claude

concierge

Sales work on Concierge data: experience match, expert finder, pursuit qualification (REVI), rate benchmarks, evidence-backed bios, sellable capacity (CSOT), forecasts, account briefs and proposals - through the Concierge MCP server

0 on GitHubby PSMetricsv2.9.0updated 16 days agoproductivity
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Plugin concierge from marketplace concierge-demo in ProServ-Metrics/concierge-claude-plugin. Commands read from the repo's manifest — 14 days ago.

This plugin runs code on your machine — its hooks fire automatically on events like tool use. The exact commands are listed below; read them before installing.

What it installs

Skills (15)

  • account-brief

    Build an internal account brief for a client before a meeting, QBR or pursuit: relationship history, satisfaction, current work, open pipeline, the people who know the client, talking points and watch-outs.

  • build-game-plan

    Build an internal game plan for an opportunity — team assessment, risks and mitigations, project timeline, and engagement safety net.

  • build-proposal

    Build a client-facing proposal document for an opportunity — Executive Summary, Experience & Qualifications, and Team & Timeline.

  • consultant-card

    Generate a rich HTML consultant card artifact for a given employee — matching the visual design of the Concierge web app card. Renders inline in the Claude artifacts panel.

  • consultant-profile

    Generate a full-page HTML consultant profile with tabbed navigation — rendered as a Claude artifact. Calls the Concierge MCP server to generate the HTML server-side.

  • evidence-bios

    Write client-facing consultant bios where every claim is backed by delivery evidence (skills with hours and engagements, certifications, industries), with DIR as a plain-language strength.

  • expansion-plays

    Find ways to grow existing accounts: extensions and renewals for engagements ending soon, re-engagement targets, cross-sell ideas backed by similar work, and accounts to repair before pitching.

  • experience-match

    Answer \"have we done this before?\" with evidence: the firm's delivered engagements that match a scope or opportunity, ranked exact / adjacent, with who delivered them, the talent pool behind each skill, gaps, and an RFP-ready paragraph. Never overclaims.

  • expert-finder

    Find the 1-3 best people for a client conversation on a topic: evidence-backed expertise, client-facing soft skills, DIR, and CSOT availability in the window.

  • forecast

    Forecast the open pipeline by month and stage (commit, best case, weighted) and check it against delivery capacity: role gaps, stale close dates, concentration and the opportunities to focus on.

  • pipeline

    Review the opportunity pipeline and analyze resource allocation. Shows open opportunities, their staffing status, and how proposed team assignments affect the broader pipeline.

  • pursuit-qualifier

    Qualify an opportunity or a pasted scope: POV, comparable delivered work with its evidence, a win theme, the suggested team with DIR and CSOT, a margin estimate, and a pursue/walk-away verdict.

  • pursuit-team-builder

    Pull together the pursuit team for an opportunity - the people who build the estimate, join the sales calls, set the technical direction and write the proposal (pursuit lead, solution architect, estimator, subject-matter experts) - and set it up in Concierge with the client profile, people worth kno

  • rate-benchmark

    Benchmark rates for a role mix or opportunity from bill rates actually charged on comparable engagements; cost and margin from pay data (future feature); whether DIR carries a rate premium.

  • sellable-capacity

    Show what the firm can sell now: who is free or coming free, by skill group and date, net of demand already likely to land, with ready-made teams and bench risk.

Subagents (1)

  • pipeline-analyst

    Analyzes the resource allocation impact of a proposed team assignment on the broader opportunity pipeline. Identifies conflicts, capacity concerns, and alternative staffing options.

MCP servers (1)

  • Concierge by ProServe Metrics

    connects to: https://apim-concierge-mcp-localdev.azure-api.net/mcp

Hooks (1)

  • PostToolUse

    jq -e '.is_error == true' > /dev/null 2>&1 && echo 'CONCIERGE_MCP_ERROR: The Concierge MCP server returned an error. If it says you are not signed in, run /mcp and reconnect "Concierge by ProServe Met

View source on GitHub

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