Scan your GREEN customers for expansion signals - usage spikes past tier thresholds, team-size growth, feature-request patterns, new-product adoption - and rank upsell, cross-sell, add-on, and seat-expansion opportunities by annual revenue upside over effort to close. Every row cites the signal so you know why I…
Draft a sharp three-sentence reframe to use on the call (acknowledge → concrete anchor-account example → dated next step) plus a short follow-up email in your voice. I look up the objection in your playbook and recent call insights so the response is grounded, not improvised.
Run the CRM action you need: a hygiene sweep that diffs dupes and stage mismatches without mutating, a natural-language read-only query, a routing pass that assigns GREEN, nurtures YELLOW, and drops RED, or a follow-up task pushed to your task tool. I never mutate without your per-row approval.
Plan a new customer's first ninety days: kickoff agenda, success metric locked in their words at kickoff, time-to-value milestones, named champions and blockers, and the first-thirty-day risk list. The anchor every later account review and renewal pulls from.
Prep me for a meeting in the shape that fits: a one-page call prep with the right questions for the deal's weakest qualification pillar, or an account review pack with shipped outcomes, usage trend, risks, and renewal runway. Both pull from your playbook and the deal or customer history - no generic templates.
Build a sharp profile of who actually buys in a segment - champion, economic buyer, blocker, disqualifiers, anchor accounts. I pull from your CRM closed-won list or work from the examples you give me. Every cold email, call prep, and proposal I draft pulls from here.
Research a target account or contact at the depth you need: a 30-second qualify on a URL, a full cited brief with site scrape and twelve weeks of news, an enrichment on a named person, or a warm-paths search across your CRM and LinkedIn. Every claim cites a real source - no invented news, funding, or connections.
Pull every open deal from your CRM, classify against the playbook's deal-stage exit criteria into Commit / Best / Pipeline / Omit, roll up annual revenue per bucket, and compare to last week's forecast to flag slippage. Confidence per deal is the minimum of stage progress, qualification completeness, and close-plan…
Score what you need scored. Pick the subject: every un-scored lead against your ideal customer profile, a single lead's fit and angle, every open deal on health drivers, or every customer's color. I name the top two drivers per row so nothing is a black-box number.
Tell me the basics about your company, your ideal customer, your pricing stance, deal stages, and how you handle objections so I can give you better sales help. I ask a few quick questions and write the playbook every other skill reads first. You only need to do this once, and I keep it updated as things change.
Build a mutual action plan with the prospect: a shared timeline across procurement, security review, budget approval, and legal - with owners (yours and theirs) and dated milestones. Top three risks and any unknown stakeholder surfaced explicitly so you know what to learn on the next call.
Draft a one-page proposal grounded in the deal: their verbatim problem statement, your proposed approach, scope (in and out), pricing within your playbook's stance, terms, success metrics, timeline, and next step. Anything outside your pricing non-negotiables gets flagged for your approval, never silently committed.
Draft the outreach you need: a grounded cold email, a sixty-second cold-call script, a post-call follow-up, an inbound reply, a renewal note, or a churn-save email. Every draft is voice-matched to your sent inbox, anchored in your playbook, and stays in a file until you copy and send.
Point me at a customer conversation and I give you the short version: where things stand, what you promised, and what the customer is waiting for. Three bullets instead of re-reading a 20-message thread. Especially useful before you draft a reply on something that's been sitting.
Get a quick read on your support inbox. Pick what you need: a morning brief that ranks the 5-10 tickets that actually need you today, an overdue check that flags anything about to miss response-time targets or already past due, or a stale-threads sweep that catches conversations you dropped. I scan, rank, and tell you…
Draft the messages that move customers through your lifecycle. A welcome series that walks new signups to their first win across five touches, a 90/60/30-day renewal sequence grounded in what the account actually achieved, a one-off expansion nudge when usage data shows someone hitting a ceiling, or a save message…
Write a step-by-step incident response playbook so the next time something breaks, you already know who to page, what to tell customers, and when to post updates. Covers detection through post-mortem, with real names, real channels, and comms templates in your voice. One doc you write once and run every time.
Tell me which conversation and I write your reply. I pull up the customer's history, read your past messages to match your voice, and draft something that actually addresses what they asked, whether it's a bug, a how-to, or a billing question. I never send it and I never promise a date you haven't approved.
Look at what your customers keep asking about and figure out where your help center is falling short. Ranks the gaps by how many people hit them and how valuable those customers are, gives you the top three with the actual tickets behind each one, and offers to draft the articles right there.
Spot something in a ticket that's bigger than the ticket itself and I file it properly. A bug report gets logged with repro steps and severity so engineering can act on it. A feature request gets attributed to the customer who asked. And if I see the same question come up three or more times without a help article, I…
Give me a customer name and pick what you need: a dossier with their plan, history, and open items; a full timeline of every interaction; a health score (green/yellow/red) with the three signals driving it; or a churn-risk check that tells you if they're slipping and what to do about it. One customer, four angles.
Go through your recent tickets and pull out what customers are actually saying. Clusters the verbatim pains, feature requests, friction points where your messaging doesn't match reality, and quotes worth stealing for your landing page. The single best input for your next roadmap conversation, positioning tweak, or…
Get a structured readout of how support is going. A weekly rollup that covers every domain with volume, top themes, overdue promises, and churn flags opened. A help-center digest that surfaces ticket themes, request velocity, and the single most useful article to write next. Or a per-account review that maps wins…
Tell me the basics about your product, your customers, and how you handle support so I can give you better help. I ask a few quick questions about your product, response-time targets, VIP list, routing rules, and known gotchas. You only need to do this once, and I keep it updated as things change.
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