Sales & Customer Workflows

Use when a B2B SaaS founder needs to choose, prioritize, or rebalance customer acquisition channels — deciding outbound vs inbound, paid vs PLG, where to put marketing budget, or sanity-checking CAC, LTV:CAC, and payback. Also for channel-specific playbooks (cold email, LinkedIn, paid social, community, partnerships) and channel-mix audits. Not for closing tactics (use sales-skill) or copy (use copywriter-skill).

Use when the user needs to write, rewrite, review, or critique commercial copy meant to drive a reader toward action — landing pages, hero sections, headlines, email (cold outreach, nurture, promo, launch), CTAs, microcopy, product descriptions, value propositions, ads, or taglines. Also for copy audits, clarity checks, conversion reviews, or choosing a framework (AIDA, PAS, BAB, FAB, 4U's). Applies even when the user just says "write me an email" or "review this page." Not for channel/budget strategy (use channel-expert) or pricing structure (use pricing).

Use when planning, auditing, or speccing a video's motion and visual craft: shot lists, storyboards, color scripts, transitions, easing, kinetic typography, pacing, retention, or animation principles. Triggers: 'video plan', 'shot list', 'storyboard', 'color script', 'motion spec', 'fix the pacing', 'explainer/demo/brand video'. For the spoken words themselves, use script-writer-skill; for in-code UI motion, use frontend-design.

Use when a SaaS founder is deciding on or building a product-led growth motion — assessing PLG readiness, choosing freemium vs free trial vs reverse trial, defining activation and PQLs, designing self-serve onboarding and conversion triggers, building viral loops, or setting up PLG metrics (NRG, activation rate, TTV, NDR, CAC payback) and cohort analysis. Also for hybrid product-led-sales design and PLG-vs-sales-led GTM decisions. Not for paid acquisition channel mix (use channel-expert) or the mechanics of price points and tiers (use pricing).

Use when a B2B SaaS product needs upstream positioning or messaging clarity — defining who it's for, the category, competitive alternatives, differentiation, value props, strategic narrative, or a messaging hierarchy. Triggers include "my messaging isn't working," "we sound like everyone else," repositioning, or auditing an existing positioning doc. Use before homepage, deck, or sales-narrative work. Not for writing the final copy (use copywriter-skill) or running the sales process (use sales-skill).

Use when the user is working a B2B SaaS deal from qualified opportunity to closed-won — preparing discovery calls, structuring demos or POCs, handling a specific objection, qualifying with MEDDIC/MEDDPICC/SPICED, building mutual action plans, navigating negotiation or procurement, or reviewing pipeline health, forecast accuracy, and deal velocity. Not for finding or prospecting new leads (use prospecting) or upstream positioning (use product-position).

Use when the deliverable is spoken words to be performed on camera or into a mic: video and podcast scripts, hooks, and CTAs for short-form (TikTok, Reels, Shorts), YouTube long-form, or podcast episodes. Triggers: "write me a reel about X", "I need a hook for my video", "script a 60-second video", "draft a podcast episode", "turn this idea into a script". For motion/timing/shot specs rather than the words, use motion-picture.