t0ddc3by/claude-for-customer-success
Agent Claude Code
Scheduled agent that produces a weekly segment-level health roll-up for CS Ops, Head of CS, and CRO audiences. Pulls current health distribution across all configured segments, compares against last week's baseline, and surfaces meaningful distribution shifts, ARR at risk by segment, capacity coverage gaps, and top…
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
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
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
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
Agent Claude Code
Scheduled weekly agent that scans late-stage deals for keepability drift: re-runs the good-sale-gate rubric in scan mode over each deal workspace with a gate result or commitment drafts on file, flags dimension regressions (a promise that lost its catalog anchor after a catalog update, a champion departure breaking…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Scheduled monthly agent watching for sellability-bias re-entry between quarterly loop runs: clusters high-scoring prospects outside the primary ICP (active Shadow-ICP detection), audits the override cohort against the configured budget, and tracks the FM-C/FM-D share from sale-quality-review and churn-analysis…
t0ddc3by/claude-for-customer-success
Agent Claude Code
Scheduled quarterly agent that runs the Value-First Acquisition feedback loop: executes the Value Registry report with the four-edge write-back payload (R1 catalog, R2 ICVP, R3 ICP, R4 PMF), routes each edge to its designated consumer, drafts the R2 weights re-fit as a PROPOSAL requiring explicit human approval, and…
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