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draft-response

skill · 418 lines · Apache-2.0 · customer-support/skills/draft-response/SKILL.md

The facts

Its description

Draft a professional customer-facing response tailored to the situation and relationship. Use when answering a product question, responding to an escalation or outage, delivering bad news like a delay or won't-fix, declining a feature request, or replying to a billing issue.

The description the agent reads to decide when to use it.

From its settingsline 3

When it starts

The agent sees only the name and the description, which says it drafts a professional customer-facing response tailored to the situation and relationship. It would be picked when someone needs help writing a reply to a customer — a product question, an escalation or outage, bad news such as a delay or won't-fix, a declined feature request, or a billing issue.

Things a person might say (the model's guesses)

  • “Help me write a reply to Acme Corp — their integration has been down for two days and they're furious”
  • “I need to tell a customer we're not going to build the feature they asked for”
  • “Draft an email to a customer who hit a billing error and wants it fixed ASAP”

A model's summary of when it is used.

A model's reading

What it takes when started

<situation description>

What to type after its name when you start it.

From its settingsline 4

What leads to it

Other skills that hand off to this one, call it, require it or offer it instead, as a model read them.

A model's reading

Licence

Apache-2.0, from customer-support/LICENSE

The terms its author shares it under, which let it be shown here.

From the repositorylicence text

The text

Open on GitHub

Most marks come from matching words in the file, so treat them as pointers.

1---
2name: draft-response
3description: Draft a professional customer-facing response tailored to the situation and relationship. Use when answering a product question, responding to an escalation or outage, delivering bad news like a delay or won't-fix, declining a feature request, or replying to a billing issue.
4argument-hint: "<situation description>"
5---
6
7# /draft-response
8
9> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).
11Draft a professional, customer-facing response tailored to the situation, customer relationship, and communication context.

/draft-response

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Draft a professional, customer-facing response tailored to the situation, customer relationship, and communication context.

Raw lines 1 to 12
13## Usage
15```
16/draft-response <context about the customer question, issue, or request>
17```
19Examples:
20- `/draft-response Acme Corp is asking when the new dashboard feature will ship`
21- `/draft-response Customer escalation — their integration has been down for 2 days`
22- `/draft-response Responding to a feature request we won't be building`
23- `/draft-response Customer hit a billing error and wants a resolution ASAP`

Usage

/draft-response <context about the customer question, issue, or request>

Examples:

  • /draft-response Acme Corp is asking when the new dashboard feature will ship
  • /draft-response Customer escalation — their integration has been down for 2 days
  • /draft-response Responding to a feature request we won't be building
  • /draft-response Customer hit a billing error and wants a resolution ASAP
Raw lines 13 to 24
25## Workflow
27### 1. Understand the Context
29Parse the user's input to determine:
31- **Customer**: Who is the communication for? Look up account context if available.
32- **Situation type**: Question, issue, escalation, announcement, negotiation, bad news, good news, follow-up
33- **Urgency**: Is this time-sensitive? How long has the customer been waiting?
34- **Channel**: Email, support ticket, chat, or other (adjust formality accordingly)
35- **Relationship stage**: New customer, established, frustrated/escalated
36- **Stakeholder level**: End user, manager, executive, technical, business

1. Understand the Context

Parse the user's input to determine:

  • Customer: Who is the communication for? Look up account context if available.
  • Situation type: Question, issue, escalation, announcement, negotiation, bad news, good news, follow-up
  • Urgency: Is this time-sensitive? How long has the customer been waiting?
  • Channel: Email, support ticket, chat, or other (adjust formality accordingly)
  • Relationship stage: New customer, established, frustrated/escalated
  • Stakeholder level: End user, manager, executive, technical, business
Raw lines 27 to 37
38### 2. Research Context
40Gather relevant background from available sources:
42**~~email:**
43- Previous correspondence with this customer on this topic
44- Any commitments or timelines previously shared
45- Tone and style of the existing thread
47**~~chat:**
48- Internal discussions about this customer or topic
49- Any guidance from product, engineering, or leadership
50- Similar situations and how they were handled
52**~~CRM (if connected):**
53- Account details and plan level
54- Contact information and key stakeholders
55- Previous escalations or sensitive issues
57**~~support platform (if connected):**
58- Related tickets and their resolution
59- Known issues or workarounds
60- SLA status and response time commitments
62**~~knowledge base:**
63- Official documentation or help articles to reference
64- Product roadmap information (if shareable)
65- Policy or process documentation

2. Research Context

Gather relevant background from available sources:

~~email:

  • Previous correspondence with this customer on this topic
  • Any commitments or timelines previously shared
  • Tone and style of the existing thread

~~chat:

  • Internal discussions about this customer or topic
  • Any guidance from product, engineering, or leadership
  • Similar situations and how they were handled

~~CRM (if connected):

  • Account details and plan level
  • Contact information and key stakeholders
  • Previous escalations or sensitive issues

~~support platform (if connected):

  • Related tickets and their resolution
  • Known issues or workarounds
  • SLA status and response time commitments

~~knowledge base:

  • Official documentation or help articles to reference
  • Product roadmap information (if shareable)
  • Policy or process documentation
Raw lines 38 to 66
Uses an outside tool ~~email :42
Uses an outside tool ~~chat :47
Uses an outside tool ~~support :57
Uses an outside tool ~~knowledge :62
67### 3. Generate the Draft
69Produce a response tailored to the situation:
71```
72## Draft Response
74**To:** [Customer contact name]
75**Re:** [Subject/topic]
76**Channel:** [Email / Ticket / Chat]
77**Tone:** [Empathetic / Professional / Technical / Celebratory / Candid]
79---
81[Draft response text]
83---
85### Notes for You (internal — do not send)
86- **Why this approach:** [Rationale for tone and content choices]
87- **Things to verify:** [Any facts or commitments to confirm before sending]
88- **Risk factors:** [Anything sensitive about this response]
89- **Follow-up needed:** [Actions to take after sending]
90- **Escalation note:** [If this should be reviewed by someone else first]
91```

3. Generate the Draft

Produce a response tailored to the situation:

## Draft Response

**To:** [Customer contact name]
**Re:** [Subject/topic]
**Channel:** [Email / Ticket / Chat]
**Tone:** [Empathetic / Professional / Technical / Celebratory / Candid]

---

[Draft response text]

---

### Notes for You (internal — do not send)
- **Why this approach:** [Rationale for tone and content choices]
- **Things to verify:** [Any facts or commitments to confirm before sending]
- **Risk factors:** [Anything sensitive about this response]
- **Follow-up needed:** [Actions to take after sending]
- **Escalation note:** [If this should be reviewed by someone else first]
Raw lines 67 to 92
93### 4. Run Quality Checks
95Before presenting the draft, verify:
97- [ ] Tone matches the situation and relationship
98- [ ] No commitments beyond what's authorized
99- [ ] No product roadmap details that shouldn't be shared externally
100- [ ] Accurate references to previous conversations
101- [ ] Clear next steps and ownership
102- [ ] Appropriate for the stakeholder level (not too technical for executives, not too vague for engineers)
103- [ ] Length is appropriate for the channel (shorter for chat, fuller for email)

4. Run Quality Checks

Before presenting the draft, verify:

  • [ ] Tone matches the situation and relationship
  • [ ] No commitments beyond what's authorized
  • [ ] No product roadmap details that shouldn't be shared externally
  • [ ] Accurate references to previous conversations
  • [ ] Clear next steps and ownership
  • [ ] Appropriate for the stakeholder level (not too technical for executives, not too vague for engineers)
  • [ ] Length is appropriate for the channel (shorter for chat, fuller for email)
Raw lines 93 to 104
105### 5. Offer Iterations
107After presenting the draft:
108- "Want me to adjust the tone? (more formal, more casual, more empathetic, more direct)"
109- "Should I add or remove any specific points?"
110- "Want me to make this shorter/longer?"
111- "Should I draft a version for a different stakeholder?"
112- "Want me to draft the internal escalation note as well?"
113- "Should I prepare a follow-up message to send after [X days] if no response?"
115---

5. Offer Iterations

After presenting the draft:

  • "Want me to adjust the tone? (more formal, more casual, more empathetic, more direct)"
  • "Should I add or remove any specific points?"
  • "Want me to make this shorter/longer?"
  • "Should I draft a version for a different stakeholder?"
  • "Want me to draft the internal escalation note as well?"
  • "Should I prepare a follow-up message to send after [X days] if no response?"

Raw lines 105 to 116
117## Customer Communication Best Practices

Customer Communication Best Practices

Raw lines 117 to 118
119### Core Principles
1211. **Lead with empathy**: Acknowledge the customer's situation before jumping to solutions
1222. **Be direct**: Get to the point — customers are busy. Bottom-line-up-front.
1233. **Be honest**: Never overpromise, never mislead, never hide bad news in jargon
1244. **Be specific**: Use concrete details, timelines, and names — avoid vague language
1255. **Own it**: Take responsibility when appropriate. "We" not "the system" or "the process"
1266. **Close the loop**: Every response should have a clear next step or call to action
1277. **Match their energy**: If they're frustrated, be empathetic first. If they're excited, be enthusiastic.

Core Principles

  1. Lead with empathy: Acknowledge the customer's situation before jumping to solutions
  2. Be direct: Get to the point — customers are busy. Bottom-line-up-front.
  3. Be honest: Never overpromise, never mislead, never hide bad news in jargon
  4. Be specific: Use concrete details, timelines, and names — avoid vague language
  5. Own it: Take responsibility when appropriate. "We" not "the system" or "the process"
  6. Close the loop: Every response should have a clear next step or call to action
  7. Match their energy: If they're frustrated, be empathetic first. If they're excited, be enthusiastic.
Raw lines 119 to 128
129### Response Structure
131For most customer communications, follow this structure:
133```
1341. Acknowledgment / Context (1-2 sentences)
135 - Acknowledge what they said, asked, or are experiencing
136 - Show you understand their situation
1382. Core Message (1-3 paragraphs)
139 - Deliver the main information, answer, or update
140 - Be specific and concrete
141 - Include relevant details they need
1433. Next Steps (1-3 bullets)
144 - What YOU will do and by when
145 - What THEY need to do (if anything)
146 - When they'll hear from you next
1484. Closing (1 sentence)
149 - Warm but professional sign-off
150 - Reinforce you're available if needed
151```

Response Structure

For most customer communications, follow this structure:

1. Acknowledgment / Context (1-2 sentences)
   - Acknowledge what they said, asked, or are experiencing
   - Show you understand their situation

2. Core Message (1-3 paragraphs)
   - Deliver the main information, answer, or update
   - Be specific and concrete
   - Include relevant details they need

3. Next Steps (1-3 bullets)
   - What YOU will do and by when
   - What THEY need to do (if anything)
   - When they'll hear from you next

4. Closing (1 sentence)
   - Warm but professional sign-off
   - Reinforce you're available if needed
Raw lines 129 to 152
153### Length Guidelines
155- **Chat/IM**: 1-4 sentences. Get to the point immediately.
156- **Support ticket response**: 1-3 short paragraphs. Structured and scannable.
157- **Email**: 3-5 paragraphs max. Respect their inbox.
158- **Escalation response**: As long as needed to be thorough, but well-structured with headers.
159- **Executive communication**: Shorter is better. 2-3 paragraphs max. Data-driven.

Length Guidelines

  • Chat/IM: 1-4 sentences. Get to the point immediately.
  • Support ticket response: 1-3 short paragraphs. Structured and scannable.
  • Email: 3-5 paragraphs max. Respect their inbox.
  • Escalation response: As long as needed to be thorough, but well-structured with headers.
  • Executive communication: Shorter is better. 2-3 paragraphs max. Data-driven.
Raw lines 153 to 160
161## Tone and Style Guidelines

Tone and Style Guidelines

Raw lines 161 to 162
163### Tone Spectrum
165| Situation | Tone | Characteristics |
166|-----------|------|----------------|
167| Good news / wins | Celebratory | Enthusiastic, warm, congratulatory, forward-looking |
168| Routine update | Professional | Clear, concise, informative, friendly |
169| Technical response | Precise | Accurate, detailed, structured, patient |
170| Delayed delivery | Accountable | Honest, apologetic, action-oriented, specific |
171| Bad news | Candid | Direct, empathetic, solution-oriented, respectful |
172| Issue / outage | Urgent | Immediate, transparent, actionable, reassuring |
173| Escalation | Executive | Composed, ownership-taking, plan-presenting, confident |
174| Billing / account | Precise | Clear, factual, empathetic, resolution-focused |

Tone Spectrum

SituationToneCharacteristics
Good news / winsCelebratoryEnthusiastic, warm, congratulatory, forward-looking
Routine updateProfessionalClear, concise, informative, friendly
Technical responsePreciseAccurate, detailed, structured, patient
Delayed deliveryAccountableHonest, apologetic, action-oriented, specific
Bad newsCandidDirect, empathetic, solution-oriented, respectful
Issue / outageUrgentImmediate, transparent, actionable, reassuring
EscalationExecutiveComposed, ownership-taking, plan-presenting, confident
Billing / accountPreciseClear, factual, empathetic, resolution-focused
Raw lines 163 to 175
176### Tone Adjustments by Relationship Stage
178**New Customer (0-3 months):**
179- More formal and professional
180- Extra context and explanation (don't assume knowledge)
181- Proactively offer help and resources
182- Build trust through reliability and responsiveness
184**Established Customer (3+ months):**
185- Warm and collaborative
186- Can reference shared history and previous conversations
187- More direct and efficient communication
188- Show awareness of their goals and priorities
190**Frustrated or Escalated Customer:**
191- Extra empathy and acknowledgment
192- Urgency in response times
193- Concrete action plans with specific commitments
194- Shorter feedback loops

Tone Adjustments by Relationship Stage

New Customer (0-3 months):

  • More formal and professional
  • Extra context and explanation (don't assume knowledge)
  • Proactively offer help and resources
  • Build trust through reliability and responsiveness

Established Customer (3+ months):

  • Warm and collaborative
  • Can reference shared history and previous conversations
  • More direct and efficient communication
  • Show awareness of their goals and priorities

Frustrated or Escalated Customer:

  • Extra empathy and acknowledgment
  • Urgency in response times
  • Concrete action plans with specific commitments
  • Shorter feedback loops
Raw lines 176 to 195
196### Writing Style Rules
198**DO:**
199- Use active voice ("We'll investigate" not "This will be investigated")
200- Use "I" for personal commitments and "we" for team commitments
201- Name specific people when assigning actions ("Sarah from our engineering team will...")
202- Use the customer's terminology, not your internal jargon
203- Include specific dates and times, not relative terms ("by Friday January 24" not "in a few days")
204- Break up long responses with headers or bullet points
206**DON'T:**
207- Use corporate jargon or buzzwords ("synergy", "leverage", "paradigm shift")
208- Deflect blame to other teams, systems, or processes
209- Use passive voice to avoid ownership ("Mistakes were made")
210- Include unnecessary caveats or hedging that undermines confidence
211- CC people unnecessarily — only include those who need to be in the conversation
212- Use exclamation marks excessively (one per email max, if any)

Writing Style Rules

DO:

  • Use active voice ("We'll investigate" not "This will be investigated")
  • Use "I" for personal commitments and "we" for team commitments
  • Name specific people when assigning actions ("Sarah from our engineering team will...")
  • Use the customer's terminology, not your internal jargon
  • Include specific dates and times, not relative terms ("by Friday January 24" not "in a few days")
  • Break up long responses with headers or bullet points

DON'T:

  • Use corporate jargon or buzzwords ("synergy", "leverage", "paradigm shift")
  • Deflect blame to other teams, systems, or processes
  • Use passive voice to avoid ownership ("Mistakes were made")
  • Include unnecessary caveats or hedging that undermines confidence
  • CC people unnecessarily — only include those who need to be in the conversation
  • Use exclamation marks excessively (one per email max, if any)
Raw lines 196 to 213
214## Situation-Specific Approaches
216**Answering a product question:**
217- Lead with the direct answer
218- Provide relevant documentation links
219- Offer to connect them with the right resource if needed
220- If you don't know the answer: say so honestly, commit to finding out, give a timeline
222**Responding to an issue or bug:**
223- Acknowledge the impact on their work
224- State what you know about the issue and its status
225- Provide workaround if available
226- Set expectations for resolution timeline
227- Commit to updates at regular intervals
229**Handling an escalation:**
230- Acknowledge the severity and their frustration
231- Take ownership (no deflecting or excuse-making)
232- Provide a clear action plan with timeline
233- Identify the person accountable for resolution
234- Offer a meeting or call if appropriate for the severity
236**Delivering bad news (feature sunset, delay, can't-fix):**
237- Be direct — don't bury the news
238- Explain the reasoning honestly
239- Acknowledge the impact on them specifically
240- Offer alternatives or mitigation
241- Provide a clear path forward
243**Sharing good news (feature launch, milestone, recognition):**
244- Lead with the positive outcome
245- Connect it to their specific goals or use case
246- Suggest next steps to capitalize on the good news
247- Express genuine enthusiasm
249**Declining a request (feature request, discount, exception):**
250- Acknowledge the request and its reasoning
251- Be honest about the decision
252- Explain the why without being dismissive
253- Offer alternatives when possible
254- Leave the door open for future conversation

Situation-Specific Approaches

Answering a product question:

  • Lead with the direct answer
  • Provide relevant documentation links
  • Offer to connect them with the right resource if needed
  • If you don't know the answer: say so honestly, commit to finding out, give a timeline

Responding to an issue or bug:

  • Acknowledge the impact on their work
  • State what you know about the issue and its status
  • Provide workaround if available
  • Set expectations for resolution timeline
  • Commit to updates at regular intervals

Handling an escalation:

  • Acknowledge the severity and their frustration
  • Take ownership (no deflecting or excuse-making)
  • Provide a clear action plan with timeline
  • Identify the person accountable for resolution
  • Offer a meeting or call if appropriate for the severity

Delivering bad news (feature sunset, delay, can't-fix):

  • Be direct — don't bury the news
  • Explain the reasoning honestly
  • Acknowledge the impact on them specifically
  • Offer alternatives or mitigation
  • Provide a clear path forward

Sharing good news (feature launch, milestone, recognition):

  • Lead with the positive outcome
  • Connect it to their specific goals or use case
  • Suggest next steps to capitalize on the good news
  • Express genuine enthusiasm

Declining a request (feature request, discount, exception):

  • Acknowledge the request and its reasoning
  • Be honest about the decision
  • Explain the why without being dismissive
  • Offer alternatives when possible
  • Leave the door open for future conversation
Raw lines 214 to 255
256## Response Templates for Common Scenarios

Response Templates for Common Scenarios

Raw lines 256 to 257
258### Acknowledging a Bug Report
260```
261Hi [Name],
263Thank you for reporting this — I can see how [specific impact] would be
264frustrating for your team.
266I've confirmed the issue and escalated it to our engineering team as a
267[priority level]. Here's what we know so far:
268- [What's happening]
269- [What's causing it, if known]
270- [Workaround, if available]
272I'll update you by [specific date/time] with a resolution timeline.
273In the meantime, [workaround details if applicable].
275Let me know if you have any questions or if this is impacting you in
276other ways I should know about.
278Best,
279[Your name]
280```

Acknowledging a Bug Report

Hi [Name],

Thank you for reporting this — I can see how [specific impact] would be
frustrating for your team.

I've confirmed the issue and escalated it to our engineering team as a
[priority level]. Here's what we know so far:
- [What's happening]
- [What's causing it, if known]
- [Workaround, if available]

I'll update you by [specific date/time] with a resolution timeline.
In the meantime, [workaround details if applicable].

Let me know if you have any questions or if this is impacting you in
other ways I should know about.

Best,
[Your name]
Raw lines 258 to 281
282### Acknowledging a Billing or Account Issue
284```
285Hi [Name],
287Thank you for reaching out about this — I understand billing issues
288need prompt attention, and I want to make sure this gets resolved
289quickly.
291I've looked into your account and here's what I'm seeing:
292- [What happened — clear factual explanation]
293- [Impact on their account — charges, access, etc.]
295Here's what I'm doing to fix this:
296- [Action 1 — with timeline]
297- [Action 2 — if applicable]
299[If resolution is immediate: "This has been corrected and you should
300see the change reflected within [timeframe]."]
301[If needs investigation: "I'm escalating this to our billing team
302and will have an update for you by [specific date]."]
304I'm sorry for the inconvenience. Let me know if you have any
305questions about your account.
307Best,
308[Your name]
309```

Acknowledging a Billing or Account Issue

Hi [Name],

Thank you for reaching out about this — I understand billing issues
need prompt attention, and I want to make sure this gets resolved
quickly.

I've looked into your account and here's what I'm seeing:
- [What happened — clear factual explanation]
- [Impact on their account — charges, access, etc.]

Here's what I'm doing to fix this:
- [Action 1 — with timeline]
- [Action 2 — if applicable]

[If resolution is immediate: "This has been corrected and you should
see the change reflected within [timeframe]."]
[If needs investigation: "I'm escalating this to our billing team
and will have an update for you by [specific date]."]

I'm sorry for the inconvenience. Let me know if you have any
questions about your account.

Best,
[Your name]
Raw lines 282 to 310
311### Responding to a Feature Request You Won't Build
313```
314Hi [Name],
316Thank you for sharing this request — I can see why [capability] would
317be valuable for [their use case].
319I discussed this with our product team, and this isn't something we're
320planning to build in the near term. The primary reason is [honest,
321respectful explanation — e.g., it serves a narrow use case, it conflicts
322with our architecture direction, etc.].
324That said, I want to make sure you can accomplish your goal. Here are
325some alternatives:
326- [Alternative approach 1]
327- [Alternative approach 2]
328- [Integration or workaround if applicable]
330I've also documented your request in our feedback system, and if our
331direction changes, I'll let you know.
333Would any of these alternatives work for your team? Happy to dig
334deeper into any of them.
336Best,
337[Your name]
338```

Responding to a Feature Request You Won't Build

Hi [Name],

Thank you for sharing this request — I can see why [capability] would
be valuable for [their use case].

I discussed this with our product team, and this isn't something we're
planning to build in the near term. The primary reason is [honest,
respectful explanation — e.g., it serves a narrow use case, it conflicts
with our architecture direction, etc.].

That said, I want to make sure you can accomplish your goal. Here are
some alternatives:
- [Alternative approach 1]
- [Alternative approach 2]
- [Integration or workaround if applicable]

I've also documented your request in our feedback system, and if our
direction changes, I'll let you know.

Would any of these alternatives work for your team? Happy to dig
deeper into any of them.

Best,
[Your name]
Raw lines 311 to 339
340### Outage or Incident Communication
342```
343Hi [Name],
345I wanted to reach out directly to let you know about an issue affecting
346[service/feature] that I know your team relies on.
348**What happened:** [Clear, non-technical explanation]
349**Impact:** [How it affects them specifically]
350**Status:** [Current status — investigating / identified / fixing / resolved]
351**ETA for resolution:** [Specific time if known, or "we'll update every X hours"]
353[If applicable: "In the meantime, you can [workaround]."]
355I'm personally tracking this and will update you as soon as we have a
356resolution. You can also check [status page URL] for real-time updates.
358I'm sorry for the disruption to your team's work. We take this seriously
359and [what you're doing to prevent recurrence if known].
361[Your name]
362```

Outage or Incident Communication

Hi [Name],

I wanted to reach out directly to let you know about an issue affecting
[service/feature] that I know your team relies on.

**What happened:** [Clear, non-technical explanation]
**Impact:** [How it affects them specifically]
**Status:** [Current status — investigating / identified / fixing / resolved]
**ETA for resolution:** [Specific time if known, or "we'll update every X hours"]

[If applicable: "In the meantime, you can [workaround]."]

I'm personally tracking this and will update you as soon as we have a
resolution. You can also check [status page URL] for real-time updates.

I'm sorry for the disruption to your team's work. We take this seriously
and [what you're doing to prevent recurrence if known].

[Your name]
Raw lines 340 to 363
364### Following Up After Silence
366```
367Hi [Name],
369I wanted to check in — I sent over [what you sent] on [date] and
370wanted to make sure it didn't get lost in the shuffle.
372[Brief reminder of what you need from them or what you're offering]
374If now isn't a good time, no worries — just let me know when would be
375better, and I'm happy to reconnect then.
377Best,
378[Your name]
379```

Following Up After Silence

Hi [Name],

I wanted to check in — I sent over [what you sent] on [date] and
wanted to make sure it didn't get lost in the shuffle.

[Brief reminder of what you need from them or what you're offering]

If now isn't a good time, no worries — just let me know when would be
better, and I'm happy to reconnect then.

Best,
[Your name]
Raw lines 364 to 380
381## Follow-up and Escalation Guidance

Follow-up and Escalation Guidance

Raw lines 381 to 382
383### Follow-up Cadence
385| Situation | Follow-up Timing |
386|-----------|-----------------|
387| Unanswered question | 2-3 business days |
388| Open support issue | Daily until resolved for critical, 2-3 days for standard |
389| Post-meeting action items | Within 24 hours (send notes), then check at deadline |
390| General check-in | As needed for ongoing issues |
391| After delivering bad news | 1 week to check on impact and sentiment |

Follow-up Cadence

SituationFollow-up Timing
Unanswered question2-3 business days
Open support issueDaily until resolved for critical, 2-3 days for standard
Post-meeting action itemsWithin 24 hours (send notes), then check at deadline
General check-inAs needed for ongoing issues
After delivering bad news1 week to check on impact and sentiment
Raw lines 383 to 392
393### When to Escalate
395**Escalate to your manager when:**
396- Customer threatens to cancel or significantly downsell
397- Customer requests exception to policy you can't authorize
398- An issue has been unresolved for longer than SLA allows
399- Customer requests direct contact with leadership
400- You've made an error that needs senior involvement to resolve
402**Escalate to product/engineering when:**
403- Bug is critical and blocking the customer's business
404- Feature gap is causing a competitive loss
405- Customer has unique technical requirements beyond standard support
406- Integration issues require engineering investigation
408**Escalation format:**
409```
410ESCALATION: [Customer Name] — [One-line summary]
412Urgency: [Critical / High / Medium]
413Customer impact: [What's broken for them]
414History: [Brief background — 2-3 sentences]
415What I've tried: [Actions taken so far]
416What I need: [Specific help or decision needed]
417Deadline: [When this needs to be resolved by]
418```

When to Escalate

Escalate to your manager when:

  • Customer threatens to cancel or significantly downsell
  • Customer requests exception to policy you can't authorize
  • An issue has been unresolved for longer than SLA allows
  • Customer requests direct contact with leadership
  • You've made an error that needs senior involvement to resolve

Escalate to product/engineering when:

  • Bug is critical and blocking the customer's business
  • Feature gap is causing a competitive loss
  • Customer has unique technical requirements beyond standard support
  • Integration issues require engineering investigation

Escalation format:

ESCALATION: [Customer Name] — [One-line summary]

Urgency: [Critical / High / Medium]
Customer impact: [What's broken for them]
History: [Brief background — 2-3 sentences]
What I've tried: [Actions taken so far]
What I need: [Specific help or decision needed]
Deadline: [When this needs to be resolved by]
Raw lines 393 to 418

From anthropics/knowledge-work-plugins at 2574e29, 2026-10-27. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.