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Zhongwei Li
2025-11-29 18:30:21 +08:00
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name: adoption-playbook
description: Structured guide for designing and executing customer adoption programs.
---
# Adoption Playbook Skill
## When to Use
- Launching onboarding/adoption initiatives for new segments or products.
- Refreshing adoption strategies after major roadmap or packaging changes.
- Standardizing enablement for CS, product, and marketing partnerships.
## Framework
1. **Persona & Journey Mapping** goals, blockers, success metrics, critical milestones.
2. **Play Matrix** channel x milestone view of actions, owners, cadences, and triggers.
3. **Content Library** templates for comms, workshops, office hours, and enablement assets.
4. **Measurement Plan** activation, usage, sentiment, expansion metrics with thresholds.
5. **Feedback Loop** qualitative signals, experiment backlog, and improvement tracker.
## Templates
- Journey table (milestone, trigger, action, owner, KPI).
- Adoption campaign brief with creative/copy checklist.
- Weekly adoption standup agenda and notes doc.
## Tips
- Anchor each milestone on a clear customer outcome, not just feature usage.
- Pair with `build-adoption-program` command for automated blueprints.
- Archive playbook iterations to show impact in QBR/EBR storytelling.
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name: executive-ebr-kit
description: Template pack for executive business reviews with outcomes, risks, and
asks.
---
# Executive EBR Kit Skill
## When to Use
- Preparing quarterly/biannual executive business reviews (EBRs/QBRs).
- Aligning customer exec sponsors with value realization, roadmap, and investment asks.
- Creating consistent storytelling across CS leaders and account teams.
## Framework
1. **Narrative Structure** headline, impact summary, challenges, commitments, next plays.
2. **Metric Spine** adoption, value, ROI, roadmap alignment, joint KPIs.
3. **Risk & Opportunity** top 3 blockers + mitigations; top 3 growth bets + investment needs.
4. **Executive Actions** decisions, approvals, introductions, or resources requested.
5. **Follow-Up Tracker** owner, due date, status, and impact measurement.
## Templates
- 6-slide EBR deck outline with talking points per slide.
- Memo template for async EBRs.
- Action/decision log sheet shared with customer + internal teams.
## Tips
- Lead with outcomes delivered before asking for investment or case studies.
- Include joint success metrics the customer already tracks for easier alignment.
- Pair with `run-escalation-playbook` for exec-ready updates on remediation progress.
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name: risk-scoring-framework
description: Method for calculating customer health/risk tiers using quantitative
+ qualitative data.
---
# Risk Scoring Framework Skill
## When to Use
- Building or tuning customer health scores that drive CS prioritization.
- Aligning RevOps, CS, and product on what “healthy” vs “at-risk” looks like.
- Auditing why certain segments churn or expand more than others.
## Framework
1. **Signal Inventory** usage, sentiment, support, commercial, product feedback, exec engagement.
2. **Weighting & Decay** assign weights per signal, set freshness decay, define negative indicators.
3. **Tier Mapping** convert scores to tiers (green/yellow/red) with playbook hooks.
4. **Validation Loop** back-test against churn, expansion, and NPS outcomes.
5. **Governance** review cadence, owner accountability, and change management process.
## Templates
- Signal catalog spreadsheet with weights and owners.
- Tier thresholds + play mapping sheet.
- Validation report template comparing scores vs outcomes.
## Tips
- Combine structured data with CSM notes or sentiment highlights for context.
- Keep tiers simple (3-4) to avoid confusion; use tags for nuance.
- Pair with `monitor-customer-health` output to auto-highlight risks.
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name: sentiment-feedback-loop
description: Process for capturing qualitative feedback and injecting it into CS playbooks.
---
# Sentiment Feedback Loop Skill
## When to Use
- Enriching health scores with qualitative insights from surveys, CSM notes, and communities.
- Building voice-of-customer summaries for exec updates or escalations.
- Prioritizing product/CS actions based on sentiment trends.
## Framework
1. **Source Intake** NPS/CSAT, support tickets, call notes, community threads, surveys.
2. **Tagging & Themes** apply taxonomy for product area, sentiment, urgency, persona.
3. **Routing Rules** send critical feedback to owners (product, eng, CS, exec sponsors).
4. **Insight Packaging** compile trend summaries, quotes, and recommended actions.
5. **Closed-Loop Tracking** log actions taken, status, and customer follow-up.
## Templates
- Sentiment tagging spreadsheet or Notion template.
- Weekly VOC digest format for leadership.
- Follow-up tracker for commitments back to customers.
## Tips
- Automate ingestion where possible but maintain human review for nuance.
- Highlight positive sentiment for advocacy/reference programs too.
- Pair with `monitor-customer-health` and `run-escalation-playbook` for context.
---