Skip to main content
Walk into any customer call knowing the one thing that matters most, what was promised last time, and what landmines to avoid — without opening 5 tabs. A single-screen brief you can scan in 90 seconds.

​
Usage

/closedloop:csm-prep Acme Corp
/closedloop:csm-prep acme.com
Type a customer name or domain. The skill assembles the brief from CRM data, product feedback, call transcripts, and strategic intelligence.

​
What You Get

  • The headline — one opinionated sentence about this account’s current state, written after reading all evidence. Not a data summary — a judgment call.
  • Landmines — deal blockers and churn risks with verbatim quotes. The things that could blow up in the call. Max 3.
  • What changed — only new topics or signals since the last interaction. If nothing changed, it says “stable.”
  • Their top 3 concerns — in their own words, ranked by severity and frequency. Customer quotes, not summaries.
  • Last conversations — what was discussed, what was promised, what’s still open.
  • Open threads — commitments that haven’t been resolved yet. Framed as preparation, not blame.
  • Pattern context — is this customer’s pain unique or shared by 20 other customers? This changes how you respond.
  • Competitive context — only if a competitor was mentioned recently.

​
How It Works

The skill launches 5 parallel research agents:
  1. Profile + CRM — company data, key contacts, active deals, account health numbers
  2. Landmines — every deal blocker and churn risk, read in full detail
  3. Recent feedback — top concerns by severity, plus what’s new in the last 30 days
  4. Conversations — reads the last 2 call transcripts to extract what was discussed, what was promised, and what’s unresolved
  5. Strategic signals + patterns — competitor mentions, satisfaction, churn signals, and whether their pain matches a broader product opportunity
After all agents complete, the skill writes the headline last (the most important sentence, informed by everything) and assembles the brief.

​
Design Principles

BLUF (Bottom Line Up Front). If you read only the headline and stop, you have the most important thing. Inspired by CIA President’s Daily Brief structure. Evidence, not labels. “3 open tickets, NPS dropped 8 to 4” — not “Customer: Frustrated.” Labels create anchoring bias. What changed, not everything. The brief surfaces deltas, not full history. Healthy accounts get shorter briefs — that IS the signal. 250-400 words max. Scannable in 90 seconds. If you need the full picture, run /closedloop:deep-dive.

​
When to Use Which Skill

NeedSkill
90-second pre-call scan/closedloop:csm-prep
Full evidence deep-dive on a topic/closedloop:deep-dive
Talk to the customer as an AI persona/closedloop:synthetic-customer
Weekly intelligence across all customers/closedloop:weekly-brief
Competitive landscape and trends/closedloop:competitor-gap