LISTENINGPOST

Marketing

Win/Loss Marketing Themes

Extract messaging lessons from documented deal outcomes.

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

Extract messaging lessons from documented deal outcomes.

What it covers

Inputs

Won/lost deal cohort, buyer feedback, period.

Result

Messaging themes with supporting deals, counter-evidence and proposed tests.

What it uses

CalendarEmailDocumentsSlackCRMKeep 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

Google Workspace, Slack, Attio, Keep memory.

Procedure

  1. Resolve inputs for Win/Loss Marketing Themes: campaign, persona, time_window, launch. Default time window: active campaigns and next launch window (override if caller provides time_window). Ask only for missing.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Win/Loss Marketing Themes (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Marketing →
ABM Account List Context→Explain account selection against explicit ABM criteria.Analyst Briefing Prep→Prepare an analyst briefing. Uses campaign, persona, time window, launch.Asset Localization Gaps→Identify localization work needed for a specific release or market.