t0ddc3by

t0ddc3by/claude-for-customer-success

Skill Claude Code

Audit CRM and CS platform data quality against configured field requirements — completeness, staleness, consistency, and orphaned records. Use before reporting cycles, after CSM transitions, or when analytics outputs appear unreliable. Produces a field-level data quality scorecard with a prioritized remediation…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Audit the portfolio health model — distribution analysis, component weight validation, threshold calibration, signal freshness, and predictive accuracy assessment. Use quarterly or when churn patterns diverge from health classifications. Produces an ops-level health model assessment with calibration recommendations…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Generate a CS metrics dashboard — portfolio health snapshot, retention metrics, CSM performance summary, renewal pipeline view, and leading indicator trends. Use for weekly leadership reporting, monthly executive summaries, quarterly board presentations, or any stakeholder audience requiring a structured CS metrics…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Audit the CS playbook for coverage gaps, trigger specificity, outcome measurability, play adoption rates, and dead plays. Use quarterly or when churn patterns suggest the playbook is missing key scenarios. Produces an ops-level playbook assessment with specific gap and improvement recommendations. Distinct from the…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Create or update CS Ops process documentation — SOPs, governance records, handoff guides, decision logs, and data quality standards. Use when a CS process needs to be codified, a governance decision needs a permanent record, or a recurring workflow needs a repeatable SOP. Produces publication-ready Markdown…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Analyze the CS book by segment — ARR distribution, health distribution per segment, CSM coverage ratios, motion-to-segment fit, and reclassification candidates. Use for quarterly planning, headcount requests, CS motion calibration, or when leadership asks "how is [segment] performing?" Produces a segment analysis…

t0ddc3by/claude-for-customer-success

Agent Claude Code

Runs the SuccessCOACHING Stage 2 Adoption Motion pipeline for a specific account. Coordinates a three-stage diagnostic sequence — Product Surface Analyzer, Adoption Gap Identifier, and Motion Planner — to identify adoption gaps and prescribe specific CSM interventions for accounts with stalled or shallow product…

t0ddc3by/claude-for-customer-success

Agent Claude Code

Runs the SuccessCOACHING Stage 6 Advocacy Builder pipeline for a specific account. Qualifies advocate candidates, enforces burnout protection limits, routes to the appropriate subagent (reference-matcher or story-builder) based on request type, packages outputs, and creates a tracking task in cs-platform. Trigger…

t0ddc3by/claude-for-customer-success

Agent Claude Code

Scheduled agent that monitors the full book of business for emerging churn risk signals across CRM activity logs, support ticket volume, product usage gaps, and NPS/CSAT trends. Produces a ranked, actionable digest by signal severity (P1/P2/P3). Not a replacement for the health score system — a cross-source signal…

t0ddc3by/claude-for-customer-success

Agent Claude Code

Runs the SuccessCOACHING Stage 4 Expansion Builder pipeline for a specific account. Coordinates a four-stage workflow — Whitespace Analysis, Adoption Health Gate, Business Case Construction, and AE Handoff Coordination — to identify expansion whitespace, evaluate account health, construct a customer-centric business…

t0ddc3by/claude-for-customer-success

Agent Claude Code

Scheduled agent that tracks health score movements across the book of business and surfaces meaningful changes before they become visible problems. Detects directional movement — drops, recoveries, sudden changes — and routes only accounts with meaningful change to the alert output. Stable accounts are logged but not…

t0ddc3by/claude-for-customer-success

Agent Claude Code

On-demand agent that produces a complete QBR preparation package for a specific account: account data pull, achievement assessment against stated success criteria, narrative draft, and slide-by-slide outline with talking points. Replaces 2–4 hours of manual assembly with a minutes-long run. All outputs are labeled…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Pre-call and pre-meeting account brief — pulls CRM data, health signals, call history, and usage context into a structured one-page snapshot. Use before any customer call, QBR, health review, or stakeholder meeting. Works standalone (paste context) or with connected CRM, CS Platform, and call recording tools.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Pre-call preparation brief — agenda, attendee context, recommended talking points, and questions calibrated to your CS motion and account state. Use 24-48 hours before any customer call: kickoff, QBR, health check, renewal conversation, or ad-hoc check-in. Pairs with account-research for full context.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Create, update, or close a formal escalation record for any escalation type — technical (unresolved P1/P2), customer complaint, executive escalation request, or internal process failure. Distinct from risk-flag's escalation output: this skill manages the escalation lifecycle, produces stakeholder communications, and…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Generate a customer-facing expansion proposal (csm-led) or a CSQL Qualification Package for Sales handoff (csql) based on account health, usage signals, and expansion opportunity context. Applies 5 constraints, 5 expert checks, and 5 anti-pattern guards before output generation.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Five-phase expansion onboarding skill for Customer Success Managers. Classifies the expansion type (csql or csm-led), scaffolds the success plan, logs the OCV entry, sets M1–M5 milestones, and produces a kickoff agenda — all in a single guided session. Requires accountname, csmname, and expansionproduct; all other…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Structured health review for one account or a portfolio cohort — health signal breakdown, trend analysis, risk classification, and recommended actions. Use for weekly account reviews, portfolio triage, or when a health alert fires. Applies your configured health model components and thresholds.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build or review a Quarterly Business Review — value delivered against success criteria, metrics summary, next-period priorities, and executive narrative. Use for QBR prep, mid-quarter health reviews, and executive business reviews. Produces an internal working document and a customer-facing deliverable separately.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Assess renewal readiness for an account — health, relationship, value delivery, stakeholder coverage, and commercial risk — and produce a renewal action plan. Use 90–180 days before renewal to identify and close gaps before the commercial conversation begins. Produces an internal readiness brief, a renewal timeline…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Structured risk memo for an at-risk account — signals present, severity assessment, escalation routing from your configured matrix, and recommended intervention. Use when a health alert fires, a churn signal is detected, or you need to communicate account risk to leadership. Produces a CSM brief and an…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build or update a stakeholder map for an account — contacts, roles, influence, relationship health, engagement gaps, and sponsor risk assessment. Use when preparing for a QBR, after an org change, or when relationship coverage feels thin. Produces both an internal analysis and a clean contact reference.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build or update a customer success plan — account-specific success criteria, measurable milestones, engagement cadence, and mutual commitments. Use at kickoff for new accounts, when success criteria have drifted, or when an account needs a plan reset. Produces a co-authored document, not a CSM internal tracker.

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Generates and refreshes structured Customer Success Plan canvas documents for a specific account and lifecycle stage. Supports three plan types: initial onboarding, pre-expansion, and pre-renewal review. OCV-aware: reads Outcome & Value Catalog snapshot data to surface gaps and delivered outcomes.