t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Reviews an existing success plan canvas and generates a structured progress review artifact with milestone scorecard, OCV outcome ratings, CSM action list, and optional customer-facing summary and QBR pre-work note.
t0ddc3by/claude-for-customer-success
Skill Claude Code
Select and execute a TARO play (Trigger, Action, Resource, Outcome) from your configured playbook for an account situation. Use when a health alert fires, a lifecycle stage transition occurs, or you need a structured play for a common CS motion — adoption push, executive re-engagement, at-risk recovery, or expansion…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Build a value statement for an account — what value has been realized, against which success criteria, with what evidence. Use before a QBR, executive check-in, renewal conversation, or when preparing an expansion signal handoff to the AE. Produces two versions: an internal analysis (with health signals and expansion…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Issues the binding Gate 0 verdict for a Stage 0 handoff account. Scores the complete handoff package across five quality dimensions (Completeness, Stakeholder Coverage, Outcome Clarity, Risk Identification, Ownership Clarity) and returns PASS, CONDITIONAL PASS, or FAIL with a dimension-by-dimension scoring rationale.…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Transforms a validated Sales-to-CS handoff record into a structured internal brief for the 30-minute internal handoff meeting. Produces a meeting-ready document covering account context, stakeholder dynamics, goals, risks, commitments, and the account's north star. Used by the handoff-intake-agent after the…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Orchestrates the full Stage 0 Sales-to-CS Handoff workflow from Closed Won through Gate 0 clearance. Accepts a new account handoff, validates the incoming record, generates the internal CS brief, builds customer-facing kickoff materials, and runs the Gate 0 quality assessment before signaling readiness for Stage 1…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Validates an incoming Sales-to-CS handoff record against the 11 required sections and 4 mandatory fields from the SuccessCOACHING handoff standard. Produces a section-by-section completeness assessment and a CSM Quality Score (1–5). Surfaces gaps, missing mandatory fields, and stakeholder blind spots before downstream…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Builds the complete customer-facing kickoff package for Stage 0 handoff accounts. Produces three artifacts: a sendable kickoff agenda (sized and toned by deal tier), an internal stakeholder prep guide for the CSM, and a success plan skeleton ready for customer collaboration. Run after the handoff-brief-generator…
t0ddc3by/claude-for-customer-success
Command Claude Code
Launches the handoff-intake-agent to run the complete Stage 0 Sales-to-CS Handoff workflow for a new account.
t0ddc3by/claude-for-customer-success
Agent Claude Code
Scheduled agent that monitors M1–M5 milestone progress across all active onboarding accounts and surfaces overdue and at-risk milestones before they become escalations. Sweeps the full onboarding book automatically — no per-account invocation required. Runs daily, giving the onboarding team a prioritized action list…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Diagnose and resolve onboarding blockers — anything preventing a customer from reaching their next milestone on time. Classifies blockers by type and severity, routes to the correct resolution path per your escalation matrix, and produces a clear action plan with named owners and deadlines. Reads escalation thresholds…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Generate the onboarding graduation handoff document — the structured transfer of account context from the onboarding CSM to the post-onboarding team (CSM, AE, support, or partner). Reads graduation criteria, escalation contacts, and handoff format from your onboarding profile. Pulls account history from CRM and PM…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Prepare for an onboarding kickoff — generates a customized customer-facing agenda and an internal pre-kickoff checklist. Reads your kickoff format, required attendees, onboarding model, and milestone targets from your onboarding profile. Pulls account-specific context (segment, contract start date, AE/CSM owner, known…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Track milestone progress across one account or your full onboarding book of business. Reads milestone framework, at-risk signals, and escalation thresholds from your onboarding profile. Pulls current milestone status from your PM connector (Asana, Linear, Jira, or Monday) if configured, or from CSM input. Use --status…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Generate, update, or summarize the customer-facing onboarding plan document. The plan is the primary shared artifact between the CSM and the customer team — it defines the milestone timeline, ownership at each stage, first priorities, communication cadence, and success criteria placeholder. Reads onboarding model…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Define, refine, and track onboarding success criteria with the customer. Produces a structured success criteria document — typically 3–5 measurable outcomes the customer commits to achieving by the end of onboarding. Reads your criteria format, review cadence, and methodology from your onboarding profile. Use --define…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Time-to-value analysis for onboarding performance — single account or portfolio. Reads TtV targets by segment and milestone framework from your onboarding profile. Analyzes actual milestone completion dates against targets to assess pace, surface pattern signals, and produce recommendations for accounts that are…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Runs the SuccessCOACHING Stage 7 Churn Intelligence workflow after a customer has given formal churn notice or confirmed non-renewal. Coordinates four subagents — exit-interviewer, postmortem-facilitator, learning-extractor, and winback-profiler (conditional) — to extract maximum learning from the loss, structure the…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Scheduled agent that scans the renewal pipeline and produces a per-account renewal brief covering risk classification, expansion signals, and recommended plays. Covers all accounts renewing within the configured look-ahead window. Runs daily or weekly. Trigger phrases: "run renewal scanner", "renewal pipeline report"…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Root cause analysis of a closed churn or contraction event — signal timeline reconstruction, root cause categorization, lessons captured, and portfolio pattern flagging. Surfaces whether the signals that led to this churn are present in other active accounts and recommends pre-emptive actions. Use within 30 days of a…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Root cause analysis for individual customer churn events and cohort-level churn pattern analysis. Produces structured RCA with root cause taxonomy, contributing factors, timeline reconstruction, and remediation pathway. Scoped to full cancellation — contract contraction redirected to renewals:downgrade-analysis.
t0ddc3by/claude-for-customer-success
Skill Claude Code
Extract and flag renewal-relevant contract terms for a specific account — auto-renewal mechanics, price protection clauses, termination rights, MFN provisions, payment terms, and data portability obligations. Surfaces the commercial constraints and legal requirements that must be respected before any renewal offer…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Analyzes customer contract downgrade requests (contraction only) and produces a value chain failure map, counter-proposal inputs, and recommended response strategy for CSM/AM negotiation. Scoped to contraction scenarios — full cancellation redirected to renewals:churn-rca.
t0ddc3by/claude-for-customer-success
Skill Claude Code
Generate an executive-ready renewal summary for a strategic account — written for CRO, CEO, or board consumption. Surfaces commercial status, relationship health, risk tier, save strategy, and recommended executive action in a format calibrated for leaders who need the bottom line without raw signal data. Suppresses…
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