LISTENINGPOST

Customer success

Customer Reference Readiness

Assess whether a customer is suitable for a reference request.

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

Assess whether a customer is suitable for a reference request.

What it covers

Inputs

Account, proposed reference use, approval policy.

Result

Readiness assessment, approved evidence, restrictions and outstanding approvals.

What it uses

CRMSlackCalendarEmailDocumentsProject toolsKeep memory
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, Linear, Keep memory.

Procedure

  1. Resolve inputs for Customer Reference Readiness: account, renewal_window, time_window, csm. Default time window: renewal window and last 30 days of account activity (override if caller provides time_window). Ask only.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Customer Reference Readiness (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Customer success →
Customer Roadmap Ask List→Track customer requests and actual product commitments.Designer Book of Business→Review a designer account book. Uses time window, project key, person, launch.Engineer Book of Business→Review a engineer account book. Uses time window, project key, repo, person.