CS Prep

Purpose

Compile customer context for QBR or strategic CS meetings:

• Customer-specific meeting history
• Signal synthesis (asks, problems, wins)
• Key quotes and testimonials
• Pain points and friction areas
• Feature request timeline

When to Use

Activate when:

• User invokes /project:cs-prep
• Preparing for QBR
• Customer check-in planning

Workflow

1. Determine Customer and Time Window

Inputs:

• customer: Customer name (required)
• days: Lookback window (default: 90 for QBRs)

2. Synthesize Customer Meetings

Invoke: meeting-synthesis skill

Inputs:

• include_customers: {specified customer only}
• Time window: {days}
• No thresholds (include all signals for this customer)

Outputs:

• All signals from this customer
• Chronological meeting list
• Verbatim quotes

3. Organize by Category

Group signals:

• Wins: Positive feedback, success stories
• Pain Points: Friction, challenges, blockers
• Feature Requests: Asks for new capabilities
• Onboarding/Setup: Implementation challenges
• Performance/Scale: Technical concerns

4. Extract Key Quotes

For each category:

• Select 2-3 most impactful quotes
• Include speaker, date, context

5. Build Timeline

Feature request timeline:

2025-08-15: Requested Google Sheets export
2025-09-02: Asked about real-time sync
2025-10-10: Followed up on export feature

6. Generate CS Brief

Output: datasets/product/customer-briefs/{Customer}_{YYYYMMDD}_qbr.md

Format:

# QBR Brief: {Customer}

**Date**: {YYYY-MM-DD}
**Time Window**: Last {N} days
**Meetings Reviewed**: {N}

## Wins
- {Quote/signal 1}
- {Quote/signal 2}

## Pain Points
- {Quote/signal 1}
- {Quote/signal 2}

## Feature Requests
- {Request 1} (mentioned {N} times)
- {Request 2} (mentioned {N} times)

## Timeline of Key Events
- {Date}: {Event}
- {Date}: {Event}

## Recommended Discussion Topics
1. {Topic 1}
2. {Topic 2}

Success Criteria

• Customer-specific signals synthesized
• Quotes extracted and categorized
• Timeline of requests built
• CS brief written to customer-briefs/

Related Skills

• meeting-synthesis: Extracts customer signals
• product-planning: Uses similar synthesis logic