Churn Analysis
Use when asked to analyze customer churn — why and when customers stop using a product or service — to separate preventable churn from unavoidable churn, and to turn a raw churn rate into something actionable.
Sales & customer success
6 skills.
Customer Onboarding
Use when asked to design or write a customer onboarding plan — the process of getting a new customer from purchase to first real value — distinct from [[employee-onboarding]], which ramps a new hire rather than a new customer.
Customer Success Plan
Use when asked to write or maintain a customer success plan — an ongoing plan for a specific customer's outcomes after onboarding — distinct from [[customer-onboarding]], which covers only the initial ramp to first value.
Net Promoter Score
Use when asked to set up, calculate, or interpret Net Promoter Score (NPS) — a customer-loyalty metric from a single 0-10 "how likely to recommend" survey question sorting respondents into promoters, passives, and detractors.
Sales Pitch
Use when asked to write or refine a sales pitch — a concise spoken or written narrative persuading a specific audience to buy, invest, or adopt — distinct from a full [[sales-proposal]], which is the detailed written follow-through once the pitch has landed.
Sales Proposal
Use when asked to write or review a sales proposal — a formal document proposing a specific solution, scope, and price to a prospective buyer, often in response to a buyer's [[request-for-proposal]] — distinct from a [[statement-of-work]], which governs execution once the deal is won.