next-best-action-recommendation
CommunityGenerate at-risk deal interventions with rationale
Marketing & Sales#customer success#revops#next best action#deal health#escalation routing#deal interventions#at-risk deals
Authort0ddc3by
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill turns deal-health signals into specific, rationale-backed next interventions so RevOps and CS teams can act on at-risk opportunities instead of guessing what to do next.
Core Features & Use Cases
- Best-intervention selection: Maps sub-50 deal-health signals to a defined set of intervention types (e.g., executive sponsor escalation, competitive response, pricing/procurement acceleration, CS pre-close engagement, or closed/lost reclassification review).
- Actionable outputs with owners: Produces a structured recommendation that includes what to do, who should do it, and why it matches the triggering signal.
- Cross-skill handoff support: Routes CS-relevant risk flags to the appropriate cross-plugin handoff (e.g., csm:risk-flag).
- Safety-first guidance: Enforces governance that recommendations are guidance only (human confirmation required) and includes an escalation path for at-risk flags.
Quick Start
Use the next-best-action-recommendation skill to generate a recommended next step for an at-risk deal, including what to do, who should own it, and the specific reason tied to the triggering signal.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 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: next-best-action-recommendation Download link: https://github.com/t0ddc3by/claude-for-customer-success/archive/main.zip#next-best-action-recommendation Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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