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skills/advocacy-programs/SKILL.md
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skills/advocacy-programs/SKILL.md
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---
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name: advocacy-programs
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description: Use when designing and scaling reference, story, advisory, or community
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programs.
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---
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# Customer Advocacy Programs Skill
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## When to Use
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- Building a new references or case study engine.
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- Standing up advisory boards, councils, or community spotlights.
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- Refreshing incentives, logistics, or measurement for existing advocacy motions.
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## Framework
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1. **Candidate Pool** – identify accounts by health, persona, usage, sentiment, ARR.
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2. **Value Exchange** – clarify why customers would participate (access, insights, promotion, perks).
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3. **Program Design** – define format (case study, event, video, advisory board) with cadence and deliverables.
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4. **Logistics** – NDAs, approvals, briefing docs, gifting, scheduling, speaker prep.
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5. **Measurement** – track influence on pipeline, product feedback volume, PR reach, community growth.
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## Templates
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- Advocate scoring sheet + roster.
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- Program brief outline (objectives, stakeholders, content needs, incentives).
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- Activation checklist (outreach → prep → execution → follow-up).
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## Tips
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- Keep a single source of truth for advocate status to avoid overuse.
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- Align incentives with procurement/compliance early (gift cards vs swag vs donations).
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- Document quotes/approvals centrally so sales/PR can reuse quickly.
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---
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skills/customer-insights/SKILL.md
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skills/customer-insights/SKILL.md
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---
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name: customer-insights
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description: Use when consolidating product usage, health, and sentiment signals for
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lifecycle programs.
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---
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# Customer Insights & Telemetry Skill
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## When to Use
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- Building segment-specific lifecycle journeys.
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- Prioritizing accounts for adoption help, expansion offers, or advocacy invites.
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- Diagnosing churn/retention risks and surfacing insights to CS + product.
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## Framework
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1. **Signals Stack** – product usage, engagement, sentiment, commercial, health composite.
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2. **Data Plumbing** – define sources (warehouse, product analytics, CS tools) and refresh cadence.
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3. **Normalization** – align account/user IDs, tag personas/verticals.
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4. **Insight Delivery** – dashboards + alerts to lifecycle, CS, product teams.
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5. **Closed Loop** – track outcomes (expansion booked, churn prevented, advocacy activated).
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## Templates
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- Health score schema (dimensions, weight, threshold, owner).
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- Insight brief (observation, impact, recommended play, owner, due date).
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- Data dictionary for lifecycle dashboards.
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## Tips
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- Keep manual notes from CSMs in sync with telemetry to avoid blind spots.
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- Tag signals by persona/vertical for more precise plays.
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- Automate distribution via Slack/email alerts tied to triggers.
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---
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skills/expansion-plays/SKILL.md
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skills/expansion-plays/SKILL.md
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---
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name: expansion-plays
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description: Use when planning adoption-to-expansion motions and cross-sell/upsell
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campaigns.
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---
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# Expansion Playbooks Skill
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## When to Use
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- Identifying accounts ready for cross-sell or upsell.
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- Designing lifecycle campaigns that move customers from adoption to value realization and expansion.
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- Partnering with sales/CS to run QBRs, roadmap reviews, or packaging changes.
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## Framework
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1. **Signal Stack** – product usage milestone, success plan completion, idle licenses, executive sponsor engagement.
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2. **Play Types** – roadmap preview, ROI workshop, packaged add-on offer, multi-product bundle, success story swap.
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3. **Offer Crafting** – align incentive (discount, pilot, service credits) with customer value narrative.
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4. **Execution Channels** – CS outreach, lifecycle nurture, webinars, executive programs.
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5. **Measurement** – expansion pipeline, attach rates, ARR per account, payback.
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## Templates
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- Expansion readiness checklist.
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- QBR/EOQ review deck outline.
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- Offer matrix (persona x trigger x CTA).
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## Tips
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- Keep CS + sales alignment tight on ownership and comp.
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- Document experiments (pricing, packaging) and share learning loops with product.
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- Pair with `customer-insights` to validate readiness signals before outreach.
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---
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