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Use when a customer is already live and producing value, and the rep+CS need to identify account-expansion opportunities (upsell / cross-sell / seat / new-module / new-department) from usage and organizational signals, build a structured expansion case, run the expansion conversation, and hand off to renewal or downstream deal flow. Triggers: '增购', '向上销售', '交叉销售', '加坐席', '升级套餐', '加模块', '账户拓展', 'upsell', 'cross-sell', 'land and expand', 'NRR'. Do NOT use for new-logo acquisition, renewal itself (success-renewal-management), pricing negotiation (clinch-negotiation-pricing), contract signing, or first-value proof (its usage data is INPUT here).

Use when a customer has already realized value and the rep or customer-success lead needs to generate new leads by asking that satisfied customer for referrals — whom and when to ask, the ask scripts, orchestrating the intro (forwardable, group chat, name permission), and tracking/rewarding the loop. Triggers: '转介绍', '要转介绍', 'referral', 'warm intro', 'ask for referral', '推荐线索', '熟人介绍'. Do NOT use for testimonials/case studies (success-advocacy-management), qualifying referred leads (prospect bucket), or renewal/expansion.

Use when a sales rep already has a customer who has expressed some need (from outreach follow-up, account-landing research, customer-initiated contact, or meeting notes) and needs to structurally validate whether that need is real, urgent, whose pain it actually is, and whether it matches the team's capability — before pushing to ROI proofing or buying-intent assessment. Triggers: '验证一下这个需求是不是真的', '需求真不真', '客户说痛但我不确定', '这个客户值不值得跟', '客户说会考虑但是真的吗', '谁拍板', '现有方案是什么', '切换成本', 'need validation', 'pain point validation', 'is this a real need', 'verify customer need'. Do NOT use for: scoring leads at line-item level, building target-customer profiles, calculating ROI, overall buying-intent scoring, opportunity-stage assessment, or writing outreach/cold messages.

Use when 存量客户合同临近到期（180/120/90/60/30 天节点）需要系统化推进续约——判断健康/风险档位、按档位走续约动作、出续约方案、开续约对话、收续约成交。Triggers: '续约','续费','合同到期','续约风险','续约预测','续约方案','续约对话','save 计划','续约健康分','renewal','renewal playbook','churn prevention','续约率','NRR','GRR','多年期续约'. Do NOT use for new-deal pricing (clinch-negotiation-pricing), account expansion (success-expansion; only renews existing contract), or lost-customer win-back (churn-recovery).

Use when the rep has an upcoming on-site or virtual client visit/meeting where they need to present a proposal or solution to one or more stakeholders — and they need help preparing before, navigating during, and following up after. Triggers include '下周要去客户拜访', '帮我准备提案演示', '客户约了 30/60 分钟会', '怎么准备拜访', '拜访现场怎么应对反对', '临走怎么定下一步', '拜访完怎么复盘', 'visit proposal', 'customer pitch meeting', 'on-site presentation', 'executive briefing prep', 'pre-visit brief', 'field presentation'. Do NOT use for product elevator pitch only, proposal document/Word/PDF generation, PPT layout, demo scripts, single-meeting-only objection deep-dive across many calls, post-call structured debrief, or deal progression/closing (use clinch-progression-strategy).

Use when a live deal is stuck or stalled and the rep needs an overall advancement plan — not a single-call debrief, not a live objection reply, not a closing push, but a forward plan from current state to signed contract. Triggers: '这个单卡住了怎么推', '从现在到签约还要过哪几关', '推进思路', 'deal progression', 'advancement plan', 'next steps roadmap', 'stuck deal path forward', '商机推进路径', '分阶段动作清单'. Do NOT use for single-communication debrief, live objection handling, final-mile closing sequence, invest-or-not decision, or deal health diagnosis.

Use when a post-sales customer has delivered value (gone live / passed their first-value milestone / had a business review) and the rep+CS need to turn customer voice into reusable assets — identify advocate candidates, collect testimonials/case material, tier authorization for external use, hand off to marketing, and monitor reputation. Triggers: '口碑管理', '客户证言', '客户案例', '标杆客户', '代言', '客户声音', '客户表扬怎么用', '要一个案例/证言', 'reference', 'testimonial', 'case study', 'advocacy', 'social proof', 'NPS', '口碑'. Do NOT use for referral-lead generation (success-referral-generation), material production (hands off raw assets only), renewal/expansion negotiation (success-renewal-management / success-expansion), or the business review that generates the value evidence (upstream).

Use when 销售刚上手跟进一家公司或项目，还不了解「购买产品这个决策」在客户内部怎么流转、该找谁、怎么切入——需要梳理客户结构、找到能用你产品的业务线/部门、挖清决策链和影响人、找到切入人和切入点。触发词：决策链 / 决策人 / 谁拍板 / 谁说了算 / 找决策人 / 谁施加影响 / 刚上手 / 刚开始跟进 / 不了解情况 / 想切入 / 怎么切入 / 想卖给XX / 卖XX给XX / 怎么打XX这家 / 想跟XX合作 / 怎么跟XX对接 / 帮我看下怎么跟XX谈 / 客户调研 / 深度调研 / 部门参与 / 项目调研 / 锁定客户 / 跟进客户 / 触达路径 / 怎么联系。Do NOT use for：从零找一批潜客清单（icp-company-search）、工商字段查询、单个人物画像、已有名单打分。

Use when 用户需在合同条款敲定前设计报价、应对砍价、按权限让步——输出报价结构+议价对话脚本+让步包+风险登记。Do NOT use: 公司层定价；合同撰写（用 clinch-contract-signing）；死单挽回；降温预警。

当回答用户问题需要某个客户（公司/商机/联系人/历史活动/文档）的过往档案背景时先查读 dealcenter 档案；或用户明确要求把信息记录/回填到客户档案时使用。查档是辅助——查不到静默继续，写入仅限用户明确要求或确认后。

定义锐利的理想客户画像（ICP）。用于定义新 ICP、从成交客户校准既有 ICP、或排查线索质量与转化率问题。触发词：ICP、画像、理想客户、目标客户、客户定位、客户不精准、线索质量差

ICP检索/全网找公司（含初挖）——输入客户特征或明确 ICP，输出客户名单。触发词：找客户、找公司、客户名单、获客、帮您寻找画像客户

Use when 客户已口头/邮件同意但合同还没签——把谈判结果用 7 步法落字成已签合同、归档入库并交接交付，确保法律文件合规可审计。