closedloop:csm-prep
Official90-second pre-call brief for CSMs.
Marketing & Sales#insights#conversations#customer-success#landmines#crm-data#pre-call-prep#strategic-signals
Authorclosedloop-ai-org
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Creates a concise, action-oriented pre-call brief for CSMS and account managers, surfacing the one critical item, landmines, changes, and top concerns to walk into a call with confidence.
Core Features & Use Cases
- Aggregates CRM data, recent feedback, landmines, conversations, and strategic signals to produce a focused, ready-to-act briefing.
- Highlights a single headline, key risks, and open threads to guide the upcoming customer interaction.
- Use Case: Before renewals or expansions, generate a tight, decision-ready brief that aligns teams and surfaces blockers.
Quick Start
Invoke /closedloop:csm-prep with a customer name or domain to generate the 90-second pre-call brief.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: closedloop:csm-prep Download link: https://github.com/closedloop-ai-org/claude-code-skills/archive/main.zip#closedloop-csm-prep Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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