rev-ops:csql-tracking

Community

Track and close CS-qualified leads reliably.

Authort0ddc3by
Version1.0.0
Installs0

System Documentation

What problem does it solve?

It manages the full lifecycle of Customer Success Qualified Leads (CSQLs) so RevOps can reliably create, update, close, and query expansion leads from a qualification handoff into a single source of truth.

Core Features & Use Cases

  • CSQL lifecycle tracking: Log new CSQLs, progress them through pipeline stages, and close them as won, lost, or stalled.
  • State-machine enforced updates: Prevent invalid stage changes and lock terminal records to preserve deal history integrity.
  • Read-only portfolio reporting: Query active and (optionally) closed CSQLs with filtering and sorting for expansion pipeline visibility.
  • Inter-skill contract consumption: Uses CSQL Qualification Packages emitted by csm:expansion-business-case [mode=csql] and persists them for downstream reporting and handoffs.

Quick Start

Log a CSQL for Acme Corp by providing the qualification package, expansion product, estimated ARR, owning CSM, and (optionally) the AE owner.

Dependency Matrix

Required Modules

None required

Components

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: rev-ops:csql-tracking
Download link: https://github.com/t0ddc3by/claude-for-customer-success/archive/main.zip#rev-ops-csql-tracking

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