README.md

Ultimate PM Toolkit

A Claude Code plugin with 45 PM skills + 5 agents + 5 workflows + 4 hooks designed for product leadership at B2B SaaS companies.

Domain-agnostic — customize domain-context.md once for your company, product, personas, compliance requirements, and industry. Every skill adapts automatically.

Install

/plugin marketplace add marfoerst/the-pragmatic-pm
/plugin install pm-toolkit@the-pragmatic-pm

Setup

1. Company context — Open domain-context.md and replace the example content with your company's details (product, personas, compliance, metrics, competitive context, sales & GTM structure)
2. Personal context (optional) — Open personal-context.md and fill in your role, seniority, strengths, growth areas, and communication preferences. Skills adapt their depth and tone to your experience level.
3. Start using any skill — they all read your context automatically

Getting Started

New to the toolkit? Start here:

Step	Skill	What You'll Do	Time
1	/pm-hub	See all skills, get routed to the right one	2 min
2	/pm-jtbd	Understand the customer problem (extract job statements)	30 min
3	/pm-prd (Mode B)	Write a lightweight feature spec	20 min
4	/pm-review	Quality-check your spec before sharing	10 min
5	/pm-okr (Mode A)	Set quarterly goals for your squad	30 min

Once comfortable, explore the full catalog below or run a multi-stage workflow.

Skills by Category

Foundation

Skill	What It Does
pm-hub	Master router — lists skills, routes by intent
pm-prd	Standalone PRD generation (Full, Lightweight, V2, Migration modes)
pm-review	Quality gate — checks problem clarity, metrics, scope
pm-pricing	SaaS pricing analysis and optimization (Monetizing Innovation methodology)
pm-ai-pricing	AI feature pricing, packaging, and monetization strategy
pm-north-star	Define North Star metric + input metric tree
pm-metric-framework	Full metric hierarchy with leading + lagging indicators
pm-onboarding-flow	Design SaaS onboarding flows
pm-release-notes	Generate customer-facing release notes

Discovery & Data

Skill	What It Does
pm-jtbd	Jobs-to-be-Done extraction and analysis
pm-persona-generator	Data-driven persona creation
pm-feature-requests	Analyze and categorize feature requests
pm-funnel-analyzer	Conversion funnel diagnosis
pm-ab-test	A/B test design with proper methodology
pm-feedback-categorizer	Categorize and prioritize user feedback

Strategy

Skill	What It Does
pm-okr	Define, refine, check-in, score, and align OKRs
pm-quarterly-planning	Full quarter planning with capacity and bets
pm-strategic-review	End-of-quarter strategic review
pm-swot	SWOT analysis with strategic implications
pm-value-prop-canvas	Strategyzer Value Proposition Canvas
pm-opportunity-tree	Teresa Torres Opportunity Solution Tree
pm-devils-advocate	Challenge product assumptions
pm-build-vs-buy	Build/buy/partner decision framework
pm-risk-register	Product risk identification and mitigation (includes migration mode)
pm-migration-planner	SaaS migration planning: strategy, feature parity, go/no-go gates, data migration, legacy sunset

Communication

Skill	What It Does
pm-executive-update	SCQA-structured executive updates
pm-decision-document	ADR-style product decision records
pm-stakeholder-simulator	Simulate stakeholder reactions
pm-product-brief	Amazon-style working-backwards brief
pm-one-pager	Executive one-pager for proposals
pm-board-deck	Board/investor deck content
pm-pe-migration-report	PE board migration progress dashboard (ARR, waves, synergies)
pm-meeting-notes	Structured PM meeting notes

Go-to-Market

Skill	What It Does
pm-messaging-framework	Consistent messaging across all touchpoints (Dunford positioning)
pm-battlecard	Per-competitor sales battlecards
pm-objection-handler	Sales objection response playbooks
pm-sales-deck	Sales/pitch deck content with talk track
pm-gtm-launch	Go-to-market launch playbooks
pm-win-loss	Win/loss analysis and interview templates

Operations

Skill	What It Does
pm-sprint-retro	Sprint retrospective facilitation
pm-postmortem	Blameless post-mortem analysis
pm-process-docs	SOP and runbook generation
pm-customer-success	CS playbooks for lifecycle stages
pm-dashboard-designer	Analytics dashboard design
pm-journey-map	Customer journey mapping

Workflows (Multi-Skill Chains)

Workflows chain multiple skills into guided, multi-stage processes. Each stage produces a named artifact that feeds the next. All workflows support mid-entry — skip stages if you already have the inputs.

Workflow	What It Does
pm-workflow-problem-to-prd	Problem -> JTBD -> Persona -> Opportunity Tree -> PRD -> Review
pm-workflow-competitive-intel	SWOT -> Market Sizing -> Competitive Profile -> One-Pager
pm-workflow-quarterly-cycle	Strategic Review -> North Star -> OKRs -> Planning -> Roadmap
pm-workflow-sales-enablement	Messaging -> Battlecards -> Objection Playbook -> GTM Launch
pm-workflow-migration	Migration PRD -> Migration Planner -> Risk Register -> Stakeholder Simulation -> Comms + PE Report

Agents

Agent	Role
pm-discovery-lead	Orchestrates discovery work
pm-data-analyst	Orchestrates data analysis
pm-ops-facilitator	Orchestrates PM operations
pm-comms-writer	Orchestrates PM communication
pm-gtm-strategist	Orchestrates go-to-market and sales enablement

Design Principles

Every skill enforces:

1. "Why First" — Problem clarity before solutions
2. Leading + Lagging Indicators — Every metric needs both
3. Scope Discipline — Explicit non-goals and cut lines
4. Domain Awareness — Compliance, regulatory, and industry context from domain-context.md
5. Personal Awareness — Adapts depth and tone to your seniority and preferences from personal-context.md
6. Hybrid Interaction — Ask critical questions, generate draft, iterate

Customization

Company Context (domain-context.md)

All domain-specific knowledge lives in domain-context.md. This includes:

• Company & product — Name, type, target market
• Personas — Who uses your product and how
• Compliance — Regulatory frameworks relevant to your industry
• Calendar — Seasonal events that affect planning and releases
• Metrics — Domain-specific benchmarks and KPIs
• Ecosystem — Key integrations and partners
• Sales & GTM — Sales team structure, deal stages, ICP, buyer personas, win/loss patterns
• Examples — JTBD examples, funnel stages, onboarding milestones

The plugin ships with a B2B SaaS ERP example context. Replace it with your own.

Personal Context (personal-context.md)

Your personal profile helps skills adapt to your experience level:

• Role & seniority — Title, years in product, team size
• Background — Domain expertise, strengths, growth areas
• Organization — Who you report to, stakeholders, decision-making culture
• Communication preferences — Feedback style, output format, language, formality
• Skill self-assessment — Rate yourself 1-5 across PM disciplines so skills adjust guidance depth
• What to avoid — Specific instructions (e.g., "don't over-explain JTBD, I know it well")

Frameworks & Abbreviations

This toolkit builds on established product management and pricing methodologies:

Pricing & Monetization

Term	Full Name	What It Is	Used In
WTP	Willingness to Pay	How much a customer would pay for a product/feature. The foundation of value-based pricing.	pm-pricing, pm-ai-pricing
Van Westendorp	Van Westendorp Price Sensitivity Meter	4-question survey to find the acceptable price range (too cheap, good value, getting expensive, too expensive)	pm-pricing
Gabor-Granger	Gabor-Granger Price Point Testing	Survey method testing purchase probability at specific price points to find the revenue-maximizing price	pm-pricing
NRR	Net Revenue Retention	(Starting MRR + expansion - contraction - churn) / Starting MRR. Measures growth from existing customers. >100% means you're growing without new sales.	pm-pricing, pm-ai-pricing
ARPU	Average Revenue Per User/Account	Total revenue / total users or accounts. Key pricing health metric.	pm-pricing, pm-ai-pricing
MoSCoW	Must/Should/Could/Won't	Prioritization framework for requirements. Must = non-negotiable, Should = important, Could = nice-to-have, Won't = explicitly out of scope.	pm-prd
TCO	Total Cost of Ownership	Full cost including purchase, implementation, training, maintenance — not just license price. Used in competitive pricing comparisons.	pm-pricing, pm-battlecard

Product Strategy & Discovery

Term	Full Name	What It Is	Used In
JTBD	Jobs to Be Done	Framework by Christensen: customers "hire" products to get a job done. Focus on the job, not the product.	pm-jtbd, pm-workflow-problem-to-prd
OKR	Objectives and Key Results	Goal-setting framework: qualitative Objective + measurable Key Results. 0.7/1.0 score = success.	pm-okr, pm-workflow-quarterly-cycle
SWOT	Strengths, Weaknesses, Opportunities, Threats	Strategic analysis matrix. Internal (S/W) vs external (O/T), helpful vs harmful.	pm-swot, pm-workflow-competitive-intel
OST	Opportunity Solution Tree	Teresa Torres framework: desired outcome -> opportunities -> solutions -> experiments. Visual discovery tool.	pm-opportunity-tree
RICE	Reach, Impact, Confidence, Effort	Prioritization scoring: (Reach x Impact x Confidence) / Effort. Used for feature prioritization.	pm-feature-requests
TAM/SAM/SOM	Total/Serviceable/Obtainable Market	Market sizing: TAM = entire market, SAM = reachable with your product, SOM = realistic capture in 3 years.	pm-workflow-competitive-intel

Communication & Positioning

Term	Full Name	What It Is	Used In
SCQA	Situation, Complication, Question, Answer	Executive communication framework (McKinsey). Lead with context everyone agrees on, then the tension, the question, and your answer.	pm-executive-update, pm-comms-writer
ADR	Architecture Decision Record	Structured format for documenting decisions: context, options considered, decision made, consequences.	pm-decision-document
Dunford Positioning	April Dunford's 5-Component Framework	Sequential positioning: Competitive Alternatives -> Unique Attributes -> Value -> Target Customer -> Market Category. From "Obviously Awesome."	pm-messaging-framework, pm-battlecard, pm-sales-deck
VPC	Value Proposition Canvas	Strategyzer tool: Customer Profile (jobs, pains, gains) mapped to Value Map (products, pain relievers, gain creators). Tests product-market fit.	pm-value-prop-canvas

Operations & Metrics

Term	Full Name	What It Is	Used In
SOP	Standard Operating Procedure	Step-by-step documented process with ownership, decision points, and checklists.	pm-process-docs
AARRR	Acquisition, Activation, Retention, Revenue, Referral	"Pirate Metrics" framework for SaaS growth funnels. Each stage has its own metrics.	pm-funnel-analyzer, pm-metric-framework
NPS	Net Promoter Score	Customer loyalty metric: % Promoters (9-10) minus % Detractors (0-6). Range: -100 to +100.	pm-feedback-categorizer
DAU/MAU	Daily/Monthly Active Users	Engagement ratio. DAU/MAU > 60% = very sticky product.	pm-metric-framework
ICP	Ideal Customer Profile	Definition of the perfect-fit customer: company size, industry, tech maturity, buying trigger, disqualifiers.	domain-context.md, pm-messaging-framework
GTM	Go-to-Market	Strategy for launching products to customers: positioning, channels, pricing, enablement.	pm-gtm-launch, pm-workflow-sales-enablement
CS	Customer Success	Post-sale function: onboarding, adoption, expansion, renewal, churn prevention.	pm-customer-success

AI Pricing (specific to pm-ai-pricing)

Term	What It Is
Inference cost	The cost of running an AI model per query/token. Variable cost that scales with usage.
Attach rate	% of eligible customers who adopt an AI feature. Key metric for AI monetization.
Copilot tax	How much more customers will pay for an AI-augmented version of an existing feature. Typically 20-40% for copilots, 50-100% for agents.
Per-agent pricing	Pricing model for autonomous AI workers — charge per AI agent deployed, typically at 10-30% of the human FTE cost it replaces.
AI credits	Usage allotment model: include N AI actions per month in the subscription, charge for overage.

Key Books Referenced

Book	Author(s)	What It Contributes
Obviously Awesome	April Dunford	5-component positioning framework used in pm-messaging-framework, pm-battlecard, pm-sales-deck
Monetizing Innovation	Madhavan Ramanujam & Georg Tacke (Simon-Kucher)	WTP-first pricing, 4 monetization failure types, Gabor-Granger, behavioral pricing in pm-pricing
Inspired	Marty Cagan	Product discovery and dual-track agile principles throughout
Continuous Discovery Habits	Teresa Torres	Opportunity Solution Tree in pm-opportunity-tree
Measure What Matters	John Doerr	OKR methodology in pm-okr

Hooks

The plugin includes 4 hooks that run automatically:

Hook	Event	What It Does
Context Reinjection	SessionStart (after compaction)	Re-injects domain-context.md and personal-context.md into context when long conversations compress
Quality Gate	Stop	Validates PM deliverables follow the 3 design principles (problem clarity, leading+lagging metrics, scope discipline)
Usage Logger	PostToolUse / PostToolUseFailure	Logs every PM skill execution to ~/.claude/pm-toolkit/audit.jsonl for usage analytics
Workflow Tracker	PostToolUse	Tracks multi-step workflow progress to .pm-toolkit-workflow-state.json in the current project so workflows can resume across sessions

Hook scripts live in hooks/ and are configured via hooks/hooks.json. The workflow tracker writes per-project state — if you don't want it committed, add .pm-toolkit-workflow-state.json to your project's .gitignore.

Skill Disambiguation

Some skills sound similar but serve different purposes:

If you need...	Use this	Not this
A full requirements doc for engineering	pm-prd	pm-product-brief (that's a 1-page working-backwards narrative)
A 1-page pitch for leadership approval	pm-one-pager	pm-product-brief (that's for product team alignment)
To set OKRs for your squad	pm-okr	pm-workflow-quarterly-cycle (that's the full 5-stage quarterly planning ceremony)
A pricing strategy for your core product	pm-pricing	pm-ai-pricing (that's specifically for AI features)
A competitive cheat sheet for sales	pm-battlecard	pm-workflow-competitive-intel (that's a strategic analysis for product leadership)

Author

Martin Foerster