CS Workflows¶
Account-team workflows that turn scattered client signals into structured plans, risk reads, and meeting prep — so CE and specialist teams walk in ready.
/cs-account-planning¶
Strategic account planning and relationship mapping partner for Seer CE and specialist teams. Synthesizes performance data, client sentiment, and external market signals into proactive growth opportunities, health checks, and stakeholder intelligence. Use when doing account health checks, growth planning, renewal strategy review, stakeholder mapping, relationship intelligence, pre-call prep, or quarterly business reviews for any Seer client. Triggers on: account health, growth opportunities, stakeholder map, relationship mapping, QBR prep, renewal planning, account planning, pre-call prep, client intelligence, expansion pitch.
/cs-client-analysis¶
Run a deep-dive client risk assessment for a single Seer client, then render the results in a professional Seer-branded React artifact. Use this skill when someone asks to assess client risk, account health, churn potential, relationship stability, renewal risk, or executive account concerns for a specific client or account — or when they ask to build, update, QA, verify, or extend a client risk report. Also trigger when relationship intelligence from call transcripts, Slack, Seer Signals, or web research is part of the risk picture.
/cs-methods¶
Client Services (CS) division standards — methods, tone, quality, and style for client-facing deliverables. Auto-loads on CS workflows including QBR/strategic meeting prep (cs-qbr-strategic-meeting), client risk analysis (cs-client-analysis), executive client comms, and any narrative-led deliverable for senior client stakeholders. Use when shaping CS outputs to ensure consistent voice and quality. Trigger phrases: 'CS standards', 'client services tone', 'CS quality checklist', 'how should this client deliverable sound', 'apply Seer style', 'check banned phrases'.
/cs-qbr-strategic-meeting¶
Prepare for a recurring strategic client meeting (QBR, Mid-Year Review, Annual Review, Strategic Check-in, or OST). Walks through 5 sequential phases — Intake → Research → Strategy → Narrative → QA — with 2 user-review gates. Surfaces work completed in Wrike, client deliverables in GDrive (with delta cross-reference to last meeting's recommendations), Slack relationship signals, SeerSignals 9_ reporting, market/industry/engine trends, and Wil's recent thinking. Produces an SCQA-structured slide-by-slide planning doc. Use when prepping a QBR, mid-year review, annual review, strategic check-in, or OST workshop. Trigger phrases: 'prep QBR', 'prepare strategic meeting', 'QBR planning doc', 'client strategic meeting'.
Skills¶
- cs-methods — Client Services (CS) division standards — methods, tone, quality, and style for client-facing deliverables. Auto-loads on CS workflows including QBR/strategic meeting prep (cs-qbr-strategic-meeting), client risk analysis (cs-client-analysis), executive client comms, and any narrative-led deliverable for senior client stakeholders. Use when shaping CS outputs to ensure consistent voice and quality. Trigger phrases: 'CS standards', 'client services tone', 'CS quality checklist', 'how should this client deliverable sound', 'apply Seer style', 'check banned phrases'.
Last generated: 2026-06-18 from 4 skills