Agent skill

Enterprise Customer Visit Playbook

by zj-unicom-ai in zj-unicom-ai/UniEmployee

Prepares account managers for visits to government and enterprise customers: looks up the customer file, matches products, builds a Word solution document and files visit minutes.

MITAuto-check passedSales & Support

SKILL.md written in Chinese; this summary is our English description.

Install Enterprise Customer Visit Playbook

skills CLI
$ npx skills add zj-unicom-ai/UniEmployee --skill enterprise-sales -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install zj-unicom-ai/UniEmployee enterprise-sales --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/zj-unicom-ai/UniEmployee.git skills-src && mkdir -p .claude/skills && cp -r skills-src/backend/skills/enterprise-sales .claude/skills/enterprise-sales && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
enterprise-sales
GitHub stars
360
Token cost
~458 tokens
SKILL.md length
128 words
Files
2 (incl. scripts)
Skills in repo
22
Repo updated
First seen
Licence
MIT

At a glance

Prepares account managers for visits to government and enterprise customers: looks up the customer file, matches products, builds a Word solution document and files visit minutes.

  • Works in 4 steps: 读取脚本文件:先执行… → 准备参数:把产品清单组装为 JSON 格式,格式为… → 执行生成命令:用 execute 运行 node 脚本 → …
  • Preparing for a visit to a government or enterprise customer
  • SKILL.md covers 触发条件, 执行步骤(按顺序,不可跳过) and 回答风格
  • Runs JavaScript scripts from its folder

What it does

The skill follows a fixed order for visits to government and enterprise customers. It first searches a customer-file knowledge base, falling back to a CRM customer profile and asking you for details if nothing turns up. It then judges the customer's industry to choose matching products, such as enterprise communications cloud, cloud security, AI video analysis, smart park management or an enterprise large-model platform, and searches the knowledge base for product material, industry solutions, cases and competitor comparisons.

To produce a solution it reads the bundled gen_solution.js script, assembles the product list as JSON with name, quantity, unit price and subtotal, and runs it with Node to write a Word document holding the customer, a needs analysis, a recommended product table, advantages and an after-sales commitment.

After a visit it turns spoken notes into minutes with fixed fields (time, customer, attendees, key points, concerns, next actions), saves them as a Markdown file, adds customer preferences to cross-session memory, and opens an approval ticket whenever a complaint or major request such as a discount or compensation appears, with no promises made before approval. The SKILL.md is in Chinese.

When your agent uses it

  • Preparing for a visit to a government or enterprise customer
  • Generating a Word solution document with a product quote table
  • Turning spoken visit notes into structured minutes
  • Escalating a customer complaint or discount request for approval

Example prompts

  • “I'm visiting the emergency management bureau tomorrow; pull their file and suggest which products fit.”
  • “Generate the solution document for this customer with the three products we discussed.”
  • “Here are my notes from today's visit; turn them into minutes and record the follow-up actions.”

Requirements

  • Node, to run scripts/gen_solution.js
  • A customer-file knowledge base and CRM access through the platform's tools

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. 读取脚本文件:先执行 read_file("/skills/enterprise-sales/scripts/gen_solution.js") 查看生成脚本的参数格式
  2. 准备参数:把产品清单组装为 JSON 格式,格式为 [{"name":"产品名","qty":"数量","price":"单价","subtotal":"小计"},...]
  3. 执行生成命令:用 execute 运行 node 脚本
  4. 确认结果:脚本输出"文档已生成:xxx"即表示成功,告知用户文档路径

What it can do on your machine

Read from SKILL.md and the folder at commit c38a00a. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 1 file in scripts/ (JavaScript), which the agent can run.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Enterprise Customer Visit Playbook loads about 458 tokens when it runs. Until then it costs about 18 tokens; SKILL.md has 128 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~18
When it runs · the whole SKILL.md, loaded when a task matches
~458

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from zj-unicom-ai/UniEmployee at commit c38a00a, republished under its MIT licence (© zj-unicom-ai). 128 words, ~458 tokens.

Download SKILL.mdSave it as .claude/skills/enterprise-sales/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
enterprise-sales
description
自研产品客户拜访技能。当客户经理需要拜访政企客户、准备解决方案、生成方案文档、或整理拜访纪要时使用本技能。

政企客户拜访规程

触发条件

  • 用户说"拜访客户"、"准备方案"、"出方案"、"生成文档"、"做方案"
  • 用户提到政企客户名称(如"张总"、"应急局"、"教育局"等)
  • 用户要求生成或导出 Word 文档
  • 用户口述拜访情况,要求整理拜访纪要、记录客户反馈

执行步骤(按顺序,不可跳过)

步骤 1:查客户档案

优先调用 kb_search 检索「客户档案」知识库:

  • 先查 客户名 + 客户档案
  • 再查 客户名 + 历史消费 + 已购产品
  • 客户所属企业、行业、职级、拜访记录也在该知识库中检索

若知识库未命中,再调用 CRM 的 customer_profile 查询客户档案; 仍未命中则告知用户补充客户信息。

步骤 2:分析客户行业

根据客户所属行业(如数字政府、应急消防、教育、工业互联网等),判断产品匹配方向:

  • 通信需求 → 企业通信云服务(云录音/云转写/云名片等)
  • 组网安全需求 → 云安全(组网专线/安全专线)
  • 消防应急需求 → AI 视频分析(烟火识别)
  • 园区/社区管理需求 → 智慧园区
  • AI大模型/智能化需求 → 企业大模型应用平台
  • 不确定时调 kb_search 检索产品目录
步骤 3:检索产品方案

调 kb_search 检索该行业相关的产品资料、解决方案和案例:

  • 先查 产品名 + 产品介绍
  • 再查 行业名 + 行业方案 + 案例
  • 最后查 产品名 + 竞品对比
步骤 4:生成方案文档

生成 Word 文档的流程(按顺序执行):

  1. 读取脚本文件:先执行 read_file("/skills/enterprise-sales/scripts/gen_solution.js") 查看生成脚本的参数格式
  2. 准备参数:把产品清单组装为 JSON 格式,格式为 [{"name":"产品名","qty":"数量","price":"单价","subtotal":"小计"},...]
  3. 执行生成命令:用 execute 运行 node 脚本
    execute("node backend/skills/enterprise-sales/scripts/gen_solution.js workspace/data/解决方案_客户名.docx "客户名" "企业名" "需求分析" '[{"name":"产品A","qty":"1","price":"100","subtotal":"100"}]' "100.00")
  4. 确认结果:脚本输出"文档已生成:xxx"即表示成功,告知用户文档路径

生成的文档包含:

  1. 客户名称、企业
  2. 需求分析
  3. 推荐产品方案表格(产品名、数量、单价、总价)
  4. 方案优势
  5. 售后服务承诺
步骤 5:拜访后纪要

用户口述拜访情况或要求整理拜访记录时(按顺序执行):

  1. 结构化整理:把口述内容整理为纪要,固定字段: 拜访时间 / 客户与企业 / 参与人 / 沟通要点 / 客户反馈与顾虑 / 下一步行动(含责任人与时间)
  2. 落档:用 write_file 把纪要写入 workspace/data/拜访纪要_客户名_日期.md
  3. 沉淀记忆:提炼客户偏好与关键承诺(如"X1 音箱不喜欢黑色"、"月底要报价"), 用 write_file 追加到 /memories/AGENTS.md(跨会话记忆)
  4. 升级红线:纪要中出现客户投诉或重大诉求(折扣/赔偿/超标准 SLA)时, 必须调用 create_ticket 走人工审批,审批通过前不得向客户承诺处理结果

回答风格

  • 先说结论("已为您生成方案"),再概要说明文档内容
  • 涉及产品用正式名称(企业通信云、AI 视频分析等)
  • 数据必须来自真实查询结果
  • 主动询问是否需要调整方案

© zj-unicom-ai, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (scripts) in backend/skills/enterprise-sales of zj-unicom-ai/UniEmployee.

  • SKILL.md
  • scripts/gen_solution.js

Open the folder on GitHubat commit c38a00a

Compare with similar skills

Enterprise Customer Visit Playbook next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Enterprise Customer Visit Playbook compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Enterprise Customer Visit Playbook this skillzj-unicom-ai/UniEmployee360—~458Automated safety check: PassMIT
Paw Pa Generationpawbytes/skill-suites113—~2.3kAutomated safety check: PassMIT
Lead-to-Payment Sales Flowhewi333/Mom-n-Pop-Skills122—~2.8kAutomated safety check: NotesMIT
SalesXiaomiMiMo/MiMo-Code14k—~637Automated safety check: PassMIT
Sales Scriptshawnpang/startup-founder-skills343—~2.4kAutomated safety check: PassMIT
Account ExecutiveaAAaqwq/AGI-Super-Team1051 repos~3.4kAutomated safety check: PassMIT

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Works with

Categories

Questions about Enterprise Customer Visit Playbook

What does Enterprise Customer Visit Playbook do?

Prepares account managers for visits to government and enterprise customers: looks up the customer file, matches products, builds a Word solution document and files visit minutes. The skill follows a fixed order for visits to government and enterprise customers. It first searches a customer-file knowledge base, falling back to a CRM customer profile and asking you for details if nothing turns up.

When should I use Enterprise Customer Visit Playbook?

Enterprise Customer Visit Playbook fits situations like: preparing for a visit to a government or enterprise customer; generating a Word solution document with a product quote table; turning spoken visit notes into structured minutes; escalating a customer complaint or discount request for approval.

How do I install Enterprise Customer Visit Playbook in Claude Code?

Run `npx skills add zj-unicom-ai/UniEmployee --skill enterprise-sales -a claude-code`. Or copy the skill folder (backend/skills/enterprise-sales in zj-unicom-ai/UniEmployee) into .claude/skills/enterprise-sales in your project. Claude Code loads it when a task matches its description.

How do I install Enterprise Customer Visit Playbook in Codex?

Run `npx skills add zj-unicom-ai/UniEmployee --skill enterprise-sales -a codex`. Or copy the skill folder (backend/skills/enterprise-sales in zj-unicom-ai/UniEmployee) into .agents/skills/enterprise-sales in your project. Codex loads it when a task matches its description.

Can I use Enterprise Customer Visit Playbook in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add zj-unicom-ai/UniEmployee --skill enterprise-sales -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/enterprise-sales, .gemini/skills/enterprise-sales, .github/skills/enterprise-sales and .opencode/skills/enterprise-sales in your project.

What does Enterprise Customer Visit Playbook need to run?

Going by SKILL.md and its folder, Enterprise Customer Visit Playbook needs JavaScript for the scripts in its folder. Our summary lists: Node, to run scripts/gen_solution.js; A customer-file knowledge base and CRM access through the platform's tools.

Does Enterprise Customer Visit Playbook access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Enterprise Customer Visit Playbook safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Enterprise Customer Visit Playbook use?

Enterprise Customer Visit Playbook is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Enterprise Customer Visit Playbook use?

About 458 tokens (SKILL.md is roughly 1.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Enterprise Customer Visit Playbook?

Skills that share tags, products or a category with Enterprise Customer Visit Playbook: Paw Pa Generation (pawbytes/skill-suites, 113 stars), Lead-to-Payment Sales Flow (hewi333/Mom-n-Pop-Skills, 122 stars), Sales (XiaomiMiMo/MiMo-Code, 14k stars) and Sales Script (shawnpang/startup-founder-skills, 343 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Enterprise Customer Visit Playbook?

zj-unicom-ai (a GitHub organization) maintains it in zj-unicom-ai/UniEmployee, which has 360 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 8, 2026.

Source: zj-unicom-ai/UniEmployee on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.