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Zhongwei Li
2025-11-29 18:31:31 +08:00
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name: cohort-analysis
description: Standard method for slicing bookings, pipeline, and retention cohorts
for diagnostics.
---
# Cohort Analysis Framework Skill
## When to Use
- Comparing performance across acquisition channels, segments, or product lines.
- Diagnosing conversion drop-offs within specific booking/vintage cohorts.
- Stress-testing forecast assumptions with historical baseline behavior.
## Framework
1. **Cohort Definition** choose cohort key (signup month, lead source, product tier, segment).
2. **Metric Stack** select KPIs (coverage, win rate, ACV, NRR, payback) per cohort.
3. **Normalization** adjust for seasonality, deal size mix, or currency.
4. **Visualization** waterfall tables, heatmaps, or overlapping curves to highlight divergence.
5. **Narrative Layer** annotate drivers, anomalies, and recommended actions.
## Templates
- Cohort definition worksheet (keys, filters, inclusion/exclusion rules).
- Standardized chart pack for leadership readouts.
- Diagnostic checklist for follow-up analyses.
## Tips
- Keep cohorts mutually exclusive to avoid double-counting.
- Pair with `inspect-pipeline-levers` to link cohort insights to pipeline stages.
- Rebaseline quarterly so assumptions stay current.
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name: deal-quality-model
description: Scoring system for opportunity hygiene, win likelihood, and inspection
prioritization.
---
# Deal Quality Model Skill
## When to Use
- Prioritizing inspection focus during forecast and pipeline reviews.
- Flagging opportunities with incomplete data or low win signals.
- Creating alerts when critical hygiene steps (MEDDIC, next steps) are missing.
## Framework
1. **Input Signals** discovery notes, exec sponsor, mutual plan, activity recency, budget proof.
2. **Weighting** assign weights per signal (required, strong, nice-to-have) per segment.
3. **Score Bands** define thresholds for healthy, watch, and critical opportunities.
4. **Automation Hooks** integrate with CRM validation rules, Slack alerts, and dashboards.
5. **Governance** review scoring monthly, capture overrides, and document rationale.
## Templates
- Signal scoring matrix with thresholds + automation IDs.
- Inspection checklist for reps/managers.
- Alert message template for Slack/email.
## Tips
- Align scoring with enablement frameworks (MEDDIC, SPICED) to drive adoption.
- Expose scores in forecasts so execs can challenge risky commits.
- Pair with `guardrail-scorecard` or pipeline commands to operationalize.
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name: exec-briefing-kit
description: Template for packaging revenue analytics into concise exec/board narratives.
---
# Executive Briefing Kit Skill
## When to Use
- Preparing weekly/monthly revenue readouts for ELT/board.
- Translating dense analytics into concise decisions, asks, and risks.
- Coordinating cross-functional follow-ups post-briefing.
## Framework
1. **Story Spine** headline, context, signal, implication, action.
2. **Metric Snapshot** top KPIs with delta vs target, YoY, and confidence band.
3. **Focus Risks/Opps** highlight 3 blockers/opportunities with owners.
4. **Decision Log** capture exec decisions, escalations, and follow-ups.
5. **Comms Pack** create slides/memo + Slack/email summary for broader teams.
## Templates
- 3-slide deck outline (headline, KPI spine, action plan).
- Memo template with summary → insights → actions.
- Decision/action log sheet with owner, due date, status.
## Tips
- Lead with actions/asks; park methodology in appendix.
- Include guardrail status inline so execs can quickly assess risk.
- Pair with `revenue-health-dashboard` for visuals and command outputs for deep dives.
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name: revenue-health-dashboard
description: Visualization blueprint for revenue KPIs, guardrails, and action callouts.
---
# Revenue Health Dashboard Skill
## When to Use
- Summarizing bookings, pipeline, retention, and efficiency metrics in one place.
- Creating weekly/monthly revenue review packs with consistent layout.
- Highlighting guardrail breaches and ownership for remediation.
## Framework
1. **KPI Stack** bookings, pipeline coverage, win rate, retention/NRR, CAC/payback.
2. **Segmentation Layer** tabs for region, segment, product, channel.
3. **Guardrail Banner** visual cues for breached vs healthy thresholds.
4. **Insight Tiles** annotate root cause, owner, and next action per issue.
5. **Drill Links** tie charts to deeper dashboards or command outputs.
## Templates
- Executive summary slide with KPI dials + traffic lights.
- Detail view for pipeline vs target, retention cohorts, and efficiency metrics.
- Action tracker table embedded in the dashboard.
## Tips
- Keep traffic-light rules aligned with `guardrail-scorecard` to avoid confusion.
- Embed command links (monitor, inspect, build) so reviewers can dive deeper.
- Snapshot dashboards before/after remediation to track improvement.
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