菜单
Rank all open quotes by staleness and expected close value, then recommend the next move per quote. Use when the user asks about open quotes, stalled deals, which quotes to follow up, or the sales pipeline status. Do NOT use for accepted/closed quotes or invoice creation.
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。
基于 SOC 职业分类
Show Annual Recurring Revenue with QoQ and YoY trend and a growth trajectory. Use when the user asks about ARR, annual recurring revenue, annual run rate, or year-over-year revenue growth. Do NOT use for MRR, NRR, or monthly breakdowns.
Identify overdue invoices most likely heading toward write-off, while a save is still possible. Use when the user asks about bad debt, write-off risk, invoices unlikely to be recovered, or wants to see which AR is at risk of becoming bad debt. Do NOT use for general overdue lists or collections prioritisation.
List subscriptions whose payment card expires in the next 30 or 60 days, ranked by MRR at risk. Use when the user asks about expiring cards, cards about to expire, or wants to prevent involuntary churn from payment method expiry. Do NOT use for current payment failures or dunning analysis.
Show the full product catalog: all products, their plans with pricing and billing frequency, addons, and one-time items. Use when the user asks what plans are available, wants to see the product catalog, pricing, or available addons and items. Do NOT use for subscription status, customer-specific data, or coupon lookup.
Decompose churn into voluntary (customers who chose to leave) vs involuntary (failed payments) and identify which plans and products are driving losses. Use when the user asks why customers are churning, churn composition, voluntary vs involuntary split, or which products have the highest cancellation rate. Do NOT use for MRR, NRR, or retention rate questions.
Daily AR worklist: top 20 overdue invoices ranked by recovery probability (outstanding amount × payment-behaviour score). Use when the user asks who to chase for payments today, wants a collections prioritisation, or needs a daily AR action list. Do NOT use for aggregate overdue totals or bad-debt analysis.
| name | quote-prioritizer |
| description | Rank all open quotes by staleness and expected close value, then recommend the next move per quote. Use when the user asks about open quotes, stalled deals, which quotes to follow up, or the sales pipeline status. Do NOT use for accepted/closed quotes or invoice creation. |
| when_to_use | Trigger on: "open quotes", "quotes pipeline", "stalled deals", "quote follow-up", "which quotes to work", "quote status", "deals going cold", "sales pipeline", "quote priority list". |
Rank open quotes by revenue impact and surface which deals need attention.
Resolve org ID via ZohoBilling_List_all_Organizations.
| # | Tool | Purpose |
|---|---|---|
| 1 | ZohoBilling_Get_Estimate_Details_Report | All open quotes with details |
| 2 | ZohoBilling_Get_Lost_Opportunities_Report | Lost deal patterns (for staleness context) |
| 3 | ZohoBilling_List_all_Quotes | Live quote list with status |
base: 0.0
+ Days since last activity / 30 (capped at 0.5)
+ Days open / 90 (capped at 0.3)
+ Expiry date passed → +0.3
− Customer has active subscription → −0.1 (warm account)
Expected close value = quote_amount × (1 − staleness_score)
Quotes Pipeline — [date] (N open quotes · $XXX,XXX pipeline value)
────────────────────────────────────────────────────────────────────────────────
# Customer Amount Days open Staleness Exp. close Action
────────────────────────────────────────────────────────────────────────────────
1 Hot Deal Corp $12,000 4d 0.12 $10,560 📧 Follow-up
2 Warm Prospect Ltd $ 4,500 18d 0.41 $ 2,655 📞 Call + discount?
3 Stalled Co $ 8,200 45d 0.72 ⚠ $ 2,296 🤝 Concession or close
4 Dead Deal Inc $ 3,100 87d 0.91 ☠ $ 279 ☠ Mark lost
────────────────────────────────────────────────────────────────────────────────
⚠ Stalled (>0.7): N quotes · ☠ Dead (>0.9): N quotes
Recommended actions: