customer-context

Customer Context

A seller or CSM walks into a customer call with five tabs open and none of them says what matters. This skill reads the tools you connect, puts the current state of one customer first, flags what is missing or at risk, and shows only what changed since the last brief. Because it reads your brain, it also says whether the customer fits your ICP, which competitors and objections are in play, and which claims you may repeat. What it learns across many customers goes back to the PMM as proposals, never as silent writes.

Trigger

• When: Someone needs the current state of one named customer before a call, a renewal, an escalation or a handover, or asks about it in a Slack thread.
• Not for: A prospect or a company you do not sell to yet; say so, then offer to build the brief from pasted notes. A competitor → competitive-profile. A competitor inside a live deal → competitive-battlecard. Who decides and who blocks in a deal → stakeholder-maps or buyer-personas. A customer story or reference → customer-stories. A pipeline or forecast across many customers → N/A in this plugin.
• Example prompts:
  • "@Claude catch me up on Northwind" (Slack thread)
  • "Customer context for Northwind before Thursday's renewal call."
  • "What changed at Northwind since last month?" (delta only)
  • "Is Northwind at risk?" (ask, usually from Slack)
  • "Customer context for Acme" (edge: Acme is a prospect; stops and says so)
  • "Customer context for Northwind" with no CRM connected (edge: works from pasted notes and says what is missing)

Inputs

• Args: A customer name or domain, optionally a mode: brief (default), since (delta only) or ask (one question, thread-sized). A one-line question about a named customer is an ask.
• Defaults: Lookbacks follow the sales cycle in brain Section 7, else email 90 days, chat 60, CRM activity 90, calls 90. The surface decides shape and delivery (references/surfaces.md): a Slack thread gets a short reply, other surfaces a full brief.
• Context keys: the brain (/foundation/brain.md, gaps.md, me.md for format only); /context/customers/ (earlier briefs, _patterns.md); /context/competitor-profiles/ and /context/battlecards/ (read only); the ~~ connectors in references/connectors.md.
  • Brain contract: Reads Section 2 (anti_persona, committee_roles, size, industry), Section 3 (alternatives, objections, switching_forces), Section 6 (approved proof, forbidden_claims), Section 8 (prohibited, approvals). Never writes the brain. Anything it learns is a proposal for product-marketing-context and other skills (references/feed-forward.md).