[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-posthog-posthog-onboarding-lead-research":3,"mdc--988nje-key":37,"related-org-posthog-posthog-onboarding-lead-research":4972,"related-repo-posthog-posthog-onboarding-lead-research":5147},{"slug":4,"name":4,"fn":5,"description":6,"org":7,"tags":11,"stars":26,"repoUrl":27,"updatedAt":28,"license":29,"forks":30,"topics":31,"repo":32,"sourceUrl":35,"mdContent":36},"posthog-onboarding-lead-research","research and qualify PostHog sales leads","Research and qualify onboarding team referral leads for PostHog. Use this skill when a TAE receives a lead from the onboarding team and needs a full research brief before deciding how to engage. Triggers on 'research this onboarding lead', 'onboarding team referred [company]', 'look into [company] from onboarding', 'qualify this onboarding referral', 'what do we know about [company] from onboarding', or any request to research a company that came through the onboarding pipeline. Also trigger when a TAE pastes a company name and mentions it's from the onboarding team, or says something like 'onboarding sent me [company]', 'got a handoff for [company]', or '[name] from onboarding sent me [company]'. This skill does deep research and qualification, then drafts outreach when the recommendation is to engage.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},"posthog","PostHog","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fposthog.png",[12,16,17,20,23],{"name":13,"slug":14,"type":15},"Research","research","tag",{"name":9,"slug":8,"type":15},{"name":18,"slug":19,"type":15},"CRM","crm",{"name":21,"slug":22,"type":15},"Sales","sales",{"name":24,"slug":25,"type":15},"Lead Enrichment","lead-enrichment",56,"https:\u002F\u002Fgithub.com\u002FPostHog\u002Fskills","2026-04-06T18:46:34.60263",null,4,[],{"repoUrl":27,"stars":26,"forks":30,"topics":33,"description":34},[],"PostHog skills (under construction)","https:\u002F\u002Fgithub.com\u002FPostHog\u002Fskills\u002Ftree\u002FHEAD\u002Fskills\u002Fteam\u002Fnew-business-sales\u002Fonboarding-lead","---\nname: posthog-onboarding-lead-research\ndescription: \"Research and qualify onboarding team referral leads for PostHog. Use this skill when a TAE receives a lead from the onboarding team and needs a full research brief before deciding how to engage. Triggers on 'research this onboarding lead', 'onboarding team referred [company]', 'look into [company] from onboarding', 'qualify this onboarding referral', 'what do we know about [company] from onboarding', or any request to research a company that came through the onboarding pipeline. Also trigger when a TAE pastes a company name and mentions it's from the onboarding team, or says something like 'onboarding sent me [company]', 'got a handoff for [company]', or '[name] from onboarding sent me [company]'. This skill does deep research and qualification, then drafts outreach when the recommendation is to engage.\"\n---\n\n# PostHog Onboarding Lead Research & Qualification\n\nDeep-research a company referred from the onboarding team. Produces a complete brief: company overview, $2K+\u002Fmonth likelihood score, Vitally usage\u002Fbilling analysis, onboarding team context, business growth trajectory assessment, and - when the recommendation is to engage - a draft outreach email with Slack channel guidance.\n\n## Context\n\nThe PostHog onboarding team works with self-serve accounts that have a forecasted bill > $100 for an 8-week engagement. When accounts reach ~$1-1.5K\u002Fmonth and show growth potential, they hand them to the TAE via the \"Sales Handoff\" pipeline status in Vitally.\n\nThis skill does the research, scores the lead, and - when the recommendation is to engage - drafts the outreach. The TAE needs to understand the company, its trajectory, and the full context of the onboarding engagement before reaching out.\n\n## Inputs\n\nAsk the TAE for:\n- **Company name** (required)\n- **Any context from the referral** - e.g. a Slack message or email from the onboarding team (optional but helpful)\n- **Contact name** if known (optional)\n\nIf the TAE only gives a company name, that's enough to start - pull the rest from Vitally and web research.\n\n## Workflow\n\nRun these five workstreams. Steps 1-2 use web search. Steps 3-4 use Vitally MCP. Step 5 combines web research with Vitally\u002FSFDC\u002FHarmonic data from traits. Interleave them efficiently — don't wait for one to finish before starting the next.\n\n---\n\n### Step 1: Company Research & Growth Trajectory\n\n**Goal:** Understand who this company is and whether they're on a growth path that makes $2K+\u002Fmonth likely.\n\n**Web searches to run:**\n```\n[company name] what does it do\n[company name] crunchbase funding employees\n[company name] series funding 2024 2025\n[company name] engineering team hiring\n[company name] product launch growth\n```\n\n**Gather:**\n- One-sentence description of what the company does\n- Industry \u002F vertical\n- Company size (employees, engineering headcount if available)\n- Funding stage and recency (series, amount, date)\n- Revenue estimate if available\n- HQ location\n- Product type — is this a software product company? SaaS? Marketplace? E-commerce?\n- Recent news — launches, expansions, partnerships, hiring sprees\n- Growth signals — new product lines, international expansion, increasing headcount\n\n**Growth trajectory assessment:**\nBased on the research, classify the company's growth trajectory:\n\n| Trajectory | Description |\n|-----------|-------------|\n| **Accelerating** | Recent fundraise, hiring, product launches, or expansion. Usage will likely grow fast. |\n| **Steady growth** | Established company, consistent hiring, stable product. Predictable growth. |\n| **Flat\u002Funcertain** | No recent funding, unclear growth signals, may be in maintenance mode. |\n| **Early stage** | Seed\u002FA, small team, product still finding market fit. High variance. |\n\n---\n\n### Step 2: $2K+ Monthly Spend Likelihood Score\n\n**Goal:** Score the probability this account will cross $2K\u002Fmonth within 3-6 months.\n\nRead `references\u002Fscoring-model.md` for the full scoring criteria.\n\n**Quick summary of the scoring:**\n- Positive signals: growth trajectory, multi-product usage, engineering team size, funding recency, industry fit, active user count, event volume trends\n- Negative signals: flat\u002Fdeclining usage, no engineering growth, non-ICP industry, single product user, low user count\n\n**Output a score from 0-100 with a tier:**\n- **80-100: High confidence** — Strong growth signals, multi-product, expanding team. Will likely hit $2K+ organically.\n- **60-79: Moderate confidence** — Good signals but some uncertainty. May need a nudge (e.g. new product adoption, config optimization).\n- **40-59: Low confidence** — Mixed signals. Could go either way. Worth engaging but temper expectations.\n- **0-39: Unlikely** — Flat usage, small team, no growth signals. May stay at current spend.\n\n---\n\n### Step 3: Vitally Usage & Billing Analysis\n\n**Goal:** Pull hard data on what this account is actually doing in PostHog and where the spend is going.\n\n#### 3a: Find the Account\n\nSearch Vitally for the account. Try these in order:\n1. `search_accounts_advanced` with the company name\n2. If that fails, ask the TAE for a contact email and use it to look up via user details\n\n#### 3b: Pull Full Account Data\n\nOnce you have the account ID, pull:\n\n1. **`get_account_full`** (with `detailLevel: \"full\"`) — Gets everything: MRR, health scores, traits, product usage, billing data, team assignments\n2. **`get_account_health`** — Detailed health score breakdown\n\n**Always extract these three fields for the Quick Links section:**\n- `organization_id` (in traits) → Vitally URL: `https:\u002F\u002Fposthog.vitally-eu.io\u002Fcustomers\u002F{organization_id}`\n- `sfdc.Id` (in traits) → Salesforce URL: `https:\u002F\u002Fposthog.my.salesforce.com\u002F{sfdc.Id}`\n- `usage_dashboard_link` (in traits) → direct Metabase usage dashboard link\n\n**Extract and analyze:**\n\n**Current billing:**\n- Current MRR \u002F monthly spend\n- Which products are driving the spend (Analytics, Session Replay, Feature Flags, etc.)\n- Billing plan (pay-as-you-go vs. annual)\n\n**Usage trends (from traits):**\n- Event volume (current and trend)\n- Session replay volume\n- Feature flag evaluations\n- Active users count and trend\n- Products enabled vs. products actively used\n\n**Growth indicators:**\n- Is event volume increasing month over month?\n- Are new products being adopted?\n- Are new users being added to the org?\n- Is there a gap between products enabled and products used? (expansion opportunity)\n\n**Trajectory projection:**\nBased on the trends, project where this account lands in 3 months:\n- Current monthly spend: $X\n- Projected monthly spend (3 months): $X\n- Key driver of growth: [product\u002Fvolume\u002Fnew users]\n- Risk factors: [anything that could stall growth]\n\n#### 3c: Check for Other Accounts on the Same Domain\n\nLarge companies sometimes have multiple PostHog orgs. Search for other accounts with similar names to flag consolidation opportunities.\n\n---\n\n### Step 4: Onboarding Team Context\n\n**Goal:** Get the full history of what the onboarding team discussed, tried, and learned about this customer.\n\n#### 4a: Vitally Notes\n\nUse `get_account_notes` (with a high limit, e.g. 20) to pull all notes on the account. The onboarding team typically logs:\n- Initial outreach attempts and responses\n- Call notes from onboarding sessions\n- Configuration changes made\n- Product recommendations given\n- Customer pain points and goals\n- Reasons for the handoff to sales\n\n**Summarize the onboarding narrative:**\n- Did the customer engage with the onboarding team? (calls, email replies, or silence)\n- What did the onboarding team help with?\n- What products\u002Ffeatures were discussed?\n- What pain points or goals did the customer mention?\n- Why is the onboarding team handing off now?\n- Any open issues or unfinished business?\n\n#### 4b: Vitally Conversations\n\nUse `get_account_conversations` to pull email threads and other conversations. These often contain:\n- Email exchanges between the onboarding rep and the customer\n- Details the customer shared about their use case\n- Commitments or follow-ups that were promised\n\n**Extract key details:**\n- Who was the primary contact on the customer side?\n- What was the tone of engagement? (enthusiastic, transactional, unresponsive)\n- Any specific asks or blockers the customer raised?\n- Were there any promises or follow-ups left open?\n\n#### 4c: Granola Meeting Notes (if applicable)\n\nIf the TAE or the onboarding team had calls logged in Granola, query for them:\n```\nQuery: \"[company name] onboarding\" or \"[company name] [contact name]\"\n```\n\nThis surfaces any call transcripts with additional detail beyond what's in Vitally.\n\n---\n\n### Step 5: Business Growth Trajectory & PostHog Spend Mapping\n\n**Goal:** Assess how fast the company's *business* is growing, because that directly predicts how fast their PostHog usage (and spend) will grow. This is the step that catches cases where Vitally billing data lags the real trajectory — a company doubling its customer base will eventually double its event volume, even if the billing hasn't caught up yet.\n\n**Web searches to run:**\n```\n[company name] Inc 5000 revenue growth\n[company name] new customers partnerships 2025 2026\n[company name] product launches announcements\n[company name] hiring engineering jobs\n```\n\nAlso cross-reference signals already gathered from Vitally traits:\n- `sfdc.harmonic_headcount__c` vs `sfdc.harmonic_headcount_180d__c` — headcount delta\n- `sfdc.harmonic_headcountEngineering__c` vs `sfdc.harmonic_headcountEngineering_180d__c` — eng headcount delta\n- `sfdc.harmonic_web_traffic__c` vs `sfdc.harmonic_web_traffic_90d__c` \u002F `sfdc.harmonic_web_traffic_180d__c` — traffic trends\n- `sfdc.webtraffic_growth__c` — percentage growth\n- `sfdc.lnkd_follower_change__c` — LinkedIn momentum\n- `sfdc.eng_headcount_change__c` and `sfdc.headcount_eng_growth__c` — engineering team growth\n\n**Gather and assess these six growth vectors:**\n\n#### 5a: Revenue & ARR Growth\n- Revenue estimates from funding announcements, Inc. 5000 rankings, press releases\n- Any disclosed growth rates (e.g. \"doubled ARR\", \"3x revenue\")\n- Evidence of pricing power or contract expansion (moving upmarket, bigger deals)\n\n#### 5b: Funding & Investor Signals\n- Recent fundraise amount, date, lead investor, and what the funds are earmarked for\n- Repeat investors (insiders participating again = confidence)\n- Are they raising a growth round (go-to-market) or an R&D round? GTM rounds drive PostHog usage faster.\n\n#### 5c: Product Velocity\n- New product launches or major features shipped in the last 12 months\n- New product lines = new surfaces to instrument = more PostHog events and replays\n- Platform plays (APIs, integrations, clearinghouses, marketplaces) create multiplicative event growth\n\n#### 5d: Customer \u002F Market Expansion\n- New customer segments being targeted (enterprise, SMB, new verticals, new geographies)\n- Partnership announcements (channel partners, tech partnerships, integrations)\n- Each new customer on their platform = more end-user sessions flowing through PostHog\n\n#### 5e: Headcount & Hiring Trajectory\n- Total headcount delta (6-month and 12-month view using Harmonic data from Vitally)\n- Engineering team growth specifically — more engineers = more features shipped = more things to instrument\n- Go-to-market hiring (sales, CS, marketing) = more internal PostHog dashboard users\n- Job postings on their careers page — what are they hiring for right now?\n\n#### 5f: Web Traffic & Brand Momentum\n- Web traffic trends from Harmonic\u002FSFDC data\n- LinkedIn follower growth\n- Industry recognition (awards, rankings, conference appearances)\n- Content marketing velocity (blog posts, reports, webinars) — indicates go-to-market investment\n\n**Map business growth to PostHog spend growth:**\n\nAfter gathering these signals, explicitly connect the company's business growth to expected PostHog usage growth. This is the key insight - it tells the TAE whether the billing trajectory in Vitally is *understating* the real growth potential.\n\nThe mapping logic:\n- **More customers on their platform** → more end-user sessions → more events, replays, and flag evaluations\n- **New product launches** → new surfaces to instrument → broader PostHog product adoption (analytics + replay + flags)\n- **Engineering team growth** → more features shipped → more things tracked → higher event volume\n- **GTM team growth** → more internal PostHog users → more dashboards and insights consumed\n- **Platform\u002Fmarketplace plays** → multiplicative event growth (each participant generates events)\n- **Geographic expansion** → new user cohorts → step-function increases in volume\n\n**Rate the business growth trajectory:**\n\n| Rating | Criteria |\n|--------|----------|\n| 🔥 **Strong accelerating** | 2+ of: recent fundraise, 50%+ revenue growth, 3+ product launches, rapid hiring, expanding into new markets. PostHog billing likely *understates* real trajectory. |\n| 📈 **Steady upward** | Consistent hiring, stable funding, 1-2 new products, growing customer base. PostHog billing trajectory is probably accurate. |\n| ➡️ **Flat\u002Fstable** | No recent funding, minimal hiring, no new products. PostHog billing is what you see. |\n| 📉 **Contracting** | Layoffs, funding concerns, product sunsetting. PostHog spend may *decline*. |\n\n---\n\n## Step 6: Recommend a Play & Draft Outreach\n\nBased on all five research workstreams, recommend one of these plays:\n\n### Play: Outreach (Slack Channel + Email)\n\nRecommend when:\n- Score >= 60 (High or Moderate confidence)\n- 2+ active users in the account\n- No one from PostHog is already actively engaged with this account\n\nDraft an email AND a Slack channel welcome message. See Step 7 for drafting guidance.\n\n### Play: Light Touch (Email Only, No Slack Channel)\n\nRecommend when:\n- Score 40-59 (Low confidence) but the account has interesting signals worth exploring\n- Single active user but spend is meaningful (>= $1K\u002Fmonth)\n- The account already has a relationship with PostHog (e.g. engaged with onboarding team)\n\nDraft a short email only. No Slack channel.\n\n### Play: Skip \u002F Close as Not Qualified\n\nRecommend when:\n- Score 0-39 (Unlikely)\n- Non-ICP industry with no offsetting signals\n- Usage declining with no business growth to suggest recovery\n- Account shows churn risk (past due billing, declining spend)\n- Customer explicitly declined engagement (said \"no thanks\" or similar) - unless their spend is high enough that hearing about discounts from a TAE would be genuinely useful to them\n\n**When recommending Skip, you MUST provide a DQ Reason** - a plain-text summary of why this lead is not qualified. The DQ reason must be 250 characters or fewer so the TAE can copy-paste it directly into the Salesforce disqualification field. Be specific - name the concrete signals, not generic language.\n\n**Important: Non-response is NOT a disqualification signal.** If the onboarding team reached out and the customer simply didn't reply, that is not evidence they don't want to hear from PostHog - they may have been busy, missed the email, or the timing wasn't right. Do not cite \"no engagement\" or \"didn't respond to onboarding\" as a DQ reason. The only engagement-related DQ signal is an *explicit* opt-out - the customer actively responded to say they're not interested. Even then, if their spend is meaningful and a TAE could offer genuine value (e.g. volume discounts, billing optimization), an explicit opt-out from onboarding doesn't necessarily mean they'd reject a TAE with a different angle.\n\nGood DQ reasons:\n- \"MRR declining $1,763->$696 forecast. Single product (analytics). 8 employees, 3 engineers. No growth signals despite $9.1M revenue. Group Analytics likely unnecessary.\"\n- \"Non-ICP: school bus routing company (founded 1977). Analytics-only, $1,369 flat MRR. 4.78 health. No expansion signals. Govt\u002Feducation customer base.\"\n- \"Past due billing. MRR forecast drops 49% ($2,130->$1,086). 7-person seed startup. Likely cash-constrained despite Khosla backing.\"\n- \"Explicitly declined onboarding engagement. $380 MRR, single product, no growth trajectory. No value angle for TAE outreach.\"\n\nBad DQ reasons:\n- \"Not a good fit\" (too vague)\n- \"Low score\" (doesn't explain why)\n- \"Small company\" (which signal matters?)\n- \"No engagement with onboarding\" (non-response is not a signal - they may have been busy)\n- \"Unresponsive\" (same problem - silence is not rejection)\n\n### Play: Wait and Watch\n\nRecommend when:\n- Early-stage company with high variance - could go either way\n- Score 40-59 with strong business growth signals but weak current billing\n- Check back in 4-6 weeks to reassess\n\n---\n\n## Step 7: Draft the Outreach\n\nWhen the recommended play is Outreach or Light Touch, draft the email using the guidance below. Read `references\u002Fwriting-style.md` before drafting.\n\n### Email Format\n\nAll draft emails must use this blockquoted format for easy copy-paste:\n\n```\n> **To:** [full email address - e.g. contact@acmecorp.com]\n> **Subject:** [subject line]\n>\n> [email body]\n>\n> [TAE's name]\n```\n\nWhen the play is Outreach (Slack Channel + Email), also draft a Slack channel welcome message in the same blockquoted format after the email.\n\n### Outreach Principles\n\nThese are the same principles used across all PostHog lead skills. Follow them exactly.\n\n1. **Lead with the Slack channel.** For multi-user accounts, the shared Slack channel is the most valuable thing you're offering - a direct line to someone technical at PostHog. Open with it. Explain why it's useful for *their* specific situation based on your research. Don't bury it.\n\n2. **Write like a fellow engineer, not a salesperson.** These are competent developers. The TAEs are deeply technical. Write the way you'd message a colleague - direct, concise. No praise or cheerleading about their setup. \"Your team's ramped up fast!\" reads as patronizing to engineers who know exactly what they've done.\n\n3. **Start with an observation about *them*, not about you.** The first real sentence should reference something specific from Vitally or your research - which products they're using, what their team is building, a specific usage pattern. Never open with \"I'm [name], your PostHog contact.\"\n\n4. **Keep it short.** The initial email should be 3-5 sentences. Slack channel + why it's useful + one specific observation or optimization + a question. Save the details for Slack.\n\n5. **One question per email.** More than one question overwhelms and reduces response rate. Pick the most interesting one.\n\n6. **Be direct about billing when relevant.** Unlike big fish outreach, onboarding handoff leads already have meaningful spend. It's OK to reference costs - pair every cost mention with an actionable way to reduce it.\n\n7. **Only reference what you can verify.** Safe: Vitally usage data, public website, confirmed funding rounds. Never cite enrichment data (Clearbit\u002FHarmonic tech stack fields) as fact. If you state something about their setup and it's wrong, you lose credibility.\n\n### Writing Style Rules\n\nFollow `references\u002Fwriting-style.md` for the full guide. Key rules:\n\n- **Get to the point.** No \"I'm reaching out because...\", \"I just wanted to...\", \"Saw you just signed up.\"\n- **American English.** Oxford comma. Straight quotes.\n- **Hyphens only** (-) for breaks in thought. Never em dashes or en dashes. Em\u002Fen dashes read as AI-generated.\n- **Links in anchor text.** Never bare URLs. Never \"click here.\" Always describe the destination: \"here's a [guide on connecting replay to funnels](url).\"\n- **Capitalize product names.** \"Session Replay\", \"Feature Flags\", \"Product Analytics.\"\n- **Abbreviate numbers.** 10M, 100B (capital letter, no space).\n- **No emojis in emails.**\n\n### Anti-Patterns (Never Do These)\n\n- **\"I'm [name], your dedicated PostHog contact\"** - your name is in the signature.\n- **\"Saw you just signed up\"** \u002F **\"Just checking in\"** - they know. This adds nothing.\n- **\"I'm here if you need anything\"** - too passive. Say something specific or don't say it.\n- **\"Your team's ramped up fast!\"** \u002F **\"That's impressive adoption\"** - patronizing. State facts.\n- **Feature laundry lists** - reference the 1-2 products they're actually using, not all of PostHog.\n- **Multiple optimization suggestions in one email** - save it for Slack.\n- **Bare URLs** - always embed in anchor text.\n- **Citing enrichment data as fact** - \"I noticed you're using [competitor]\" from an unverified SFDC field.\n- **Referencing exact event counts** - \"you sent 4.2M events last month\" feels surveillance-y. Reference products and patterns, not precise numbers.\n- **More than one question per email.**\n\n### Outreach Hook Guidance by Scenario\n\n**Multi-user account, growing spend:**\nLead with the Slack channel. Ground it in their usage: \"Setting up a shared Slack channel for you - with [N] people using [products] across [N] projects, a direct line for technical questions will save your team time.\" End with a question about what they're building or trying to learn.\n\n**Multi-user account, flat or declining spend:**\nLead with a specific optimization. If you identified an issue (autocapture waste, stale flags, replay oversampling), that's the hook: \"Noticed about [X]% of your events are autocapture without associated actions - [link to reducing event volume] covers how to trim that without losing anything useful.\" The Slack channel is where you help them act on it.\n\n**Single user, meaningful spend:**\nShort and direct. No Slack channel. One specific optimization with a link. \"Quick heads-up - at your current usage, [specific optimization + link]. Happy to help if questions come up.\"\n\n**Previously engaged with onboarding (had calls, completed onboarding):**\nReference the onboarding work. \"Your team worked with the onboarding team on [what they covered] - wanted to make sure you have a direct line for questions now that you're past the initial setup.\" This creates continuity rather than feeling like a cold handoff.\n\n**Never engaged with onboarding (unresponsive, skipped):**\nDon't reference the onboarding team at all - they clearly didn't want that engagement. Lead with something useful: a specific optimization, a resource relevant to what they're building, or the Slack channel as a low-friction support resource.\n\n### Example Outreach Drafts\n\n**Example 1: Multi-user, high-growth, engaged with onboarding**\n\n> **To:** team@acmecorp.com\n> **Subject:** Slack channel for Acme \u003C> PostHog\n>\n> Hey Acme team,\n>\n> Setting up a shared Slack channel for you - with 57 people in the account across analytics, replay, and error tracking, a direct line for questions will be useful as you scale.\n>\n> One thing that might be worth exploring: Feature Flags for safe rollouts. With your new product line launching as a platform, gradual rollouts and instant kill switches are the kind of thing that keeps deploys boring. Happy to walk through the setup in Slack.\n>\n> What's the main thing your team is trying to learn from the analytics right now?\n>\n> [TAE name]\n\n**Example 2: Multi-user, flat spend, optimization hook**\n\n> **To:** eng@example-payments.com\n> **Subject:** Slack channel for Example Payments \u003C> PostHog\n>\n> Hey Example Payments team,\n>\n> Sending over a Slack channel invite - with 42 people using analytics, flags, and replay, it'll be the fastest way to get answers on implementation or billing as things come up.\n>\n> One quick win: if your team is running A\u002FB tests on checkout flows, [Experiments](https:\u002F\u002Fposthog.com\u002Fdocs\u002Fexperiments) layers directly on top of your existing Feature Flags setup. For a payments product, measuring conversion impact per variant is where the real signal is.\n>\n> What's the team trying to optimize right now?\n>\n> [TAE name]\n\n**Example 3: Single user, growing spend, never engaged**\n\n> **To:** dev@example-ai.com\n> **Subject:** Your PostHog setup\n>\n> Hey,\n>\n> Noticed you're using LLM Analytics alongside product analytics - that's a sharp setup for monitoring AI-generated content quality alongside user behavior.\n>\n> If you're tracking prompt-to-output quality, [this guide on LLM observability](https:\u002F\u002Fposthog.com\u002Fdocs\u002Fai-engineering\u002Fobservability) covers how to connect traces to user outcomes so you can see which prompts actually help students learn vs. just generate text.\n>\n> Happy to help if questions come up.\n>\n> [TAE name]\n\n---\n\n## Output Format\n\nPresent the research brief as a structured report with clear sections. Use the Visualizer for the growth trajectory chart if the data supports it.\n\n```markdown\n## [Company Name] - Onboarding Lead Research Brief\n\n### Quick Links\n- **Vitally:** [https:\u002F\u002Fposthog.vitally-eu.io\u002Fcustomers\u002F{organization_id}](https:\u002F\u002Fposthog.vitally-eu.io\u002Fcustomers\u002F{organization_id})\n- **Salesforce:** [https:\u002F\u002Fposthog.my.salesforce.com\u002F{sfdc.Id}](https:\u002F\u002Fposthog.my.salesforce.com\u002F{sfdc.Id})\n- **Usage Dashboard:** [{usage_dashboard_link}]({usage_dashboard_link}) *(or \"Not available\" if trait is blank)*\n\n### Company Overview\n- **What they do:** [one sentence]\n- **Industry:** [vertical]\n- **Size:** [employees] ([engineering count] engineers)\n- **Funding:** [stage], [amount] ([date])\n- **HQ:** [location]\n- **Growth trajectory:** [Accelerating \u002F Steady \u002F Flat \u002F Early stage]\n\n### $2K+ Spend Likelihood\n**Score: [X]\u002F100 - [High \u002F Moderate \u002F Low \u002F Unlikely]**\n\nKey factors:\n- [Factor]: [+\u002F- impact]\n- [Factor]: [+\u002F- impact]\n- [Factor]: [+\u002F- impact]\n\nProjection: Currently at $[X]\u002Fmonth - projected $[X]\u002Fmonth in 3 months\n\n### Vitally Usage & Billing\n- **Current MRR:** $[X]\n- **Products in use:** [list]\n- **Products NOT in use:** [list - these are expansion opportunities]\n- **Event volume:** [current] ([trend])\n- **Active users:** [count] ([trend])\n- **Health score:** [X]\u002F10\n\n**Billing trajectory:**\n[Chart or description of the trend - is spend growing, flat, or declining?]\n\n**Expansion opportunities:**\n- [Product they're not using that fits their use case]\n- [Volume tier they're approaching]\n- [Config optimization that could increase value]\n\n### Onboarding Team Context\n**Engagement level:** [Engaged \u002F Partially engaged \u002F Unengaged]\n**Onboarding rep:** [Name]\n\n**What happened:**\n[Narrative summary of the onboarding engagement - what was discussed, what was done, what's left open]\n\n**Key quotes or insights from the customer:**\n- [Any notable things the customer said or asked about]\n\n**Open items \u002F unfinished business:**\n- [Anything the onboarding team started but didn't finish]\n- [Any promises made to the customer]\n\n### Business Growth Trajectory\n**Rating:** [Strong accelerating \u002F Steady upward \u002F Flat\u002Fstable \u002F Contracting]\n\n**Key growth signals:**\n- **Revenue:** [what's known about ARR growth, Inc. 5000 ranking, etc.]\n- **Funding:** [recent round, amount, investors, what it's earmarked for]\n- **Product velocity:** [new launches, features, platform plays in last 12 months]\n- **Customer expansion:** [new segments, partnerships, geographic expansion]\n- **Headcount:** [total delta, eng delta, GTM hiring signals]\n- **Web\u002Fbrand momentum:** [traffic trends, LinkedIn growth, awards\u002Frecognition]\n\n**How this maps to PostHog spend:**\n[Explicit analysis connecting each business growth vector to expected PostHog usage growth. e.g. \"More customers on their platform - more end-user sessions - event volume will grow faster than current billing suggests.\" This is the most actionable part - it tells the TAE whether the Vitally billing trajectory understates or accurately reflects the real growth potential.]\n\n**Score adjustment:** [If the business growth signals are strong enough to warrant adjusting the $2K+ likelihood score from Step 2, note the adjustment and reasoning here. e.g. \"Business growth trajectory bumps the score from 72 to ~80 - billing data lags customer growth.\"]\n\n### Recommended Play\n**[Outreach \u002F Light Touch \u002F Skip \u002F Wait and Watch]**\n\n[Reasoning for the recommendation - 1-2 sentences.]\n\n[If Skip: include DQ Reason below]\n\n**DQ Reason (for Salesforce):**\n`[250 characters or fewer - specific, concrete, copy-pasteable]`\n\n### Draft Outreach\n\n[If the play is Outreach or Light Touch, include the draft email in blockquoted format. If Outreach with Slack channel, also include the Slack welcome message.]\n\n> **To:** [full email address]\n> **Subject:** [subject line]\n>\n> [email body]\n>\n> [TAE name]\n\n[If multi-user Outreach, also include:]\n\n**Slack channel welcome message:**\n\n> [Slack message body]\n>\n> [TAE name]\n\n**Suggested angle:** [One sentence explaining why this hook was chosen and what it's designed to accomplish.]\n```\n\n### When Processing Multiple Leads\n\nAfter completing all individual research briefs, output a **Summary & Priority Stack Rank** table at the top of the combined output (or as a final summary section). Rank accounts by score descending.\n\n```markdown\n## Summary & Priority Stack Rank\n\n| Rank | Account | Score | Tier | MRR | Trend | Action |\n|------|---------|-------|------|-----|-------|--------|\n| 1 | [Company] | [X]\u002F100 | High confidence | $[X] | Growing | Outreach |\n| 2 | [Company] | [X]\u002F100 | Moderate confidence | $[X] | Flat | Light Touch |\n| 3 | [Company] | [X]\u002F100 | Unlikely | $[X] | Declining | Skip |\n```\n\n**Column guidance:**\n- **Score:** The final $2K+ likelihood score (0-100) with the adjusted figure if business trajectory warranted an adjustment\n- **Tier:** High confidence (80-100) \u002F Moderate confidence (60-79) \u002F Low confidence (40-59) \u002F Unlikely (0-39)\n- **MRR:** Current MRR from Vitally billing data\n- **Trend:** Growing \u002F Flat \u002F Declining - based on billing trajectory, not just business signals\n- **Action:** Outreach \u002F Light Touch \u002F Skip \u002F Wait and Watch\n\n---\n\n## Reference Files\n\n- `references\u002Fscoring-model.md` - Full $2K+ spend likelihood scoring model with weights and criteria\n- `references\u002Fwriting-style.md` - PostHog writing style guidelines for email drafting\n\n## Critical Reminders\n\n1. **Research first, then draft.** Complete all five research workstreams before recommending a play or drafting outreach. The research informs the outreach hook - without it, the email will be generic.\n2. **Vitally data is the source of truth for usage and billing.** Don't guess at usage - pull it.\n3. **Read every onboarding note.** The onboarding team's context is gold. Skipping it means the TAE walks into the conversation blind.\n4. **Project the trajectory.** The TAE doesn't just need to know where the account is - they need to know where it's going.\n5. **Flag discrepancies.** If the web research and Vitally data tell different stories (e.g. company seems to be growing but PostHog usage is flat), call that out explicitly. This is especially important in Step 5 - if the business is accelerating but PostHog billing is flat, the billing is lagging and there's upside.\n6. **If Vitally data is thin, say so.** Don't invent data. If there are only 2 notes and no conversations, report that - it's useful context in itself (means the customer may not have engaged much).\n7. **Business growth is the leading indicator; billing is the lagging one.** The Step 5 business growth trajectory analysis is what differentiates a good research brief from just reading Vitally numbers. A company that just raised $43M and doubled ARR is going to grow their PostHog spend - even if the current billing doesn't show it yet. Conversely, a company with declining headcount and no recent funding may be at peak spend already. Always connect the business trajectory to the expected PostHog spend trajectory.\n8. **Use Harmonic data from Vitally traits.** The SFDC\u002FHarmonic fields in the account traits contain headcount deltas, web traffic trends, LinkedIn growth, and funding details. Cross-reference these with your web research - they often tell a richer story than the web alone.\n9. **Industry context matters for the growth mapping.** How a company grows affects *how* PostHog usage grows. A platform\u002Fmarketplace company gets multiplicative event growth per customer. A SaaS company gets linear growth per customer. An infrastructure company may generate heavy backend events but few replays. Map the business model to the right PostHog products.\n10. **DQ reasons must be copy-pasteable.** When recommending Skip, the DQ reason goes directly into Salesforce. Keep it under 250 characters, make it specific, and include the key data points that justify the disqualification.\n11. **Draft outreach follows the writing style guide.** Read `references\u002Fwriting-style.md`. Hyphens only (never em\u002Fen dashes). No bare URLs. No feature laundry lists. One question per email. Lead with the Slack channel for multi-user accounts.\n12. **Use full email addresses.** When listing contacts or drafting outreach, always use the full email address (e.g. contact@acmecorp.com) for easy copy-paste.\n13. **Validate all URLs before presenting the draft.** Fetch every link in the email to confirm it resolves. If broken, search for the correct page or remove the link.\n",{"data":38,"body":39},{"name":4,"description":6},{"type":40,"children":41},"root",[42,51,57,64,69,74,80,85,121,126,132,137,141,148,158,166,179,187,235,245,337,340,346,355,368,376,389,397,440,443,449,458,465,470,490,496,501,540,548,596,604,612,630,638,666,674,697,707,741,747,752,755,761,770,776,789,822,830,863,869,881,899,907,930,936,941,950,955,958,964,981,988,997,1002,1109,1117,1123,1141,1147,1165,1171,1189,1195,1213,1219,1242,1248,1271,1279,1291,1296,1359,1367,1475,1478,1484,1489,1495,1500,1518,1523,1529,1533,1551,1556,1562,1566,1594,1604,1621,1626,1649,1654,1682,1688,1692,1710,1713,1719,1732,1738,1743,1752,1757,1763,1768,1862,1868,1880,1960,1966,2092,2098,2128,2152,2169,2186,2196,2202,2210,2265,2273,2333,2341,2400,2403,2409,2414,4288,4294,4306,4712,4720,4773,4776,4782,4805,4811,4966],{"type":43,"tag":44,"props":45,"children":47},"element","h1",{"id":46},"posthog-onboarding-lead-research-qualification",[48],{"type":49,"value":50},"text","PostHog Onboarding Lead Research & Qualification",{"type":43,"tag":52,"props":53,"children":54},"p",{},[55],{"type":49,"value":56},"Deep-research a company referred from the onboarding team. Produces a complete brief: company overview, $2K+\u002Fmonth likelihood score, Vitally usage\u002Fbilling analysis, onboarding team context, business growth trajectory assessment, and - when the recommendation is to engage - a draft outreach email with Slack channel guidance.",{"type":43,"tag":58,"props":59,"children":61},"h2",{"id":60},"context",[62],{"type":49,"value":63},"Context",{"type":43,"tag":52,"props":65,"children":66},{},[67],{"type":49,"value":68},"The PostHog onboarding team works with self-serve accounts that have a forecasted bill > $100 for an 8-week engagement. When accounts reach ~$1-1.5K\u002Fmonth and show growth potential, they hand them to the TAE via the \"Sales Handoff\" pipeline status in Vitally.",{"type":43,"tag":52,"props":70,"children":71},{},[72],{"type":49,"value":73},"This skill does the research, scores the lead, and - when the recommendation is to engage - drafts the outreach. The TAE needs to understand the company, its trajectory, and the full context of the onboarding engagement before reaching out.",{"type":43,"tag":58,"props":75,"children":77},{"id":76},"inputs",[78],{"type":49,"value":79},"Inputs",{"type":43,"tag":52,"props":81,"children":82},{},[83],{"type":49,"value":84},"Ask the TAE for:",{"type":43,"tag":86,"props":87,"children":88},"ul",{},[89,101,111],{"type":43,"tag":90,"props":91,"children":92},"li",{},[93,99],{"type":43,"tag":94,"props":95,"children":96},"strong",{},[97],{"type":49,"value":98},"Company name",{"type":49,"value":100}," (required)",{"type":43,"tag":90,"props":102,"children":103},{},[104,109],{"type":43,"tag":94,"props":105,"children":106},{},[107],{"type":49,"value":108},"Any context from the referral",{"type":49,"value":110}," - e.g. a Slack message or email from the onboarding team (optional but helpful)",{"type":43,"tag":90,"props":112,"children":113},{},[114,119],{"type":43,"tag":94,"props":115,"children":116},{},[117],{"type":49,"value":118},"Contact name",{"type":49,"value":120}," if known (optional)",{"type":43,"tag":52,"props":122,"children":123},{},[124],{"type":49,"value":125},"If the TAE only gives a company name, that's enough to start - pull the rest from Vitally and web research.",{"type":43,"tag":58,"props":127,"children":129},{"id":128},"workflow",[130],{"type":49,"value":131},"Workflow",{"type":43,"tag":52,"props":133,"children":134},{},[135],{"type":49,"value":136},"Run these five workstreams. Steps 1-2 use web search. Steps 3-4 use Vitally MCP. Step 5 combines web research with Vitally\u002FSFDC\u002FHarmonic data from traits. Interleave them efficiently — don't wait for one to finish before starting the next.",{"type":43,"tag":138,"props":139,"children":140},"hr",{},[],{"type":43,"tag":142,"props":143,"children":145},"h3",{"id":144},"step-1-company-research-growth-trajectory",[146],{"type":49,"value":147},"Step 1: Company Research & Growth Trajectory",{"type":43,"tag":52,"props":149,"children":150},{},[151,156],{"type":43,"tag":94,"props":152,"children":153},{},[154],{"type":49,"value":155},"Goal:",{"type":49,"value":157}," Understand who this company is and whether they're on a growth path that makes $2K+\u002Fmonth likely.",{"type":43,"tag":52,"props":159,"children":160},{},[161],{"type":43,"tag":94,"props":162,"children":163},{},[164],{"type":49,"value":165},"Web searches to run:",{"type":43,"tag":167,"props":168,"children":172},"pre",{"className":169,"code":171,"language":49},[170],"language-text","[company name] what does it do\n[company name] crunchbase funding employees\n[company name] series funding 2024 2025\n[company name] engineering team hiring\n[company name] product launch growth\n",[173],{"type":43,"tag":174,"props":175,"children":177},"code",{"__ignoreMap":176},"",[178],{"type":49,"value":171},{"type":43,"tag":52,"props":180,"children":181},{},[182],{"type":43,"tag":94,"props":183,"children":184},{},[185],{"type":49,"value":186},"Gather:",{"type":43,"tag":86,"props":188,"children":189},{},[190,195,200,205,210,215,220,225,230],{"type":43,"tag":90,"props":191,"children":192},{},[193],{"type":49,"value":194},"One-sentence description of what the company does",{"type":43,"tag":90,"props":196,"children":197},{},[198],{"type":49,"value":199},"Industry \u002F vertical",{"type":43,"tag":90,"props":201,"children":202},{},[203],{"type":49,"value":204},"Company size (employees, engineering headcount if available)",{"type":43,"tag":90,"props":206,"children":207},{},[208],{"type":49,"value":209},"Funding stage and recency (series, amount, date)",{"type":43,"tag":90,"props":211,"children":212},{},[213],{"type":49,"value":214},"Revenue estimate if available",{"type":43,"tag":90,"props":216,"children":217},{},[218],{"type":49,"value":219},"HQ location",{"type":43,"tag":90,"props":221,"children":222},{},[223],{"type":49,"value":224},"Product type — is this a software product company? SaaS? Marketplace? E-commerce?",{"type":43,"tag":90,"props":226,"children":227},{},[228],{"type":49,"value":229},"Recent news — launches, expansions, partnerships, hiring sprees",{"type":43,"tag":90,"props":231,"children":232},{},[233],{"type":49,"value":234},"Growth signals — new product lines, international expansion, increasing headcount",{"type":43,"tag":52,"props":236,"children":237},{},[238,243],{"type":43,"tag":94,"props":239,"children":240},{},[241],{"type":49,"value":242},"Growth trajectory assessment:",{"type":49,"value":244},"\nBased on the research, classify the company's growth trajectory:",{"type":43,"tag":246,"props":247,"children":248},"table",{},[249,268],{"type":43,"tag":250,"props":251,"children":252},"thead",{},[253],{"type":43,"tag":254,"props":255,"children":256},"tr",{},[257,263],{"type":43,"tag":258,"props":259,"children":260},"th",{},[261],{"type":49,"value":262},"Trajectory",{"type":43,"tag":258,"props":264,"children":265},{},[266],{"type":49,"value":267},"Description",{"type":43,"tag":269,"props":270,"children":271},"tbody",{},[272,289,305,321],{"type":43,"tag":254,"props":273,"children":274},{},[275,284],{"type":43,"tag":276,"props":277,"children":278},"td",{},[279],{"type":43,"tag":94,"props":280,"children":281},{},[282],{"type":49,"value":283},"Accelerating",{"type":43,"tag":276,"props":285,"children":286},{},[287],{"type":49,"value":288},"Recent fundraise, hiring, product launches, or expansion. Usage will likely grow fast.",{"type":43,"tag":254,"props":290,"children":291},{},[292,300],{"type":43,"tag":276,"props":293,"children":294},{},[295],{"type":43,"tag":94,"props":296,"children":297},{},[298],{"type":49,"value":299},"Steady growth",{"type":43,"tag":276,"props":301,"children":302},{},[303],{"type":49,"value":304},"Established company, consistent hiring, stable product. Predictable growth.",{"type":43,"tag":254,"props":306,"children":307},{},[308,316],{"type":43,"tag":276,"props":309,"children":310},{},[311],{"type":43,"tag":94,"props":312,"children":313},{},[314],{"type":49,"value":315},"Flat\u002Funcertain",{"type":43,"tag":276,"props":317,"children":318},{},[319],{"type":49,"value":320},"No recent funding, unclear growth signals, may be in maintenance mode.",{"type":43,"tag":254,"props":322,"children":323},{},[324,332],{"type":43,"tag":276,"props":325,"children":326},{},[327],{"type":43,"tag":94,"props":328,"children":329},{},[330],{"type":49,"value":331},"Early stage",{"type":43,"tag":276,"props":333,"children":334},{},[335],{"type":49,"value":336},"Seed\u002FA, small team, product still finding market fit. High variance.",{"type":43,"tag":138,"props":338,"children":339},{},[],{"type":43,"tag":142,"props":341,"children":343},{"id":342},"step-2-2k-monthly-spend-likelihood-score",[344],{"type":49,"value":345},"Step 2: $2K+ Monthly Spend Likelihood Score",{"type":43,"tag":52,"props":347,"children":348},{},[349,353],{"type":43,"tag":94,"props":350,"children":351},{},[352],{"type":49,"value":155},{"type":49,"value":354}," Score the probability this account will cross $2K\u002Fmonth within 3-6 months.",{"type":43,"tag":52,"props":356,"children":357},{},[358,360,366],{"type":49,"value":359},"Read ",{"type":43,"tag":174,"props":361,"children":363},{"className":362},[],[364],{"type":49,"value":365},"references\u002Fscoring-model.md",{"type":49,"value":367}," for the full scoring criteria.",{"type":43,"tag":52,"props":369,"children":370},{},[371],{"type":43,"tag":94,"props":372,"children":373},{},[374],{"type":49,"value":375},"Quick summary of the scoring:",{"type":43,"tag":86,"props":377,"children":378},{},[379,384],{"type":43,"tag":90,"props":380,"children":381},{},[382],{"type":49,"value":383},"Positive signals: growth trajectory, multi-product usage, engineering team size, funding recency, industry fit, active user count, event volume trends",{"type":43,"tag":90,"props":385,"children":386},{},[387],{"type":49,"value":388},"Negative signals: flat\u002Fdeclining usage, no engineering growth, non-ICP industry, single product user, low user count",{"type":43,"tag":52,"props":390,"children":391},{},[392],{"type":43,"tag":94,"props":393,"children":394},{},[395],{"type":49,"value":396},"Output a score from 0-100 with a tier:",{"type":43,"tag":86,"props":398,"children":399},{},[400,410,420,430],{"type":43,"tag":90,"props":401,"children":402},{},[403,408],{"type":43,"tag":94,"props":404,"children":405},{},[406],{"type":49,"value":407},"80-100: High confidence",{"type":49,"value":409}," — Strong growth signals, multi-product, expanding team. Will likely hit $2K+ organically.",{"type":43,"tag":90,"props":411,"children":412},{},[413,418],{"type":43,"tag":94,"props":414,"children":415},{},[416],{"type":49,"value":417},"60-79: Moderate confidence",{"type":49,"value":419}," — Good signals but some uncertainty. May need a nudge (e.g. new product adoption, config optimization).",{"type":43,"tag":90,"props":421,"children":422},{},[423,428],{"type":43,"tag":94,"props":424,"children":425},{},[426],{"type":49,"value":427},"40-59: Low confidence",{"type":49,"value":429}," — Mixed signals. Could go either way. Worth engaging but temper expectations.",{"type":43,"tag":90,"props":431,"children":432},{},[433,438],{"type":43,"tag":94,"props":434,"children":435},{},[436],{"type":49,"value":437},"0-39: Unlikely",{"type":49,"value":439}," — Flat usage, small team, no growth signals. May stay at current spend.",{"type":43,"tag":138,"props":441,"children":442},{},[],{"type":43,"tag":142,"props":444,"children":446},{"id":445},"step-3-vitally-usage-billing-analysis",[447],{"type":49,"value":448},"Step 3: Vitally Usage & Billing Analysis",{"type":43,"tag":52,"props":450,"children":451},{},[452,456],{"type":43,"tag":94,"props":453,"children":454},{},[455],{"type":49,"value":155},{"type":49,"value":457}," Pull hard data on what this account is actually doing in PostHog and where the spend is going.",{"type":43,"tag":459,"props":460,"children":462},"h4",{"id":461},"_3a-find-the-account",[463],{"type":49,"value":464},"3a: Find the Account",{"type":43,"tag":52,"props":466,"children":467},{},[468],{"type":49,"value":469},"Search Vitally for the account. Try these in order:",{"type":43,"tag":471,"props":472,"children":473},"ol",{},[474,485],{"type":43,"tag":90,"props":475,"children":476},{},[477,483],{"type":43,"tag":174,"props":478,"children":480},{"className":479},[],[481],{"type":49,"value":482},"search_accounts_advanced",{"type":49,"value":484}," with the company name",{"type":43,"tag":90,"props":486,"children":487},{},[488],{"type":49,"value":489},"If that fails, ask the TAE for a contact email and use it to look up via user details",{"type":43,"tag":459,"props":491,"children":493},{"id":492},"_3b-pull-full-account-data",[494],{"type":49,"value":495},"3b: Pull Full Account Data",{"type":43,"tag":52,"props":497,"children":498},{},[499],{"type":49,"value":500},"Once you have the account ID, 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This is the key insight - it tells the TAE whether the billing trajectory in Vitally is ",{"type":43,"tag":974,"props":1285,"children":1286},{},[1287],{"type":49,"value":1288},"understating",{"type":49,"value":1290}," the real growth potential.",{"type":43,"tag":52,"props":1292,"children":1293},{},[1294],{"type":49,"value":1295},"The mapping logic:",{"type":43,"tag":86,"props":1297,"children":1298},{},[1299,1309,1319,1329,1339,1349],{"type":43,"tag":90,"props":1300,"children":1301},{},[1302,1307],{"type":43,"tag":94,"props":1303,"children":1304},{},[1305],{"type":49,"value":1306},"More customers on their platform",{"type":49,"value":1308}," → more end-user sessions → more events, replays, and flag evaluations",{"type":43,"tag":90,"props":1310,"children":1311},{},[1312,1317],{"type":43,"tag":94,"props":1313,"children":1314},{},[1315],{"type":49,"value":1316},"New product launches",{"type":49,"value":1318}," → new surfaces to instrument → broader PostHog product adoption (analytics + replay + flags)",{"type":43,"tag":90,"props":1320,"children":1321},{},[1322,1327],{"type":43,"tag":94,"props":1323,"children":1324},{},[1325],{"type":49,"value":1326},"Engineering team growth",{"type":49,"value":1328}," → more features shipped → more things tracked → higher event volume",{"type":43,"tag":90,"props":1330,"children":1331},{},[1332,1337],{"type":43,"tag":94,"props":1333,"children":1334},{},[1335],{"type":49,"value":1336},"GTM team growth",{"type":49,"value":1338}," → more internal PostHog users → more dashboards and insights consumed",{"type":43,"tag":90,"props":1340,"children":1341},{},[1342,1347],{"type":43,"tag":94,"props":1343,"children":1344},{},[1345],{"type":49,"value":1346},"Platform\u002Fmarketplace plays",{"type":49,"value":1348}," → multiplicative event growth (each participant generates events)",{"type":43,"tag":90,"props":1350,"children":1351},{},[1352,1357],{"type":43,"tag":94,"props":1353,"children":1354},{},[1355],{"type":49,"value":1356},"Geographic expansion",{"type":49,"value":1358}," → new user cohorts → step-function increases in volume",{"type":43,"tag":52,"props":1360,"children":1361},{},[1362],{"type":43,"tag":94,"props":1363,"children":1364},{},[1365],{"type":49,"value":1366},"Rate the business growth trajectory:",{"type":43,"tag":246,"props":1368,"children":1369},{},[1370,1386],{"type":43,"tag":250,"props":1371,"children":1372},{},[1373],{"type":43,"tag":254,"props":1374,"children":1375},{},[1376,1381],{"type":43,"tag":258,"props":1377,"children":1378},{},[1379],{"type":49,"value":1380},"Rating",{"type":43,"tag":258,"props":1382,"children":1383},{},[1384],{"type":49,"value":1385},"Criteria",{"type":43,"tag":269,"props":1387,"children":1388},{},[1389,1414,1432,1450],{"type":43,"tag":254,"props":1390,"children":1391},{},[1392,1402],{"type":43,"tag":276,"props":1393,"children":1394},{},[1395,1397],{"type":49,"value":1396},"🔥 ",{"type":43,"tag":94,"props":1398,"children":1399},{},[1400],{"type":49,"value":1401},"Strong accelerating",{"type":43,"tag":276,"props":1403,"children":1404},{},[1405,1407,1412],{"type":49,"value":1406},"2+ of: recent fundraise, 50%+ revenue growth, 3+ product launches, rapid hiring, expanding into new markets. PostHog billing likely ",{"type":43,"tag":974,"props":1408,"children":1409},{},[1410],{"type":49,"value":1411},"understates",{"type":49,"value":1413}," real trajectory.",{"type":43,"tag":254,"props":1415,"children":1416},{},[1417,1427],{"type":43,"tag":276,"props":1418,"children":1419},{},[1420,1422],{"type":49,"value":1421},"📈 ",{"type":43,"tag":94,"props":1423,"children":1424},{},[1425],{"type":49,"value":1426},"Steady upward",{"type":43,"tag":276,"props":1428,"children":1429},{},[1430],{"type":49,"value":1431},"Consistent hiring, stable funding, 1-2 new products, growing customer base. PostHog billing trajectory is probably accurate.",{"type":43,"tag":254,"props":1433,"children":1434},{},[1435,1445],{"type":43,"tag":276,"props":1436,"children":1437},{},[1438,1440],{"type":49,"value":1439},"➡️ ",{"type":43,"tag":94,"props":1441,"children":1442},{},[1443],{"type":49,"value":1444},"Flat\u002Fstable",{"type":43,"tag":276,"props":1446,"children":1447},{},[1448],{"type":49,"value":1449},"No recent funding, minimal hiring, no new products. PostHog billing is what you see.",{"type":43,"tag":254,"props":1451,"children":1452},{},[1453,1463],{"type":43,"tag":276,"props":1454,"children":1455},{},[1456,1458],{"type":49,"value":1457},"📉 ",{"type":43,"tag":94,"props":1459,"children":1460},{},[1461],{"type":49,"value":1462},"Contracting",{"type":43,"tag":276,"props":1464,"children":1465},{},[1466,1468,1473],{"type":49,"value":1467},"Layoffs, funding concerns, product sunsetting. PostHog spend may ",{"type":43,"tag":974,"props":1469,"children":1470},{},[1471],{"type":49,"value":1472},"decline",{"type":49,"value":1474},".",{"type":43,"tag":138,"props":1476,"children":1477},{},[],{"type":43,"tag":58,"props":1479,"children":1481},{"id":1480},"step-6-recommend-a-play-draft-outreach",[1482],{"type":49,"value":1483},"Step 6: Recommend a Play & Draft Outreach",{"type":43,"tag":52,"props":1485,"children":1486},{},[1487],{"type":49,"value":1488},"Based on all five research workstreams, recommend one of these plays:",{"type":43,"tag":142,"props":1490,"children":1492},{"id":1491},"play-outreach-slack-channel-email",[1493],{"type":49,"value":1494},"Play: Outreach (Slack Channel + Email)",{"type":43,"tag":52,"props":1496,"children":1497},{},[1498],{"type":49,"value":1499},"Recommend when:",{"type":43,"tag":86,"props":1501,"children":1502},{},[1503,1508,1513],{"type":43,"tag":90,"props":1504,"children":1505},{},[1506],{"type":49,"value":1507},"Score >= 60 (High or Moderate confidence)",{"type":43,"tag":90,"props":1509,"children":1510},{},[1511],{"type":49,"value":1512},"2+ active users in the account",{"type":43,"tag":90,"props":1514,"children":1515},{},[1516],{"type":49,"value":1517},"No one from PostHog is already actively engaged with this account",{"type":43,"tag":52,"props":1519,"children":1520},{},[1521],{"type":49,"value":1522},"Draft an email AND a Slack channel welcome message. See Step 7 for drafting guidance.",{"type":43,"tag":142,"props":1524,"children":1526},{"id":1525},"play-light-touch-email-only-no-slack-channel",[1527],{"type":49,"value":1528},"Play: Light Touch (Email Only, No Slack Channel)",{"type":43,"tag":52,"props":1530,"children":1531},{},[1532],{"type":49,"value":1499},{"type":43,"tag":86,"props":1534,"children":1535},{},[1536,1541,1546],{"type":43,"tag":90,"props":1537,"children":1538},{},[1539],{"type":49,"value":1540},"Score 40-59 (Low confidence) but the account has interesting signals worth exploring",{"type":43,"tag":90,"props":1542,"children":1543},{},[1544],{"type":49,"value":1545},"Single active user but spend is meaningful (>= $1K\u002Fmonth)",{"type":43,"tag":90,"props":1547,"children":1548},{},[1549],{"type":49,"value":1550},"The account already has a relationship with PostHog (e.g. engaged with onboarding team)",{"type":43,"tag":52,"props":1552,"children":1553},{},[1554],{"type":49,"value":1555},"Draft a short email only. No Slack channel.",{"type":43,"tag":142,"props":1557,"children":1559},{"id":1558},"play-skip-close-as-not-qualified",[1560],{"type":49,"value":1561},"Play: Skip \u002F Close as Not Qualified",{"type":43,"tag":52,"props":1563,"children":1564},{},[1565],{"type":49,"value":1499},{"type":43,"tag":86,"props":1567,"children":1568},{},[1569,1574,1579,1584,1589],{"type":43,"tag":90,"props":1570,"children":1571},{},[1572],{"type":49,"value":1573},"Score 0-39 (Unlikely)",{"type":43,"tag":90,"props":1575,"children":1576},{},[1577],{"type":49,"value":1578},"Non-ICP industry with no offsetting signals",{"type":43,"tag":90,"props":1580,"children":1581},{},[1582],{"type":49,"value":1583},"Usage declining with no business growth to suggest recovery",{"type":43,"tag":90,"props":1585,"children":1586},{},[1587],{"type":49,"value":1588},"Account shows churn risk (past due billing, declining spend)",{"type":43,"tag":90,"props":1590,"children":1591},{},[1592],{"type":49,"value":1593},"Customer explicitly declined engagement (said \"no thanks\" or similar) - unless their spend is high enough that hearing about discounts from a TAE would be genuinely useful to them",{"type":43,"tag":52,"props":1595,"children":1596},{},[1597,1602],{"type":43,"tag":94,"props":1598,"children":1599},{},[1600],{"type":49,"value":1601},"When recommending Skip, you MUST provide a DQ Reason",{"type":49,"value":1603}," - a plain-text summary of why this lead is not qualified. The DQ reason must be 250 characters or fewer so the TAE can copy-paste it directly into the Salesforce disqualification field. Be specific - name the concrete signals, not generic language.",{"type":43,"tag":52,"props":1605,"children":1606},{},[1607,1612,1614,1619],{"type":43,"tag":94,"props":1608,"children":1609},{},[1610],{"type":49,"value":1611},"Important: Non-response is NOT a disqualification signal.",{"type":49,"value":1613}," If the onboarding team reached out and the customer simply didn't reply, that is not evidence they don't want to hear from PostHog - they may have been busy, missed the email, or the timing wasn't right. Do not cite \"no engagement\" or \"didn't respond to onboarding\" as a DQ reason. The only engagement-related DQ signal is an ",{"type":43,"tag":974,"props":1615,"children":1616},{},[1617],{"type":49,"value":1618},"explicit",{"type":49,"value":1620}," opt-out - the customer actively responded to say they're not interested. Even then, if their spend is meaningful and a TAE could offer genuine value (e.g. volume discounts, billing optimization), an explicit opt-out from onboarding doesn't necessarily mean they'd reject a TAE with a different angle.",{"type":43,"tag":52,"props":1622,"children":1623},{},[1624],{"type":49,"value":1625},"Good DQ reasons:",{"type":43,"tag":86,"props":1627,"children":1628},{},[1629,1634,1639,1644],{"type":43,"tag":90,"props":1630,"children":1631},{},[1632],{"type":49,"value":1633},"\"MRR declining $1,763->$696 forecast. Single product (analytics). 8 employees, 3 engineers. No growth signals despite $9.1M revenue. Group Analytics likely unnecessary.\"",{"type":43,"tag":90,"props":1635,"children":1636},{},[1637],{"type":49,"value":1638},"\"Non-ICP: school bus routing company (founded 1977). Analytics-only, $1,369 flat MRR. 4.78 health. No expansion signals. Govt\u002Feducation customer base.\"",{"type":43,"tag":90,"props":1640,"children":1641},{},[1642],{"type":49,"value":1643},"\"Past due billing. MRR forecast drops 49% ($2,130->$1,086). 7-person seed startup. Likely cash-constrained despite Khosla backing.\"",{"type":43,"tag":90,"props":1645,"children":1646},{},[1647],{"type":49,"value":1648},"\"Explicitly declined onboarding engagement. $380 MRR, single product, no growth trajectory. No value angle for TAE outreach.\"",{"type":43,"tag":52,"props":1650,"children":1651},{},[1652],{"type":49,"value":1653},"Bad DQ reasons:",{"type":43,"tag":86,"props":1655,"children":1656},{},[1657,1662,1667,1672,1677],{"type":43,"tag":90,"props":1658,"children":1659},{},[1660],{"type":49,"value":1661},"\"Not a good fit\" (too vague)",{"type":43,"tag":90,"props":1663,"children":1664},{},[1665],{"type":49,"value":1666},"\"Low score\" (doesn't explain why)",{"type":43,"tag":90,"props":1668,"children":1669},{},[1670],{"type":49,"value":1671},"\"Small company\" (which signal matters?)",{"type":43,"tag":90,"props":1673,"children":1674},{},[1675],{"type":49,"value":1676},"\"No engagement with onboarding\" (non-response is not a signal - they may have been busy)",{"type":43,"tag":90,"props":1678,"children":1679},{},[1680],{"type":49,"value":1681},"\"Unresponsive\" (same problem - silence is not rejection)",{"type":43,"tag":142,"props":1683,"children":1685},{"id":1684},"play-wait-and-watch",[1686],{"type":49,"value":1687},"Play: Wait and Watch",{"type":43,"tag":52,"props":1689,"children":1690},{},[1691],{"type":49,"value":1499},{"type":43,"tag":86,"props":1693,"children":1694},{},[1695,1700,1705],{"type":43,"tag":90,"props":1696,"children":1697},{},[1698],{"type":49,"value":1699},"Early-stage company with high variance - could go either way",{"type":43,"tag":90,"props":1701,"children":1702},{},[1703],{"type":49,"value":1704},"Score 40-59 with strong business growth signals but weak current billing",{"type":43,"tag":90,"props":1706,"children":1707},{},[1708],{"type":49,"value":1709},"Check back in 4-6 weeks to reassess",{"type":43,"tag":138,"props":1711,"children":1712},{},[],{"type":43,"tag":58,"props":1714,"children":1716},{"id":1715},"step-7-draft-the-outreach",[1717],{"type":49,"value":1718},"Step 7: Draft the Outreach",{"type":43,"tag":52,"props":1720,"children":1721},{},[1722,1724,1730],{"type":49,"value":1723},"When the recommended play is Outreach or Light Touch, draft the email using the guidance below. Read ",{"type":43,"tag":174,"props":1725,"children":1727},{"className":1726},[],[1728],{"type":49,"value":1729},"references\u002Fwriting-style.md",{"type":49,"value":1731}," before drafting.",{"type":43,"tag":142,"props":1733,"children":1735},{"id":1734},"email-format",[1736],{"type":49,"value":1737},"Email Format",{"type":43,"tag":52,"props":1739,"children":1740},{},[1741],{"type":49,"value":1742},"All draft emails must use this blockquoted format for easy copy-paste:",{"type":43,"tag":167,"props":1744,"children":1747},{"className":1745,"code":1746,"language":49},[170],"> **To:** [full email address - e.g. contact@acmecorp.com]\n> **Subject:** [subject line]\n>\n> [email body]\n>\n> [TAE's name]\n",[1748],{"type":43,"tag":174,"props":1749,"children":1750},{"__ignoreMap":176},[1751],{"type":49,"value":1746},{"type":43,"tag":52,"props":1753,"children":1754},{},[1755],{"type":49,"value":1756},"When the play is Outreach (Slack Channel + Email), also draft a Slack channel welcome message in the same blockquoted format after the email.",{"type":43,"tag":142,"props":1758,"children":1760},{"id":1759},"outreach-principles",[1761],{"type":49,"value":1762},"Outreach Principles",{"type":43,"tag":52,"props":1764,"children":1765},{},[1766],{"type":49,"value":1767},"These are the same principles used across all PostHog lead skills. Follow them exactly.",{"type":43,"tag":471,"props":1769,"children":1770},{},[1771,1788,1798,1822,1832,1842,1852],{"type":43,"tag":90,"props":1772,"children":1773},{},[1774,1779,1781,1786],{"type":43,"tag":94,"props":1775,"children":1776},{},[1777],{"type":49,"value":1778},"Lead with the Slack channel.",{"type":49,"value":1780}," For multi-user accounts, the shared Slack channel is the most valuable thing you're offering - a direct line to someone technical at PostHog. Open with it. Explain why it's useful for ",{"type":43,"tag":974,"props":1782,"children":1783},{},[1784],{"type":49,"value":1785},"their",{"type":49,"value":1787}," specific situation based on your research. Don't bury it.",{"type":43,"tag":90,"props":1789,"children":1790},{},[1791,1796],{"type":43,"tag":94,"props":1792,"children":1793},{},[1794],{"type":49,"value":1795},"Write like a fellow engineer, not a salesperson.",{"type":49,"value":1797}," These are competent developers. The TAEs are deeply technical. Write the way you'd message a colleague - direct, concise. No praise or cheerleading about their setup. \"Your team's ramped up fast!\" reads as patronizing to engineers who know exactly what they've done.",{"type":43,"tag":90,"props":1799,"children":1800},{},[1801,1813,1815,1820],{"type":43,"tag":94,"props":1802,"children":1803},{},[1804,1806,1811],{"type":49,"value":1805},"Start with an observation about ",{"type":43,"tag":974,"props":1807,"children":1808},{},[1809],{"type":49,"value":1810},"them",{"type":49,"value":1812},", not about you.",{"type":49,"value":1814}," The first real sentence should reference something specific from Vitally or your research - which products they're using, what their team is building, a specific usage pattern. 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Pick the most interesting one.",{"type":43,"tag":90,"props":1843,"children":1844},{},[1845,1850],{"type":43,"tag":94,"props":1846,"children":1847},{},[1848],{"type":49,"value":1849},"Be direct about billing when relevant.",{"type":49,"value":1851}," Unlike big fish outreach, onboarding handoff leads already have meaningful spend. It's OK to reference costs - pair every cost mention with an actionable way to reduce it.",{"type":43,"tag":90,"props":1853,"children":1854},{},[1855,1860],{"type":43,"tag":94,"props":1856,"children":1857},{},[1858],{"type":49,"value":1859},"Only reference what you can verify.",{"type":49,"value":1861}," Safe: Vitally usage data, public website, confirmed funding rounds. Never cite enrichment data (Clearbit\u002FHarmonic tech stack fields) as fact. If you state something about their setup and it's wrong, you lose credibility.",{"type":43,"tag":142,"props":1863,"children":1865},{"id":1864},"writing-style-rules",[1866],{"type":49,"value":1867},"Writing Style Rules",{"type":43,"tag":52,"props":1869,"children":1870},{},[1871,1873,1878],{"type":49,"value":1872},"Follow ",{"type":43,"tag":174,"props":1874,"children":1876},{"className":1875},[],[1877],{"type":49,"value":1729},{"type":49,"value":1879}," for the full guide. 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Map the business model to the right PostHog products.",{"type":43,"tag":90,"props":4912,"children":4913},{},[4914,4919],{"type":43,"tag":94,"props":4915,"children":4916},{},[4917],{"type":49,"value":4918},"DQ reasons must be copy-pasteable.",{"type":49,"value":4920}," When recommending Skip, the DQ reason goes directly into Salesforce. Keep it under 250 characters, make it specific, and include the key data points that justify the disqualification.",{"type":43,"tag":90,"props":4922,"children":4923},{},[4924,4929,4931,4936],{"type":43,"tag":94,"props":4925,"children":4926},{},[4927],{"type":49,"value":4928},"Draft outreach follows the writing style guide.",{"type":49,"value":4930}," Read ",{"type":43,"tag":174,"props":4932,"children":4934},{"className":4933},[],[4935],{"type":49,"value":1729},{"type":49,"value":4937},". Hyphens only (never em\u002Fen dashes). No bare URLs. No feature laundry lists. One question per email. Lead with the Slack channel for multi-user accounts.",{"type":43,"tag":90,"props":4939,"children":4940},{},[4941,4946,4948,4954],{"type":43,"tag":94,"props":4942,"children":4943},{},[4944],{"type":49,"value":4945},"Use full email addresses.",{"type":49,"value":4947}," When listing contacts or drafting outreach, always use the full email address (e.g. ",{"type":43,"tag":1924,"props":4949,"children":4951},{"href":4950},"mailto:contact@acmecorp.com",[4952],{"type":49,"value":4953},"contact@acmecorp.com",{"type":49,"value":4955},") for easy copy-paste.",{"type":43,"tag":90,"props":4957,"children":4958},{},[4959,4964],{"type":43,"tag":94,"props":4960,"children":4961},{},[4962],{"type":49,"value":4963},"Validate all URLs before presenting the draft.",{"type":49,"value":4965}," Fetch every link in the email to confirm it resolves. If broken, search for the correct page or remove the link.",{"type":43,"tag":4967,"props":4968,"children":4969},"style",{},[4970],{"type":49,"value":4971},"html .light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html.light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html .default .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}html.dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}",{"items":4973,"total":5146},[4974,4993,5005,5018,5031,5046,5062,5079,5093,5108,5118,5136],{"slug":4975,"name":4975,"fn":4976,"description":4977,"org":4978,"tags":4979,"stars":4990,"repoUrl":4991,"updatedAt":4992},"analyzing-expensive-users","analyze expensive users in AI observability","Analyze the most expensive users in AI observability and explain why they cost so much. Use when the user asks about top spenders, expensive users, per-user LLM cost, user-level cost drivers, or patterns behind high AI observability spend.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[4980,4983,4986,4989],{"name":4981,"slug":4982,"type":15},"Analytics","analytics",{"name":4984,"slug":4985,"type":15},"Cost Optimization","cost-optimization",{"name":4987,"slug":4988,"type":15},"Observability","observability",{"name":9,"slug":8,"type":15},35568,"https:\u002F\u002Fgithub.com\u002FPostHog\u002Fposthog","2026-07-28T05:34:11.117757",{"slug":4994,"name":4994,"fn":4995,"description":4996,"org":4997,"tags":4998,"stars":4990,"repoUrl":4991,"updatedAt":5004},"auditing-endpoints","audit PostHog project endpoints","Audit every endpoint in a PostHog project for staleness, failed materialisations, and unused materialised versions. Use when the user asks \"what endpoints can I clean up?\", \"are any of my endpoints broken?\", \"which materialised versions are still being called?\", or wants a one-shot cleanup pass over the Endpoints product. Produces a prioritised report grouped by issue type, with recommended actions but does not modify anything without explicit confirmation.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[4999,5000,5003],{"name":4981,"slug":4982,"type":15},{"name":5001,"slug":5002,"type":15},"Audit","audit",{"name":9,"slug":8,"type":15},"2026-06-08T08:08:33.693989",{"slug":5006,"name":5006,"fn":5007,"description":5008,"org":5009,"tags":5010,"stars":4990,"repoUrl":4991,"updatedAt":5017},"auditing-warehouse-source-health","audit PostHog data warehouse source health","Audit the health of a PostHog project's data warehouse sources and syncs — find every broken or degraded source connection, sync schema, and webhook channel. Use when the user asks \"why are my imports failing?\", \"what's broken with my sources?\", \"why is my warehouse data stale?\", or wants a one-shot triage of source\u002Fsync health before deciding where to dig in. Produces a prioritized report grouped by severity, with recommended next steps. For materialized-view health use `auditing-warehouse-view-health`; for a single failing sync use `diagnosing-failed-warehouse-syncs`.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5011,5012,5015,5016],{"name":5001,"slug":5002,"type":15},{"name":5013,"slug":5014,"type":15},"Data Warehouse","data-warehouse",{"name":4987,"slug":4988,"type":15},{"name":9,"slug":8,"type":15},"2026-06-18T08:22:57.67984",{"slug":5019,"name":5019,"fn":5020,"description":5021,"org":5022,"tags":5023,"stars":4990,"repoUrl":4991,"updatedAt":5030},"auditing-warehouse-view-health","audit PostHog materialized view health","Audit the health of a PostHog project's materialized views (saved queries) — find every failed materialization and flag unused or stale materialized views that cost storage and compute. Use when the user asks \"which of my views are broken?\", \"why is this materialized view failing?\", \"are any of my views wasting compute?\", or wants a one-shot triage of view health. For source\u002Fsync health use `auditing-warehouse-source-health`.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5024,5025,5026,5029],{"name":5001,"slug":5002,"type":15},{"name":5013,"slug":5014,"type":15},{"name":5027,"slug":5028,"type":15},"Performance","performance",{"name":9,"slug":8,"type":15},"2026-06-18T08:25:10.936787",{"slug":5032,"name":5032,"fn":5033,"description":5034,"org":5035,"tags":5036,"stars":4990,"repoUrl":4991,"updatedAt":5045},"authoring-error-tracking-alerts","author PostHog error tracking alerts","Author error tracking alerts that fire when an issue is created, reopened, or starts spiking. Use when the user asks to set up error notifications, route exceptions to Slack\u002Fwebhook\u002FLinear, or evaluate which error events are worth alerting on. Covers trigger-event selection, integration choice, dedup against existing alerts, and shipping with the canonical message body shape.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5037,5040,5043,5044],{"name":5038,"slug":5039,"type":15},"Alerting","alerting",{"name":5041,"slug":5042,"type":15},"Debugging","debugging",{"name":4987,"slug":4988,"type":15},{"name":9,"slug":8,"type":15},"2026-06-18T08:24:40.318583",{"slug":5047,"name":5047,"fn":5048,"description":5049,"org":5050,"tags":5051,"stars":4990,"repoUrl":4991,"updatedAt":5061},"authoring-log-alerts","author log alerts in PostHog","Author useful, low-noise log alerts on services in a PostHog project. Use when the user asks to set up alerts for their logs, suggest alerts they should add, or evaluate whether a service is worth monitoring. Covers service triage, baseline characterisation, threshold drafting, back-testing via simulate, and shipping with a notification destination.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5052,5053,5056,5057,5060],{"name":4981,"slug":4982,"type":15},{"name":5054,"slug":5055,"type":15},"Monitoring","monitoring",{"name":4987,"slug":4988,"type":15},{"name":5058,"slug":5059,"type":15},"Operations","operations",{"name":9,"slug":8,"type":15},"2026-07-18T05:10:54.430898",{"slug":5063,"name":5063,"fn":5064,"description":5065,"org":5066,"tags":5067,"stars":4990,"repoUrl":4991,"updatedAt":5078},"building-workflows","build and edit PostHog workflows","Build, edit, test, enable, and monitor PostHog workflows over MCP. Author the action\u002Fedge graph so it runs and opens cleanly in the visual editor, then change drafts surgically with patch operations. Use when asked to build, set up, automate, change, fix, or debug a workflow, campaign, broadcast, drip sequence, or event-triggered automation in the workflows product.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5068,5071,5074,5075],{"name":5069,"slug":5070,"type":15},"Automation","automation",{"name":5072,"slug":5073,"type":15},"MCP","mcp",{"name":9,"slug":8,"type":15},{"name":5076,"slug":5077,"type":15},"Workflow Automation","workflow-automation","2026-07-28T05:34:12.167015",{"slug":5080,"name":5080,"fn":5081,"description":5082,"org":5083,"tags":5084,"stars":4990,"repoUrl":4991,"updatedAt":5092},"check-posthog-loading","inspect PostHog SDK loading across URLs","Inspect how the PostHog JavaScript SDK is loaded across a list of URLs. Use to confirm consistent installation across pages, find pages missing the snippet, detect mismatched API keys or hosts between pages, and verify the load method (head snippet vs deferred vs array.js).\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5085,5086,5087,5090,5091],{"name":4981,"slug":4982,"type":15},{"name":5041,"slug":5042,"type":15},{"name":5088,"slug":5089,"type":15},"Frontend","frontend",{"name":4987,"slug":4988,"type":15},{"name":9,"slug":8,"type":15},"2026-05-07T05:56:19.828048",{"slug":5094,"name":5094,"fn":5095,"description":5096,"org":5097,"tags":5098,"stars":4990,"repoUrl":4991,"updatedAt":5107},"consuming-endpoints-from-client-code","integrate PostHog endpoints into client applications","Wire a PostHog endpoint into a client app or SDK. Covers fetching the OpenAPI spec, generating a typed client with openapi-generator or @hey-api\u002Fopenapi-ts, sending the right auth header, shaping the variables payload (HogQL code_name vs insight breakdown property), handling rate-limit and materialised-endpoint error responses. Use when the user says \"how do I call my endpoint\", \"generate a client for this\", or \"what auth header do I use\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5099,5102,5103,5104],{"name":5100,"slug":5101,"type":15},"API Development","api-development",{"name":5088,"slug":5089,"type":15},{"name":9,"slug":8,"type":15},{"name":5105,"slug":5106,"type":15},"SDK","sdk","2026-06-08T08:08:34.929454",{"slug":5109,"name":5109,"fn":5110,"description":5111,"org":5112,"tags":5113,"stars":4990,"repoUrl":4991,"updatedAt":5117},"copying-endpoints-across-projects","copy PostHog endpoints across projects","Copy a PostHog endpoint (a saved HogQL\u002Finsight query exposed as an API route) to another project in the same organization, or duplicate it under a new name in the same project. Use when the user wants to duplicate an endpoint, promote an endpoint from staging to production, replicate an endpoint's query\u002Fvariables\u002Ffreshness config in another workspace, or clone an endpoint to iterate on it. Unlike feature flags and experiments, endpoints have NO native cross-project copy tool — this skill covers the read-then-recreate flow (endpoint-get then endpoint-create), the active-project switching it requires, name-collision checks, and the safe defaults (land unmaterialised in the target, verify with endpoint-run). Does not cover editing endpoint versions (see managing-endpoint-versions) or authoring a brand-new endpoint from scratch (see creating-an-endpoint).\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5114,5115,5116],{"name":5100,"slug":5101,"type":15},{"name":5058,"slug":5059,"type":15},{"name":9,"slug":8,"type":15},"2026-07-15T05:29:58.442727",{"slug":5119,"name":5119,"fn":5120,"description":5121,"org":5122,"tags":5123,"stars":4990,"repoUrl":4991,"updatedAt":5135},"creating-ai-subscription","schedule recurring AI-generated PostHog reports","Create a recurring AI-generated PostHog report — schedule a free-text prompt to run on a cron, with the LLM-synthesized markdown delivered to email or Slack on each tick. Use when the user wants a recurring AI summary of X on any cadence (daily, weekly, monthly, yearly) rather than a one-off report. (To attach an AI summary to an existing insight\u002Fdashboard subscription instead of a free-text prompt, see `managing-subscriptions` and its `summary_enabled` option.)\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5124,5125,5128,5129,5132],{"name":5069,"slug":5070,"type":15},{"name":5126,"slug":5127,"type":15},"Email","email",{"name":9,"slug":8,"type":15},{"name":5130,"slug":5131,"type":15},"Reporting","reporting",{"name":5133,"slug":5134,"type":15},"Slack","slack","2026-06-09T07:32:27.935712",{"slug":5137,"name":5137,"fn":5138,"description":5139,"org":5140,"tags":5141,"stars":4990,"repoUrl":4991,"updatedAt":5145},"creating-an-endpoint","create PostHog API endpoints","Create a PostHog endpoint with the right shape on the first try — covers query kind choice, name conventions, what to expose as variables (HogQL code_name vs insight breakdown), data_freshness_seconds, and whether to materialise on day one. Use when the user says \"create an endpoint\", \"expose this query as an API\", \"turn this insight into an endpoint\", or asks for help structuring a new endpoint. Steers away from common mistakes: materialising a query with cohort breakdowns or compare mode, inline-only variables on a materialised endpoint, unbounded date ranges, ambiguous names.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5142,5143,5144],{"name":4981,"slug":4982,"type":15},{"name":5100,"slug":5101,"type":15},{"name":9,"slug":8,"type":15},"2026-06-08T08:08:29.624498",231,{"items":5148,"total":5247},[5149,5162,5178,5192,5208,5220,5231],{"slug":5150,"name":5150,"fn":5151,"description":5152,"org":5153,"tags":5154,"stars":26,"repoUrl":27,"updatedAt":5161},"account-handover","draft sales account handover notes","Draft structured handover notes for transitioning a PostHog account from one TAM or CSM to another. Use this skill when a TAM needs to hand over an account, prepare a transition briefing, write handover notes, create an account summary for a new owner, or any request involving account transitions between TAMs or CSMs. Triggers on \"hand over this account\", \"transition account to\", \"draft handover notes\", \"account briefing for new TAM\", \"prepare account transition\", or when a TAM names an account and says they're leaving or reassigning it.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5155,5158,5159,5160],{"name":5156,"slug":5157,"type":15},"Communications","communications",{"name":18,"slug":19,"type":15},{"name":9,"slug":8,"type":15},{"name":21,"slug":22,"type":15},"2026-04-16T05:13:00.172732",{"slug":5163,"name":5163,"fn":5164,"description":5165,"org":5166,"tags":5167,"stars":26,"repoUrl":27,"updatedAt":5177},"auditing-warehouse-data-health","audit PostHog data warehouse health","Audit the health of a PostHog project's data warehouse — find every broken or degraded pipeline item across sources, sync schemas, materialized views, batch exports, and transformations. Use when the user asks \"what's broken in my warehouse?\", \"give me a health check\", \"audit my data pipeline\", \"why are some dashboards stale?\", or wants a one-shot triage summary before deciding where to spend time. Produces a prioritized report of issues grouped by severity and type, with recommended next steps.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5168,5169,5172,5175,5176],{"name":5001,"slug":5002,"type":15},{"name":5170,"slug":5171,"type":15},"Data Engineering","data-engineering",{"name":5173,"slug":5174,"type":15},"Data Quality","data-quality",{"name":4987,"slug":4988,"type":15},{"name":9,"slug":8,"type":15},"2026-06-21T08:19:05.85849",{"slug":5179,"name":5179,"fn":5180,"description":5181,"org":5182,"tags":5183,"stars":26,"repoUrl":27,"updatedAt":5191},"copying-flags-across-projects","copy feature flags across PostHog projects","Copy a feature flag from one PostHog project to one or more target projects in the same organization. Use when the user wants to duplicate a flag, promote a flag from staging to production, sync flags across projects, or replicate a flag configuration in a different workspace. Covers cohort remapping, scheduled-change handling, encrypted payloads, and the safe defaults (disabled in target, no scheduled changes).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5184,5187,5190],{"name":5185,"slug":5186,"type":15},"Deployment","deployment",{"name":5188,"slug":5189,"type":15},"Feature Flags","feature-flags",{"name":9,"slug":8,"type":15},"2026-05-04T05:56:44.484909",{"slug":5193,"name":5193,"fn":5194,"description":5195,"org":5196,"tags":5197,"stars":26,"repoUrl":27,"updatedAt":5207},"diagnosing-experiment-results","diagnose PostHog experiment results and anomalies","Diagnoses bias, anomalies, and strange-looking results on a specific PostHog experiment. Covers empty \u002F 0-exposure experiments, sample ratio mismatch, identity fragmentation, multi-variant exposure, uneven-split exclusion bias, significance traps (peeking, A\u002FA, Bayesian vs Frequentist), PostHog-vs-SQL discrepancies, and surprises after mid-run edits. Symptom-driven dispatch to the right diagnostic.\nTRIGGER when: user asks 'is my experiment biased?' or 'why 0 exposures?', references the bias banner, says a variant looks strange \u002F wrong \u002F off, sees significance flipping, notices PostHog numbers disagreeing with their SQL, sees an A\u002FA test showing significance, or reports surprises after mid-run edits.\nDO NOT TRIGGER when: creating a new experiment (use creating-experiments), only configuring rollout (use configuring-experiment-rollout) or metrics (use configuring-experiment-analytics), or only asking lifecycle questions (use managing-experiment-lifecycle).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5198,5201,5202,5205,5206],{"name":5199,"slug":5200,"type":15},"A\u002FB Testing","a-b-testing",{"name":4981,"slug":4982,"type":15},{"name":5203,"slug":5204,"type":15},"Data Analysis","data-analysis",{"name":5041,"slug":5042,"type":15},{"name":9,"slug":8,"type":15},"2026-05-22T06:59:58.103867",{"slug":5209,"name":5209,"fn":5210,"description":5211,"org":5212,"tags":5213,"stars":26,"repoUrl":27,"updatedAt":5219},"diagnosing-missing-recordings","diagnose missing PostHog session recordings","Diagnoses why a session recording is missing or was not captured. Use when a user asks why a session has no replay, why recordings aren't appearing, or wants to troubleshoot session replay capture issues for a specific session ID or across their project. Covers SDK diagnostic signals, project settings, sampling, triggers, ad blockers, and quota\u002Fbilling scenarios.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5214,5215,5216,5217,5218],{"name":4981,"slug":4982,"type":15},{"name":5041,"slug":5042,"type":15},{"name":5088,"slug":5089,"type":15},{"name":4987,"slug":4988,"type":15},{"name":9,"slug":8,"type":15},"2026-04-22T05:06:51.989772",{"slug":5221,"name":5221,"fn":5222,"description":5223,"org":5224,"tags":5225,"stars":26,"repoUrl":27,"updatedAt":5230},"diagnosing-sdk-health","diagnose PostHog SDK health","Diagnoses the health of a project's PostHog SDK integrations — which SDKs are out of date and how to fix them. Use when a user asks about PostHog SDK versions, outdated SDKs, upgrade recommendations, \"SDK health\", \"SDK doctor\" (the former name), or when events or features seem off and it might be due to an old SDK.\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5226,5227,5228,5229],{"name":4981,"slug":4982,"type":15},{"name":5041,"slug":5042,"type":15},{"name":4987,"slug":4988,"type":15},{"name":9,"slug":8,"type":15},"2026-04-27T05:46:14.554016",{"slug":5232,"name":5232,"fn":5233,"description":5234,"org":5235,"tags":5236,"stars":26,"repoUrl":27,"updatedAt":5246},"error-tracking-android","track Android errors with PostHog","PostHog error tracking for Android",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[5237,5240,5241,5244,5245],{"name":5238,"slug":5239,"type":15},"Android","android",{"name":5041,"slug":5042,"type":15},{"name":5242,"slug":5243,"type":15},"Mobile","mobile",{"name":4987,"slug":4988,"type":15},{"name":9,"slug":8,"type":15},"2026-04-06T18:46:26.982494",110]