LISTENINGPOST

Sales

CSM Pipeline Review

Prepare a csm pipeline review. Uses time window, account, renewal window, csm book.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Prepare a csm pipeline review.

What it covers

Inputs

Owner/team, reporting cutoff, prior snapshot, forecast period.

Result

Pipeline movement table, forecast implications, buyer actions and source dates.

What it uses

CRMSlackCalendarEmailDocumentsKeep memoryRead only
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Attio, Slack, Google Workspace, Keep memory.

Procedure

  1. Resolve inputs for CSM Pipeline Review: time_window, account, renewal_window, csm_book. Default time window: current quarter / open opportunities (override if caller provides time_window). Ask only for missing.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to CSM Pipeline Review (filter out unrelated day-plan noise).
  3. Customer Success Manager lens: Prefer sources , Attio accounts, support tickets, QBR docs, Slack customer channels. Role ranking bias: churn risk → renewal timing → open severity → expansion signal.

Related skills

Sales →
Deal Stall Radar→Find opportunities whose progress has stopped.Designer Pipeline Review→Prepare a designer pipeline review. Uses time window, project key, person, launch.Discount Pattern Scan→Compare discount behavior across comparable deals.