customer-success-plan

customer-success-plan is a skill for Claude Code from cnfeat/top-pm-skills. It costs 63 tokens per session (2,204 once invoked), scanned A, original, MIT.

A shared customer-success document that aligns a customer and its service team on goals, milestones, measures of success, ownership, and a 90-to-180-day roadmap.

In plain words
What is it for?
Use it to create a joint success plan, mutual action plan, or customer onboarding plan for a specific account.
Why use it?
It makes responsibilities and expected outcomes explicit, reducing confusion during onboarding, expansion, or renewal preparation.

Skill for Claude Code

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

Part of the pm-cs plugin — 6 skills shipped together

Good fit Use it to create a joint success plan, mutual action plan, or customer onboarding plan for a specific account.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cnfeat/top-pm-skills/customer-success-plan
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.

Any agent
npx skills add cnfeat/top-pm-skills --skill customer-success-plan
Clone the repo
git clone --depth 1 https://github.com/cnfeat/top-pm-skills

Made for: Claude Code.

Or install pm-cs, the plugin that ships this one along with the rest of its 6 skills.

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 customer-success-plan

README.md
[![agentmods](https://agentmods.dev/badge/skills/cnfeat/top-pm-skills/customer-success-plan/github.svg)](https://agentmods.dev/skills/cnfeat/top-pm-skills/customer-success-plan)
Your own site
<a href="https://agentmods.dev/skills/cnfeat/top-pm-skills/customer-success-plan"><img src="https://agentmods.dev/badge/skills/cnfeat/top-pm-skills/customer-success-plan/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 customer-success-plan

Your own site · 80×15
<a href="https://agentmods.dev/skills/cnfeat/top-pm-skills/customer-success-plan"><img src="https://agentmods.dev/badge/skills/cnfeat/top-pm-skills/customer-success-plan.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 63 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,204 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 $0.00063 $0.02204
Opus 5 $0.00032 $0.01102
Sonnet 5 $0.00013 $0.00441
Haiku 4.5 $0.00006 $0.00220

Measured 8d ago against content hash a17e713fb43f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

customer-success-plan 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 8d 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.

参考skill/pm-claude-skills-main/pm-claude-skills-main/plugins/pm-cs/skills/customer-success-plan/SKILL.md · 201 lines

How it starts

The opening of the file, as written. The whole thing — 201 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Customer Success Plan Skill

This skill produces a joint customer success plan — a living document shared between the CSM and the customer that aligns on outcomes, milestones, and mutual commitments. Output is ready to co-author with the customer in a kickoff call or QBR.

Required Inputs

Ask the user for these if not provided:

  • Account name and industry
  • Product / plan purchased
  • Key stakeholders — customer champion and economic buyer
  • Customer's stated business goals — why did they buy? What problem are they solving?
  • Contract term and renewal date
  • Current onboarding stage (new customer / expanding / post-QBR / pre-renewal)
  • Seats / licenses / usage purchased
  • Any known risks — adoption gaps, champion uncertainty, competing priorities

Output Structure


Customer Success Plan: [Account Name]

Product: [Product name / plan tier] Contract term: [Start date → Renewal date] CSM: [Name] Customer champion: [Name, Title] Customer executive sponsor: [Name, Title — if known] Last updated: [Date] Status: [Active / Under review / Completed]


1. Partnership Objectives

What does success look like for [Account Name] at contract end?

[Write 2–3 sentences describing the customer's core objective in plain English — what they are trying to achieve in their business, not what features they are using.]

Primary business goal: [e.g. Reduce time-to-hire by 30% across engineering teams] Secondary goal: [e.g. Consolidate three legacy tools into one platform, saving £X/year] Success statement (customer's words): "[Direct quote from champion about what success looks like — ask for this in kickoff]"


2. Success Metrics

Define how both parties will measure success. Agreed in the kickoff call and tracked in QBRs.

Metric Baseline (today) Target By when Data source
[e.g. Seat utilisation] [X%] [≥ 80%] [Month 3] [Product analytics]
[e.g. Time to hire] [X days] [< Y days] [Month 6] [Customer's ATS]
[e.g. Reports produced/month] [X] [≥ Y] [Month 3] [Product analytics]
[e.g. NPS] [X] [≥ 8] [Month 6] [Quarterly survey]

Read the full file on GitHub · 201 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. 8d ago First seen · 201 lines · 63 tokens per session scan A a17e713fb43f

Subscribe to this mod's changes

customer-success-plan is a skill published in the GitHub repository cnfeat/top-pm-skills (48 stars, last pushed 3mo ago), licensed MIT. It adds 63 tokens to every session and 2,204 once invoked, about $0.0003 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 2026-09-03.

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