Develops a structured 90-day strategic plan for a key account by defining priorities, setting measurable objectives,...
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Produces a structured SWOT analysis for a customer account, identifying strengths to leverage, weaknesses to...
Extracts commitments, action items, and follow-ups from any unstructured text including call notes, email threads,...
Prioritises a CSM's full book of accounts into action tiers using a weighted scoring model that considers ARR,...
Provides a lighter alternative to a full QBR for mid-market and SMB accounts that need value conversations but do...
Generates a structured post-call summary from raw notes, key observations, or a brain dump of what happened....
Assesses whether a CSM's book of accounts is manageable given the mix of account tiers, health states, upcoming...
Structures a CS career progression plan from current role to target role by mapping required skills, identifying...
Writes genuine notes celebrating customer milestones, achievements, team successes, or personal events. Avoids...
Provides a structured framework for helping customers drive internal adoption of your product within their...
Writes personalised customer check-in emails that do not sound like templates. Calibrates tone by segment,...
Structures a post-churn analysis to identify root causes, missed signals, intervention gaps, and systemic lessons....
Evaluates the severity of a competitive threat on a specific account by assessing the evaluation stage, trigger,...
Walks through a customer contract to identify key commercial terms, renewal conditions, pricing structure,...
Builds the business case for CS investment -- headcount, tooling, programmes, or operational improvements....
Takes a CS metric and produces a comprehensive explanation including definition, calculation method, industry...
Writes genuine, non-corporate apologies after service failures, outages, missed commitments, or other situations...
Interprets mixed or contradictory signals from a customer by analysing the gap between what they say, what they do,...
Prepares talking points and framing for difficult customer conversations including delivering bad news, addressing...
Writes structured escalation documents that get the right people to act on a customer issue. Includes the headline,...