← ClaudeAtlas

solve-business-goallisted

Turn a custom CRM, Customer Hub, policy-governed Smart CRM, or CDP + CRM process objective into a working Accordo solution - discover installed packages, capabilities and providers, analyse the gap, choose or create packages, produce a Solution Plan, build checked-in source, verify it and report evidence. For CDP + CRM, Accordo owns process, not ingestion, identity resolution or segmentation. Use when the user states a business goal rather than a technical change. Do not use for a single custom object (create-crm-module), one lifecycle step (create-crm-workflow), a named milestone (the build-* skills) or a pre-merge review (adversarial-review).
khaoss85/agent-crm · ★ 2 · AI & Automation · score 71
Install: claude install-skill khaoss85/agent-crm
## Orient yourself first ```bash npm run crm -- app inspect --json ``` Read `valid`, then `problems[]`, then `limitations[]`, in that order. Every problem is fixed or reported before anything is built on top of it, and **every limitation is a hard boundary on what you may claim.** Then read `packages[]`, `capabilities[]`, `resources[]`, `actions[]`, `policies[]` and `providers[]`: that list is what exists. A capability absent from the report does not exist, whatever a record name, a label or a document suggests. If the repository documents this skill names are absent, you are in a project built from this framework rather than in the framework itself. The inspection report is then the source of truth and those documents are optional background — do not guess at their contents, and do not assume a path exists because this skill names it. **Background, where they exist:** `docs/strategy/OBJECTIVE_DRIVEN_AGENT_EXPERIENCE.md`, `docs/PROJECT_STATUS.md`, `docs/benchmarks/CRM_JTBD_MATRIX.md` and `docs/PACKAGE_AUTHORING.md`, with the worked example in `docs/strategy/OBJECTIVE_DRIVEN_FUNNEL_EXAMPLE.md`. They are the deeper source for the steps below, not a prerequisite for them — the steps stand on their own. This workflow is usable **today**, including where capabilities are missing — because reporting a gap honestly is part of the deliverable, not a failure of it. ## 1. Restate the goal before touching anything 1. Restate the business outcome in one sentence and confirm it. 2.