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account-research

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annual-planning-workflow

Orchestrates the six-phase annual (or mid-year) planning cycle: forecast scenarios → UoG three-scenario capacity modeling → quota sensitivity → comp simulation → baseline save → change communication. Each phase gates on human approval before the next begins. Invokes unit-of-growth-calculator for capacity modeling. Triggers: 'annual planning', 'planning cycle', 'run the plan', 'quota comp planning', 'mid-year replan'.

blocker-review

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call-prep

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change-communication-packaging

Produces a three-part communication package for sensitive planning changes: (1) data-backed rationale memo for reps, (2) FAQ with top 5 anticipated objections and data responses, (3) rollout sequence with audience, channel, and order. Triggered automatically by annual-planning-workflow for territory, quota, or comp changes. Requires RevOps lead review before any distribution. Triggers: 'communicate changes', 'territory announcement', 'quota rationale', 'comp change communication', 'help me tell reps about [change]'.

churn-rca

Root cause analysis for individual customer churn events and cohort-level churn pattern analysis. Produces structured RCA with root cause taxonomy, contributing factors, timeline reconstruction, and remediation pathway. Scoped to full cancellation — contract contraction redirected to renewals:downgrade-analysis.

closed-won-to-cs-capacity-modeling

Converts rolling sales forecast into CS resource demand using UoG formulas. Runs three-scenario capacity check (P10/P50/P90 from scenario-modeling). Compares projected CSM demand to current headcount and UoG annual plan baseline. Surfaces CS capacity gaps with a hiring lead time flag. Updates when SA1 forecast moves >10%. Triggers: 'CS capacity', 'can CS absorb', 'CSM headcount needed', 'CS ceiling', 'will CS be able to handle new logos'.

cold-start-interview

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comp-simulation

Models comp plan payout scenarios before plan is finalized. Stress-tests OTE, accelerators, and threshold structures against attainment distributions (50/65/75/85/100%). Surfaces cost-to-company and unintended payout behaviors. G3 applies — all outputs require HR + Finance dual review before rep distribution. Triggers: 'comp simulation', 'model comp payouts', 'comp plan cost', 'stress test comp plan', 'what does the plan cost at 80/100/120%'.

crm-hygiene-audit

Overall CRM health score plus rep-level hygiene scorecard across three dimensions: completeness, accuracy, and recency. Produces weekly hygiene report for RevOps review before sharing with Sales managers. Never writes to CRM — all corrections are proposals. Triggers: 'CRM hygiene', 'data quality', 'hygiene report', 'field completeness', 'CRM health score'.

cross-system-reconciliation

Traces conflicting numbers from different sources (CRM vs. Finance Sheets vs. CS platform) to their root cause. Applies data authority hierarchy: HubSpot > Finance Sheets > CS platform > Slack/Linear. Produces a reconciliation memo with source attribution and recommended resolution. Never silently resolves conflicts. Triggers: 'which number is right', 'reconcile', 'conflicting numbers', 'CRM vs Sheets', 'our ARR numbers don't match', 'why is the pipeline number different'.

data-decay-tracking

Monitors contact and account data freshness. Flags records where title, company, or contact data has likely changed and enrichment is overdue. Decay signals: contact title unchanged >18 months, account employee count stale >12 months, primary contact no email activity >6 months, account domain change detected. Prioritizes enterprise accounts. Triggers: 'stale contacts', 'data decay', 'enrichment needed', 'contact freshness', 'stale account data'.

deal-classification

Independently scores each open opportunity as Commit / Best Case / Pipeline using CRM activity data — without relying on rep self-reporting. Surfaces delta vs. rep's stated forecast category when classification disagrees by more than one tier. Triggers: 'deal classification', 'classify the pipeline', 'commit vs best case', 'independent forecast', 'override rep call'.

deal-desk-workflow-management

Manages the complete deal desk approval routing workflow: submit → review → route → decide → log. Assembles context brief (discount rationale, competitive context, Tier 1 churn risk signal) before routing to approver. Enforces SLA (24h standard, 4h final 2 weeks of quarter). SLA breach escalates to #revops-ops. Triggers: 'deal desk', 'approval workflow', 'route for approval', 'deal approval status', 'process a deal desk request'.

deal-health-scoring

Scores each open opportunity on five dimensions (activity recency, stakeholder coverage, stage-age ratio, competitive signal, rep forecast accuracy history). Composite 0–100 score. Deals below 50 flagged for next-best-action. Triggers: 'deal health', 'health score', 'which deals are at risk', 'pipeline health', 'risky deals this quarter'.

deal-to-outcome-tracing

Links every closed/won opportunity to its downstream CS trajectory using the OCV Outcome Catalog. At deal close: checks catalog completeness (OCV entry, trigger match, measurement source). At 30/60/90/180-day checkpoints: assesses L0–L3 rubric level per OCV entry. When OCV catalog is absent: falls back to structural risk signals with [Confidence: Low]. Triggers: 'outcome tracing', 'what did we promise [account]', 'deal-to-outcome', 'track outcomes for [account]', 'which rubric level is [account] at'.

discount-threshold-monitoring

Flags deals where discount exceeds the approved threshold for that segment. Routes approval to the correct authority based on discount depth using thresholds from company profile. Tracks discount frequency by rep and segment. Never approves deals autonomously. Triggers: 'discount approval', 'discount threshold', 'discount frequency by rep', 'is this discount approved', 'flag a discount'.

downgrade-analysis

Analyzes customer contract downgrade requests (contraction only) and produces a value chain failure map, counter-proposal inputs, and recommended response strategy for CSM/AM negotiation. Scoped to contraction scenarios — full cancellation redirected to renewals:churn-rca.

duplicate-detection

Identifies duplicate accounts, contacts, and opportunities in HubSpot. Produces merge candidates with confidence scores (High/Medium/Low). Never merges autonomously — all merges require Write-tier human confirmation. Triggers: 'duplicates', 'merge candidates', 'duplicate accounts', 'duplicate contacts', 'clean up CRM duplicates'.

early-churn-downgrade-signal-detection

Three-tier churn signal model starting at deal close (not renewal). Tier 1 fires at close using configurable rule-mode thresholds (or cohort-mode correlations when 6+ months of data available). Tier 2 fires 30–90 days post-onboarding on behavioral signals. Tier 3 fires 90–120 days pre-renewal on late-stage risk. Every flag includes escalation path and owner. Triggers: 'churn signals', 'early churn', 'downgrade risk', 'at-risk accounts', 'churn detection', 'which accounts are at risk of churning'.

escalation-memo

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expansion-business-case

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expansion-onboarding

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expansion-signal

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field-completion-monitoring

Tracks required field completion rates by stage gate across both Sales new-logo pipeline and CS expansion/renewal pipeline. Flags missing data that will break downstream forecasting before quarter close. CS expansion gates include OCV entry reference, commercial terms, and churn risk resolution. Escalates deals in Negotiation+ or Commercial Terms+ with missing fields 2 weeks before quarter close. Triggers: 'missing fields', 'field completion', 'gate fields', 'pre-quarter-close hygiene', 'what fields are missing', 'CS expansion field compliance'.

forecast-variance-analysis

Compares submitted forecast to actual closed/won outcomes. Classifies variance by root cause: rep-level, deal-size band, stage-entry, seasonal, or product/segment. Surfaces systemic patterns — not one-off explanations. Minimum: 3 deals or 2 consecutive quarters before a pattern is surfaced. Triggers: 'why did we miss', 'forecast variance', 'call accuracy', 'forecast accuracy by rep', 'what caused the miss'.

growth-model-vs-actuals-tracking

Monitors unit economics of growth against the UoG annual plan baseline on three vectors: new logo/Sales-owned (CAC, time-to-first-value, ARR-at-12-months), expansion NRR/CS-owned (NRR by cohort vs. modeled), retention GRR/CS-owned (GRR vs. modeled). Vectors 2–3 are CS accountability signals routed to CS leadership. Fires a variance memo when any vector diverges >15% (NRR: >5pp, GRR: >3pp). Routes to mid-year-replan-triggering when threshold is crossed. Triggers: 'plan vs actual', 'growth model drift', 'are we on plan', 'unit economics', 'NRR vs plan', 'GRR vs plan', 'expansion attainment'.

gtm-unified-metrics-pulse

Weekly cross-functional metrics report covering five sections: revenue system pipeline (new logo + expansion + renewal pipelines across Sales and CS), handoff quality (RevOps/CS ops), CS capacity status (leadership), early churn flags with account names (#cs-leadership only), outcome realization summary (aggregate to all, account-level to #cs-leadership). All Slack posts require Write-tier confirmation. Triggers: 'weekly pulse', 'GTM metrics', 'alignment pulse', 'cross-functional metrics', 'run the weekly pulse'.

handoff-doc

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health-model-review

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health-score-review

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kickoff-prep

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metric-dashboard

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mid-year-replan-triggering

Monitors plan-vs-actual drift against the UoG baseline. Fires a replan recommendation when actuals diverge >15% from P50 plan, CS headroom crosses 10%, AE attainment runs >20pp below plan for 2+ months, or a material territory event occurs. Produces a replan recommendation memo with supporting data. Triggers: 'replan', 'plan vs actual drift', 'mid-year adjustment', 'are we off plan', 'should we replan'.

negotiation-prep

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next-best-action-recommendation

Produces specific, rationale-backed interventions for deals flagged at-risk by deal-health-scoring or pipeline-velocity-tracking. Intervention types: executive sponsor escalation, competitive response, procurement/legal acceleration, CS pre-close engagement, closed/lost reclassification. Not generic nudges — every recommendation names what to do, who does it, and why. Triggers: 'next action for [deal]', 'intervention for [account]', 'what should we do with [deal]', 'stuck deal'.

non-standard-terms-detection

Scans deal notes and opportunity fields for payment terms, contract structures, and custom provisions outside the standard playbook. Detection patterns: payment terms net >30 days, multi-year ramps/price locks, SLA commitments, data residency requirements, indemnification carve-outs, source code escrow. Routes to Legal or Finance when required. Triggers: 'non-standard terms', 'off-playbook deal', 'custom provisions', 'payment terms', 'SLA commitment', 'data residency'.

outcome-statement-builder

Outcome Statement Builder -- transform raw product or service capabilities into structured, verifiable outcome statements using the Seven-Stage Value Chain, then assign tangible business metrics and generate a multi-level achievement rubric. Use during Outcome Catalog development to convert capability inputs into catalog-ready outcome entries with approval checkpoints and rubric-based evaluation criteria. Produces a local Outcome & Value Registry in machine-readable Markdown and a presentation-ready HTML review deck for cross-functional ratification with Sales, Marketing, RevOps, and CS.

outcome-to-value-tracking

Maps each customer to their L0–L3 rubric level on their referenced OCV entries at OCV-defined verification milestones (e.g., 90-day, 180-day). Portfolio view: % at each rubric level per OCV entry. Surfaces systemic L0 persistence (>40% of accounts stuck at L0 past 90-day milestone) as a delivery pattern signal. Triggers: 'outcome tracking', 'rubric level', 'L0 L1 L2 L3', 'value realization', 'are customers achieving outcomes', 'outcome portfolio health'.

pipeline-coverage-analysis

Calculates pipeline coverage ratio by segment, rep, and quarter. Flags when coverage falls below the threshold derived from win rate (not a universal 3x). Produces an exposure ranking and week-over-week trend. Use when assessing pipeline health before a forecast call, board review, or quarter-close. Triggers: 'pipeline coverage', 'coverage ratio', 'are we covered for Q[N]', 'pipeline risk by segment'.

pipeline-velocity-tracking

Tracks average sales cycle time by segment, rep, and deal size. Flags deals aging past 1.5x historical average for their current stage. Surfaces velocity trend vs. prior quarter. Triggers: 'pipeline velocity', 'cycle time', 'deals aging', 'stalling pipeline', 'how long are deals taking'.

playbook-auditor

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price-increase-prep

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process-doc

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qbr-builder

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quota-sensitivity-analysis

Builds quota models from UoG-confirmed AE headcount and revenue target. Models structural achievability at five attainment levels (50/65/75/85/100%). Flags when hitting plan requires attainment above the 75th percentile of historical actuals. Used inside annual-planning-workflow Phase 4 or standalone. Triggers: 'quota model', 'is quota achievable', 'quota sensitivity', 'quota attainment model', 'what does quota need to be'.

renewal-forecast

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renewal-readiness

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rev-ops:csql-tracking

Manages the lifecycle of Customer Success Qualified Leads (CSQLs) — create, update, close, and query operations — with persistent filesystem storage, status state machine enforcement, and inter-skill contract consumption from csm:expansion-business-case.

revenue-brief-generation

Produces weekly or monthly executive revenue narrative by coordinating outputs from all rev-ops agents. Five sections: forecast + pipeline, pipeline health, CS capacity status, NRR trajectory, top 3 risks with recommended owner and action. One decision required per brief. Delivered as [DRAFT] for RevOps lead review before distribution. Triggers: 'revenue brief', 'weekly summary', 'executive summary', 'what happened this week', 'run the revenue brief'.

revenue-leakage-scanning

Identifies deal structures leaving money on the table before close: underpriced professional services, missing expansion clauses in multi-year deals, renewal terms misaligned with ARR classification, missing success milestone gates for expansion. Fires at Negotiation stage — before close locks the structure. Triggers: 'revenue leakage', 'missing expansion clause', 'mispriced services', 'deal structure review', 'are we leaving money on the table'.

risk-flag

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sales-cs-handoff-quality-scoring

Scores each closed/won deal on five handoff dimensions (0–100). Pass threshold: 80. Below-threshold deals trigger a Linear issue assigned to the AE manager with 48-hour SLA. CS onboarding proceeds but CSM is notified of open issue. Dimensions: OCV entry referenced, trigger match, measurement source accessible, stakeholder map, risk flags documented. Triggers: 'handoff quality', 'handoff score', 'what's missing for [deal] handoff', 'CS handoff check', 'handoff completeness'.

scenario-modeling

Builds P10/P50/P90 range forecasts from current pipeline state. Models win rate sensitivity, slip scenarios, and enterprise concentration risk. Produces structured scenario output consumed by annual-planning-workflow for three-scenario UoG capacity modeling. Triggers: 'forecast scenarios', 'P10 P50 P90', 'range forecast', 'what if win rate drops', 'downside scenario', 'upside scenario'.

segment-analyzer

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stage-integrity-audit

Detects CRM hygiene issues that distort forecasts: stage-skipping (multi-stage jumps in one update), backward movement, and stale stage (stuck >2x historical avg). Produces audit report for human review before any CRM edits. Never updates CRM autonomously. Triggers: 'stage integrity', 'stage skipping', 'backward movement', 'CRM stage hygiene', 'stale stage'.

success-criteria

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success-plan-builder

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success-plan-canvas

Generates and refreshes structured Customer Success Plan canvas documents for a specific account and lifecycle stage. Supports three plan types: initial onboarding, pre-expansion, and pre-renewal review. OCV-aware: reads Outcome & Value Catalog snapshot data to surface gaps and delivered outcomes.

success-plan-progress-review

Reviews an existing success plan canvas and generates a structured progress review artifact with milestone scorecard, OCV outcome ratings, CSM action list, and optional customer-facing summary and QBR pre-work note.

taro-play-runner

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ttv-analysis

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unit-of-growth-calculator

Unit of Growth Calculator -- compute GTM headcount requirements, capacity imbalances, and efficiency diagnostics for B2B SaaS organizations using the AE-anchored or CSM-anchored pod model. Use during revenue planning, board preparation, CRO/CFO reviews, or CS capacity modeling to surface under/over-capacity signals across AE, SDR, CSM, and Support functions with specific remediation guidance. Synthesizes the SuccessCOACHING Unit of Growth research model with 2025 SaaS benchmarks.

value-statement

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