity assessment with overload indicators, rebalancing suggestions, and evidence for headcount…
原文语言：英语
Structures a CS career progression plan from current role to target role by mapping required skills, identifying gaps, defining development milestones, and building a timeline with specific actions. Covers the full CS career ladder from CSM through VP. Use…
原文语言：英语
Writes genuine notes celebrating customer milestones, achievements, team successes, or personal events. Avoids corporate platitudes in favour of specific, personal recognition that strengthens the relationship. Use when asked to write a congratulations note,…
原文语言：英语
Provides a structured framework for helping customers drive internal adoption of your product within their organisation. Addresses resistance, stakeholder alignment, communication strategy, and phased rollout planning from the CSM's perspective as an external…
原文语言：英语
Writes personalised customer check-in emails that do not sound like templates. Calibrates tone by segment, incorporates account-specific context, and always includes a specific question or observation rather than generic outreach. Use when asked to write a…
原文语言：英语
Structures a post-churn analysis to identify root causes, missed signals, intervention gaps, and systemic lessons. Produces a documented analysis that prevents the same failure pattern from repeating across the portfolio. Use when asked to analyse a churn,…
原文语言：英语
Evaluates the severity of a competitive threat on a specific account by assessing the evaluation stage, trigger, relationship strength, and switching cost. Produces a threat classification with a response framework. Use when asked to assess a competitive…
原文语言：英语
Walks through a customer contract to identify key commercial terms, renewal conditions, pricing structure, auto-renewal clauses, termination requirements, and negotiation leverage points. Produces an annotated summary the CSM can use for renewal preparation.…
原文语言：英语
Builds the business case for CS investment -- headcount, tooling, programmes, or operational improvements. Structures the argument in CFO-ready language with ROI projection, risk quantification, and evidence from portfolio data. Use when asked to build a…
原文语言：英语
Takes a CS metric and produces a comprehensive explanation including definition, calculation method, industry benchmarks, what drives it, how to influence it, and common misinterpretations. Use when asked to explain a CS metric, understand NRR or GRR, learn…
原文语言：英语
Writes genuine, non-corporate apologies after service failures, outages, missed commitments, or other situations where the customer was let down. Provides multiple framing options calibrated to the severity of the failure and the state of the relationship.…
原文语言：英语
Interprets mixed or contradictory signals from a customer by analysing the gap between what they say, what they do, and what the data shows. Produces a structured interpretation with investigation recommendations. Use when asked to decode customer sentiment,…
原文语言：英语
Prepares talking points and framing for difficult customer conversations including delivering bad news, addressing underperformance, raising pricing concerns, discussing missed commitments, or having an honest conversation about a failing relationship. Use…
原文语言：英语
Writes structured escalation documents that get the right people to act on a customer issue. Includes the headline, timeline, customer impact, resolution attempts, specific ask, and commercial context. Use when asked to write an escalation brief, document an…
原文语言：英语
Helps a CSM decide whether to escalate an issue, when to escalate, to whom, at what severity, and how to frame it. Distinct from the escalation-brief-writer (which structures the escalation document) -- this skill helps with the judgment call of whether…
原文语言：英语
Condenses account context into structured executive summaries of varying depth -- from a 30-second verbal brief to a one-page written summary. Formats for the specific executive audience (your leadership, the customer's leadership, or both). Use when asked to…
原文语言：英语
Framework for when and how to involve executives -- yours and the customer's -- in the account relationship. Covers timing, framing, preparation, and follow-through for executive engagement at renewal, expansion, escalation, and strategic alignment points.…
原文语言：英语
Writes the initial outreach email to a senior stakeholder the CSM has not engaged before -- going high for the first time. Calibrates register, framing, and approach to executive communication standards. Use when asked to write an email to a VP, CRO, CFO, or…
原文语言：英语
Scores expansion readiness for a customer account by assessing adoption depth, value realisation, stakeholder alignment, commercial signals, and timing. Produces a readiness classification with the recommended expansion approach and the specific signal that…
原文语言：英语
Writes post-meeting follow-up emails that reinforce commitments, document decisions, and maintain momentum. Produces a customer-facing email that both parties can reference as the record of what was agreed. Use when asked to write a follow-up email, draft a…
原文语言：英语
Structures personal and professional development goals for a CSM using a progression from current capabilities to target role or skill level. Produces measurable milestones with a timeline. Use when asked to set goals, build a development plan, define career…
原文语言：英语
Writes the transition email when a customer moves to a new CSM -- the outgoing CSM's introduction of the incoming CSM. Balances reassurance with enthusiasm, provides enough context for the customer without overwhelming them, and positions the incoming CSM for…
原文语言：英语
Generates an internal-only post-meeting summary that includes context a CSM would never share with the customer -- political observations, relationship assessments, competitive intelligence, strategic notes, and honest sentiment reads. Distinct from follow-up…
原文语言：英语
Compiles account portfolio status into formatted internal updates for leadership, cross-functional teams, or manager reviews. Adapts detail and framing by audience. Use when asked to write a status update, compile a portfolio summary for leadership, create a…
原文语言：英语
Structures preparation for CS job interviews at any level -- CSM, Senior CSM, Manager, Director, VP. Identifies likely questions by level, helps build structured answers using the STAR framework with CS-specific examples, and prepares the candidate for case…
原文语言：英语
Prepares structured updates and discussion points for a CSM's manager 1:1. Organises portfolio status, wins, blockers, asks, and development topics into a format that makes the 1:1 productive rather than a status update. Use when asked to prepare for a 1:1,…
原文语言：英语
Guided diagnostic that scores account health through structured questions across five dimensions -- usage, engagement, support, sentiment, and commercial health. Produces a health classification with component breakdown and recommended actions. No automated…
原文语言：英语
Creates structured meeting agendas with time allocation, talking points, desired outcomes, and participant roles for any CS meeting type. Adapts format by meeting type and audience. Use when asked to build a meeting agenda, structure a customer call, plan a…
原文语言：英语
Structures what happened in a customer meeting into a CRM-ready activity record with outcome classification, sentiment assessment, next steps, and follow-up triggers. Bridges the gap between "the meeting happened" and "the system knows what happened." Use…
原文语言：英语
Provides a structured approach to expanding relationships beyond a single contact at a customer account. Identifies target contacts, recommends engagement approaches, and builds a multi-threading strategy to reduce single-thread risk. Use when asked to…
原文语言：英语
Analyses an NPS score and verbatim response to produce a structured interpretation with recommended follow-up by score band. Goes beyond the number to extract actionable insight from the verbatim and match it to the account context. Use when asked to…
原文语言：英语
Provides structured response frameworks for common CS objections including pricing challenges, feature gaps, competitive comparisons, adoption resistance, and value questioning. Produces multiple response options calibrated to the relationship context. Use…
原文语言：英语
Creates a structured customer onboarding plan with phased milestones, success criteria, timeline, and responsibility assignments. Adapts by segment and complexity. Use when asked to build an onboarding plan, structure a customer kickoff, create an…
原文语言：英语
Structures a coaching conversation between CSMs for peer review of an account situation, strategy brainstorm, or skill development. Provides a framework that makes peer coaching sessions productive and focused rather than unstructured venting. Use when asked…
原文语言：英语