Skill Builder

Turn a target account list into a real account-based play, not a spray. It tiers the accounts, sets the research angle per tier, builds the multi-thread across marketing and sales, and orchestrates the touches so the account feels one coordinated motion instead of a rep and a marketer working past each other. Built for B2B revenue teams, customizable to your CRM and your channels. Trigger on "build an ABM play", "account-based plan for this list", "how do I run ABM on these accounts", "tier my target list", "coordinate marketing and sales on these accounts", or any account-based planning request.

Turn a finished outbound campaign into a readout your sending agent can actually read. It rebuilds the decisions behind the campaign, ties every number back to one of them, separates what worked from why it worked, and writes one specific change into the list, the angle library, or the instructions. It also names what it could not answer and the one field to start logging so the next readout can. Trigger on "review my campaign", "campaign readout", "how did my last campaign do", "why did that campaign work", "what worked in this campaign", "campaign retro", "campaign post mortem", "analyze this campaign export", "what should I change before the next send", "what should I test next", "coach my outbound agent", "close the loop on outbound", "my agent never learns", or after any outbound campaign finishes. This is for a FINISHED campaign and the one change to make next. For step-by-step drop-off inside a live sequence, use sequence-performance-analyst instead.

Turn an at-risk account into a churn-save play. It diagnoses the real reason behind the risk (not the stated one), lays out the commercial and non-commercial levers you can pull, and builds a multi-touch save sequence with owners and dates. Built for B2B customer success teams, customizable to your CRM and product analytics. Trigger on "this account is going to churn", "build a save play", "why are they leaving", "at-risk renewal", "how do I keep this account", or any retention rescue.

Turn a prospect plus one real signal into a cold email that earns a reply. One idea, a relevant opener, a soft CTA, and no filler. Writes a single touch or a 3-touch sequence. Built for B2B sellers and SDRs, customizable to your persona, offer, and sequencer. Trigger on "write a cold email", "draft outreach for this prospect", "turn this signal into an email", "3-touch sequence", "make this shorter", or any first-touch email task.

Close the gap between "you corrected me" and "it never happens again." Scan a work session for the corrections you made, the things you approved, and the patterns that held up, then propose specific edits to your skills, playbooks, and docs, high-confidence corrections separated from medium-confidence patterns, with nothing changed until you approve. Trigger on "learn from this session", "what should we update", "turn this into a rule", "close the loop", "improve the playbook", or the end of any session where you corrected or approved the work.

Turn "we should talk to customers" into research you can actually use. Who to talk to and why, an interview guide that does not lead the witness, questions that surface the real story instead of the polite one, and a way to turn transcripts into positioning and messaging inputs. Built for B2B teams doing their own research, customizable to your customers and your goal. Trigger on "design a customer research study", "write an interview guide", "who should we interview", "what questions should I ask", "turn these interviews into messaging", or any customer-research question.

Turn a piece of analysis into the thing that ships it. Takes the output of a read (an account verdict, a usage story, a ranked list) and drafts the CRM update, the Slack post, the follow-up email, and the next touch, draft-first and fully logged. Built for any GTM team, customizable to your CRM, your channel tool, and your outreach stack. Trigger on "draft the CRM update for this", "post this to a channel", "write a follow-up to this person", "update the qualification fields on this account", "send this recommendation to a teammate", "draft an outreach sequence", or any write, send, or notify step at the end of a workflow.

Build a forecast you can defend in the room. Category definitions that mean something, coverage math against quota, blended historical conversion, and a range instead of a single hero number. Built for B2B RevOps and sales leaders, customizable to your CRM and your forecast categories. Trigger on "build my forecast", "what are we going to close", "is my coverage enough", "what's commit vs best case", "give me a forecast range", or any forecast diagnostic.

Turn "what's happening with this account?" into a structured read straight from your CRM. A real-activity audit across every source, a qualification-vs-stage gap check, a one-screen account summary, and a risk verdict on the deal. Built for any sales team, customizable to your CRM and your sales process. Trigger on "analyze this account", "what's happening with this deal", "is this opp healthy", "what's stuck in my pipeline", "deal autopsy on this closed-lost", "where am I missing qualification coverage", "prep me for this account", or any account, opp, or pipeline diagnostic.

Turn a LinkedIn prospect into a warm thread. A connection note plus value-first follow-ups, matched to where they are, cold, engaged, or gone quiet. No pitch on the connect, no "just following up." Built for B2B sellers and SDRs, customizable to your persona, offer, and CRM. Trigger on "write a LinkedIn connection note", "follow up on LinkedIn", "they went quiet, what now", "social outreach for this prospect", or any LinkedIn touch.

Turn a generic product tour into a buyer-specific demo that only shows what they told you hurts. Maps every feature you plan to show to a problem the buyer actually stated, writes the "so what" for each moment, and flags the trap of feature-dumping before you fall into it. Built for B2B sales teams, customizable to your product and your discovery. Trigger on "build a demo script", "prep for the demo", "what should I show", "map features to pain", "stop me from feature dumping", or any pre-demo planning pass.

Turn "we want more subscribers" into a growth system that builds an audience worth having. The subscribe offer that earns the email, the growth loops that compound, the content rhythm that keeps people opening, and the metrics that actually matter (not just a list-size vanity number). Built for B2B teams growing a newsletter or audience, customizable to your topic and your tools. Trigger on "grow my newsletter", "how do I get more subscribers", "what should my subscribe offer be", "build a content cadence", "what newsletter metrics matter", or any audience-growth question.

Turn a pile of accounts into a stack-ranked priority list with a reason on every row. A layered score (gates first, then an evidence-weighted base rank over the signals you actually have, then bounded boosts for product usage and buyer intent) that stays fair across channels and never scores a blank field as a zero. Built for B2B GTM teams, customizable to your signals and your ICP. Trigger on "score these accounts", "rank by fit", "composite ICP score", "stack-rank my list", "who should I work first", "prioritize these leads", or any multi-signal account qualification.

Score the experience a customer has when they leave, the moment most companies treat as a cancel button. Grades the exit on whether you burn the bridge or build the boomerang, finds where a leaving customer gets punished or ghosted, and hands back a scored audit with fixes. Built for any post-sale team, customizable to your product and cancel flow. Trigger on "audit our offboarding", "score our cancel flow", "what happens when a customer leaves", "do we burn bridges on churn", "how do we say goodbye", "can we win these back later", or any offboarding-experience question.

Launch Plan

Turn what you do, who it is for, and why you win into a crisp positioning statement and a full message house. Produces a category frame, value pillars, proof points, and objection reframes your whole team can repeat. Trigger on "help me position this", "write our positioning", "build a message house", "what's our value prop", "how do we describe this", or "our messaging is all over the place".

Turn "we should get press" into an earned-media plan a journalist might actually answer. The story angle worth their byline, a target list by beat, a pitch built for one reporter at a time, and a follow-up rhythm that is persistent without being a pest. Built for B2B teams doing their own PR, customizable to your story and your beats. Trigger on "help me pitch this", "build a PR plan", "which journalists cover this", "write a media pitch", "how do I follow up with press", or any earned-media outreach question.

Reprice and repackage to de-risk revenue and capture the value you create. Moves you off a pure per-seat model, decides what to meter and what to bundle, sets the tiers, and models the impact on deal size, win rate, and free-to-paid. Trigger on "pricing", "repackage", "per-seat is capping us", "value-based pricing", "packaging and tiers", "monetize free users", "raise prices without losing deals", or any commercial-model question.

Turn account data into a QBR that earns the renewal. It builds the value-delivered story, adoption against the goals they signed up for, the open risks stated plainly, the forward roadmap, and the expansion ask, then hands you a deck outline. Built for B2B customer success teams, customizable to your CRM and product analytics. Trigger on "build a QBR", "prep the business review", "quarterly review for this account", "what do I show the customer", "value story for the renewal", or any account-review prep.

Move 1 of the GTM Loop, Solve. Pick the GTM workflow that costs you the most and frame the problem as a workflow, not a role. Stops you from solving a stretched team by adding headcount. Fire on "what should I fix first", "where is my GTM leaking", "do I need a GTM Engineer", "which workflow to redesign", "name the problem", or the start of any GTM redesign.

Turn a messy quarter into a GTM board update a director reads in two minutes. Leads with the number versus plan, surfaces the two or three things that actually matter, names the risks honestly instead of burying them, and ends with clear asks. Verdict first, short, no victory lap. Built for B2B GTM and revenue leaders, customizable to your metrics and your stack. Trigger on "write the board update", "GTM update for the board", "exec summary for the QBR", "what do I tell the board", "draft my leadership update", or any board or exec GTM write-up.

Heath's BRIEF prompting framework plus its eval harness. Use to WRITE a structured prompt for any go-to-market use case (SDR research, AE deal reads, CSM renewal calls, marketing lead scoring, RevOps analysis, win/loss, outreach, enrichment columns) and to MEASURE whether that prompt actually works by running an eval that reports a pass rate. BRIEF = Brief the goal, Role, Inputs, Execution, Finish line. Trigger on "write a prompt for", "build a BRIEF", "structure this prompt", "turn this into a prompt", "make this prompt better", "eval this prompt", "test this prompt", "what's the success rate of this prompt", "score this prompt", "is this prompt reliable", "A/B this prompt", or any request to author or evaluate a prompt. especially a repeatable one meant to run across many rows, deals, or accounts. Also fire when someone references SPICE and wants something more complete, or wants a prompt that produces the same quality every run.

Run a co-sell with a partner on a named account and actually close together, not just trade a lead. It maps the account across both companies, sets who owns what so nothing falls between you, builds the joint value story neither of you tells alone, and plans the path to close so the partner is a force in the deal, not a spectator. Built for B2B partnerships and sales teams, customizable to your CRM and your co-sell motion. Trigger on "run a co-sell", "co-sell on this account", "map the account with our partner", "who owns what in this joint deal", "joint value story", or any partner co-sell request on a named account.

Turn a customer on fire into a runbook, not a scramble. Triage the severity, name the internal owners and the comms cadence, write the customer-facing message, and set the post-mortem that stops a repeat. Built for B2B customer success teams, customizable to your severity model and your org. Trigger on "customer escalation", "account is on fire", "how do I handle this escalation", "who owns this", "what do I tell the customer", or any escalation-response need.

Turn a cold start into a warm one. Build a single orientation document for a project, account, or workspace, what it is, where things live, the decisions made so far, the open items, and the next move, so a new session or a new teammate is productive in minutes instead of days. Trigger on "get me up to speed", "onboard someone to this", "what's the context here", "brief a new session", "orient me on this account", or any cold-start on work already in motion.

Find the next expansion inside an account and build the pitch that lands it. It reads the signals that say ready, picks the right play (seats, tiers, or a new use case), and writes the ask tied to an outcome the customer already values. Built for B2B customer success and account teams, customizable to your CRM and product analytics. Trigger on "where can I expand this account", "is this account ready to grow", "build an upsell", "cross-sell play", "expansion pitch", or any grow-the-account move.

Cut the Drag: give reps their selling time back

Walk into the forecast call with a number you can defend. Sorts every deal into commit, best-case, or pipeline, flags the one risk that could sink each, and scripts the exact question to press each rep on. Built for B2B sales teams and managers, customizable to your CRM and forecast categories. Trigger on "prep my forecast call", "is this number real", "what do I ask each rep", "which commits are soft", "sandbag check", or any pre-forecast review.

Run a real win/loss debrief on a single deal, not a shrug. It reconstructs what actually moved the deal, what nearly killed it, and the one repeatable lesson, then captures it so the next deal is run better instead of relearned the hard way. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "debrief this deal", "why did we win", "why did we lose", "win/loss on this one", "what should we learn from this deal", or any single-deal retrospective.

Build a health-score model for a book of business you can actually defend. It picks the inputs, sets the weights, draws the green/yellow/red thresholds, and assigns a specific action to each tier so the score drives work, not just a color. Built for B2B customer success teams, customizable to your CRM and product analytics. Trigger on "build a health score", "score my book", "why is this account yellow", "health model for renewals", "what makes an account red", or any book-of-business scoring.

Stop re-litigating decisions you already made. Keep a decision record where each entry captures the decision, the context that forced it, the options you weighed, why you chose, and when to revisit, one entry at a time, in plain searchable markdown you can grep later. Trigger on "log this decision", "why did we choose X", "write a decision record", "record why we're doing this", "what did we decide about", or any moment a real call gets made and would otherwise be forgotten.

Turn a pile of won deals into the repeatable reason you win. Reads your closed-won deals, extracts the signals, motions, personas, and competitive situations that keep showing up, then builds a target profile and a ranked list of active lookalikes to work. Built for B2B revenue teams, customizable to your CRM and your sales process. Trigger on "why do we win", "what do our best deals have in common", "build me an ICP from wins", "find lookalikes to my closed-won", "which open deals look like winners", or any won-deal pattern pull.

Turn "what's the plan" into a GTM plan you can defend, verdict-first. Names the two or three bets, the motions behind each, the targets, the capacity math that says whether the number is reachable, and the risks that would break it. Built for B2B GTM leaders, customizable to your model and stage. Trigger on "build our GTM plan", "plan the quarter", "is this number reachable", "what are our bets", "annual GTM planning", "do we have the capacity", or any planning cycle.

Turn a discovery call into a qualification scorecard instead of a pile of notes. Runs the call against MEDDPICC (or your own framework), captures the problem, the quantified pain, the decision process, the economic buyer, and the champion, then names the gaps you still have to fill. Built for B2B sales teams, customizable to your methodology and your CRM. Trigger on "run discovery", "qualify this call", "what did I miss on this deal", "MEDDIC check", "is this qualified", or any post-call qualification pass.

Design a lead routing and SLA model someone can actually implement. The assignment rules, the round-robin or account-based logic, the SLA timers, and the fallbacks when a rep is out or a lead has no owner. Built for B2B RevOps teams, customizable to your CRM and your team shape. Trigger on "design lead routing", "who should get this lead", "build our SLA", "round robin rules", "leads are falling through", or any routing diagnostic.

Walk into the renewal with a plan instead of a flinch. Build the value recap, the price and term options, the concession ladder, and the answer to "we want a discount" that protects net retention. Built for B2B customer success teams, customizable to your pricing and your process. Trigger on "prep a renewal negotiation", "they want a discount on the renewal", "renewal is coming up", "how do I hold price at renewal", "concession ladder", or any renewal-negotiation prep.

Turn a customer's stated goals into a success plan that predicts the renewal. It sets time-to-value milestones, names an owner on both sides for each, and picks the leading indicators that tell you a year early whether this account renews. Built for B2B customer success teams, customizable to your CRM and product analytics. Trigger on "build a success plan", "onboarding plan for this account", "what are the milestones", "how do I know they'll renew", "time-to-value plan", or any post-sale planning.

Make a messy repo, folder, or workspace navigable, without moving a thing until you approve. Propose a naming convention, a folder structure, an index or README, and a cleanup plan, shown as a plan first so you can see every move before anything happens. Trigger on "organize this folder", "this repo is a mess", "clean up my workspace", "come up with a naming convention", "where should this live", or any pile of files you can no longer find things in.

Turn "let's do a webinar" into a plan that fills seats and converts them. The topic that actually draws, the promo sequence that gets registrations, the run-of-show that keeps people watching, and the follow-up that turns attendees into pipeline. Built for B2B marketing teams, customizable to your audience and your stack. Trigger on "plan a webinar", "what should our webinar be about", "how do we promote the webinar", "build the run of show", "webinar follow-up", or any virtual-event planning question.

Build a reusable prompt that turns any account's raw notes, CRM export, or research into a one-page account brief. Trigger on "account brief prompt", "build me an account brief template", "prompt to research an account", "turn my notes into a brief", "one-pager prompt for accounts", or any request to standardize account prep.

Re-onboard a churned customer with the same care they got the first time. Reads why they left and whether they left the door open, picks the ones worth winning back, and builds a warm re-onboarding sequence, not a "we miss you" discount blast. Built for any post-sale or growth team, customizable to your product and win-back window. Trigger on "win back churned customers", "re-engage a lost account", "build a win-back sequence", "which churned customers should we chase", "boomerang play", "re-onboard a customer who left", or any win-back question.

Build the signal library your AI-native GTM repo runs on, the file that turns your context brain from a reference doc into a system that acts. Define each signal with a detection method, a point value, a decay curve, combination bonuses, and a message hook, plus a performance-log stub so it becomes a learning system. Feeds context/signal-library.md. Fire on "build our signal library", "what signals should we track", "signal scoring", "signal decay", "signal combinations", "define our signals", or turning intent, usage, funding, or hiring into something a rep can act on.

Turn "they bought it but nobody uses it" into a plan to fix it. Reads what is unused inside an account, picks the one habit to build next, and writes the enablement plan that gets there. Built for B2B customer success teams, customizable to your product and your onboarding. Trigger on "drive adoption", "which features are unused", "why aren't they using it", "seats sitting idle", "build an enablement plan", or any account-adoption diagnostic.

Turn a graveyard of lost deals into a fix list. Reads your closed-lost deals, sorts the loss reasons into clean buckets (no decision, price, competitor, timing, fit), pulls the competitive intel, and separates the losses you could have prevented from the ones that were never yours. Each theme comes with the specific fix. Built for B2B revenue teams, customizable to your CRM and your sales process. Trigger on "why do we lose", "categorize our losses", "which losses were preventable", "who are we losing to", "what's our biggest loss reason", or any lost-deal post-mortem.

Turn a champion's enthusiasm into a one-page business case the buying committee can approve. Frames the cost of the problem, the change you enable, the value model, and the risk of doing nothing, in the buyer's own numbers. Built for B2B sales teams, customizable to your value drivers and your CRM. Trigger on "build a business case", "ROI narrative", "justify the spend", "one-pager for the committee", "cost of doing nothing", or any deal that has to clear a budget holder.

Prep an executive business review that earns the C-level room, not another QBR nobody remembers. Build the value narrative tied to their strategic goals, the ROI story with the math, and the one ask worth their time. Built for B2B customer success teams, customizable to your product and your buyer. Trigger on "prep an EBR", "executive business review", "C-level review deck", "value narrative for the exec", "ROI story for the renewal", or any executive-review prep.

Build a champion, do not just hope you have one. It identifies who inside the account can sell for you, arms them with the internal-sell narrative and a one-pager they can forward, and plans the multi-thread so the deal does not rest on one person. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "who is my champion", "build a champion", "arm my champion", "this deal is single-threaded", "help them sell internally", or any multi-thread or champion-development request.

Your customer-interview target finder. Connect a CRM with your customer book and an ICP definition, and turn "who should I interview to validate the ICP, test the positioning, learn how they found us?" into a ranked slate of customers, each with a verdict, a three-bullet why, and one named buying-committee recipient ready for a CSM-mediated intro. Trigger on "find customers to interview", "ICP validation interviews", "test our positioning with customers", "who in my book matches the ICP", "build a customer research slate", "find reference customers", "validate the ICP with real customers".

Turn a keyword or topic plus an audience into a writer-ready brief a writer can act on without a meeting. Nails the search intent, the angle, the outline, the must-cover questions, the internal links, and the one CTA. Trigger on "write a content brief", "brief this article", "what should this post cover", "outline a post on", "give my writer a brief for", or "plan an article about".

The standing system that watches every contact who matters for a job change. Builds a tiered watchlist from engagement, role, and account value, picks a detection method per tier, runs a weekly diff that separates real moves from title cleanups, and routes every confirmed move to a named owner with a deadline. Trigger on "build a job-change watchlist", "track contact job changes", "who changed jobs this month", "monitor my contacts for moves".

Cut the Fluff

Plan any build, decision, or strategy doc by aiming at the real problem instead of polishing the surface. Frame the Eigenquestion (the one question whose answer collapses the rest), run Root Cause Reasoning (Problem, Root Cause, Solution, from the Zoom discipline), use Five Whys as the supplementary drill, and show the alternatives you considered and why you chose the direction. Trigger on "how should I frame this", "what is the real problem", "plan this build", "structure this decision", "root cause", "five whys", "eigenquestion", "why did we choose this", "make the case for this build", or any planning task where the reasoning matters as much as the output.

Turn a call or meeting into a clean recap and a ready-to-send follow-up. The decisions, the action items with owners and dates, the open questions, and a follow-up note you can send as is. Built for B2B revenue teams, customizable to your notes and your process. Trigger on "recap this call", "meeting notes", "write the follow-up", "what did we agree", "action items from this", or any post-meeting summary request.

Turn "who do we actually know in this deal?" into a buying-committee coverage map, a coverage score per deal by stage, and a concrete widening play for every missing role. Built for B2B sales teams, customizable to your stages and your committee model. Trigger on "buying committee coverage", "single-threaded deals", "who else should be in this deal", "widen the deal", "map the committee".

Turn "we should run some ads" into a paid-ads plan you can hand to a buyer. Audiences, the offer per audience, the creative angles, the budget split, the metric that calls it a win, and a kill rule so you stop feeding losers. Built for B2B marketing teams, customizable to your channels and your funnel. Trigger on "build a paid ads plan", "how should we split budget", "what should the ads say", "what's our target CPL", "when do we kill a campaign", or any paid-media planning question.

Turn an ICP into a scored, prioritized target list. Firmographic and signal filters, a tiering rule, the personas to reach per account, and a plain reason each account earns its spot. Built for B2B outbound teams, customizable to your ICP and your data sources. Trigger on "build me a target list", "who should I prospect", "build a prospect list from my ICP", "which accounts first", "add personas to this list", or any list-building or account-prioritization task.

Audit a page or a site for both classic search and answer-engine visibility, then return prioritized fixes so an AI answer engine will actually quote you. Checks entity clarity, structured answers, schema, internal links, and freshness, and ranks every fix by effort against impact. Trigger on "audit my SEO", "why don't I show up in AI answers", "will ChatGPT cite my page", "check my page for search", "AEO audit", or "how do I rank for this".

Read job postings at accounts already in your pipeline as deal signals, not prospecting fodder. Four reads per posting (problem hire, owner hire, leadership change, freeze or takedown), each tied to a named deal and converted into one dated move. Built for AEs and CSMs, customizable to your product and CRM. Trigger on "what are my accounts hiring for", "job postings at my accounts", "hiring signals on my pipeline", "read this job posting as a deal signal".

Turn "can we even hit this number" into a capacity model that shows the truth before the quarter does. Models ramped-rep productivity, builds the hiring plan the target requires, states the ramp assumptions plainly, and names the gap between plan and capacity so nobody discovers it in month three. Built for B2B sales and RevOps leaders, customizable to your ramp and your CRM. Trigger on "build a capacity model", "how many reps to hit the number", "what's the hiring plan", "are we capacity constrained", "model the ramp", or any capacity or headcount planning question.

Turn "how are they using us?" into a product-engagement read. Adoption tiers per capability, a rising/flat/declining trend on every one, power-user identification, and a ghost-active check that catches accounts that look alive but create no value. Built for any product team, customizable to your product-analytics tool and your capability list. Trigger on "how is this account using us", "is this domain active", "find power users at this company", "what have they not adopted yet", "who signed up recently", "are they really engaged", or any product-usage question.