Scan your book of business for what's actually been said across customer conversations — risks, blockers, adoption, relationships, growth and commercial signals — grouped per account with verbatim evidence. Built for weekly briefs and QBR prep.
Plugin format-account-briefing from marketplace format-mcp-skills in Format-Technologies/format-mcp-skills. Commands read from the repo's manifest — 1 month ago.
format-account-briefingUse when a Customer Success Manager wants to scan their book of business for signals across customer conversations using Format MCP. Canonical invocation: 'using the Format MCP and the format-account-briefing skill, apply it to these accounts over the last [N days/weeks]' followed by a list. Also tr
Ship ad copy that sounds like your customers because it is built from them: 3–5 angles each anchored to a verbatim quote, spec-compliant copy for LinkedIn, Google RSA, and Lead Gen Forms, with character counts validated and CSV blocks ready to upload.
1 skill
A guide to using Format's MCP well: how to navigate the tools, how to query, when to use what, and what to be careful of — so the answers you get out are truthful, reliable and reproducible. The method under every other Format skill.
1 skill
Blog posts that AI answer engines cite because they contain something no model can fabricate: your customers' real words and honestly counted data. One checkpoint to agree the angle, then a publish-ready draft — answer-first structure, extractable sections, evidence appendix.
1 skill
Find your strongest case-study candidates from customer conversation data and walk into the interview with a near-finished draft — built from what customers have already said, instead of starting from a blank page.
1 skill
Stop re-explaining your company in every chat. One run distills what customers actually say — who you serve, what they struggle with, the words they use — into a context doc your team's AI works from, every claim quote-backed. It won't invent your strategy or pricing; it flags those for you to fill.
1 skill
Find out what actually starts a buying cycle — the moment, the breakage, the mandate, the recommendation. Get the patterns ranked by how many customers each reaches, split by what those buyers were trying to fix, as a Format report where every claim plays back the quote it came from.
1 skill
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