customer-research

Customer Research Skill

Deep customer understanding through structured research frameworks, powered by real customer data.

Purpose

Build comprehensive customer intelligence that informs product, marketing, and sales strategies.

Required Integrations

Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.

Data Sources

# CUSTOMER RESEARCH DATA SOURCES
# Configure the sources relevant to your research needs

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives
    - slack_history

# CRM & Customer Data
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - customer_records
    - deal_history
    - win_loss_data
    - industry_segments
    - company_size_data
    - customer_lifecycle

# Product Usage & Analytics
- source: product_analytics
  connector: "{{MIXPANEL | AMPLITUDE | PENDO | HEAP}}"
  data:
    - user_behavior
    - feature_adoption
    - usage_patterns
    - cohort_analysis
    - retention_metrics

# Customer Feedback
- source: nps_surveys
  connector: "{{DELIGHTED | MEDALLIA | QUALTRICS | TYPEFORM}}"
  data:
    - nps_scores
    - survey_responses
    - feedback_themes
- source: review_sites
  sources:
    - g2
    - capterra
    - trustradius
  data:
    - customer_reviews
    - sentiment_analysis
    - competitive_mentions

# Conversation Intelligence
- source: call_recordings
  connector: "{{GONG | CHORUS | CLARI}}"
  data:
    - discovery_calls
    - win_loss_calls
    - objection_patterns
    - customer_language
    - competitive_mentions

# Support & Feedback
- source: support
  connector: "{{ZENDESK | INTERCOM | FRESHDESK}}"
  data:
    - ticket_themes
    - feature_requests
    - complaints
    - common_questions
- source: product_feedback
  connector: "{{PRODUCTBOARD | CANNY | USERVOICE}}"
  data:
    - feature_requests
    - voting_data
    - feedback_themes

# Customer Success
- source: customer_success
  connector: "{{GAINSIGHT | CHURNZERO | TOTANGO}}"
  data:
    - health_scores
    - churn_reasons
    - expansion_data
    - customer_segments

# Research Documents
- source: research_docs
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION | CONFLUENCE}}"
  paths:
    - "/Research/Customer Interviews/"
    - "/Research/Survey Results/"
    - "/Research/Personas/"
    - "/Research/ICP Documentation/"

# Marketing Intelligence
- source: marketing_analytics
  connector: "{{GOOGLE_ANALYTICS | HUBSPOT | MARKETO}}"
  data:
    - conversion_paths
    - content_engagement
    - lead_sources
    - attribution_data