# Customer Doc Generator

> Turn account context into a tailored, shareable customer document in Superhuman Docs (Coda), a deal room, an account plan, or a mutual action plan a rep can send to a champion. Pulls what is known about the account (CRM, usage, notes) and builds a clean, branded doc per account. Sell docs by sharing a doc. Trigger on "generate a customer doc for", "build a deal room for", "make an account plan for", "mutual action plan for", "a doc I can send the champion at", or any request to produce a tailored, customer-facing document for a named account.

- Skill: `heath-gtm/customer-doc-generator` (Agent Skill)
- Install (CLI): `npx skillmds@latest add heath-gtm/customer-doc-generator`
- Raw SKILL.md: https://api.skillmd.com/api/skills/heath-gtm/customer-doc-generator/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: heath-gtm (https://skillmd.com/u/heath-gtm)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/heath-gtm/customer-doc-generator

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# Customer doc generator

Turn what you know about an account into a document you can send. The move is dogfood: you sell the doc product by sharing a great doc. One tailored doc per account, built from real context, never generic.

## Inputs
The account (name, domain), and whatever context is available: CRM stage and ARR, product usage, the buying committee, meeting notes, the value hypothesis. Pull from the connected stack where possible. Ground every claim in real context; if a fact is not known, leave it out rather than inventing it.

## Pick the doc type (from the template library)
- **Deal room:** for an active opportunity. Hero (account, stage, the ask), the business case, a mutual action plan timeline, the buying committee, references.
- **Account plan:** for a strategic read. Hero (account, ARR, verdict, owner), buying-committee card wall, whitespace decision table, next move, references.
- **Mutual action plan:** the dated path to signed, as a timeline with owners on both sides.

## The build
Use the matching template, prune to this account, build the substance via the MCP, finish in the UI, and ship-check before sharing. Brand it for the customer: their name in the hero, a clean cover, a subtitle that states the value in one line. Interaction mode View, unless the champion needs to edit the shared action plan (then Edit).

## Make it yours
Fork it. Wire it to your CRM and usage source, set your deal-room and account-plan sections. The point is a tailored doc per account, fast, that a rep is proud to send. Built by an operator. Customize it, break it, make it better.