b2bforce/b2bforce

29 skill entries

• client-account-plan

  Map an account's buying committee and build expansion hypotheses from the firm's services this client has not bought, each with a trigger that says when to raise it. Use for account planning, expansion or cross-sell planning, or when asked where growth in the existing client base could come from.

  Self-containedInstructions only1,014 words
• client-health-review

  Sweep every client folder and report what needs attention — renewals inside 90 days, accounts in their first 90 days, missing success definitions, accounts with no QBR in two quarters, unfilled proof stubs, stale reviews, and referral-ready accounts. Use for portfolio review, retention review, or before starting new prospecting.

  Self-containedActs undeclared1,109 words
• client-onboarding

  Turn a won deal into a first-90-days plan with a written success definition, named stakeholders and what each judges success by, and checkpoints at day 14, 30, and 90. Use right after a win, when a new client starts, or when an existing account has no agreed definition of what success means.

  Self-containedInstructions only1,102 words
• client-qbr

  Prepare a quarterly business review for one client — delivered versus what was promised, scored against the success definition agreed at onboarding, then the next quarter, an expansion ask, and a referral ask. Use for QBRs, quarterly or renewal reviews, or account check-ins.

  Self-containedActs undeclared1,133 words
• firm-context

  Create and maintain the firm profile for a professional service firm skills + workspace repo. Use when starting a new firm repo, onboarding, missing business context, or before any marketing/sales/intelligence skill. For competitor monitoring, see intel-competitor-monitoring.

  Self-containedInstructions only788 words
• firm-pdca-cycle

  Run one Plan-Do-Check-Act cycle for a PDCA area in workspace/pdca/, ending in a measured result and an explicit decision. Use when the user wants to plan a measurable experiment, record what was done, check the outcome against a baseline, close a cycle, or asks whether previous work actually worked. Requires an area created by firm-pdca-setup.

  Self-containedInstructions only1,447 words
• firm-pdca-eval

  Independently evaluate a PDCA cycle against the acceptance criteria written before the work started, using deterministic checks first and an LLM judge second. Use before a cycle's Check, when verifying whether work actually met its criteria, or when a result needs a second opinion that is not the executor's.

  Self-containedInstructions only904 words
• firm-pdca-setup

  Set up a files-only PDCA measurement area for one process or outcome in a professional service firm — outcome, metrics, direction, source of truth, cadence, and baseline. Use when the user wants to measure whether marketing, sales, delivery, or content work actually moves a business outcome, or asks for KPIs, a scoreboard, or a measurement loop. Read firm profile first.

  Self-containedInstructions only1,343 words
• intel-ai-visibility

  Track whether answer engines name the firm — build a versioned panel of buyer-intent prompts, run them across ChatGPT/Claude/Gemini/Perplexity, and roll results into a share-of-answer table with citation rate and named competitors. Use for AI visibility, GEO/AEO monitoring, "do LLMs recommend us", or answer-engine share of voice.

  Self-containedActs undeclared1,651 words
• intel-competitor-discovery

  Discover new competitors via SERP results for a search phrase and location, deduplicate by root domain against already-monitored accounts, and propose candidates to add to monitoring. Use when the user wants to find competitors, research the market, or seed the monitoring list. Read firm profile first.

  Needs a keyActs undeclared649 words
• intel-competitor-monitoring

  Files-only competitor website monitoring for a shared B2BForce workspace. Use to maintain competitor profiles, monitored page lists, page snapshots, change notes, and weekly report inputs under workspace/intelligence/. Read firm profile first; for firm profile setup, see firm-context.

  Reaches the webInstructions only990 words
• intel-weekly-report

  Generate a weekly competitive-intelligence report from monitored competitor page changes within a date range, with an AI business-impact summary and per-page change list. Use when the user wants a weekly digest, monitoring summary, or shareable intel report. Read firm profile and monitoring files first.

  Self-containedInstructions only625 words
• marketing-company-profile

  Create, enrich, or refresh workspace/firm/profile.md from a company website URL. Use during setup after firm-context interview, or later when the firm's website, positioning, proof points, or target market changed.

  Self-containedInstructions only658 words
• marketing-content-blog-post

  Write an 800-1500 word B2B blog post in Markdown from a content idea. Use when content_type is blog_post. Applies stage-specific frameworks and Exa reference articles. Output to workspace/marketing/content/drafts/blog/. For LinkedIn or X use marketing-content-linkedin-post or marketing-content-x-post instead.

  Self-containedInstructions only336 words
• marketing-content-case-study

  Write a B2B case study (500-1500 words, PASTOR framework) from a content idea. Use when content_type is case_study and buying_stage is decision or vendor. Uses Exa reference articles. Output to workspace/marketing/content/drafts/case-studies/.

  Self-containedInstructions only459 words
• marketing-content-ideas

  Generate B2B content ideas across buying stages and content types (blog, LinkedIn, X, case study, service-page opportunity). Use when planning a content calendar from ICP and service context. Requires firm profile, service, ICP, and persona files. For writing drafts use marketing-content-* skills per type.

  Needs a keyActs undeclared1,062 words
• marketing-content-linkedin-post

  Write a LinkedIn post (150-250 words, plain text) from a content idea. Use when content_type is linkedin_post. No Exa research. Stage-specific frameworks apply. Output to workspace/marketing/content/drafts/linkedin/. Not for blog or X formats.

  Self-containedInstructions only273 words
• marketing-content-x-post

  Write an X (Twitter) post or thread from a content idea. Use when content_type is x_post. Max 280 chars per tweet, no external links in body. Output to workspace/marketing/content/drafts/x/. For LinkedIn use marketing-content-linkedin-post.

  Self-containedInstructions only275 words
• marketing-geo-placement

  Turn the domains answer engines actually cite into a ranked backlog of surfaces to get onto — listicles, directories, communities, review sites — each with an owner, a next action, and a status. Use after intel-ai-visibility, or when asked how to get recommended by AI, mentioned in LLM answers, or onto third-party rankings.

  Self-containedInstructions only1,063 words
• marketing-icp

  Create or enrich an Ideal Customer Profile and 1-3 buyer personas for a B2B service. If the service is missing, first create it from a URL, text description, or both via marketing-service. Use when ICP/personas are missing before content, landing pages, or prospecting. Output to workspace/marketing/icp/.

  Self-containedActs undeclared675 words
• marketing-seo-research

  Research SEO keywords and search metrics for a topic (DataForSEO with AI research fallback), then produce an SEO context block and a target keyword for content. Use when the user wants keyword research, SEO data, or a target keyword for a content idea or draft. Read firm profile for industry/location.

  Needs a keyActs undeclared643 words
• marketing-service

  Create, enrich, or refresh a B2B service definition in workspace/firm/services/ from a URL, a text description, or both. Use when a service is missing, incomplete, or outdated before ICP generation.

  Self-containedInstructions only610 words
• marketing-service-page

  Create or refresh a standalone B2B service page from a service brief, URL, existing service file, or a mix of inputs. Use when the user wants a landing page/service page without first creating a content idea. Output to workspace/marketing/landing-pages/{slug}/.

  Needs a keyInstructions only458 words
• sales-bid-qualification

  Decide bid, no-bid, or conditional on one opportunity by scoring the discovery brief against the service fit criteria and the ICP anti-fit criteria. Use before writing a proposal, when deciding whether to answer an RFP, or when the pipeline holds more requests than the firm can serve well.

  Self-containedInstructions only1,006 words
• sales-discovery-brief

  Turn call notes, an inbound email, or RFP text into a structured discovery brief for one opportunity, with a qualification verdict and the list of unanswered questions. Use when a prospect replies, a fit call happens, an RFP arrives, or before writing a proposal. Output to workspace/sales/opportunities/.

  Self-containedInstructions only989 words
• sales-outcome-log

  Record how an opportunity ended — won, lost, or no-decision — with the reason and the competitor, then create the verified proof record on a win. Also backfills proof records for past engagements. Use after a proposal is decided, for win-loss review, or when the firm has client results nothing in the repo has captured.

  Self-containedInstructions only1,349 words
• sales-proposal

  Assemble a B2B service proposal or SOW from the discovery brief, firm profile, service definition, ICP, and the verified proof library — with mandatory scope boundaries, assumptions, change control, and one pricing table. Use after a bid decision when the user needs a proposal, SOW, or RFP response.

  Self-containedActs undeclared1,382 words
• sales-prospecting-sequence

  Generate a one-to-one B2B outbound email sequence for a service, ICP, and persona, with framework selection, cadence, proof/compliance guardrails, and ready-to-send email copy. Use when content_type is prospecting_sequence or the user needs outbound sales emails. Output to workspace/sales/prospecting/. Not for blog, social content, or newsletter campaigns.

  Self-containedInstructions only1,034 words
• tool-dataforseo

  Fetch Google SERP results or keyword search-volume data via the DataForSEO API. Use when a skill needs competitor discovery (SERP), keyword research, or search metrics. Reads DATAFORSEO_LOGIN and DATAFORSEO_PASSWORD from .env.

  Needs a keyActs undeclared431 words