Repeatable client analysis
Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.
— Sales & Growth
Combines NPS movement, ticket velocity, usage drop-off and billing changes into a churn score per account, then drafts the save play with the ARR at risk quantified.
2–3 weeks → ~40 minutes
For a full population, not a sample
No coding required
— USE CASES
Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.
Turn raw source material into a working draft in minutes and spend your time on judgement instead of assembly.
Produce the same shape of output each cycle so movement is measurable rather than re-argued.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Every row of your table is processed on the same basis, however long the table is.
The pattern is visualised from the computed data, so the trend is legible at a glance.
Findings are written up as a document that reads like professional output rather than raw model text.
Each row gains derived columns from the analysis, keeping the source data and the judgement side by side.
Detail rows are summarised into the grouped view without losing the underlying lines.
Every sales & growth team needs churn early-warning & save plan — and almost none of them do it the same way twice. Repeatable client analysis is the typical trigger — run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work. Done properly it is defensible; done at pace it becomes a judgement call nobody can retrace. And "properly" usually means 2–3 weeks of manual work.
Here the same job runs as a Skill. Your material goes in; a structured, review-ready deliverable comes out, alongside a traceable record of what informed each conclusion. What sits between input and output is the codified method: thresholds, sequencing and the points where a human confirms a call — all of it visible and editable in the Skill. In effect, 2–3 weeks of senior time compresses into ~40 minutes — and the output is comparable across clients, quarters and colleagues instead of shaped by whoever ran it.
Churn early-warning & save plan exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Pitch deck outline from brief
Turns a client brief into a slide-by-slide pitch narrative with a restated problem, key message per slide and a suggested visual.
Account signal-to-action router
Matches live market signals to every account on your list, classifies each as opportunity, risk or watch, and produces an urgency-ordered action card per owner with the opening line written.
Win/loss pattern synthesizer
Codes every closed-lost deal to a root cause, themes the language buyers actually used, and sums lost ARR per cluster so the revenue leakage behind each pattern is a real number.