Skill Claude CodeCodex
Map an account's buying committee and build expansion hypotheses from the firm's services this client has not bought, each with a trigger that says when to raise it. Use for account planning, expansion or cross-sell planning, or when asked where growth in the existing client base could come from.
Skill Claude CodeCodex
Sweep every client folder and report what needs attention — renewals inside 90 days, accounts in their first 90 days, missing success definitions, accounts with no QBR in two quarters, unfilled proof stubs, stale reviews, and referral-ready accounts. Use for portfolio review, retention review, or before starting new…
Skill Claude CodeCodex
Turn a won deal into a first-90-days plan with a written success definition, named stakeholders and what each judges success by, and checkpoints at day 14, 30, and 90. Use right after a win, when a new client starts, or when an existing account has no agreed definition of what success means.
Skill Claude CodeCodex
Prepare a quarterly business review for one client — delivered versus what was promised, scored against the success definition agreed at onboarding, then the next quarter, an expansion ask, and a referral ask. Use for QBRs, quarterly or renewal reviews, or account check-ins.
Skill Claude CodeCodex
Create and maintain the firm profile for a professional service firm skills + workspace repo. Use when starting a new firm repo, onboarding, missing business context, or before any marketing/sales/intelligence skill. For competitor monitoring, see intel-competitor-monitoring.
Skill Claude CodeCodex
Run one Plan-Do-Check-Act cycle for a PDCA area in workspace/pdca/, ending in a measured result and an explicit decision. Use when the user wants to plan a measurable experiment, record what was done, check the outcome against a baseline, close a cycle, or asks whether previous work actually worked. Requires an area…
Skill Claude CodeCodex
Independently evaluate a PDCA cycle against the acceptance criteria written before the work started, using deterministic checks first and an LLM judge second. Use before a cycle's Check, when verifying whether work actually met its criteria, or when a result needs a second opinion that is not the executor's.
Skill Claude CodeCodex
Set up a files-only PDCA measurement area for one process or outcome in a professional service firm — outcome, metrics, direction, source of truth, cadence, and baseline. Use when the user wants to measure whether marketing, sales, delivery, or content work actually moves a business outcome, or asks for KPIs, a…
Skill Claude CodeCodex
Track whether answer engines name the firm — build a versioned panel of buyer-intent prompts, run them across ChatGPT/Claude/Gemini/Perplexity, and roll results into a share-of-answer table with citation rate and named competitors. Use for AI visibility, GEO/AEO monitoring, "do LLMs recommend us", or answer-engine…
Skill Claude CodeCodex
Discover new competitors via SERP results for a search phrase and location, deduplicate by root domain against already-monitored accounts, and propose candidates to add to monitoring. Use when the user wants to find competitors, research the market, or seed the monitoring list. Read firm profile first.
Skill Claude CodeCodex
Files-only competitor website monitoring for a shared B2BForce workspace. Use to maintain competitor profiles, monitored page lists, page snapshots, change notes, and weekly report inputs under workspace/intelligence/. Read firm profile first; for firm profile setup, see firm-context.
Skill Claude CodeCodex
Generate a weekly competitive-intelligence report from monitored competitor page changes within a date range, with an AI business-impact summary and per-page change list. Use when the user wants a weekly digest, monitoring summary, or shareable intel report. Read firm profile and monitoring files first.
Skill Claude CodeCodex
Create, enrich, or refresh workspace/firm/profile.md from a company website URL. Use during setup after firm-context interview, or later when the firm's website, positioning, proof points, or target market changed.
Skill Claude CodeCodex
Write an 800-1500 word B2B blog post in Markdown from a content idea. Use when contenttype is blogpost. Applies stage-specific frameworks and Exa reference articles. Output to workspace/marketing/content/drafts/blog/. For LinkedIn or X use marketing-content-linkedin-post or marketing-content-x-post instead.
Skill Claude CodeCodex
Write a B2B case study (500-1500 words, PASTOR framework) from a content idea. Use when contenttype is casestudy and buyingstage is decision or vendor. Uses Exa reference articles. Output to workspace/marketing/content/drafts/case-studies/.
Skill Claude CodeCodex
Generate B2B content ideas across buying stages and content types (blog, LinkedIn, X, case study, service-page opportunity). Use when planning a content calendar from ICP and service context. Requires firm profile, service, ICP, and persona files. For writing drafts use marketing-content- skills per type.
Skill Claude CodeCodex
Write a LinkedIn post (150-250 words, plain text) from a content idea. Use when contenttype is linkedinpost. No Exa research. Stage-specific frameworks apply. Output to workspace/marketing/content/drafts/linkedin/. Not for blog or X formats.
Skill Claude CodeCodex
Write an X (Twitter) post or thread from a content idea. Use when contenttype is xpost. Max 280 chars per tweet, no external links in body. Output to workspace/marketing/content/drafts/x/. For LinkedIn use marketing-content-linkedin-post.
Skill Claude CodeCodex
Turn the domains answer engines actually cite into a ranked backlog of surfaces to get onto — listicles, directories, communities, review sites — each with an owner, a next action, and a status. Use after intel-ai-visibility, or when asked how to get recommended by AI, mentioned in LLM answers, or onto third-party…
Skill Claude CodeCodex
Create or enrich an Ideal Customer Profile and 1-3 buyer personas for a B2B service. If the service is missing, first create it from a URL, text description, or both via marketing-service. Use when ICP/personas are missing before content, landing pages, or prospecting. Output to workspace/marketing/icp/.
Skill Claude CodeCodex
Research SEO keywords and search metrics for a topic (DataForSEO with AI research fallback), then produce an SEO context block and a target keyword for content. Use when the user wants keyword research, SEO data, or a target keyword for a content idea or draft. Read firm profile for industry/location.
Skill Claude CodeCodex
Create or refresh a standalone B2B service page from a service brief, URL, existing service file, or a mix of inputs. Use when the user wants a landing page/service page without first creating a content idea. Output to workspace/marketing/landing-pages/{slug}/.
Skill Claude CodeCodex
Create, enrich, or refresh a B2B service definition in workspace/firm/services/ from a URL, a text description, or both. Use when a service is missing, incomplete, or outdated before ICP generation.
Skill Claude CodeCodex
Decide bid, no-bid, or conditional on one opportunity by scoring the discovery brief against the service fit criteria and the ICP anti-fit criteria. Use before writing a proposal, when deciding whether to answer an RFP, or when the pipeline holds more requests than the firm can serve well.