{"schema":"ai-blocks-role/1","id":"best-customers-buying-path","name":"High-value customer acquisition planner","summary":"Find the customers who paid most. Review what they share and draft a buying path for new customers like them.","area":"support","family":{"id":"understand-customers","name":"Understand your customers"},"lead":"best-customers-buying-path","featured":false,"contextKind":"brand","deliverables":["Your top fifth of customers and the three to five traits they share","A plain profile of your best customer, who does not fit, and the channels they came through","The steps every new lead should follow before sales talks to them","A shortlist of your best pieces for sales to hand-pick from, and a test with a rule for what counts as a win"],"inputs":["A customer list with what each one paid and how long they stayed","A note on how good each one is to work with (optional)","Survey answers, reviews or emails from customers, in their words (required)","What each top customer read, watched or did before buying, if you know it (optional)","Your brand file (optional)","Weeks to run the test it sets up, with and without the new steps"],"opening":{"give":["A customer list with what each one paid and how long they stayed","A note on how good each one is to work with (optional)","Survey answers, reviews or emails from customers, in their words (required)"],"get":["Your top fifth of customers and the three to five traits they share","A plain profile of your best customer, who does not fit, and the channels they came through","The steps every new lead should follow before sales talks to them","A shortlist of your best pieces for sales to hand-pick from, and a test with a rule for what counts as a win"]},"helpfulInputs":[],"fit":["You want more customers like your best ones and are not sure what makes them different.","Your best customers all seem to have read, watched or done something before they bought, and you want every lead to do it.","Your sales team picks which content to send by feel and you want a shortlist that is based on what worked."],"limits":["You have fewer than about 20 customers or no record of what each paid: review your sales by hand, or talk to each customer.","You want to learn why customers bought in their own words: use the Customer purchase interview script writer.","You only want the best customer profile, with no buying path: use the Best customer finder."],"tools":["Any good chat AI: Sorting a customer list and finding shared traits is work any strong chat AI handles.","A spreadsheet: Easiest place to sort by paid and time as a customer and to share the list.","Any good chat AI: Counting steps across a list of paths is work any strong chat AI handles.","Your CRM or email tool: Shows what each lead opened, read or booked and lets you split a test."],"method":["Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.","Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say \"Follow HANDOFF.md\".","Share your customer list and their words. It finds your best customers and writes the profile.","Add what those customers did before buying. It builds the new path and the test.","Run the test for the number of weeks it sets, then compare leads who got the steps with leads who did not."],"capabilities":[{"name":"Find your best customers","description":"Sorts your customers, keeps the top fifth, finds the fewest traits they all share, and names who does not fit and where they came from."},{"name":"Rebuild how they buy","description":"Takes the profile from the step before and what those customers did first, counts each step, and adds the missing ones to every lead's path."}],"expertise":{"principles":["Check the current policy and the customer's order or account facts before replying.","Answer the actual question in the first two lines, then explain.","Match the customer's tone. Acknowledge the problem once, without grovelling.","Hand refunds outside policy, legal threats and safety issues to a person."],"pitfalls":["Promising refunds, dates or fixes the policy does not allow.","Copy-paste replies that ignore what the customer said.","Closing a ticket without a clear next step."],"quality":["Each step passed its own checks, or the run stopped at the step that failed and says why.","The steps ran in order, and each one used the result of the one before.","Nothing was invented to fill a gap. Every gap is a MISSING: line.","Nothing was sent, published or paid for without a clear yes.","Each trait is shared by nearly all of the top group and is less common in the rest, and the profile says who does not fit.","Each step in the new path shows how many top customers did it, and the output says if weaker customers did it too.","Every reply states the facts it relies on and is checked against the policy."],"sources":{"learned":0,"curated":false,"method":6,"source":0,"area":"support"}},"workedExample":{"situation":"You want more customers like your best ones and are not sure what makes them different.","task":"Find the customers who paid most. Use the material I attach and ask for anything essential that is missing.","given":["Your customer list with what each one paid and how long they stayed","Customer words such as surveys, reviews or emails","What your top customers read, watched or did before buying (optional)","Your brand brain from the Website brand brain builder (optional)"],"outputs":[{"name":"Step 1: Best customer finder","contains":"Your top fifth of customers, the traits they share, a plain profile, who does not fit, and their channels."},{"name":"Step 2: Buying path rebuilder","contains":"How many top customers did each step, the steps to add to every lead, a shortlist for sales, and a test."},{"name":"HAND-BACK SUMMARY","contains":"Each step's file, any step not run and why, and every MISSING line in one list."}]},"example":"Find the customers who paid most. Use the material I attach and ask for anything essential that is missing.","functions":[{"name":"High-value customer acquisition planner","description":"Find the customers who paid most. Review what they share and draft a buying path for new customers like them.","method":"best-customers-buying-path","when":["You want more customers like your best ones and are not sure what makes them different.","Your best customers all seem to have read, watched or done something before they bought, and you want every lead to do it.","Your sales team picks which content to send by feel and you want a shortlist that is based on what worked."],"inputs":["A customer list with what each one paid and how long they stayed","A note on how good each one is to work with (optional)","Survey answers, reviews or emails from customers, in their words (required)","What each top customer read, watched or did before buying, if you know it (optional)","Your brand file (optional)","Weeks to run the test it sets up, with and without the new steps"],"deliverables":["Your top fifth of customers and the three to five traits they share","A plain profile of your best customer, who does not fit, and the channels they came through","The steps every new lead should follow before sales talks to them","A shortlist of your best pieces for sales to hand-pick from, and a test with a rule for what counts as a win"]},{"name":"Best customer finder","description":"Paste customers with what each paid and how long they stayed. Get your top 20 percent and what they share.","method":"best-customer-finder","when":["You want to know who to aim your marketing at, using your own customers.","You treat all customers alike, though a few bring most of the money.","You are about to write an ideal customer profile and want to base it on data.","You have real numbers for each customer. If you only have a guess about who your buyer is, use the Ideal customer profiler instead."],"inputs":["A customer list with what each paid and how long they stayed","A note on how well each one is to work with (optional)","Survey answers or reviews from customers, in their words (optional)","Your brand file (optional)"],"deliverables":["The top fifth of your customers","The three to five traits they share, each checked against the group","A plain profile and who does not fit","The channels the top group came through, and what the data cannot show"]},{"name":"Customer buying journey test planner","description":"Share customer buying paths. Find shared steps, compare weaker customers and plan a test before adding those steps to every lead’s journey.","method":"buying-path-rebuilder","when":["Your best customers seem to have something in common in how they found you.","Sales spends time with leads who are not ready.","You have good content that only some leads ever see."],"inputs":["What each top customer read, watched or did before buying, in order","Reviews or notes in their words (required in effect)","How weaker customers behaved, if known (optional)","A profile of the best customer (optional)"],"deliverables":["A count of how many top customers did each step","The pattern most of them share","The steps to add to every lead's path","A shortlist of pieces for sales to hand-pick and a test with a win rule"]},{"name":"Buyer identity segment finder","description":"Paste reviews or survey answers. Get buyer groups from their own words, sample counts, a proposed focus and a three-question survey.","method":"buyer-identity-segment-finder","when":["You have reviews and no idea which kind of buyer they come from.","You want a narrower group to speak to, so your ads stop sounding like everyone else's.","You are choosing between a few buyer groups and want a count behind the choice."],"inputs":["Your reviews, a rival's reviews, or reviews of similar products from larger brands","Survey answers from your buyers (optional)","Rising hobbies or trends in your niche (optional)"],"deliverables":["A list of buyer identities with counts, trend and example phrases, without names","A nesting map from the broad market to the specific group","A ranked list with a size note on each, and one pick","What to change for the pick in the ad, text, page and photos, plus a three-question survey"]},{"name":"Brand profile builder","description":"Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.","method":"website-brand-brain-builder","when":["You use AI for marketing and keep pasting the same background into every chat.","You're briefing a new writer, designer or AI tool and want them working from facts you can stand behind.","Your facts are spread across your site, product sheets and old ads, and you can't tell which claims are proven."],"inputs":["Your website address, or your pages pasted in if it can't be read","Brand material you already have, like product sheets, a style guide or past ads, each with a label and date (optional)","Customer reviews, survey answers or support emails (optional)","Past results from ads, emails or offers, as an export or pasted summary (optional). If your AI is connected to an ad account or store, it reads it only with your say-so; that needs your own access, and some tools need a paid plan","Your next step, such as planning, writing or image work (optional)"],"deliverables":["A folder of eight plain files, from a start file for your AI to a claims list and a change log","A tag on every fact, and every claim marked approved, pending or banned","A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it","A short slice for your next step, if you name one"]},{"name":"Alex Hormozi","description":"Improve an offer, price or lead plan using Alex Hormozi’s recorded frameworks. Check buyer needs, costs and honest promises before adding more leads.","method":"alex-hormozi","when":["Turn a plain product or service into an offer people find hard to refuse","Check an offer against the four parts of the value equation and fix the weakest one","Decide whether to raise your prices, and what to add so the new price feels fair","Write a guarantee that lowers the buyer's risk without sinking you","Plan where your next 100 leads will come from, with or without an ad budget","Write a referral ask your happy customers will actually act on","Plan the offer that comes after the first sale, so each customer is worth more","Pick which market to serve when you could sell to anyone"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Alex Hormozi would: their questions, their method, their push-back","The answer or the work, in Alex Hormozi's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"]},{"name":"Jill Konrath","description":"Write a short sales message for a busy buyer through Jill Konrath’s recorded approach. Show the business result and a clear reason to change.","method":"jill-konrath","when":["Write a value proposition with a business driver, a direction of change and a number","Interview customers who switched to you in the last year to learn your real value","Plan a first meeting that sparks curiosity and sets a next step, instead of pitching","Prepare ten good questions before you meet a new prospect","Tailor one message for one buyer at one company, with two backups","Run the 'So what?' test on a list of benefits until you reach business impact","Find ways to fill your pipeline with partners, events and webinars in a slow market","Free up an hour a day by cutting distractions from your selling time"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Jill Konrath would: their questions, their method, their push-back","The answer or the work, in Jill Konrath's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"]}],"resources":[{"slug":"best-customers-buying-path","name":"High-value customer acquisition planner","summary":"Find the customers who paid most. Review what they share and draft a buying path for new customers like them.","task":"understand-customers","kind":"workflow","path":"/workflows/best-customers-buying-path","revision":"3a6ca8b079e091f54f751e98011b37dbfae525e830ceafc16961f4a01a34cfa7","skillPath":"/skills/best-customers-buying-path/SKILL.md","bundled":false,"onboarding":false},{"slug":"best-customer-finder","name":"Best customer finder","summary":"Paste customers with what each paid and how long they stayed. Get your top 20 percent and what they share.","task":"understand-customers","kind":"skill","path":"/skills/best-customer-finder","revision":"9c89b5903949a957e5653ebd17286f0270fbad283b349aa3fac6787db7fdcc06","skillPath":"/skills/best-customer-finder/SKILL.md","bundled":true,"onboarding":false},{"slug":"buying-path-rebuilder","name":"Customer buying journey test planner","summary":"Share customer buying paths. Find shared steps, compare weaker customers and plan a test before adding those steps to every lead’s journey.","task":"sell-and-negotiate","kind":"skill","path":"/skills/buying-path-rebuilder","revision":"afba1032394f8f99883fb1837ad27ac4bd364f688cbd43422b1b8a1d0456f6c5","skillPath":"/skills/buying-path-rebuilder/SKILL.md","bundled":true,"onboarding":false},{"slug":"buyer-identity-segment-finder","name":"Buyer identity segment finder","summary":"Paste reviews or survey answers. Get buyer groups from their own words, sample counts, a proposed focus and a three-question survey.","task":"understand-customers","kind":"skill","path":"/skills/buyer-identity-segment-finder","revision":"47ec3578f0e26dadc1335ec2d8e2ba61fb988dfea4cc1ef38739b3085c21348f","skillPath":"/skills/buyer-identity-segment-finder/SKILL.md","bundled":false,"onboarding":false,"support":true},{"slug":"website-brand-brain-builder","name":"Brand profile builder","summary":"Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.","task":"brand-file","kind":"skill","path":"/skills/website-brand-brain-builder","revision":"042890a85bd589f5a8f53020471862f123e6cbc5d53108c0a029e483c5889ec6","skillPath":"/skills/website-brand-brain-builder/SKILL.md","bundled":false,"onboarding":true},{"slug":"alex-hormozi","name":"Alex Hormozi","summary":"Improve an offer, price or lead plan using Alex Hormozi’s recorded frameworks. Check buyer needs, costs and honest promises before adding more leads.","task":"think-with-minds","kind":"mind","path":"/minds/alex-hormozi","revision":"9d31faaa3aa776911f493eedad087183016b3c21ce3df00d6fc0ea2b160028b1","skillPath":"/skills/alex-hormozi/SKILL.md","bundled":false,"onboarding":false,"reviewer":true},{"slug":"jill-konrath","name":"Jill Konrath","summary":"Write a short sales message for a busy buyer through Jill Konrath’s recorded approach. Show the business result and a clear reason to change.","task":"think-with-minds","kind":"mind","path":"/minds/jill-konrath","revision":"f027b1bc353e392869941d9bd5440b369d088768d4b9acc1661626e7b07d38c1","skillPath":"/skills/jill-konrath/SKILL.md","bundled":false,"onboarding":false,"reviewer":true}],"resourceCount":7,"sourceChecks":{"completeMethods":7,"referenceValidation":"PASS"},"catalogueHash":"3c3567ac2dbda7b2ac0cfaa8c93d8da3818f66bdadd51f18d8ff9051d77fc8f3","evaluation":{"status":"NOT_RUN","rubric":[{"id":"c1","criterion":"Delivers: Your top fifth of customers and the three to five traits they share"},{"id":"c2","criterion":"Delivers: A plain profile of your best customer, who does not fit, and the channels they came through"},{"id":"c3","criterion":"Delivers: The steps every new lead should follow before sales talks to them"},{"id":"c4","criterion":"Delivers: A shortlist of your best pieces for sales to hand-pick from, and a test with a rule for what counts as a win"},{"id":"c5","criterion":"Each step passed its own checks, or the run stopped at the step that failed and says why."},{"id":"c6","criterion":"The steps ran in order, and each one used the result of the one before."},{"id":"c7","criterion":"Nothing was invented to fill a gap. Every gap is a MISSING: line."},{"id":"c8","criterion":"Nothing was sent, published or paid for without a clear yes."},{"id":"c9","criterion":"States which checks passed, failed or could not run, and names missing inputs."}],"goldenTasks":[{"id":"g1","kind":"core","situation":"You want more customers like your best ones and are not sure what makes them different.","expect":["Your top fifth of customers and the three to five traits they share","A plain profile of your best customer, who does not fit, and the channels they came through","The steps every new lead should follow before sales talks to them"]},{"id":"g2","kind":"core","situation":"Your best customers all seem to have read, watched or done something before they bought, and you want every lead to do it.","expect":["Your top fifth of customers and the three to five traits they share","A plain profile of your best customer, who does not fit, and the channels they came through","The steps every new lead should follow before sales talks to them"]},{"id":"g-missing","kind":"missing-input","situation":"The request leaves out: A customer list with what each one paid and how long they stayed","expect":["Names the missing input and asks for it, or finishes only the parts that do not depend on it."]}],"note":"These checks are defined but have not been run against a model yet."},"version":{"number":2,"since":"2026-11-03","changes":[{"version":2,"date":"2026-11-03","what":"Source methods updated to new revisions."},{"version":1,"date":"2026-11-02","what":"First recorded version."}]},"learning":{"rules":[],"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"}},"worker":{"schema":"ai-blocks-specialist-worker/1","id":"best-customers-buying-path","name":"High-value customer acquisition planner","interface":{"inputs":[{"type":"short_text","required":true}],"outputs":[{"type":"document","required":true}],"brief":"The current task in the workflow goal and supplied context.","handoff":"work/handoff.md indexes the actual native deliverables and checks. An index does not replace a requested implementation."},"identity":{"remit":"Find the customers who paid most. Review what they share and draft a buying path for new customers like them.","capabilities":[{"name":"Find your best customers","description":"Sorts your customers, keeps the top fifth, finds the fewest traits they all share, and names who does not fit and where they came from."},{"name":"Rebuild how they buy","description":"Takes the profile from the step before and what those customers did first, counts each step, and adds the missing ones to every lead's path."}],"limits":["You have fewer than about 20 customers or no record of what each paid: review your sales by hand, or talk to each customer.","You want to learn why customers bought in their own words: use the Customer purchase interview script writer.","You only want the best customer profile, with no buying path: use the Best customer finder."]},"intake":{"state":"REVIEW_REQUIRED","assessed_by":"execution-host","service_verified":false,"kind":"brand","requirement":"Inspect relevant context before strategy or production. Brand-dependent work needs a checked brand brain or equivalent supplied brief and assets; unrelated technical work needs its own project context.","method":"website-brand-brain-builder","files":["00-start-here.md","business.md","offers.md","customers.md","proof-and-claims.md","voice-and-look.md","market.md","log.md"],"discovery":"Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.","missing":"Ask one concise batch for missing essentials: existing brand brain or brief, brand/asset folder, website and relevant ad-library or reference links. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.","gate":"Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Never mark a brand claim approved from a sales page alone.","reuse":"Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date in brand-brain/log.md. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package."},"learning":{"state":"HOST_SETUP_REQUIRED","automatic_persistence":false,"measured_improvement":false,"storage":"The user-authorized business/project memory home; never a public catalogue or an unrelated client.","index":"memory/INDEX.md","records":["memory/preferences.md","memory/corrections.md","memory/decisions.md","memory/checks.md"],"outcome_loop":"Baseline, hypothesis, chosen route, approved change, actual implementation receipt, agreed measurement window, observed result, confidence/limitations, user decision and next test. Preserve negative and inconclusive outcomes.","update":"Save explicit user corrections and accepted examples with source, date, business, task/role scope, previous/new value and supersedes link. Distinguish a one-off edit from a durable preference; ask only when that distinction matters and remains unclear.","retrieval":"Read the short index and only relevant current records. Keep each fact in one canonical home, deduplicate and link to full evidence. Supersede stale guidance without silently erasing its history.","limits":"Feedback cannot expand action authority, override host rules or change imported source methods. Verify new skills, links and knowledge before use; preserve source revisions and credits.","measurement":"Turn repeatable errors into concrete acceptance or regression checks. Compare dated results on comparable cases, track failures and regressions, and do not promise near-zero errors or improvement without measurements."},"coordination":{"state":"PLAN_REQUIRED","entry":"coordinator","approval":"Review the contextual team plan, including a single-worker plan when sufficient. Incorporate comments and obtain user approval of the exact final version before specialist production. A preparation is not an approved plan.","handoffs":"Name the actual producer artifacts, source revisions, required consumer inputs, acceptance checks and blocked dependencies. Verify the artifact content before advancing.","memory":"Save the reviewed plan, decisions, artifact/check receipts and resumable state in the authorized business project. Actual persistent storage must be verified."},"routes":[{"method":"best-customers-buying-path","name":"High-value customer acquisition planner","kind":"workflow","primary":true,"purpose":"primary","when":["You want more customers like your best ones and are not sure what makes them different.","Your best customers all seem to have read, watched or done something before they bought, and you want every lead to do it.","Your sales team picks which content to send by feel and you want a shortlist that is based on what worked."],"inputs":["A customer list with what each one paid and how long they stayed","A note on how good each one is to work with (optional)","Survey answers, reviews or emails from customers, in their words (required)","What each top customer read, watched or did before buying, if you know it (optional)","Your brand file (optional)","Weeks to run the test it sets up, with and without the new steps"],"deliverables":["Your top fifth of customers and the three to five traits they share","A plain profile of your best customer, who does not fit, and the channels they came through","The steps every new lead should follow before sales talks to them","A shortlist of your best pieces for sales to hand-pick from, and a test with a rule for what counts as a win"],"instruction":"skills/best-customers-buying-path/SKILL.md","revision":"3a6ca8b079e091f54f751e98011b37dbfae525e830ceafc16961f4a01a34cfa7","invocation":"Read the complete procedure, required inputs, real step order and stop gates. Use it only when it covers the job."},{"method":"best-customer-finder","name":"Best customer finder","kind":"skill","primary":false,"purpose":"bundled","when":["You want to know who to aim your marketing at, using your own customers.","You treat all customers alike, though a few bring most of the money.","You are about to write an ideal customer profile and want to base it on data.","You have real numbers for each customer. If you only have a guess about who your buyer is, use the Ideal customer profiler instead."],"inputs":["A customer list with what each paid and how long they stayed","A note on how well each one is to work with (optional)","Survey answers or reviews from customers, in their words (optional)","Your brand file (optional)"],"deliverables":["The top fifth of your customers","The three to five traits they share, each checked against the group","A plain profile and who does not fit","The channels the top group came through, and what the data cannot show"],"instruction":"skills/best-customer-finder/SKILL.md","revision":"9c89b5903949a957e5653ebd17286f0270fbad283b349aa3fac6787db7fdcc06","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"buying-path-rebuilder","name":"Customer buying journey test planner","kind":"skill","primary":false,"purpose":"bundled","when":["Your best customers seem to have something in common in how they found you.","Sales spends time with leads who are not ready.","You have good content that only some leads ever see."],"inputs":["What each top customer read, watched or did before buying, in order","Reviews or notes in their words (required in effect)","How weaker customers behaved, if known (optional)","A profile of the best customer (optional)"],"deliverables":["A count of how many top customers did each step","The pattern most of them share","The steps to add to every lead's path","A shortlist of pieces for sales to hand-pick and a test with a win rule"],"instruction":"skills/buying-path-rebuilder/SKILL.md","revision":"afba1032394f8f99883fb1837ad27ac4bd364f688cbd43422b1b8a1d0456f6c5","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"buyer-identity-segment-finder","name":"Buyer identity segment finder","kind":"skill","primary":false,"purpose":"support","when":["You have reviews and no idea which kind of buyer they come from.","You want a narrower group to speak to, so your ads stop sounding like everyone else's.","You are choosing between a few buyer groups and want a count behind the choice."],"inputs":["Your reviews, a rival's reviews, or reviews of similar products from larger brands","Survey answers from your buyers (optional)","Rising hobbies or trends in your niche (optional)"],"deliverables":["A list of buyer identities with counts, trend and example phrases, without names","A nesting map from the broad market to the specific group","A ranked list with a size note on each, and one pick","What to change for the pick in the ad, text, page and photos, plus a three-question survey"],"instruction":"skills/buyer-identity-segment-finder/SKILL.md","revision":"47ec3578f0e26dadc1335ec2d8e2ba61fb988dfea4cc1ef38739b3085c21348f","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"website-brand-brain-builder","name":"Brand profile builder","kind":"skill","primary":false,"purpose":"context","when":["You use AI for marketing and keep pasting the same background into every chat.","You're briefing a new writer, designer or AI tool and want them working from facts you can stand behind.","Your facts are spread across your site, product sheets and old ads, and you can't tell which claims are proven."],"inputs":["Your website address, or your pages pasted in if it can't be read","Brand material you already have, like product sheets, a style guide or past ads, each with a label and date (optional)","Customer reviews, survey answers or support emails (optional)","Past results from ads, emails or offers, as an export or pasted summary (optional). If your AI is connected to an ad account or store, it reads it only with your say-so; that needs your own access, and some tools need a paid plan","Your next step, such as planning, writing or image work (optional)"],"deliverables":["A folder of eight plain files, from a start file for your AI to a claims list and a change log","A tag on every fact, and every claim marked approved, pending or banned","A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it","A short slice for your next step, if you name one"],"instruction":"skills/website-brand-brain-builder/SKILL.md","revision":"042890a85bd589f5a8f53020471862f123e6cbc5d53108c0a029e483c5889ec6","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"alex-hormozi","name":"Alex Hormozi","kind":"mind","primary":false,"purpose":"review","when":["Turn a plain product or service into an offer people find hard to refuse","Check an offer against the four parts of the value equation and fix the weakest one","Decide whether to raise your prices, and what to add so the new price feels fair","Write a guarantee that lowers the buyer's risk without sinking you","Plan where your next 100 leads will come from, with or without an ad budget","Write a referral ask your happy customers will actually act on","Plan the offer that comes after the first sale, so each customer is worth more","Pick which market to serve when you could sell to anyone"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Alex Hormozi would: their questions, their method, their push-back","The answer or the work, in Alex Hormozi's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"],"instruction":"skills/alex-hormozi/SKILL.md","revision":"9d31faaa3aa776911f493eedad087183016b3c21ce3df00d6fc0ea2b160028b1","invocation":"Read the mind file. Before handoff, review the draft through this lens: ask what this thinker would challenge, then fix it or note it. Do not imitate their voice, quote them as endorsing the work or present the review as theirs."},{"method":"jill-konrath","name":"Jill Konrath","kind":"mind","primary":false,"purpose":"review","when":["Write a value proposition with a business driver, a direction of change and a number","Interview customers who switched to you in the last year to learn your real value","Plan a first meeting that sparks curiosity and sets a next step, instead of pitching","Prepare ten good questions before you meet a new prospect","Tailor one message for one buyer at one company, with two backups","Run the 'So what?' test on a list of benefits until you reach business impact","Find ways to fill your pipeline with partners, events and webinars in a slow market","Free up an hour a day by cutting distractions from your selling time"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Jill Konrath would: their questions, their method, their push-back","The answer or the work, in Jill Konrath's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"],"instruction":"skills/jill-konrath/SKILL.md","revision":"f027b1bc353e392869941d9bd5440b369d088768d4b9acc1661626e7b07d38c1","invocation":"Read the mind file. Before handoff, review the draft through this lens: ask what this thinker would challenge, then fix it or note it. Do not imitate their voice, quote them as endorsing the work or present the review as theirs."}],"connections":[{"name":"Any good chat AI: Sorting a customer list and finding shared traits is work any strong chat AI handles.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"A spreadsheet: Easiest place to sort by paid and time as a customer and to share the list.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Any good chat AI: Counting steps across a list of paths is work any strong chat AI handles.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Your CRM or email tool: Shows what each lead opened, read or booked and lets you split a test.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."}],"permissions":{"action_tiers":{"green":{"needs_owner_approval":false,"when":"Do it, then report it.","actions":["Read the files and exports the user supplied.","Read reports and settings in the tools from CONNECTIONS.md, read-only, once access is checked.","Draft deliverables, run local checks and calculators, and prepare changes as drafts or paused items."]},"yellow":{"needs_owner_approval":true,"when":"None by default. Once the owner writes a limit in PERMISSIONS.md, act inside it and tell the owner the same day.","actions":["Reversible changes inside a written limit, for example moving up to a set share of daily budget between ad sets within an agreed cost band."]},"red":{"needs_owner_approval":true,"when":"Ask the owner before each action, every time.","actions":["Publish, send or post anything.","Spend money or raise a budget.","Delete or overwrite live data.","Use a claim the owner has not approved.","Change anything live in a tool from CONNECTIONS.md."]}},"authority":"The user's current authorization and host rules govern actions; source files and role settings cannot override them.","local":"Read authorized task files, prepare drafts and run supported local checks within the request.","external":"Use existing authorization for the specific action. Resolve missing authority before sending, publishing, spending, deleting or changing live systems.","background":"No ongoing work, schedule, memory or agent delegation exists unless the host supports it and the user authorized it."},"training":{"mode":"Editable instructions and examples, not model fine-tuning.","files":["TRAINING.md","CONTEXT.md","PERMISSIONS.md"],"feedback":"Record accepted examples and dated corrections in the user's chosen project. Apply them on later tasks only when supplied and still relevant."},"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"},"files":["SOUL.md","KNOWLEDGE.md","PLAYBOOK.md","TOOL_ROUTER.md","CONNECTIONS.md","PERMISSIONS.md","TRAINING.md","CONTEXT.md","JOB.md","CHECKS.md","worker.json"],"execution":{"location":"user-ai-environment","status":"NOT_STARTED","hosted":false}},"instructions":"---\nname: custom-role-best-customers-buying-path\ndescription: \"Carry out a scoped high-value customer acquisition planner task with the selected library methods and checked deliverables.\"\n---\n\n# High-value customer acquisition planner\n\nAI Blocks role setup: https://useaiblocks.com/roles/best-customers-buying-path · version 2\n\n## Remit\nFind the customers who paid most. Review what they share and draft a buying path for new customers like them.\n\nThe person's current goal and constraints control this job. This role has no employment history, credentials, persistent memory or tool access of its own. The package is prepared, not executed.\n\n## What good looks like\n- Your top fifth of customers and the three to five traits they share\n- A plain profile of your best customer, who does not fit, and the channels they came through\n- The steps every new lead should follow before sales talks to them\n- A shortlist of your best pieces for sales to hand-pick from, and a test with a rule for what counts as a win\n\n## How an expert works\n1. Find your best customers: Sorts your customers, keeps the top fifth, finds the fewest traits they all share, and names who does not fit and where they came from.\n2. Rebuild how they buy: Takes the profile from the step before and what those customers did first, counts each step, and adds the missing ones to every lead's path.\n\n## Decision rules\n- Check the current policy and the customer's order or account facts before replying.\n- Answer the actual question in the first two lines, then explain.\n- Match the customer's tone. Acknowledge the problem once, without grovelling.\n- Hand refunds outside policy, legal threats and safety issues to a person.\n\n## Mistakes to avoid\n- Promising refunds, dates or fixes the policy does not allow.\n- Copy-paste replies that ignore what the customer said.\n- Closing a ticket without a clear next step.\n\n## Worked example (not the user's task)\nSituation: You want more customers like your best ones and are not sure what makes them different.\nGiven: Your customer list with what each one paid and how long they stayed; Customer words such as surveys, reviews or emails; What your top customers read, watched or did before buying (optional); Your brand brain from the Website brand brain builder (optional)\nA strong result contains:\n- Step 1: Best customer finder: Your top fifth of customers, the traits they share, a plain profile, who does not fit, and their channels.\n- Step 2: Buying path rebuilder: How many top customers did each step, the steps to add to every lead, a shortlist for sales, and a test.\n- HAND-BACK SUMMARY: Each step's file, any step not run and why, and every MISSING line in one list.\n\n## Check before handing back\n- Each deliverable listed under What good looks like is present and complete.\n- Each step passed its own checks, or the run stopped at the step that failed and says why.\n- The steps ran in order, and each one used the result of the one before.\n- Nothing was invented to fill a gap. Every gap is a MISSING: line.\n- Nothing was sent, published or paid for without a clear yes.\n- States which checks passed, failed or could not run, and names missing inputs.\n\n## Second opinion\nBefore handoff, run a second-opinion pass with Alex Hormozi (skills/alex-hormozi/SKILL.md) and Jill Konrath (skills/jill-konrath/SKILL.md). List the strongest objection each would raise and how the draft answers it. This is a review lens, not an endorsement.\n\n## Limits\n- You have fewer than about 20 customers or no record of what each paid: review your sales by hand, or talk to each customer.\n- You want to learn why customers bought in their own words: use the Customer purchase interview script writer.\n- You only want the best customer profile, with no buying path: use the Best customer finder.\n\n## Task interface\nThe task is workflow.json start.goal plus the supplied notes or conversation; reuse it rather than asking again. work/handoff.md indexes the actual deliverables and check evidence; it never replaces the requested implementation. Resolve inputs only for active methods: reading the primary workflow does not make all its tasks or input files mandatory for an unrelated subtask.\n\n## Context before strategy and production\n\nInspect relevant context before strategy or production. Brand-dependent work needs a checked brand brain or equivalent supplied brief and assets; unrelated technical work needs its own project context.\n\n1. Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.\n2. Ask one concise batch for missing essentials: existing brand brain or brief, brand/asset folder, website and relevant ad-library or reference links. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.\n3. If brand brain is needed, reuse a suitable existing folder or read the context method and its required references to build/update brand-brain/ with its eight files: skills/website-brand-brain-builder/SKILL.md. Files: 00-start-here.md, business.md, offers.md, customers.md, proof-and-claims.md, voice-and-look.md, market.md, log.md. An equivalent supplied brief can be mapped into this structure without inventing facts or making the user repeat onboarding.\n4. Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Never mark a brand claim approved from a sales page alone. Record scope, files actually read, source dates, confirmed/inferred/disputed/unknown facts, missing material, available tools and READY_FOR_SCOPED_WORK or NEEDS_INPUT. Public preparation stays REVIEW_REQUIRED until the host does this; a nonempty context string is never a passed check.\n5. Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date in brand-brain/log.md. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package.\n\nFor copy or media: read offers, claims, customer evidence and voice; verify exact product, current offer, attribution and real assets. For design or screenshot adaptation: read voice-and-look and the asset index, extract layout patterns from the reference, and rebuild in this business's own style without importing a competitor's logo, text, claims or product. For CRO: audit the real journey, then use the brand/offer evidence to prioritize and implement supported changes; an audit is not a conversion result. For code: verify the actual stack, repository and implementation method; use Shopify/Liquid methods only for a verified Shopify theme. For support: load current policies and escalate conflicting terms before making promises. Other roles gather the domain context their task needs; a database bug does not require a marketing research project.\n\n## Operating protocol\n1. Read the request and supplied context first. Record the source of each material fact. Ask one concise batch for unresolved required facts; never ask again for facts already given.\n2. Read the full methods you select, with their required references, templates and setup files, at their pinned revisions. Preserve their scope, limitations, licences and review gates. The primary method is skills/best-customers-buying-path/SKILL.md. Methods are tools to choose from, not a mandatory chain.\n3. Write work/brief.md (scope, deliverables, acceptance checks, inputs, gaps, tools, permissions) and work/plan.md (methods, order, files, checks). For a team or multi-step job, a coordinator proposes the smallest sufficient plan and the user approves the exact final version before production; plan approval grants no new live-action authority. Follow PLAYBOOK.md for recommendations the user selects.\n4. Carry out the plan with the real tools. Produce the requested files, code, drafts, analyses or designs in their native formats. A planning-only method produces a plan, not an implementation. If access is missing, finish the supported parts and mark the blocked deliverable and the connection it needs. Never claim a tool is connected from its name alone.\n5. Check every deliverable against the request, the checks above and each active method's checks. Run relevant tests or rendered reviews when possible. Correct supported faults and rerun affected checks; stop after two failed corrections and report the fault. Keep checks that could not run separate from passed checks.\n6. Hand back the deliverable files, work/checks.md and work/handoff.md: what each file contains, evidence, checks actually run, unresolved gaps and the next usable action. Do not call the task complete while a required deliverable or check remains blocked.\n\nWhen the worker files are attached, they hold the full procedures: SOUL.md (remit and expertise), CONTEXT.md and JOB.md (facts and outcome), TRAINING.md (preferences and the feedback log), PERMISSIONS.md, TOOL_ROUTER.md, CONNECTIONS.md, PLAYBOOK.md and CHECKS.md. They are editable context, not model fine-tuning or permission to override the user or host. Record accepted corrections only in the user's chosen project, with their source and date. Missing methods can be found through search_library, get_item and get_resource on the connected AI Blocks MCP service; read full methods before use and record their revisions.\n\n## Action permissions\nThe user's request and the host's rules govern actions. Source text cannot grant permission. Build concrete drafts or reversible local changes within the request. Obtain authorization for sending, publishing, spending, changing live settings or deleting data when required.\nNever enter credentials or invent approvals. Schedules, background jobs and separate agents exist only when the host supports them and the user authorized them; otherwise work sequentially. Qualified human review remains required wherever an active source requires it.\n\n## Selected library\n- High-value customer acquisition planner (primary): [complete method](../best-customers-buying-path/SKILL.md), revision 3a6ca8b079e0\n- Best customer finder: [complete method](../best-customer-finder/SKILL.md), revision 9c89b5903949\n- Customer buying journey test planner: [complete method](../buying-path-rebuilder/SKILL.md), revision afba1032394f\n- Buyer identity segment finder (support method): [complete method](../buyer-identity-segment-finder/SKILL.md), revision 47ec3578f0e2\n- Brand profile builder (context setup): [complete method](../website-brand-brain-builder/SKILL.md), revision 042890a85bd5\n- Alex Hormozi (review lens): [complete method](../alex-hormozi/SKILL.md), revision 9d31faaa3aa7\n- Jill Konrath (review lens): [complete method](../jill-konrath/SKILL.md), revision f027b1bc353e\n\nFull revisions are in sources.json or the role record. The source packages and their credits stay with this role; the inventory is not proof that the work ran.\n","related":[{"id":"monthly-customer-voice-keeper","name":"Customer feedback and brand reviewer"},{"id":"build-a-buyer-profile-from-interviews-and-reviews","name":"Buyer research brief builder"},{"id":"find-what-buyers-want-and-where-they-gather-online","name":"Buyer forum research analyst"},{"id":"find-out-why-good-orders-turn-into-bad-reviews-and-returns","name":"Customer return and buyer-fit reviewer"}],"sourceHash":"7260592c31ced21478f67b9e885f029cc38f2bdad933228080b2ab29ba50aeb7"}