Usage
What You Get
- Learning goal — what this specific call can teach you, framed as a hypothesis to test or a knowledge gap to fill. Written after reading all evidence.
- What they’re trying to do — their underlying needs reframed as outcomes, not feature requests. Workarounds highlighted with sophistication level (spreadsheet hack vs. custom tool vs. hired a person).
- What we know from others — adaptive relative positioning showing where this customer’s pain ranks against the full customer base. No fixed thresholds — rank and percentage tell the story.
- What we don’t know — the highest-value section. Knowledge gaps this call could fill. Turns a status update into a research instrument.
- Suggested questions — data-grounded, Mom Test compliant. “Walk me through the last time…” not “Would you use…?” Structured as must-ask (2-3), should-ask (2-3), if-time (2).
- Segment lens — where this customer sits relative to peers, preventing over-indexing on one voice.
How It Works
The skill launches 5 parallel research agents:- Workflow + outcomes — reads all feedback, reframes requests as underlying needs, surfaces workarounds
- Cross-customer patterns — searches the same topics WITHOUT customer filter to find how many others share the pain, computes rank and percentage against total customer base
- Segment context — finds peers in the same segment, compares concerns to prevent bias
- Conversations — reads last 2 call transcripts for the customer’s voice, open threads, and workflow context
- Strategic signals — competitor mentions decoded as underlying needs, satisfaction and churn signals
PM Prep vs. CSM Prep
| Dimension | PM Prep | CSM Prep |
|---|---|---|
| Opens with | Learning goal (what to discover) | Headline (account judgment) |
| Shows | Underlying needs, knowledge gaps | Landmines, open threads |
| Cross-customer | Adaptive rank vs. full base | Count of other customers |
| Questions | Mom Test, data-grounded | Not included |
| Workarounds | Highlighted as opportunity signals | Not surfaced |
| Segment context | Always shown | Not included |
| Account health | Not shown | Central |
| Deal/revenue data | Not shown | Central |