t0ddc3by/claude-for-customer-success
Skill Claude Code
Identify and qualify expansion signals in a renewal account — seat growth, usage expansion, product line upsell, and adjacent team opportunities. Maps each signal to a qualification tier (early signal / pipeline-ready / qualified) and recommends a TARO play for conversion. Use during pre-renewal research, QBR prep, or…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Build a renewal negotiation brief for a specific account — pricing anchor, walk-away position, discount authority check, objection handling, and competitive counter-positioning. Use before any price conversation, contract negotiation, or renewal close call. Pulls commercial context from CRM and call recordings when…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Plan and execute a price increase for a single account or a cohort of accounts — rationale framing, customer communication, approval routing, and objection handling. Validates the increase against your configured policy and escalation thresholds before any customer communication is drafted. Use 60–90 days before a…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Build a weighted renewal forecast for your book of business with scenario modeling (best / likely / worst), pipeline breakdown by stage, 90/60/30-day cohort analysis, and GRR/NRR projections against your configured targets. Pulls live CRM data when a connector is available; falls back to manual input. Every forecast…
t0ddc3by/claude-for-customer-success
Skill Claude Code
Structured churn risk assessment for a single renewal account. Aggregates signals across product usage, engagement, support history, sentiment, and relationship health into a risk tier (Low / Medium / High / Critical) with an escalation routing recommendation and TARO play suggestion. Use at the 90/60/30-day outreach…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Orchestrates the six-phase annual (or mid-year) planning cycle: forecast scenarios → UoG three-scenario capacity modeling → quota sensitivity → comp simulation → baseline save → change communication. Each phase gates on human approval before the next begins. Invokes unit-of-growth-calculator for capacity modeling.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Produces a three-part communication package for sensitive planning changes: (1) data-backed rationale memo for reps, (2) FAQ with top 5 anticipated objections and data responses, (3) rollout sequence with audience, channel, and order. Triggered automatically by annual-planning-workflow for territory, quota, or comp…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Converts rolling sales forecast into CS resource demand using UoG formulas. Runs three-scenario capacity check (P10/P50/P90 from scenario-modeling). Compares projected CSM demand to current headcount and UoG annual plan baseline. Surfaces CS capacity gaps with a hiring lead time flag. Updates when SA1 forecast moves…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Models comp plan payout scenarios before plan is finalized. Stress-tests OTE, accelerators, and threshold structures against attainment distributions (50/65/75/85/100%). Surfaces cost-to-company and unintended payout behaviors. G3 applies — all outputs require HR + Finance dual review before rep distribution.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Overall CRM health score plus rep-level hygiene scorecard across three dimensions: completeness, accuracy, and recency. Produces weekly hygiene report for RevOps review before sharing with Sales managers. Never writes to CRM — all corrections are proposals. Triggers: 'CRM hygiene', 'data quality', 'hygiene report'…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Traces conflicting numbers from different sources (CRM vs. Finance Sheets vs. CS platform) to their root cause. Applies data authority hierarchy: HubSpot > Finance Sheets > CS platform > Slack/Linear. Produces a reconciliation memo with source attribution and recommended resolution. Never silently resolves conflicts.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Manages the lifecycle of Customer Success Qualified Leads (CSQLs) — create, update, close, and query operations — with persistent filesystem storage, status state machine enforcement, and inter-skill contract consumption from csm:expansion-business-case.
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Monitors contact and account data freshness. Flags records where title, company, or contact data has likely changed and enrichment is overdue. Decay signals: contact title unchanged >18 months, account employee count stale >12 months, primary contact no email activity >6 months, account domain change detected.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Independently scores each open opportunity as Commit / Best Case / Pipeline using CRM activity data — without relying on rep self-reporting. Surfaces delta vs. rep's stated forecast category when classification disagrees by more than one tier. Triggers: 'deal classification', 'classify the pipeline', 'commit vs best…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Manages the complete deal desk approval routing workflow: submit → review → route → decide → log. Assembles context brief (discount rationale, competitive context, Tier 1 churn risk signal) before routing to approver. Enforces SLA (24h standard, 4h final 2 weeks of quarter). SLA breach escalates to #revops-ops.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Scores each open opportunity on five dimensions (activity recency, stakeholder coverage, stage-age ratio, competitive signal, rep forecast accuracy history). Composite 0–100 score. Deals below 50 flagged for next-best-action. Triggers: 'deal health', 'health score', 'which deals are at risk', 'pipeline health', 'risky…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Links every closed/won opportunity to its downstream CS trajectory using the OCV Outcome Catalog. At deal close: checks catalog completeness (OCV entry, trigger match, measurement source). At 30/60/90/180-day checkpoints: assesses L0–L3 rubric level per OCV entry. When OCV catalog is absent: falls back to structural…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Flags deals where discount exceeds the approved threshold for that segment. Routes approval to the correct authority based on discount depth using thresholds from company profile. Tracks discount frequency by rep and segment. Never approves deals autonomously. Triggers: 'discount approval', 'discount threshold'…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Identifies duplicate accounts, contacts, and opportunities in HubSpot. Produces merge candidates with confidence scores (High/Medium/Low). Never merges autonomously — all merges require Write-tier human confirmation. Triggers: 'duplicates', 'merge candidates', 'duplicate accounts', 'duplicate contacts', 'clean up CRM…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Three-tier churn signal model starting at deal close (not renewal). Tier 1 fires at close using configurable rule-mode thresholds (or cohort-mode correlations when 6+ months of data available). Tier 2 fires 30–90 days post-onboarding on behavioral signals. Tier 3 fires 90–120 days pre-renewal on late-stage risk. Every…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Tracks required field completion rates by stage gate across both Sales new-logo pipeline and CS expansion/renewal pipeline. Flags missing data that will break downstream forecasting before quarter close. CS expansion gates include OCV entry reference, commercial terms, and churn risk resolution. Escalates deals in…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Compares submitted forecast to actual closed/won outcomes. Classifies variance by root cause: rep-level, deal-size band, stage-entry, seasonal, or product/segment. Surfaces systemic patterns — not one-off explanations. Minimum: 3 deals or 2 consecutive quarters before a pattern is surfaced. Triggers: 'why did we…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Monitors unit economics of growth against the UoG annual plan baseline on three vectors: new logo/Sales-owned (CAC, time-to-first-value, ARR-at-12-months), expansion NRR/CS-owned (NRR by cohort vs. modeled), retention GRR/CS-owned (GRR vs. modeled). Vectors 2–3 are CS accountability signals routed to CS leadership.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Weekly cross-functional metrics report covering five sections: revenue system pipeline (new logo + expansion + renewal pipelines across Sales and CS), handoff quality (RevOps/CS ops), CS capacity status (leadership), early churn flags with account names (#cs-leadership only), outcome realization summary (aggregate to…
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