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    E Commerce Product Variant Audit Skill

    1

    Organize customer success evidence into structured reference programs with candidate matching and consent tracking.

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    E Commerce Product Variant Audit Skill

    E Commerce Product Variant Audit Skill

    Example session with this skill installed

    I have 4 customers: Acme (Enterprise, Cloud, Happy, Logo OK), Globex (SMB, Security, Neutral, No Consent), Initech (Enterprise, Cloud, At Risk, All OK), and Hooli (Mid-market, Security, Happy, Call OK). Map these to our Enterprise Cloud and Security Audit scenarios.

    • Read your context and instructions
    • Compiled the e commerce product

    I have mapped your four customers to the specified Enterprise Cloud and Security Audit scenarios based on their current relationship status and consent levels.

    B2B Customer Reference Program Plan

    1. Reference Candidate Framework

    CustomerUse CaseEvidenceRelationshipConsentReference FitStatus
    AcmeCloudEnterprise scaleHappyLogoStrongActive
    GlobexSecuritySMB contextNeutralNoneLowPending
    InitechCloudEnterprise scaleAt RiskFullHigh RiskOn Hold
    HooliSecurityMid-marketHappyCallStrongActive

    2. Matching Matrix

    Reference ScenarioIdeal ProfileCandidateMatching EvidenceFitGaps
    Enterprise CloudFortune 500 / ScaleAcmeEnterprise + HappyHighNeeds quote
    Enterprise CloudFortune 500 / ScaleInitechEnterprise contextLowAccount health
    Security AuditMid-to-Large SecHooliMid-market + HappyHighLogo consent
    Security AuditSMB SecurityGlobexSMB segmentMediumMissing consent

    3. Tracking Sheet

    CustomerScenarioReference TypeConsent StatusOwnerStatusNext Step
    AcmeEnt. CloudLogo/WebinarConfirmed (Logo)CSMReadyRequest Quote
    HooliSec. AuditRef. CallConfirmed (Call)CSMReadyCheck logo rights
    GlobexSec. AuditTBDPendingSalesInactiveOutreach for consent
    InitechEnt. CloudFullConfirmedCSMBlockedResolve health issue

    4. Consent & Usage Checklist

    • Acme: Logo (Yes), Quote (No), Call (No), Case Study (No)
    • Hooli: Logo (No), Quote (No), Call (Yes), Case Study (No)
    • Globex: No active approvals.
    • Initech: All categories approved (Usage restricted due to account health).

    Next steps

    • Initiate outreach to Globex to secure initial consent for the Security Audit scenario.
    • Request a formal quote from Acme to strengthen the Enterprise Cloud asset pool.
    • Flag Initech in the CRM to prevent automated reference requests until health improves.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Manual tracking of customer references often leads to burnt-out relationships and legal risks from unverified consent. This skill provides a structured framework to organize customer success evidence into a scalable reference program. It eliminates the guesswork in candidate selection by matching specific customer outcomes to sales scenarios based on documented evidence.

    What it does

    • Candidate Frameworking builds a structured list of potential references using supplied account data and relationship health.
    • Consent Mapping tracks specific permissions for logos, quotes, and calls to ensure legal compliance.
    • Scenario Matching identifies the best customers for specific prospect profiles or product use cases.
    • Outreach Orchestration generates step-by-step workflows for CSMs and account owners to request participation.
    • Gap Analysis highlights missing evidence, overused references, and scenario coverage needs.

    How it works

    1. Data Normalization inputs raw customer lists, outcomes, and existing relationship statuses.
    2. Eligibility Scoring evaluates candidates against consent requirements and success evidence.
    3. Matrix Generation maps qualified candidates to specific sales and marketing scenarios.
    4. Program Operations produces a tracking sheet and operating checklist for the reference lifecycle.

    Frameworks & tools

    This skill works with data exported from CRMs like Salesforce or HubSpot, and customer success platforms like Gainsight or ChurnZero. It outputs structured Markdown tables compatible with Notion, Obsidian, or GitHub.

    Why this beats prompting it yourself

    Generic prompts often invent customer success stories or ignore the nuance of legal consent. This skill enforces a strict evidence-led logic that separates confirmed approvals from pending requests, preventing your team from accidentally using a logo or quote without permission.

    Use cases

    • Build a reference database for a new product launch.
    • Organize a "Reference Sprint" to fill gaps in a specific industry vertical.
    • Audit existing customer assets to verify current usage rights.
    • Coordinate outreach between Sales and Customer Success teams.

    Known limitations

    This skill requires manual input of customer data and does not connect directly to CRM APIs. It cannot verify if a customer actually said a quote; it only tracks the evidence provided by the user.

    How to use

    Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.

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    Verified clean 13 days ago

    • Passed all security checks, Safe to install

    Listed13 days ago

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