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cs-prep

Business
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Use when preparing customer success materials (QBR briefs) - synthesizes customer-specific meeting history, extracts signals, quotes, and pain points for strategic discussions

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Source SKILL.md: https://github.com/majiayu000/claude-skill-registry/blob/HEAD/skills/business/cs-prep-jayhjenkins-productosv0-2/SKILL.md

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CS Prep

Purpose

Compile customer context for QBR or strategic CS meetings:

  • Customer-specific meeting history
  • Signal synthesis (asks, problems, wins)
  • Key quotes and testimonials
  • Pain points and friction areas
  • Feature request timeline

When to Use

Activate when:

  • User invokes /project:cs-prep
  • Preparing for QBR
  • Customer check-in planning

Workflow

1. Determine Customer and Time Window

Inputs:

  • customer: Customer name (required)
  • days: Lookback window (default: 90 for QBRs)

2. Synthesize Customer Meetings

Invoke: meeting-synthesis skill

Inputs:

  • include_customers: {specified customer only}
  • Time window: {days}
  • No thresholds (include all signals for this customer)

Outputs:

  • All signals from this customer
  • Chronological meeting list
  • Verbatim quotes

3. Organize by Category

Group signals:

  • Wins: Positive feedback, success stories
  • Pain Points: Friction, challenges, blockers
  • Feature Requests: Asks for new capabilities
  • Onboarding/Setup: Implementation challenges
  • Performance/Scale: Technical concerns

4. Extract Key Quotes

For each category:

  • Select 2-3 most impactful quotes
  • Include speaker, date, context

5. Build Timeline

Feature request timeline:

2025-08-15: Requested Google Sheets export
2025-09-02: Asked about real-time sync
2025-10-10: Followed up on export feature

6. Generate CS Brief

Output: datasets/product/customer-briefs/{Customer}_{YYYYMMDD}_qbr.md

Format:

# QBR Brief: {Customer}

**Date**: {YYYY-MM-DD}
**Time Window**: Last {N} days
**Meetings Reviewed**: {N}

## Wins
- {Quote/signal 1}
- {Quote/signal 2}

## Pain Points
- {Quote/signal 1}
- {Quote/signal 2}

## Feature Requests
- {Request 1} (mentioned {N} times)
- {Request 2} (mentioned {N} times)

## Timeline of Key Events
- {Date}: {Event}
- {Date}: {Event}

## Recommended Discussion Topics
1. {Topic 1}
2. {Topic 2}

Success Criteria

  • Customer-specific signals synthesized
  • Quotes extracted and categorized
  • Timeline of requests built
  • CS brief written to customer-briefs/

Related Skills

  • meeting-synthesis: Extracts customer signals
  • product-planning: Uses similar synthesis logic