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Found 39 Skills
Planhat platform help — Health Scores, Agentic Automation, Revenue Management, CRM Sync, Enduser Tracking, Projects, NPS, REST API, MCP Server. Use when health scores aren't reflecting churn risk, CRM sync is overwriting fields or not pulling data, metrics take hours to build and formulas keep breaking, automation rules aren't triggering, revenue or license data doesn't match Salesforce, enduser tracking isn't capturing product usage, or the Planhat API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Design, optimize, and communicate SaaS pricing — tier structure, value metrics, pricing pages, and price increase strategy. Use when building a pricing model from scratch, redesigning existing pricing, planning a price increase, or improving a pricing page. Trigger keywords: pricing tiers, pricing page, price increase, packaging, value metric, per seat pricing, usage-based pricing, freemium, good-better-best, pricing strategy, monetization, pricing page conversion, Van Westendorp. NOT for broader product strategy — use product-strategist for that. NOT for customer success or renewals — use customer-success-manager for expansion revenue.
Expert renewal management guidance for maximizing retention and expansion revenue. Use when building renewal playbooks, forecasting renewal pipeline, structuring multi-year deals, developing pricing strategies, mitigating churn risk, defending against competitive displacement, negotiating contracts, attaching expansion to renewals, or optimizing renewal operations. Covers high-touch and tech-touch renewal motions, early renewal strategies, and save plays.
Expert customer health scoring and analytics guidance. Use when designing health scores, building churn prediction models, analyzing usage metrics, identifying at-risk accounts, creating executive dashboards, or performing cohort analysis. Use for leading indicator development, customer data enrichment, risk escalation frameworks, and retention analytics.
Expert customer onboarding guidance for accelerating time-to-value and ensuring successful implementations. Use when designing onboarding programs, creating kickoff frameworks, building implementation plans, or optimizing customer activation. Use for training delivery, go-live readiness, sales-to-CS handoffs, early warning detection, and tech-touch automation.
Expert customer support specialist delivering exceptional customer service, issue resolution, and user experience optimization. Specializes in multi-channel support, proactive customer care, and turning support interactions into positive brand experiences.
Draft structured handover notes for transitioning a PostHog account from one TAM or CSM to another. Use this skill when a TAM needs to hand over an account, prepare a transition briefing, write handover notes, create an account summary for a new owner, or any request involving account transitions between TAMs or CSMs. Triggers on "hand over this account", "transition account to", "draft handover notes", "account briefing for new TAM", "prepare account transition", or when a TAM names an account and says they're leaving or reassigning it.
Use to catalog churn/expansion plays tied to specific signals, cohorts, and owners.
Predicts client renewal likelihood based on health score signals. Analyzes engagement, support, adoption, satisfaction, billing, stakeholder, and usage data to calculate a weighted Health Score (0-100), classify renewal risk, and generate a prioritized action plan with early warning signals and recommended save plays.
Method for translating product telemetry into ROI narratives and expansion triggers.
4 production-ready business and growth skills: customer success manager with health scoring and churn prediction, sales engineer with RFP analysis, revenue operations with pipeline and GTM metrics, and contract & proposal writer. Python tools included (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.
InSided integration. Manage data, records, and automate workflows. Use when the user wants to interact with InSided data.