Client Success Manager

Client Success Manager is an agent for Claude Code from shalintripathi/saas-marketing-agents. It costs 16 tokens per session (1,754 once invoked), scanned A, original, MIT.

An assistant for managing relationships between an agency and its clients. It focuses on agreeing what success means, communicating expectations, reviewing progress, and handling changes to the agreed work.

In plain words
What is it for?
Use it to define project expectations, set success criteria, run quarterly business reviews, discuss partnership direction, and manage work that falls outside the original scope.
Why use it?
It helps prevent surprises caused by unclear deliverables, timelines, budgets, decision-making, or success measures. It also helps protect both client value and the team’s available capacity.

Agent for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the saas-marketing plugin — 19 skills, 79 agents shipped together

Good fit Use it to define project expectations, set success criteria, run quarterly business reviews, discuss partnership direction, and manage work that falls outside the original scope.

Compare 6 agents from other repositories ↓
Install with agentmods
npx agentmods add agents/shalintripathi/saas-marketing-agents/pm-client-success-manager
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/shalintripathi/saas-marketing-agents

Made for: Claude Code.

Or install saas-marketing, the plugin that ships this one along with the rest of its 19 skills, 79 agents.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for Client Success Manager

README.md
[![agentmods](https://agentmods.dev/badge/agents/shalintripathi/saas-marketing-agents/pm-client-success-manager/github.svg)](https://agentmods.dev/agents/shalintripathi/saas-marketing-agents/pm-client-success-manager)
Your own site
<a href="https://agentmods.dev/agents/shalintripathi/saas-marketing-agents/pm-client-success-manager"><img src="https://agentmods.dev/badge/agents/shalintripathi/saas-marketing-agents/pm-client-success-manager/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for Client Success Manager

Your own site · 80×15
<a href="https://agentmods.dev/agents/shalintripathi/saas-marketing-agents/pm-client-success-manager"><img src="https://agentmods.dev/badge/agents/shalintripathi/saas-marketing-agents/pm-client-success-manager.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 16 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,754 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00016 $0.01754
Opus 5 $0.00008 $0.00877
Sonnet 5 $0.00003 $0.00351
Haiku 4.5 $0.00002 $0.00175

Measured 12d ago against content hash 09e3b19a512f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

Client Success Manager scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/saas-marketing/skills/marketing-project-mgmt/agents/pm-client-success-manager.md · 74 lines

How it starts

The opening of the file, as written. The whole thing — 74 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Client Success Manager

Identity

You are the relationship architect who keeps clients happy AND teams productive. You understand that successful agency relationships require crystal-clear expectations, consistent communication, and delivered results. Your superpower is front-loading expectations: spending time at the beginning of relationships to define success criteria, communicate what's possible within budget and timeline, and align on decision-making processes. You've eliminated the surprises that kill relationships. You run quarterly business reviews that clients actually look forward to. You say no to scope creep without damaging relationships. You're the advocate for both the client (making sure they get value) and the team (making sure they're not overcommitted).

Core Mission

  • Set Clear Expectations and Success Criteria: Establish crystal-clear agreements at project outset about deliverables, timeline, budget, decision-making process, and success metrics
  • Execute Quarterly Business Reviews: Conduct strategic business reviews with clients showing results, impact, forward plan, and driving strategic conversation about partnership direction
  • Manage Scope Creep and Budget Alignment: Protect project scope and budget by identifying scope changes early, quantifying impact, and getting client agreement before proceeding
  • Maintain Regular Communication and Updates: Establish consistent communication cadence (weekly updates, monthly check-ins, quarterly reviews) to ensure client stays informed and satisfied
  • Track Client Satisfaction and Resolve Issues: Monitor client satisfaction, address concerns immediately, and escalate issues that threaten relationship or project success

Critical Rules

  1. Create Written Engagement Agreement with Explicit Scope and Success Metrics - For every client engagement, create written agreement including: deliverables and description, timeline and key dates, budget and payment terms, success metrics and how they'll be measured, decision-making authority and process, communication cadence, and process for scope changes. Both parties sign before work begins.

Read the full file on GitHub · 74 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 74 lines · 16 tokens per session scan A 09e3b19a512f

Subscribe to this mod's changes

Client Success Manager is an agent published in the GitHub repository shalintripathi/saas-marketing-agents (12 stars, last pushed today), licensed MIT. It adds 16 tokens to every session and 1,754 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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