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account-research

Generate one-page account briefs from CRM, CS platform, and call-recording data.

58|21|Updated May 15, 2026
Search Tags:#customer success#CRM integration#call prep#account research#stakeholder mapping#health signals#CS platform
One-click install
npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill account-research-t0ddc3by
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-research
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/csm/skills/account-research
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill account-research-t0ddc3by

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill solves the problem of preparing accurate, decision-ready account context before a customer interaction by consolidating stakeholder intelligence, product usage signals, support history, and relationship context into a structured brief.

Core Features & Use Cases

  • Pre-call / pre-meeting account brief: Produces a one-page snapshot calibrated to the configured CS motion and health model.
  • Signal-driven context from connected tools: Pulls and summarizes CRM data, CS platform health/components, call-recording recency and themes, and the latest customer documents when available.
  • Configurable depth and focus: Supports modes for standard brief output, deeper diagnostics (usage trends and support themes), or stakeholder-focused mapping to surface engagement gaps.
  • Safety and governance guardrails: Flags connector availability, staleness by source date, separates leading vs. lagging indicators, and prevents leaking internal-only signals into customer-facing outputs.

Quick Start

Use the account-research skill to generate a pre-call one-page brief for Acme Corp by running: /csm:account-research Acme Corp --brief

Frequently Asked Questions about account-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a pre-call account brief from CRM and CS platform data?▼

Generate a pre-call account brief by consolidating CRM stakeholder data, CS platform health signals, call-recording recency context, and document open items into a structured one-page snapshot for meeting preparation.

What is the best way to prepare stakeholder mapping for a QBR or executive meeting?▼

Stakeholder mapping for QBRs uses a stakeholders mode to surface engagement gaps by consolidating CRM stakeholder intelligence and relationship context into a focused pre-meeting brief.

How do I consolidate stale customer health signals for a risk escalation review?▼

Consolidate stale health signals by applying strict staleness and confidence handling per data source, separating leading versus lagging indicators, and flagging connector availability before generating the escalation brief.

Can I configure the depth of account research for deeper usage diagnostics?▼

Account research depth is configurable through YAML-frontmatter-driven configuration and profile-based calibration, supporting a deep mode for usage trends, support themes, and diagnostics beyond the standard brief.

How do I prevent internal-only signals from leaking into customer-facing account briefs?▼

Prevent signal leakage using safety and governance guardrails that separate internal-only data from customer-facing outputs, applying mode-specific output shaping for brief, deep, and stakeholders configurations.

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