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skills/activation-map/SKILL.md
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skills/activation-map/SKILL.md
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---
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name: activation-map
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description: Use to link segments and insights to GTM plays, owners, and measurement
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plans.
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---
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# Activation Map Skill
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## When to Use
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- After defining new customer segments or insights that require action.
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- Aligning marketing, sales, CS, and product teams on who owns what.
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- Tracking adoption and performance of segment-driven campaigns.
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## Framework
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1. **Segment/Insight Summary** – describe target segments, size, and business goal.
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2. **Play Mapping** – list recommended plays (campaign, nurture, CS program, product change) with owners.
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3. **Channel & Asset Needs** – specify content, tooling, and integrations required.
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4. **Measurement** – define KPIs, dashboards, and review cadence.
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5. **Feedback Loop** – gather learnings, update plays, and inform next iteration.
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## Templates
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- Activation matrix (segment, play, owner, timing, KPI).
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- Brief template for play owners.
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- Scorecard format for exec reviews.
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## Tips
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- Keep owners accountable by including due dates and status fields.
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- Tie KPIs back to the original segmentation goal for clarity.
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- Pair with `segmentation-framework` updates to maintain alignment.
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---
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skills/retention-dashboard/SKILL.md
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skills/retention-dashboard/SKILL.md
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---
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name: retention-dashboard
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description: Use to visualize churn, expansion, and health metrics across cohorts.
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---
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# Retention Dashboard Toolkit Skill
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## When to Use
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- Automating retention reviews for CS, lifecycle marketing, or execs.
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- Tracking pilot outcomes for adoption/save plays.
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- Providing drillable dashboards to segment owners.
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## Framework
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1. **Metric Definitions** – ARR retention, logo retention, expansion %, health scores.
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2. **Cohort Dimensions** – plan, persona, region, industry, product, acquisition channel.
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3. **Visualization Layout** – summary tiles, cohort heatmaps, waterfall, signal callouts.
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4. **Alerting Layer** – thresholds for Slack/email alerts when metrics breach targets.
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5. **Annotation Workflow** – capture commentary, actions, and follow-up owners.
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## Templates
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- BI dashboard spec (metrics, dimensions, filters, refresh cadence).
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- Weekly retention digest format.
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- Alert template with context + call to action.
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## Tips
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- Normalize metrics (e.g., ARR, accounts, seats) to avoid confusion.
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- Tie charts to plays so stakeholders know what to do next.
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- Pair with `activation-map` to log actions triggered by signals.
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---
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skills/save-play-library/SKILL.md
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skills/save-play-library/SKILL.md
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---
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name: save-play-library
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description: Use to catalog churn/expansion plays tied to specific signals, cohorts,
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and owners.
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---
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# Save Play Library Skill
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## When to Use
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- Translating retention signals into specific remediation actions.
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- Coordinating lifecycle marketing and CS teams on who does what.
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- Measuring effectiveness of save plays over time.
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## Framework
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1. **Signal Definition** – map triggers (drop in usage, support surge, NPS drop) to play categories.
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2. **Play Blueprint** – outline objective, audience, messaging, channels, and required assets.
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3. **Owner Matrix** – assign owners (CSM, lifecycle marketer, exec sponsor) with SLAs.
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4. **Measurement Plan** – specify KPIs, experiment windows, and success criteria.
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5. **Feedback Loop** – capture results, learnings, and iterate on play details.
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## Templates
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- Play card (trigger, action steps, assets, KPI, owner).
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- Experiment tracker with control/test cohorts.
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- Post-play retrospective form.
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## Tips
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- Keep plays modular so they can stack (email + exec outreach + offer).
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- Include links to enablement assets for quick execution.
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- Pair with `retention-dashboard` to trigger plays automatically when thresholds trip.
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---
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skills/segmentation-framework/SKILL.md
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skills/segmentation-framework/SKILL.md
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---
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name: segmentation-framework
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description: Use to design and document customer segments with clear criteria, metrics,
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and governance.
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---
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# Segmentation Framework Skill
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## When to Use
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- Building or refreshing customer personas for marketing, sales, or product usage.
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- Aligning RevOps/data teams on scoring logic.
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- Preparing documentation for GTM activation or reporting.
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## Framework
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1. **Objective & KPIs** – clarify why segmentation is needed and how it will be measured.
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2. **Data Inputs** – list sources (firmographic, technographic, usage, revenue, intent) and required freshness.
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3. **Segmentation Logic** – outline rules/cluster definitions, decision trees, and scoring weights.
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4. **Validation Checklist** – sample accounts, lift vs KPIs, stakeholder review.
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5. **Governance** – refresh cadence, change management process, and owner roster.
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## Templates
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- Segmentation spec (definition, logic, KPIs, owner).
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- Scoring weight table + calculator.
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- Adoption tracker + feedback log.
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## Tips
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- Start with simple rules before layering complex clustering.
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- Document exclusions and fallback logic for incomplete data.
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- Pair with `activation-map` to ensure each segment has downstream plays.
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---
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