CSM Prep

Prepares you for a customer call. Give it a customer name and it returns their open risks, what changed since you last spoke, and any commitment still outstanding.

/closedloop-csm-prep Northwind Trading

Arguments

Argument	Required	Default
Customer name or domain	yes

Multiple matches produce a numbered list to pick from.

What you get

CUSTOMER PREP: Northwind Trading

Stable account, but export reliability is eroding trust. Every
churn signal is operational, not commercial. This is a save call
that still looks like a check-in.

LANDMINES
  DEAL BLOCKER  Export times out on the monthly reconciliation
    "We've stopped promising this to our own clients."
      Priya, 4 days ago

  CHURN RISK    Second mention of evaluating alternatives
    "If this is still broken at renewal we have a decision to make."
      Marcus, 3 weeks ago

WHAT CHANGED
  New since last call: they started splitting the export by hand.

OPEN THREADS
  Root-cause note on the timeout: committed by you, Jan 15.

PATTERN CONTEXT
  The export timeout is not theirs alone. It is one of the most
  reported problems on the platform this quarter.

What is on the screen

Headline. One opinionated judgment, written last. Not “customer is frustrated”, which anchors you before you have heard anything.
Landmines. Deal blockers and stated churn, max 3, with verbatim quotes.
What changed. New topics in the last 30 days only.
Top 3 concerns, in their own words.
Open threads. Commitments not yet resolved, framed as preparation.
Pattern context. Whether this pain is theirs alone or shared.
Competitive, only if a competitor came up recently.

Pattern context changes your answer

Theirs alone: a service conversation.
Shared across accounts: a roadmap conversation, and you can commit.

It always says which, including when the answer is “specific to this account”.

A healthy account gets a shorter brief

No landmines, no competitor, nothing new: those sections are absent, not empty. The length is the signal.

MCP

Claude Code Skills

For product

For engineering

For sales

For marketing

For leadership

For customer success

For everyone

Arguments

What you get

What is on the screen

Pattern context changes your answer

A healthy account gets a shorter brief

​Arguments

​What you get

​What is on the screen

​Pattern context changes your answer

​A healthy account gets a shorter brief

Arguments

What you get

What is on the screen

Pattern context changes your answer

A healthy account gets a shorter brief