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Claude Skills for CSMs

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This page is under construction. Full content is coming soon.

Claude Skills are pre-built AI workflows that run directly in your Claude conversation and connect to FunnelStory data through the MCP server. Instead of navigating between tools, a CSM can ask Claude to generate an account brief, build a QBR deck, or surface churn risks — and receive a structured, data-backed artifact in seconds. All skills require the FunnelStory MCP connection to be enabled in your workspace.

Prerequisites​

Before using any skill, confirm that:

  1. The FunnelStory MCP server is connected in your Claude environment (see Platform → MCP Server in the FunnelStory docs).
  2. Your accounts have at least 90 days of historical activity data for best results.
  3. Your user email matches the email used as your account assignee in FunnelStory (required for book-of-business skills).

Account Intelligence​

These skills help you understand a single account or your entire portfolio at a glance.

/account-brief​

Generates a comprehensive internal summary for a single account — domain, ARR, renewal date, product usage over the last 90 days, support sentiment, open Needle Movers, health and prediction scores, and recommended next steps.

How to use it: Ask "Give me an account brief for [Account Name]".

/book-of-business​

Produces a single-page HTML dashboard of all accounts assigned to you, showing health score, adoption %, days to renewal, and 2 data-backed risk drivers per account. Includes filter toggles for All / Critical / At risk / On track and drill-down into any account.

How to use it: Ask "Show me my book of business".

/health-score-breakdown​

Explains why a specific account's health score is what it is. Returns the current score, trend direction (improving / stable / declining), a table of contributing factors, the top positive and negative drivers with data citations, and 3 concrete actions to address the biggest risks.

How to use it: Ask "Why is [Account Name]'s health score low?" or "Break down the health score for [Account]".

Meeting & Call Preparation​

/meeting-prep​

Generates a pre-call brief covering recent activities, open Needle Movers, open tasks with owners and due dates, recent notes and meeting summaries, key contacts, and recent sentiment trends.

How to use it: Ask "Prepare me for my call with [Account Name]".

Risk Management​

/churn-risk-report​

Produces a ranked HTML report of at-risk accounts with risk tier (Critical / High / Medium), top 3 risk drivers per account with data citations, renewal date, and a recommended next action with a suggested owner. Includes an executive summary of total ARR at risk and common themes across accounts.

How to use it: Ask "Show me churn risk" or "Which accounts might churn?".

/renewal-dashboard​

Shows accounts renewing within the next 90 days (configurable), ranked by churn likelihood. Each account card shows ARR, renewal date, days remaining, top 2 risk drivers, and a suggested pre-renewal action.

How to use it: Ask "Show me renewals coming up" or "What's my renewal pipeline?".

/exec-sponsor​

Audits executive sponsor coverage across your accounts. Shows named sponsor, last executive touch date, days since touch, and a suggested action for each account. Highlights accounts missing a sponsor and those with stale engagement.

How to use it: Ask "Who are our executive sponsors?" or "Which accounts are missing exec engagement?".

Growth & Expansion​

/expansion-dashboard​

Identifies accounts with seat or user growth potential by comparing licensed capacity against actual usage. Each card shows current users/seats, headroom signal, and a suggested next play (for example, "Propose 10 additional seats for the new team").

How to use it: Ask "Show me expansion opportunities" or "Which accounts can grow seats?".

/upsell-dashboard​

Identifies accounts ready for plan upgrades, premium modules, or add-on SKUs. Returns upsell hypotheses for each account with supporting evidence and a one-line talk track.

How to use it: Ask "Show me upsell opportunities" or "Which accounts can upgrade?".

/adoption-gap​

Surfaces accounts that are under-using the product relative to their entitlements — unused seats, low feature adoption, or no recent activity. Each account gets a severity label (Severe / Moderate / Watch) and one enablement recommendation.

How to use it: Ask "Which accounts have adoption gaps?" or "Where's the shelfware?".

Customer Reviews & Communication​

/qbr-internal​

Generates an internal-use QBR deck (PowerPoint by default) covering executive summary, account overview, health and prediction trends, product usage, meeting and notes summary, support analysis, open Needle Movers, and next-quarter priorities. Labeled "Not for customer distribution".

How to use it: Ask "Create an internal QBR deck for [Account Name]".

/qbr-external​

Generates a customer-facing QBR deck focused on value delivered. Covers partnership overview, outcomes achieved this quarter with metric evidence, product adoption framed positively, key milestones, and a looking-ahead section. Excludes internal health scores, churn predictions, and risk flags.

How to use it: Ask "Create a customer QBR deck for [Account Name]".

/value-email​

Drafts a customer-facing email recapping ROI and achievements for the quarter. Returns a subject line, impact bullets with numbers, a looking-ahead paragraph, and email-safe HTML ready to paste into your email client.

How to use it: Ask "Write a value email for [Account Name]".

/case-study​

Generates a publication-ready branded HTML case study with an outcome-led headline, stat cards, challenge narrative, solution section, results grid, and a "what's next" section. Grounded entirely in FunnelStory data — no synthesized quotes.

How to use it: Ask "Write a case study for [Account Name]".

Strategic Planning​

/success-plan​

Builds a 30/60/90-day action plan to improve account health or prepare for renewal. Returns a gap summary table, short- and medium-term actions with owners, due dates, and success metrics, milestones at Day 30/60/90, and risks to the plan.

How to use it: Ask "Create a success plan for [Account]" or "Build a plan to improve health for [Account Name]".

Daily Workflow​

A typical CSM day using Claude Skills might look like this:

  1. Morning: Run /book-of-business for a portfolio overview, then /churn-risk-report to see if anything critical emerged overnight.
  2. Before a call: Run /meeting-prep for the account to get a pre-call brief in under a minute.
  3. After a call: Log notes in FunnelStory, then use /success-plan if the call surfaced concerns that need a structured follow-up.
  4. QBR week: Run /qbr-internal for internal prep, then /qbr-external to generate the customer-facing deck.
  5. End of quarter: Use /renewal-dashboard to prioritize the renewal pipeline for the next 90 days.