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small-business-customer-pulse-checklisted

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.
simongonzalezdc/codex-small-business-skills · ★ 1 · AI & Automation · score 70
Install: claude install-skill simongonzalezdc/codex-small-business-skills
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 window ## Step 1 — Gather feedback signals Using the `customer-pulse` skill workflow: 1. Pull PayPal disputes and chargebacks for the period: reason codes, amounts, resolution status. 2. Pull HubSpot support tickets and conversation notes for the period. 3. If review export files are available (Google Reviews CSV, Yelp export, etc.) in Files: read and parse them. 4. Count total signals per source. ## Step 2 — Theme extraction Cluster all signals into recurring themes. For each theme: - Count how many signals mention it - Classify: Product quality / Delivery / Billing / Communication / Expectation mismatch / Other - Rate impact: 🔴 High (revenue risk, churn) / 🟡 Medium / 🟢 Low ## Step 3 — Top-3 fixable issues Using the `ticket-deflector` skill workflow: Select the top 3 themes by: frequency × impact rating. For each: 1. State the issue in one sentence 2. Explain the root cause (where evident) 3. Suggest a specific operational fix 4. Draft a customer response template 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 off