profile-my-customer

Community

Turn CRM and notes into a winning persona.

Authorakiotanaka847
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill eliminates vague, “vibes-based” marketing by grounding buyer personas in real CRM evidence and observed customer language, so your messaging resonates with people who are actually buying.

Core Features & Use Cases

  • CRM-grounded persona building: Pulls top closed-won and lost accounts from HubSpot, Salesforce, or Attio (or works from pasted accounts) to keep demographics and motivations realistic.
  • Evidence-first insights: Uses call insights, meeting notes, and optional web research to capture verbatim pains, objections, and buying triggers.
  • Persona outputs for execution: Produces a structured persona with ranked pains, triggers, objection patterns, anchor accounts, and copy hooks for ads, landing pages, and emails.

Quick Start

Ask: Build a detailed customer persona for our target segment using my connected CRM and any call or meeting notes I’ve provided, then summarize the top pain, top trigger, and biggest unknown needed to refine it further.

Dependency Matrix

Required Modules

None required

Components

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: profile-my-customer
Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#profile-my-customer

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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