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posthog-pls-transition-leads

Identify Salesforce transition leads and extract Vitally billing context for outreach drafts.

58|5|Updated Jan 19, 2026
Search Tags:#slack#billing#outreach#sales-ops#vitally#transition-leads
One-click install
npx skills add https://github.com/PostHog/skills --skill posthog-pls-transition-leads
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: posthog-pls-transition-leads
Source: https://github.com/PostHog/skills/tree/main/skills/team/new-business-sales/transition-leads
Command: npx skills add https://github.com/PostHog/skills --skill posthog-pls-transition-leads

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Qualify and draft targeted outreach for PostHog customers facing billing transitions (startup rolloffs or high first invoices), coordinating research, billing analysis, and play selection.

Core Features & Use Cases

  • Parse Salesforce criteria to identify transition leads (startup rolloff vs high first invoice).
  • Retrieve Vitally billing data, perform initial analysis, and surface optimization opportunities.
  • Draft Slack+email outreach with type-specific hooks and a single-channel intro.

Quick Start

Run this skill when a Salesforce lead matches transition criteria to generate a Slack-enabled outreach draft.

Frequently Asked Questions about posthog-pls-transition-leads

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

FAQPage Schema
How do I draft outreach for startup rolloff billing transitions?▼

Draft outreach for startup rolloff billing transitions by parsing Salesforce matching criteria, retrieving Vitally billing billing data, and generating a Slack plus email message with type-specific hooks and URL validation.

How do I qualify high first invoice leads using Vitally billing data?▼

Qualify high first invoice leads by extracting relevant Vitally billing context, performing initial billing analysis to surface optimization opportunities, and applying a disqualification path if the account is not a fit.

What is needed to automate Salesforce transition lead outreach?▼

Automating Salesforce transition lead outreach requires Claude with skills support, Vitally access for billing data extraction, and optional web research to guide the planning and drafting of Slack and email messages.

Can I generate Slack and email outreach drafts from Salesforce matching criteria?▼

Yes, generating Slack and email outreach drafts from Salesforce matching criteria is supported by retrieving Vitally billing context, performing light company research, and validating all URLs included in the draft.

What happens when an account does not fit billing transition criteria?▼

When an account does not fit billing transition criteria, the workflow outputs a disqualification path instead of an outreach draft, ensuring sales ops only pursues qualified startup rolloff or high first invoice leads.

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