Revsure Skills Guide

1. Introduction

RevSure skills turn a plain-language request into a finished GTM deliverable: Claude loads the matching skill, pulls live data through the RevSure MCP, and returns an interactive dashboard, a ranked shortlist, or drafted outreach.

What a skill is. A saved set of instructions (a .skill file) that tells Claude which RevSure tools to call, in what order, how to classify the results, and what to produce. Skills are tenant-aware: stage names, personas, and dimensions are resolved from your tenant at run time, never hardcoded.

Skill families in this guide

| Family | What it does | Section |

| --- | --- | --- |

| GTM Plays | Multi-step motions that end in outreach, a brief, or a handoff | 4 |

| Dashboards | Interactive analysis artifacts (pipeline, funnel, win rate, MMX) | 5 to 12 |

| Win-loss & competitive | Why we win and lose, and who we can displace | 13 |

| Tenant-specific | Custom recurring reports built per customer | 14 |

2. Setup

Four steps. Steps 1 and 2 are one-time per workspace; step 3 is one-time per skill.

Step 1. Connect the RevSure MCP to Claude

1. In Claude, open Settings, then Connectors.

2. Add a custom connector with your tenant's RevSure MCP URL. Pattern: https://mcp.revsure.cloud/<TenantName>/mcp (your RevSure representative confirms the exact URL, including region).

3. Authorize when prompted and confirm the connector shows as connected.

Step 2. Connect supporting tools (only for skills that need them)

| Need | Required for | Connector |

| --- | --- | --- |

| Slack | Signal-to-Outreach, Lead Prioritization, Job Change, AE Handoff Brief | Slack |

| LinkedIn account | Any play that sends a LinkedIn connection request or message | Connected through the RevSure LinkedIn tools |

Step 3. Download and install each skill

1. Open the Downloadable Skills Document provided by RevSure for your tenant and download the skill file (for example, pipeline-predictions-dashboard).

2. In Claude, open your profile menu, then Customize Claude, then the Skills tab.

3. Click Upload skill (or Add skill) and select the file.

4. Wait for Claude to confirm. The skill is now active in every chat.

Step 4. Run a skill

Use a slash command or plain language:

```

/pipeline-predictions-dashboard build the artifact

Run the competitor displacement play against [Competitor]

```

Claude loads the skill, calls the RevSure MCP, and renders the result.

Good to know

- Every play begins by loading the revsure-mcp skill, which resolves your tenant's stages, personas, and dimensions. Install it first.

- Not every tool is enabled on every tenant. A skill states upfront if a required tool is missing and never simulates its output.

- Plays that send anything (Slack DM, LinkedIn request, email, agent run) ask for confirmation first unless you set auto mode for that run.

3. Frequently Asked Questions

3.1 Where do skills run: RevSure's assistant or our own AI tool?

Short answer: in your own AI tool. Skills are installed in Claude and reach RevSure through the RevSure MCP connector. Setup is in section 2.

| Layer | Where it lives | Role |

| --- | --- | --- |

| Skill | Your Claude workspace | The instructions: which tools to call, how to classify results, what to produce |

| RevSure MCP | Your tenant, connected as a Claude connector | Live data and actions: leads, accounts, opportunities, journeys, signals, agents |

| RevSure platform agents | Inside RevSure | Account Research and Hot Leads to Focus On. Skills trigger these through the MCP, always after you confirm |

What this means in practice:

- The skill file is a Claude feature. Other MCP-capable tools can connect to the same RevSure MCP and call its tools, but they cannot load the .skill files directly.

- RevSure's in-platform agents are separate from skills. A skill may run one (for example, Hot Leads to Focus On), but the skill itself is not running inside the RevSure UI.

- Confirm with your RevSure representative if you want a given skill's workflow available inside RevSure's own assistant. That is outside the setup described here.

3.2 Quick-start prompts for selected plays

Every skill in this guide lists its own example prompts. These are quick-start prompts for three plays; full detail for each is in 4.9 to 4.11.

Renewal & Expansion Readiness

- "Check renewal readiness for [Account]"

- "Run the renewal and expansion play" (portfolio sweep: next 90 days, top 10 by value)

- "Which accounts are at renewal risk this quarter?"

- "Prep the QBR for [Account]"

Competitor Displacement

- "Find displacement opportunities against [Competitor]"

- "Who is evaluating [Competitor] right now?"

- "Is [Competitor] in trouble?"

- "Show competitor objection patterns for [Competitor]"

AE Handoff Brief

- "AE handoff brief for [Account]"

- "Prep the AE on [Account A], [Account B], [Account C]" (up to 10 accounts per run)

- "Brief the account owner on [Account]"

- "Watch for booked meetings" (watch mode)

3.3 Can skills run on a schedule?

Yes, with one caveat: the skills do not schedule themselves. Scheduling comes from your AI tool's recurring-task feature (for example, Claude scheduled tasks, where your plan offers it). Create a task that runs the skill's trigger phrase on a cadence, with the Slack and RevSure connectors available to it. Check your Claude plan and settings for current availability.

AE Handoff Brief has a watch mode meant to run on a schedule you set (hourly is realistic).

Suggested cadences (our recommendation, not a product default):

| Skill | Suggested cadence | Run mode for unattended runs |

| --- | --- | --- |

| Champion Departure Play | Weekly (Monday) | Read-only report; safe to automate |

| Meeting Follow-Through Play | Weekly, or daily for large teams | Read-only audit, drafted nudges |

| Renewal & Expansion Readiness | Weekly during renewal season, otherwise monthly | Read-only; confirmation needed to send anything |

| Competitor Displacement | Every two weeks | Read-only |

| Lead Prioritization | Weekly (Monday) | Draft to Slack, no auto-send |

| Signal-to-Outreach | Daily | Draft to Slack |

| Job Change Signal | Weekly | Shortlist to Slack |

| Buying Group Gaps | Weekly | Read-only |

| AE Handoff Brief (watch mode) | Hourly | Draft mode: DM only you until you approve auto |

Guardrails for unattended runs:

- Keep any play that sends (LinkedIn requests, Slack DMs, email) in draft or confirm mode until you trust its output. Auto mode must be set deliberately for the run.

- If a LinkedIn or Slack tool errors, the plays stop and report; they do not retry in a loop.

- RevSure also has native scheduling for the Daily Brief (delivery time and timezone), which is separate from skills.

4. GTM Plays

Plays are multi-step motions that start from a signal or a list and end in outreach, a brief, or a handoff. There are eleven plays. Plays verify every contact name against real records before use, never infer a person from a title, and ask for confirmation before anything is sent.

4.1 Account Expansion Play

Purpose. Runs the full pre-outreach workflow for one account: engagement history, verified company facts, drafted outreach, and who else to target. If research shows the account was acquired or merged, the parent company is treated as net-new whitespace in the same run.

Best for. Sales (account plans, call prep), SDRs (prioritized contact lists), RevOps (buying-group coverage), Marketing (ABM whitespace).

How it works

1. Read the account: engagement signal, funnel history, meeting activity.

2. Research and action plan: trigger the Account Research agent for verified facts and per-contact email and LinkedIn drafts.

3. Check for an acquisition: treat any parent company as new whitespace.

4. Surface prospects: every ICP-matched contact, engaged and not yet engaged, verified against real records.

5. Route hot leads: hand the shortlist to the Hot Leads to Focus On agent.

What you get. An interactive account brief with engagement snapshot, verified research, outreach drafts per contact, the Hot Leads handoff, and (if applicable) a parent-company section.

Example prompts

- "Run account research for [Account]"

- "Run the account expansion play for [Account]"

- "Who else should we target at [Account]?"

4.2 Lead Prioritization Play

Purpose. Answers "who should we reach out to right now?" Ranks by real signal (intent, risk, sentiment, recency), not email opens or touch counts, then drafts grounded outreach and routes the list to the team.

Best for. Sales leaders (weekly focus), SDR managers (call lists), RevOps (validating high-engagement leads).

How it works

1. Build the pool from leads with meeting and conversation intelligence.

2. Clean the pool: exclude customers, disqualified leads, internal and vendor records.

3. Rank by a composite of intent, risk, sentiment, and recency.

4. Verify the real person behind any title-only signal.

5. Draft outreach from each lead's actual pain points and objections.

6. Route to the Hot Leads to Focus On agent, one run per account.

What you get. A signal-ranked shortlist with real names, email and LinkedIn drafts, and the Hot Leads handoff organized by account.

Example prompts

- "Find high-probability leads"

- "Run the lead prioritization play"

- "Who should we reach out to this week?"

4.3 Closed-Lost Deal Win-Back Play

Purpose. Re-engages lost deals using the real loss reason instead of a generic check-in. Confirms the champion is still there (or finds the replacement), checks what changed at the account, and drafts outreach that addresses the original objection.

Best for. Sales (re-opening stalled pipeline), RevOps (triage by loss reason), Marketing (win-back campaign scoping).

How it works

1. Build the pool: recent closed-lost deals with continued account activity first.

2. Read the real loss reason from engagement history (budget timing, internal delay, named competitor).

3. Triage by reason, not size. Budget and delay losses are strong; deals lost to a competitor with the door closed are weak.

4. Verify the champion and stakeholders against real contact records.

5. Check for a job change. Same company: re-engage. New company: new opportunity.

6. Find the wider ICP buying group.

7. Check what changed (funding, leadership, resolved budget cycle) and tie it to the original objection.

8. Draft outreach that names the objection honestly and explains why now is different.

What you get. One section per opportunity (loss reason, job-change status, buying-group size, outreach), plus a separate net-new whitespace section. Names are masked by default in anything meant for wider distribution.

Example prompts

- "Run the lost deals win-back play"

- "Find lost deals worth winning back"

4.4 Buying Group Gaps Play

Purpose. Answers "who is missing from this deal?" Checks buyer-persona coverage on active opportunities, flags single-threaded deals and missing critical personas (economic buyer, champion, influencer), and drafts multi-thread outreach.

Best for. Sales (multi-threading), deal desk and managers (single-threaded deals), RevOps (coverage reporting).

How it works

1. Check coverage: read the personas engaged on each active opportunity.

2. Flag gaps: single-threaded or missing a critical persona.

3. Find ICP-matched contacts to fill each gap.

4. Draft outreach aimed at each missing persona.

What you get. A persona coverage report for one deal or the pipeline, proposed contacts per gap, and outreach drafts.

Example prompts

- "Check buying group coverage for [Account]"

- "Which deals are single-threaded?"

- "Do we have an economic buyer on [Opportunity]?"

4.5 Signal-to-Outreach Play

Purpose. Starts from an event, not a list. Detects company news, web and intent activity, and GTM engagement signals, then drafts outreach grounded in what changed.

Best for. SDRs (who to contact today), ABM teams (funding and leadership events), sales leaders (accounts that went active this week).

How it works

1. Detect what changed: news, web and intent activity, engagement signals.

2. Filter to the accounts and people worth acting on.

3. Draft outreach tied to the actual signal.

4. Hand off toward Slack.

What you get. A filtered list of accounts and people with the signal behind each, and outreach drafts ready for Slack.

Example prompts

- "Run the signal to outreach play"

- "Any funding or leadership changes we should act on?"

- "Which accounts went active this week?"

4.6 Job Change Signal Play

Purpose. Finds leads who recently moved to a new company, keeps only ICP-fit prospects using RevSure GTM signals, and ranks by real engagement rather than touch count.

Best for. SDRs (warm net-new prospects), demand gen (job-mover audiences), sales leaders (a short ranked list).

How it works

1. Identify recent job changers.

2. Filter for ICP fit with GTM signals.

3. Rank by real engagement.

4. Hand off toward Slack.

What you get. A ranked shortlist of ICP-fit job changers.

Example prompts

- "Run the job change signal play"

- "Who moved to a new company this quarter?"

- "ICP job changers this quarter"

4.7 Champion Departure Play

Purpose. Scans open pipeline and recently closed-won accounts for champions who changed jobs, flags the deal risk, plans continuity, and turns the move into a reconnect and whitespace opportunity at the new company.

Best for. Sales (deals that lost their advocate), customer success (account continuity), RevOps (weekly champion-risk view).

How it works

1. Sweep champions on open pipeline and recent closed-won accounts for job changes.

2. Flag deals and accounts that lost their advocate.

3. Identify who inherits the account or relationship.

4. Treat the new employer as a reconnect and whitespace opportunity.

What you get. A tabbed report: flagged departures, risk per deal, and reconnect drafts for movers worth contacting.

Example prompts

- "Run the champion departure play"

- "Did any of our champions leave?"

- "Who inherits this account?"

4.8 Meeting Follow-Through Play

Purpose. Audits whether the next steps agreed in recent meetings actually happened, and nudges the ones that did not.

Best for. Reps (slipped promises), sales managers (which reps drop follow-ups), RevOps (next-step hygiene).

How it works

1. Pull recent meetings across active leads, accounts, and opportunities.

2. Extract each meeting's stated next step.

3. Cross-check journey activity in the following days and mark each Done, Partial, or Stale.

4. Draft a nudge for every stale step.

What you get. Every recent next step with a status, plus a drafted nudge for each stale one.

Example prompts

- "Run the meeting follow-through play"

- "Which next steps went stale?"

- "What did we promise after calls and not do?"

4.9 Renewal & Expansion Readiness Play

Purpose. For accounts nearing renewal, assembles deal health, MEDDPICC gaps, blockers, engagement recency, and named upsell targets; benchmarks against your tenant's renewal and expansion rates; labels each account; then drafts QBR talking points and a renewal or expansion outreach sequence.

Best for. Customer Success (QBR prep, renewal-risk triage), Sales (expansion outreach), RevOps (renewal-rate benchmarking). Works for one account or a portfolio sweep.

Defaults. Portfolio sweep covers renewals closing in the next 90 days (fiscal-aware), top 10 by opportunity value. The play states the resolved scope in one line at the top of the answer.

How it works

1. Find accounts nearing renewal (named account, or all renewals in the window). If none are typed as renewals, it checks opportunity types, name patterns, stale close dates, and a 12-month anniversary cohort before saying none exist.

2. Pull readiness signals per account: expansion signals, meeting and chat intelligence, recent meetings, opportunity contacts, and web signals (layoffs, leadership change, funding, M&A).

3. Benchmark against trailing renewal rate and expansion rate for the account's segment, flagging segments with fewer than about 10 renewals as low confidence.

4. Label each account from evidence, citing the top two or three signals.

5. Draft QBR talking points (5 to 7 bullets) and a renewal or expansion outreach sequence.

Account labels

| Label | Meaning |

| --- | --- |

| Renewal-risk | Negative sentiment, no meeting in 45+ days with close within 60 days, missing champion or economic buyer, unresolved objection, named competitor, or layoff and leadership signals |

| Expansion-ready | Named upsell targets, healthy sentiment, recent meeting, multi-persona coverage, product or pricing page views |

| Mixed | Both patterns present. Fix risk first, expand second |

| Stable | Neither pattern is strong. Light-touch check-in |

| Unverifiable | No usable conversation signal or last meeting over 365 days ago. Demoted, no play drafted |

What you get. A chat readout plus a published dashboard for portfolio sweeps, with per-account labels, evidence, QBR talking points, outreach drafts, benchmarks, and a methodology tab. Contact email addresses are left out of the artifact.

Guardrails. Read-only by default. Missing data is reported as "insufficient signal", never as a clean bill of health. Web signals are shown with confidence, not as CRM fact.

Example prompts

- "Check renewal readiness for [Account]"

- "Run the renewal and expansion play"

- "Which accounts are at renewal risk?"

- "Who's ready for an upsell?"

- "Renewals coming up this quarter"

- "Why is the [Account] renewal stalling?"

4.10 Competitor Displacement Play

Purpose. Finds accounts whose own words name a competitor, classifies how they relate to it, confirms the deal is still live, checks what is happening at the competitor, and drafts outreach grounded in what each buyer said.

Best for. Sales (outreach), Competitive Intelligence and Marketing (signal tracking), RevOps (objection patterns). For closed-deal analysis use Win-Loss (section 13).

Inputs. A competitor name is required; the play asks if you give none. It discloses the alias root it searched (for example, a root such as "Acme" also matches "Acme Corp" and "AcmeHQ") and shortlists about 10 to 12 accounts.

How it works

1. Scan meeting and chat intelligence for accounts citing the competitor, using a recency cut and a timing cut (contract, renewal, current).

2. Read the buyer's words and classify each account.

3. Verify deal state and recency from the actual meeting date, not the days field.

4. Cross-reference the competitor's own signals: layoffs, leadership churn, funding, pivots, negative press.

5. Draft displacement outreach for verified contacts only.

Relationship classes

| Class | Meaning |

| --- | --- |

| Incumbent | Current or contracted vendor, or contract ending or renewing |

| Active evaluation | Evaluating the competitor, with an open opportunity or recent meeting |

| Watch | Mention only, or rejected while choosing a third vendor |

| Win evidence | Buyer ruled the competitor out |

| Lapsed | Contract ended; open ground, but find out what they run now |

| Lost to competitor | Switched to them. A win-back motion, never a cold displacement draft |

| Already ours | Live RevSure account. A proof point, not a target |

Distress gate. The play calls a competitor distressed only on a corroborated layoff, leadership departure, or credible negative-press event. Otherwise the verdict is "no distress evidence" and outreach never implies instability. External findings are labeled unverified with a confidence level.

What you get. A dashboard with Overview, Accounts, Competitor signals, Outreach, Objection patterns, and Methodology tabs. It reports total accounts citing the competitor, how many were reviewed, and how many were shortlisted.

Guardrails. Read-only. Accounts with no verified contact are not drafted. Accounts with empty deal-state data are shown as "context only" and demoted.

Example prompts

- "Find displacement opportunities against [Competitor]"

- "Run the competitor displacement play for [Competitor]"

- "Who is evaluating [Competitor]?"

- "Which accounts use [Competitor] and when do their contracts end?"

- "Is [Competitor] in trouble?"

- "What objections do we hear about [Competitor]?"

4.11 AE Handoff Brief

Purpose. Packages one account for an AE: a one-page brief with qualification context, buying-group status, meeting history, and a specific first move. When the tenant has a populated account-owner field, the brief is also sent to that owner on Slack.

Best for. SDR-to-AE handoffs, sales managers briefing owners, RevOps. Works for one account or a short list (maximum 10 per run).

How it works

1. Resolve the account and discover the account-owner field. No owner field or a blank owner means Slack is skipped and flagged as a hygiene gap.

2. Qualification context: ICP fit (Fit, Partial, No fit, Unknown), fired GTM signals, stage and days in stage, open opportunity.

3. Buying group: each tenant persona marked Engaged, Dormant, or Missing over a 60-day window, with single-threaded accounts flagged and verified candidate names for gaps.

4. Meeting history: last meeting, pain points, objections, competitors, next steps agreed, open MEDDPICC gaps.

5. Compose the brief in a fixed template: fit, why now, open opportunity, buying group, meetings, recent activity, first move, data gaps.

6. Slack hand-off to the account owner only, after confirmation by default.

Watch mode. "Watch for booked meetings" briefs owners automatically from your demo-request alert channel or a booked-meeting source. Demo-request triggers are labeled DEMO REQUEST, not meeting booked. Watch mode starts in draft mode (DMs only you); you flip it to auto.

Guardrails. Every claim traces to a tool result. First move must name a real contact and reference something that happened. Booking meetings is out of scope. If Slack is unavailable, you receive the Slack-formatted brief to paste.

Example prompts

- "AE handoff brief for [Account]"

- "Hand off [Account] to the AE"

- "Prep the AE on [Account A], [Account B], [Account C]"

- "SDR to AE handoff for [Account]"

- "Brief the account owner on [Account]"

- "Watch for booked meetings"

5. Pipeline & Forecast

Choosing between the three. Predictions = future generation only. Pipeline & Booking = readiness and bookings focus. Intelligence (Unified) = everything, adaptive.

5.1 Pipeline Predictions Dashboard

A 7-quarter pipeline forecast (3 past, 1 current, 3 future) broken down by segment, with win-rate analysis and confidence scoring.

- For: GTM leaders building quarterly forecasts.

- Tools: pipeline_generation_performance, pipeline_generation_winrate, pipeline_generation_split_performance, pipeline_generation_winrate_split

Example prompts

- "How much pipeline will we generate next quarter?"

- "What is our forecast risk?"

- "Which opportunity types are driving projections?"

- "Show pipeline by opportunity type, company size, and lead source."

5.2 Pipeline Intelligence Dashboard (Unified)

Generation, win rates, readiness, and bookings in one adaptive view. It detects which tools your tenant has and renders only the relevant sections.

- For: Executives and RevOps who want the complete picture in one artifact.

- Tools: all four pipeline_generation_* tools, pipeline_readiness, pipeline_readiness_split, booking_readiness, booking_readiness_split

Example prompts

- "Give me the full pipeline picture."

- "Combine generation, readiness, and booking forecasts."

- "Build a unified pipeline dashboard."

5.3 Pipeline & Booking Intelligence Dashboard

Pipeline health and booking confidence in a focused view: stage distribution, close-likelihood scoring, projected bookings, and quarter-over-quarter comparison.

- For: Sales leaders and CROs who need generation forecasts and close readiness side by side.

- Tools: pipeline_readiness, pipeline_readiness_split, booking_readiness, booking_readiness_split, pipeline_generation_performance

Example prompts

- "How ready is my open pipeline to close?"

- "Show me booking forecast confidence."

- "Which segments are most likely to convert?"

6. Funnel & Opportunity Health

Choosing between them. Funnel Health = quarterly summary. Complex Funnel Over Time = deep time-series exploration. Opportunity Dashboard = snapshot of open pipeline quality.

6.1 Funnel Health Dashboard

Multi-quarter funnel performance across every stage (visitor through booking), with anomaly detection and quarter-over-quarter comparison.

- For: Marketing ops and demand gen leaders diagnosing conversion breakdowns.

- Tools: funnel_health_metrics

Example prompts

- "How is our funnel performing across the last 5 quarters?"

- "Where is the funnel leaking?"

- "Which stage had the biggest QoQ change?"

- "Are there anomalies in our recent funnel data?"

6.2 Complex Funnel Over Time

A 12 to 24 month funnel time series with toggleable metrics, dual-axis correlation views, heatmaps, and statistical anomaly detection. Deeper than the standard funnel dashboard.

- For: Revenue analysts who need time-series exploration rather than a quarterly summary.

- Tools: funnel_health_metrics

Example prompts

- "Show me monthly funnel trends for the last 18 months."

- "Which funnel metrics are correlated?"

- "Build a long-range funnel exploration tool."

6.3 Opportunity Dashboard

Pipeline overview, stage distribution, won-vs-lost comparison, sales velocity benchmarks, and pipeline math across the current funnel.

- For: Sales and RevOps who want a snapshot of pipeline quality and stage distribution.

- Tools: funnel_health_metrics, opportunity_details

Example prompts

- "Show me our open pipeline breakdown."

- "What is our stage concentration risk?"

- "Compare won vs. lost opportunity metrics."

- "Which deals are close-ready?"

7. Win Rate & Deal Intelligence

Choosing between the four. Scorer = general open-deal scoring. Accelerator = deep dive on the top 30 New Business deals. Factor Explorer = explain win-rate shifts. Intelligence + Readiness = action-oriented risk map.

7.1 Win Patterns & Pipeline Scorer

Patterns from closed-won journeys, lift analysis quantifying which touchpoints matter, and an interactive scorer that grades open deals against winning patterns.

- For: Sales leaders and RevOps prioritizing open pipeline.

- Tools: aggregate_journey, individual_campaign_lift_analysis, across_campaign_lift_analysis, funnel_health_metrics

Example prompts

- "What patterns appear in our closed-won deals?"

- "Which engagement types help us win?"

- "Score the open deals in my pipeline."

- "Compare winning journeys to losing ones."

7.2 Win Pattern Accelerator

Closed-won journey DNA scored against your 30 most active open New Business deals (velocity patterns, champion titles, multi-touch signals), with deal-level acceleration recommendations.

- For: Sales leadership who need deal-level acceleration playbooks.

- Tools: aggregate_journey, aggregate_touchpoint, winrate_factors, winrate_factor_drilldown, individual_campaign_lift_analysis, pipeline_readiness

Example prompts

- "Which open deals most resemble our closed-won DNA?"

- "What acceleration actions should I take on each deal?"

- "Which deals lack champion coverage or multi-touch engagement?"

7.3 Win Rate Factor Explorer

The top structural drivers helping or hurting win rate in a given quarter (segment, size, lead source, stage), with deal-level drilldown behind each factor.

- For: Sales ops investigating structural win-rate shifts.

- Tools: winrate_factors, winrate_factor_drilldown

Example prompts

- "What is helping us win deals this quarter?"

- "Why is our win rate down?"

- "Show me the deals behind our top win-rate driver."

7.4 Win Rate Intelligence + Pipeline Readiness

Win-rate drivers overlaid onto open pipeline: a risk and opportunity heatmap that weights each segment by its historical win-rate factor, with explicit recommended actions.

- For: RevOps connecting win-rate intelligence to pipeline prioritization.

- Tools: winrate_factors, pipeline_readiness, pipeline_readiness_split

Example prompts

- "Which pipeline segments are at risk based on win rate?"

- "Where should we focus effort?"

- "Which segments should we double down on?"

8. Closed-Lost Analysis & Recovery

For an outreach-ready version of this analysis, use the Closed-Lost Deal Win-Back Play (4.3). For a product-marketing view of why deals are lost, see Win-Loss (section 13).

8.1 Closed-Lost Deal Analysis & Recovery

Lost-deal patterns, engagement gaps between won and lost cohorts, pipeline leakage analysis, and an actionable recovery playbook.

- For: Marketing and sales leadership diagnosing loss patterns and designing recovery programs.

- Tools: funnel_health_metrics, aggregate_journey, individual_campaign_lift_analysis, opportunity_details, opportunity_journey

Example prompts

- "Why are deals being lost?"

- "What engagement patterns appear in closed-lost vs. closed-won?"

- "Build a deal recovery playbook."

8.2 Closed-Lost Account Recent Activity Tracker

Re-engagement signals from closed-lost accounts (email clicks, pricing-page visits, champion job changes, buying-signal heat maps), prioritized for recovery outreach.

- For: Reps and SDRs running structured re-engagement on lost pipeline.

- Tools: opportunity_details, opportunity_journey, lead_details, account_details

Example prompts

- "Which lost accounts are showing buying signals?"

- "Which contacts from a lost deal are re-engaging with our emails?"

- "Are any lost champions back in market?"

9. Attribution, Influence & Lift

Which skill do I use?

| How attribution models rank campaigns differently | 9.1 Multi-Touch Attribution |

| Whether exposure to a touchpoint raises win rate | 9.2 Touchpoint Lift |

| Lift across every stage, dimension, and model | 9.3 Comprehensive Lift |

| How much a channel or campaign influenced stage volumes, or which campaigns drive pipeline and not just leads | 9.4 Influence Analysis |

| Whether accounts with a channel do better than accounts without it | 9.5 Channel Halo Effect |

| What visitors and leads did before converting | 9.6 Pre-Inquiry Journey |

| Whether specific web pages sit on journeys that convert | 9.7 Page Funnel Impact |

9.1 Multi-Touch Attribution (MTA) Analysis

Three-model comparison (first-touch, last-touch, any-touch) showing how model choice reshapes campaign rankings and pipeline credit.

- For: Marketing ops reconciling model discrepancies for stakeholders.

- Tools: campaign_metrics_with_attribution, across_campaign_lift_analysis, individual_campaign_lift_analysis

Example prompts

- "How do attribution models tell different stories?"

- "Which campaigns look better under first-touch vs. last-touch?"

- "Show me hidden mid-funnel campaign influence."

9.2 Marketing Touchpoint Lift Analysis

The exposed-vs-unexposed win-rate gap for each marketing touchpoint, at the pipeline-to-booking stage.

- For: Marketing leaders proving incremental impact.

- Tools: individual_campaign_lift_analysis, across_campaign_lift_analysis

Example prompts

- "Does marketing help us win deals?"

- "What is the win-rate gap between exposed and unexposed contacts?"

- "Which channels drive incremental conversion?"

9.3 Comprehensive Lift Analysis

All lift test types across funnel transitions, dimension slices, and attribution models.

- For: Demand gen and analytics leads running multi-stage audits.

- Tools: across_campaign_lift_analysis, individual_campaign_lift_analysis

Example prompts

- "Show me lift analysis across every funnel stage."

- "Which channels work at which funnel stage?"

- "Run a pre- and post-pipeline lift comparison."

Choosing between 9.1 to 9.3. MTA = compare models. Touchpoint Lift = single-stage proof of impact. Comprehensive Lift = exhaustive multi-stage audit.

9.4 Influence Analysis

Multi-touch influence of a channel or campaign group on funnel stages (inquiries, MQLs, SQLs, Stage 0, pipeline, bookings), plus pipeline efficiency: which campaigns and assets drive pipeline versus top-of-funnel volume only.

- Two question shapes. (A) Influence on stage volumes: totals and splits by region, segment, industry, or company size, trended YoY or QoQ. (B) Pipeline efficiency: every campaign pulled and classified.

- How it works. Resolves stage keys, channel values, and your fiscal calendar first. Treats "influenced" as any-touch attribution, applies a lookback window, and keeps three date windows separate: reporting period, which campaigns are in scope, and lookback. Verifies every requested metric appears in the results.

- For: Marketing leaders and ops, including anyone validating dashboard numbers.

- Tools: campaign_metrics_with_attribution, get_funnel_stages, find_matching_dimensions, get_calendar_config

Example prompts

- "How many MQLs did Unpaid Digital influence this year versus last, by region?"

- "Which campaigns actually drive pipeline, not just leads?"

- "Is paid search just generating junk?"

- "Validate the influenced-pipeline number our dashboard shows."

9.5 Channel Halo Effect

A with-versus-without cohort comparison: split accounts by whether a channel or campaign type touched them, then compare an outcome (pipeline volume or value, conversion) between the two groups, optionally cut by another dimension such as branded vs. non-branded.

- Correlational only. The result shows association, not proven cause, and the skill says so.

- How it works. Builds the two cohorts from the account-level campaign-type combination list (touched = any target value present; untouched = none present), runs the same query twice, and sanity-checks that the cohorts are plausible complements. Paid Search questions default to a branded vs. non-branded split.

- Tools: campaign_metrics_with_attribution, find_matching_dimensions, get_funnel_stages, get_calendar_config

- Not for: single-cohort rankings (use 9.4) or formal statistical testing of a named asset.

Example prompts

- "Do accounts that also see display ads generate more pipeline than those that don't?"

- "Does paid search have a halo effect on other channels?"

- "Compare pipeline value for accounts with and without webinar touches."

9.6 Pre-Inquiry Journey

Reconstructs what entities did before reaching a target stage and grades content, pages, and channels by conversion lift against a non-converter control.

- How it works. Separates the cohort, the window, and the behavior layer (campaign touches versus actual page views from the first-party pixel). Runs feasibility gates first and reports failures before analyzing, for example when the boundary stage is not modeled or Search Console metrics are absent, so SEO return cannot be claimed.

- Grain: journey sequence. For channel or campaign rankings use 9.4; for page-level impact use 9.7.

- Tools: aggregate_journey, aggregate_touchpoint, get_parameter_options, get_funnel_stages, init_context

Example prompts

- "What do visitors look at before they become pipeline?"

- "Is our content doing anything?"

- "Should we keep investing in SEO?"

- "Which pages sit upstream of pipeline?"

9.7 Page Funnel Impact

Measures whether website pages, especially pages with no form or CTA, appear on journeys that later reach a form fill or pipeline stage.

- How it works. Runs two touchpoint pulls (conversion and pipeline) with page views from the web pixel, canonicalizes URLs, classifies pages as form-bearing or formless, and compares each page's share of the conversion cohort with its share of the pipeline cohort. Rising share means viewers convert and progress; falling share means they convert and stall.

- Grain: page. Correlation across journeys, not causation.

- Tools: aggregate_touchpoint, get_funnel_stages, get_parameter_options, init_context

Example prompts

- "What is the impact of pages without forms?"

- "We stripped forms off product pages. Did it hurt?"

- "Do people who read the docs ever buy?"

- "Are our gated assets producing junk leads?"

10. Email Analysis

Choosing between the two. Basic = quick directional check. Impact Study = defensible statistical case.

### 10.1 Email Study Basic

Four-state email engagement comparison (Delivered, Opened, Clicked, No email) between Closed Won and Closed Lost opportunities.

- For: Quick email engagement checks.

- Tools: opportunity_journey, opportunity_details

Example prompts

- "Does email nurture correlate with winning?"

- "Compare email engagement across won vs. lost cohorts."

- "Run an email exposure study on our closed deals."

10.2 Email Impact Study

A rigorous statistical study comparing email engagement across Closed Won and Closed Lost cohorts, with Fisher's exact tests, sensitivity checks, channel benchmarking, and marketer recommendations in a 7-tab dashboard.

- For: Marketing analytics teams building defensible evidence for email program value.

- Tools: opportunity_journey, opportunity_details, lead_details

Example prompts

- "Do opens and clicks actually predict outcomes?"

- "Show me statistical evidence for email impact."

- "What should we conclude about our email program?"

## 11. Campaign, Journey & Touchpoint

Person-level fields (for example in Touchpoint Explorer) follow your tenant's PII masking configuration.

11.1 Campaign Cohort Journey Explorer

Journey paths, touchpoint influence, funnel progression, and campaign performance for leads touched by a specific ad connection or campaign.

- For: Demand gen teams analyzing the downstream impact of specific campaigns.

- Tools: get_funnel_stages, find_matching_dimensions, campaign_metrics_without_attribution, aggregate_journey, aggregate_touchpoint

Example prompts

- "What journey paths do leads from this campaign take?"

- "What is the funnel progression for this cohort?"

- "What happens after leads interact with a specific ad?"

11.2 Campaign Cohort Product Usage

Which products, features, or agents a campaign-sourced cohort used after conversion: premium penetration, multi-product behavior, and feature popularity by ad source.

- For: Growth and product marketing connecting paid investment to product behavior.

- Tools: campaign_metrics_without_attribution, find_matching_dimensions, lead_details

Example prompts

- "Which products did leads from this campaign use?"

- "What is the product adoption rate for this cohort?"

- "Show me premium vs. free penetration for a paid cohort."

11.3 Touchpoint Explorer

An interactive, filterable view of every marketing and sales touchpoint across a set of accounts or opportunities, segmented by persona, title, role, channel, and campaign type, with CSV export.

- For: ABM and sales teams auditing buying-committee engagement on specific deals.

- Tools: drill_down_without_attribution

Example prompts

- "Which buying-committee roles were touched on these deals?"

- "Which channels reached contacts on these accounts?"

- "Which contacts had no marketing exposure?"

11.4 Opportunity Journey Deep Dive (Template)

Touchpoint and channel breakdown across any set of opportunities: per-opportunity journey timeline, channel mix comparison, and stage progression.

- For: RevOps and sales exploring journeys for ad-hoc deal sets.

- Tools: drill_down_without_attribution, opportunity_details

Example prompts

- "Show me touchpoints for my top open deals."

- "Compare opportunity journeys across a set of deals."

- "Which channels touched my pipeline deals?"

12. Marketing Mix (MMX)

Choosing between the three. Brief = editorial narrative. Dashboard = interactive chart exploration. Cross-Compare = two entities or regions side by side.

12.1 MMX Intelligence Brief

An editorial-style intelligence brief comparing two MMX periods: channel contribution shifts, factor movement, response curve analysis, and ROI-versus-capacity gaps.

- For: CMOs and marketing strategy leads reviewing period-over-period mix performance.

- Tools: mmx_contribution_by_quarter, mmx_contribution_by_channel, mmx_channel_performance_trends, mmx_response_curve_analysis, mmx_channel_bar_trends

Example prompts

- "Compare Q3 vs. Q4 marketing mix performance."

- "Which channels gained or lost share between periods?"

- "Show me response curves for our top MMX channels."

12.2 MMX Comparison Dashboard

Interactive chart-based dashboard comparing two MMX periods: contribution trends, factor tables, channel movement scorecards, and response curves.

- For: Marketing ops and media teams who prefer chart-first exploration over editorial briefs.

- Tools: mmx_contribution_by_quarter, mmx_contribution_by_channel, mmx_response_curve_analysis, mmx_channel_bar_trends, mmx_channel_performance_comparison

Example prompts

- "Build a marketing mix chart dashboard."

- "Visualize channel contribution over time."

- "Show me response curves for our top spend channels."

12.3 MMX Cross-Compare

Side-by-side MMX brief comparing two business units or two sub-regions or segments within one tenant (for example, EMEA vs. Americas, or Enterprise vs. Mid-Market). Surfaces channel-mix divergence, spend allocation differences, and ROI gaps.

- For: Multi-entity or multi-region customers comparing GTM investment across business units.

- Tools: mmx_contribution_by_quarter, mmx_contribution_by_channel, mmx_response_curve_analysis, mmx_channel_bar_trends

Example prompts

- "Compare our two business units' marketing mix."

- "Show me EMEA vs. Americas channel mix."

- "Which channels perform differently across our regions?"

13. Win-Loss & Competitive Intelligence

13.1 Win-Loss for Product Marketing

A product-marketing win-loss analysis rendered as a seven-tab dashboard: Overview, Competitive, Voice of Buyer, Segments, Messaging Signals, PMM Playbook, and Methodology.

Questions it answers

1. Who do we lose to? Competitor mentions from meeting and chat intelligence, split by account outcome, with battlecards.

2. Is our tracked competitor list right? Compared against what buyers actually say.

3. What do buyers feel and push back on? Pain and objection themes.

4. Where do we win? Win rate by deal size, company size, lead source, industry, and engagement depth.

5. Which content and touches show up in wins? Pipeline-to-Closed-Won lift by engagement type.

How it works. Default window is the last 24 months, stated in the scope line. It pulls funnel KPIs and quarterly trends, won and lost cohorts, account-level conversation intelligence, the tracked competitor list, and lift by engagement type. Competitors are classified as Direct or Adjacent / status quo and aliases are normalized. Lift rows count as findings only when significant and backed by at least 5 deals. The PMM Playbook offers 6 to 8 prioritized cards, each tied to a number.

Example prompts

- "Run the win-loss analysis"

- "Why do we win and lose?"

- "Who do we lose to, and what should PMM change?"

- "Build battlecards from real call intelligence"

- "Which objections come up most?"

Tools: funnel_health_metrics, opportunity_details, account_details, get_additional_model_config, across_campaign_lift_analysis

Choosing the right skill. Win-Loss (this skill) = product-marketing view across closed deals. Closed-Lost Analysis (section 8) = sales recovery view. Competitor Displacement (4.10) = live accounts that cite one named competitor.

14. Tenant-Specific Dashboards

RevSure builds and maintains custom skills scoped to one tenant's recurring reporting. Two examples of the pattern follow. Want a custom skill for your team's recurring report? Contact your RevSure representative.

14.1 Current-Month Channel Split

First-touch vs. last-touch channel attribution for the current month, pre-configured to the tenant's standard reporting cohort (for example, New Business, primary contact only, first movement only).

- For: Teams that run the same monthly channel attribution and want it one prompt away.

- Tools: campaign_metrics_with_attribution, get_funnel_stages, get_calendar_config

Example prompts

- "Show this month's channel split."

- "Compare first-touch and last-touch channels for the current month."

### 14.2 Landing-Page Cohort Explorer

The full external-user cohort that landed on a specific URL pattern: paid campaign attribution, signup funnel, post-signup product usage, and prior interaction history, with internal accounts excluded.

- For: Growth and demand gen teams auditing paid landing-page cohort behavior.

- Tools: visitor_details, lead_details, campaign_metrics_without_attribution, find_matching_dimensions

Example prompts

- "Audit the cohort that landed on [URL pattern]."

- "Which paid campaigns sent users to [landing page], and what did they do after signup?"

## 15. Tips and Getting Help

Tips for best results

- Be specific about scope. "Q3 pipeline forecast by opportunity type" beats "show me pipeline."

- Ask follow-ups. After a dashboard builds, drill in: "What is driving the Add-on Business win rate?"

- Combine skills when needed. For generation, readiness, and bookings in one view, ask for Pipeline Intelligence.

- Name the window. Plays default to sensible windows (for example, 90 days for renewals) and state them; your stated window always wins.

- Expect tenant differences. Skills adapt to your stages, personas, and dimensions, and tell you upfront if a required tool is missing.

- Dashboards default to aggregate, segment-level views. Person-level fields are masked according to your tenant's PII configuration.

Help and Tips

| Symptom | What to do |

| Skill does not trigger | Rephrase with a keyword from the skill's example prompts, or call it by slash command |

| Numbers look off | Ask Claude where a number came from. It names the RevSure tool and parameters. For dashboards, check the Methodology tab |

| "Insufficient signal" or "Unverifiable" labels | Not an error. The skill found no conversation or meeting data for that account and will not guess |

| Tool missing | Not every tool is enabled on every tenant. Ask which tools are available, or contact your RevSure representative |

| Slack or LinkedIn step skipped | The connector is not connected, the account-owner field is blank, or a LinkedIn account needs reconnecting. The play reports the reason and stops |

| Want a custom view | Start with the closest dashboard, then ask Claude to modify it |

Support skills

- revsure-mcp: the foundation every RevSure skill loads first (startup sequence, routing, memory, response format).

- artifact-methodology-tab: adds a Methodology tab to dashboards, with one self-contained note per chart, table, or KPI listing every tool, filter, period, and caveat behind it.

- revsure-filter-inspector: documents every filter, metric, and dimension on a RevSure widget or saved view, including full period-filter values.

16. Appendix A: Skill Quick Reference

| Skill (slash name) | Family | Section | Typical trigger |

| --- | --- | --- | --- |

| account-expansion-play | Play | 4.1 | "Run account research for [Account]" |

| lead-prioritization-play | Play | 4.2 | "Find high-probability leads" |

| Closed-Lost Win-Back Play | Play | 4.3 | "Run the lost deals win-back play" |

| buying-group-gap-play | Play | 4.4 | "Which deals are single-threaded?" |

| signal-to-outreach | Play | 4.5 | "Any funding or leadership changes we should act on?" |

| job-change-signal-play | Play | 4.6 | "Who moved to a new company?" |

| champion-departure-play | Play | 4.7 | "Did any of our champions leave?" |

| meeting-follow-through-play | Play | 4.8 | "Which next steps went stale?" |

| renewal-expansion-readiness-play | Play | 4.9 | "Check renewal readiness for [Account]" |

| competitor-displacement-play | Play | 4.10 | "Find displacement opportunities against [Competitor]" |

| ae-handoff-brief | Play | 4.11 | "AE handoff brief for [Account]" |

| pipeline-predictions-dashboard | Dashboard | 5.1 | "How much pipeline will we generate next quarter?" |

| Pipeline Intelligence Dashboard (Unified) | Dashboard | 5.2 | "Give me the full pipeline picture" |

| Pipeline & Booking Intelligence Dashboard | Dashboard | 5.3 | "How ready is my open pipeline to close?" |

| funnel-health-dashboard | Dashboard | 6.1 | "Where is the funnel leaking?" |

| complex-funnel-over-time | Dashboard | 6.2 | "Show monthly funnel trends for 18 months" |

| opportunity-dashboard | Dashboard | 6.3 | "Show our open pipeline breakdown" |

| win-patterns-pipeline-scorer | Dashboard | 7.1 | "Score the open deals in my pipeline" |

| Win Pattern Accelerator | Dashboard | 7.2 | "Which open deals resemble our closed-won DNA?" |

| Win Rate Factor Explorer | Dashboard | 7.3 | "Why is our win rate down?" |

| Win Rate Intelligence + Pipeline Readiness | Dashboard | 7.4 | "Which segments are at risk based on win rate?" |

| closed-lost-analysis | Dashboard | 8.1 | "Why are deals being lost?" |

| closed-lost-recent-activity | Dashboard | 8.2 | "Which lost accounts show buying signals?" |

| mta-attribution-analysis | Analysis | 9.1 | "Compare first-touch vs. any-touch" |

| marketing-touchpoint-lift | Analysis | 9.2 | "Does marketing help us win deals?" |

| Comprehensive Lift Analysis | Analysis | 9.3 | "Show lift across every funnel stage" |

| revsure-influence-analysis | Analysis | 9.4 | "Which campaigns drive pipeline, not just leads?" |

| revsure-channel-halo-effect | Analysis | 9.5 | "Do accounts with display touches generate more pipeline?" |

| revsure-preinquiry-journey | Analysis | 9.6 | "What do visitors do before they become pipeline?" |

| revsure-page-funnel-impact | Analysis | 9.7 | "What is the impact of pages without forms?" |

| email-study-basic | Analysis | 10.1 | "Does email nurture correlate with winning?" |

| email-impact-study | Analysis | 10.2 | "Show statistical evidence for email impact" |

| campaign-cohort-journey-explorer | Analysis | 11.1 | "What paths do leads from this campaign take?" |

| campaign-cohort-product-usage | Analysis | 11.2 | "Which products did this paid cohort use?" |

| touchpoint-explorer | Analysis | 11.3 | "Which roles were touched on these deals?" |

| opp-journey-deep-dive-template | Analysis | 11.4 | "Compare opportunity journeys for my top deals" |

| MMX Intelligence Brief | Analysis | 12.1 | "Compare Q3 vs. Q4 marketing mix" |

| MMX Comparison Dashboard | Analysis | 12.2 | "Build a marketing mix chart dashboard" |

| MMX Cross-Compare | Analysis | 12.3 | "Compare our two business units' marketing mix" |

| win-loss-pmm | Analysis | 13 | "Run the win-loss analysis" |

| Current-Month Channel Split | Tenant-specific | 14.1 | "Show this month's channel split" |

| Landing-Page Cohort Explorer | Tenant-specific | 14.2 | "Audit the cohort that landed on [URL pattern]" |

| revsure-mcp, artifact-methodology-tab, revsure-filter-inspector | Support | 15 | Loaded automatically or on request |