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Zhongwei Li
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name: account-tiering
description: Use when defining ABM tiers, scoring logic, and coverage rules.
---
# Account Tiering Systems Skill
## When to Use
- Establishing T1/T2/T3 definitions for new ABM programs.
- Auditing existing tiers to ensure they reflect current revenue priorities.
- Aligning sales, marketing, and partner teams on coverage and SLA expectations.
## Framework
1. **Firmographic Fit** revenue, employee count, industry, region.
2. **Propensity Signals** intent, product usage, previous engagement, open opportunities.
3. **Strategic Value** partnership potential, brand influence, expansion runway.
4. **Capacity Planning** match tiers to owner bandwidth (SDR, AE, marketing pods).
5. **SLA Definitions** touch frequency, personalization level, reporting cadence by tier.
## Templates
- **Tiering Matrix**: See `assets/tiering_matrix.md` for criteria and scoring logic.
- **Coverage planner** (tier → owner type → touch expectations).
- **Governance checklist** (review cadence, data sources, exception handling).
## Tips
- Recalculate tiers quarterly or when GTM strategy shifts.
- Keep a single truth source (sheet or CDP) to avoid conflicting tiers.
- Document exceptions (e.g., strategic design partners) so automation logic stays clean.
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name: personalization
description: Use when crafting tiered ABM messaging, offers, and creative variants.
---
# Personalized Engagement Systems Skill
## When to Use
- Building custom messaging for target accounts or personas.
- Coordinating creative assets across channels (email, ads, social, direct mail).
- Auditing personalization depth per tier to maintain SLAs.
## Framework
1. **Persona & Pain Mapping** capture value props, proof, objections per stakeholder.
2. **Offer Alignment** pair offers (executive briefing, POV deck, workshop, custom report) to stage and tier.
3. **Channel Adaptation** tailor copy lengths, creative specs, CTAs across email, ads, social, events.
4. **Asset Governance** maintain snippet libraries, approval workflows, localization notes.
5. **Experimentation** track personalization tests (hook, CTA, asset format) with measurement plan.
## Templates
- **Personalization Tokens**: See `assets/personalization_tokens.json` for dynamic field examples.
- **Persona messaging grid** (pain, proof, CTA, asset reference).
- **Multichannel asset tracker** (status, owner, personalization depth, expiration).
- **Personalization QA checklist** (tokens, data sources, compliance, accessibility).
## Tips
- Reuse modular narrative blocks to scale while keeping customization high.
- Sync with copywriting + design teams early for high-value tiers.
- Monitor engagement vs personalization depth to justify future investments.
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name: signal-intel
description: Use when consolidating intent, product usage, and third-party signals
to prioritize ABM actions.
---
# Signal Intelligence Systems Skill
## When to Use
- Monitoring account readiness for ABM plays.
- Prioritizing SDR/AE follow-up based on live engagement.
- Coordinating signal-based automations (ads suppression, nurture routing, sales alerts).
## Signal Sources
1. **Intent Platforms** Bombora, 6sense, ZoomInfo (topics, spike scores, recency).
2. **Product Usage** PQL metrics, feature adoption, seat utilization, idle license detection.
3. **Engagement** email/web activity, event attendance, community participation, SDR/AE touchpoints.
4. **Commercial** opp stages, renewal windows, open tickets, expansion likelihood.
5. **External Events** hiring, funding, tech stack changes, executive moves, news.
## Framework
1. Normalize identifiers (domain, account ID) across sources.
2. Define scoring rules per signal category with decay functions.
3. Build alerts/automations (Slack, email, CRM tasks, MAP triggers).
4. Feed prioritized lists into plays (target-accounts, plan-plays, monitor-abm).
5. Log outcomes to refine weighting and ROI.
## Templates
- Signal scoring worksheet (source, weight, freshness, trigger threshold).
- Alert matrix (signal → delivery channel → owner → SLA).
- Data dictionary for dashboards/warehouse models.
## Tips
- Combine at least two signal types before triggering high-effort plays.
- Store historical signal snapshots to correlate with pipeline impact.
- Align privacy/compliance flags with marketing automation + CRM suppression rules.
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