small-business/skills/customer-pulse-check/SKILL.md
Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument.
npx skillsauth add anthropics/knowledge-work-plugins customer-pulse-checkInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Run the customer voice synthesis. Pull feedback signals from all connected sources, identify the themes that are actually fixable, and produce drafted responses the owner can review and send.
Parse arguments:
--since (default: last 30 days) — start date YYYY-MM-DD for the lookback windowUsing the customer-pulse skill workflow:
Cluster all signals into recurring themes. For each theme:
Using the ticket-deflector skill workflow:
Select the top 3 themes by: frequency × impact rating. For each:
Response template format:
Subject: Re: {issue topic}
Hi {first name},
Thank you for reaching out. {Acknowledgment of their experience in 1-2 sentences}.
{What we're doing about it / what happened / resolution offered}.
{Next step or offer}.
{Sign-off}
Format the output as:
Customer Voice — {date range}
Total signals: {n} ({PayPal disputes: n} | {HubSpot tickets: n} | {Reviews: n})
TOP 3 FIXABLE ISSUES
1. {Issue} ({frequency}) — {impact} — Fix: {one-line fix}
2. {Issue} ({frequency}) — {impact} — Fix: {one-line fix}
3. {Issue} ({frequency}) — {impact} — Fix: {one-line fix}
Run with whatever sources are connected — this command degrades gracefully. If PayPal is missing, skip dispute data and note "PayPal not connected — dispute data skipped." If HubSpot is missing, skip ticket data and note it. If no sources are connected at all, stop and tell the owner: "No feedback sources connected. Connect at least one of PayPal, HubSpot, or upload a review export CSV."
Present the summary table, then each response template. Ask the owner which templates they'd like to send, then wait for explicit approval before drafting the send.
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.