Sales Planhat

What this skill does

Sales Planhat is a well-rated Claude Code skill (quality score 80/100) in the customer-success sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/sales-planhat/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when health scores aren't reflecting churn risk, CRM sync is overwriting fields or not pulling data, metrics take hours to build and formulas keep breaking, automation rules aren't triggering, revenue or license data doesn't match Salesforce, enduser tracking isn't capturing product usage, or the Planhat API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).

Who uses this skill

The Sales Planhat skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 15,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

mkdir -p ~/.claude/skills/sales-planhat
curl -L https://claudskills.com/skills/sales-planhat/SKILL.md \
  -o ~/.claude/skills/sales-planhat/SKILL.md

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