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insight-synthesis skill

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/plugins/customer-feedback-orchestration/skills/insight-synthesis

This skill helps convert raw customer feedback into actionable narratives, themes, and recommendations for executive readouts and strategy.

npx playbooks add skill gtmagents/gtm-agents --skill insight-synthesis

Review the files below or copy the command above to add this skill to your agents.

Files (1)

SKILL.md

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---
name: insight-synthesis
description: Use to convert raw customer feedback into compelling narratives, themes,
  and recommendations.
---

# Insight Synthesis Framework Skill

## When to Use
- Wrapping up research studies, surveys, or ongoing feedback programs.
- Preparing executive readouts or roadmap recommendation docs.
- Aligning cross-functional stakeholders on prioritized issues/opportunities.

## Framework
1. **Signal Stacking** – layer qualitative quotes, quantitative metrics, and behavioral data for each insight.
2. **Theme Laddering** – cluster related findings into parent themes, mapping to personas and journeys.
3. **Impact Assessment** – estimate business impact (ARR, adoption, satisfaction, efficiency) and confidence level.
4. **Recommendation Crafting** – outline proposed actions, owners, and success metrics.
5. **Storytelling** – build narrative arcs with hooks, evidence, and clear calls to action.

## Templates
- Insight card (context, signal evidence, impact, recommendation).
- Executive summary outline with top themes and action table.
- Appendix structure for quotes, charts, and methodology notes.

## Tips
- Keep verbatim quotes close to stats to reinforce credibility.
- Use visual cues (heatmaps, journey overlays) to help audiences grasp patterns quickly.
- Pair with `stakeholder-ops` to ensure follow-up actions are logged and tracked.

---

Overview

This skill converts raw customer feedback into clear, actionable insights, themes, and recommendations for GTM teams. It produces executive-ready summaries, insight cards, and prioritized action tables to drive decisions. The output is structured for easy handoff to product, sales, and customer success stakeholders.

How this skill works

The skill ingests qualitative quotes, quantitative metrics, and behavioral signals, then applies a layered framework to synthesize findings. It clusters related observations into themes mapped to personas and journey stages, estimates business impact and confidence, and crafts targeted recommendations with owners and success metrics. Templates generate executive summaries, insight cards, and appendices for evidence and methodology.

When to use it

After surveys, interviews, or ongoing feedback programs to summarize findings
Before executive readouts or roadmap reviews to surface prioritized recommendations
When aligning cross-functional teams on user problems and next steps
To prepare handoffs for product, marketing, or customer success execution
During quarterly planning to inform prioritization and resourcing decisions

Best practices

Stack signals: keep quotes close to supporting metrics and behavioral data for credibility
Cluster findings into a small set of parent themes mapped to personas and journeys
Estimate impact and confidence for each insight to aid prioritization
Specify recommended actions, owners, timelines, and measurable success criteria
Use visual cues (heatmaps, journey overlays) to make patterns immediately visible

Example use cases

Create an executive summary highlighting top 3 themes and recommended roadmap moves
Produce insight cards for each major finding with evidence and impact estimates
Prepare a stakeholder-ready action table assigning owners and success metrics
Synthesize survey and usage data into prioritized product improvements
Generate a research appendix containing verbatim quotes, charts, and methodology notes

FAQ

What inputs does the skill need?

It requires qualitative feedback (quotes, interview notes), quantitative metrics (NPS, usage, churn), and any behavioral logs available to triangulate signals.

How are priorities determined?

Priorities combine estimated business impact (ARR, adoption, satisfaction, efficiency) with confidence levels derived from signal strength and sample size.