Serve & Grow Clients

← Prompt Showcase · value chain: service-to-renew

The client lifecycle — onboard, deliver, review, renew, expand.

How this works

This area moves work through these stages:

onboard → deliver → review → feedback → renew → expand

You don't run the stages by hand. You just ask — in plain language — and the system routes you to the right tool. There are two kinds:

• Skills — a single capability ("write me social posts", "score this lead").
• Playbooks — a guided, multi-step workflow that chains skills into a whole outcome.

Reach for a skill for one task; reach for a playbook for a whole outcome.

Playbooks — guided workflows for this area

Playbook	When you'd run it
Client onboarding	You're bringing a new client on board
Client success capture	You want to capture proof and feedback from a happy client
Fix my retention	Clients are leaving and you want to stop the bleed
Quarterly business review	It's time for a QBR with a client

→ Browse every workflow in PLAYBOOKS.

Skills by stage

Stage	When you want to…	Ask for…	Skill
Onboard	set them up	onboard a new client	create-client
Review	watch the account	track client health	client-health-tracker
Feedback	listen	customer pulse, run a survey, collect a testimonial	customer-pulse · survey-feedback-pipeline · testimonial-collector
Renew	manage the exit/renewal	offboard cleanly	client-offboarding
Expand	grow the account	plan client ascension	client-ascension

→ The full skill catalogue lives in SKILLS.

How to trigger — just say it

No commands to memorize. Speak in plain language and the system picks the tool:

• "Set up everything for a new client." → create-client
• "How's this customer relationship really doing?" → customer-pulse
• "Help me collect a testimonial from this happy client." → testimonial-collector
• "Clients are leaving — help me fix retention." → the Fix My Retention playbook

Skill or playbook?

🟢 Start with single asks (one skill). 🔵 When you want a whole outcome, run a playbook — it sequences many skills for you.