Revenue Team

Quarterly Business Review template generator — takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points. Use when asked to "prepare a QBR", "build a quarterly review", "write our QBR agenda", or "create QBR talking points for this account".

Churn risk identification and intervention — scans health signals for at-risk accounts, classifies risk level (CRITICAL/HIGH/MEDIUM), and produces an intervention sequence per risk type. Use when asked to "find at-risk accounts", "who might churn", "build a churn prevention plan", "identify churn signals", or "rescue this account".

MEDDPICC-based deal qualification worksheet — guide Deal through structured qualification of any opportunity and produce a filled card + recommended next action. Use when asked to "qualify this deal", "run MEDDPICC on this opportunity", "should we pursue this", or "is this deal real".

Customer segmentation model builder — tiers customers by ARR, health, and expansion potential; defines CS motion per tier; maps resource allocation. Use when asked to "segment our customers", "define our CS tiers", "how should we allocate CS resources", "build a customer segmentation model", or "who gets high-touch vs. digital".

Cold outbound sequence builder — produces multi-touch email + LinkedIn sequences (5-7 touchpoints) personalized by persona type (technical buyer, economic buyer, champion). Use when asked to "write cold emails", "build an outbound sequence", "create prospecting emails", "write my LinkedIn outreach", or "design a cold email campaign".

B2B proposal generator — takes deal context (ICP, pain, pricing tier, timeline) and produces a complete proposal document with executive summary, problem statement, solution, pricing table, implementation timeline, ROI case, and next steps. Use when asked to "write a proposal", "draft our deck for this deal", "build a proposal for this customer", or "generate a proposal".