customer-success-qbr

customer-success-qbr is a skill for Claude Code, Codex from SkillMedev/skills. It costs 135 tokens per session (1,929 once invoked), scanned A, original, MIT.

A structure for a quarterly business review, a meeting where a customer and supplier assess results, goals, account health, renewal, and possible expansion.

In plain words
What is it for?
Use it to create the agenda, present delivered value, define an account health score, and prepare an expansion conversation.
Why use it?
It keeps the meeting focused on business value rather than a product demo or a list of usage statistics, helping prepare renewal discussions.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to create the agenda, present delivered value, define an account health score, and prepare an expansion conversation.

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Install with agentmods
npx agentmods add skills/skillmedev/skills/customer-success-qbr
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 SkillMedev/skills --skill customer-success-qbr
Clone the repo
git clone --depth 1 https://github.com/SkillMedev/skills

Made for: Claude Code, Codex.

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-qbr

README.md
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Your own site
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agentmods 80×15 button for customer-success-qbr

Your own site · 80×15
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Per session 135 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,929 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 $0.00135 $0.01929
Opus 5.5 $0.00054 $0.00772
Sonnet 5.5 $0.00027 $0.00386
Haiku 4.5 $0.00014 $0.00193

Measured 11d ago against content hash d968381d082f, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

customer-success-qbr 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 11d 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.

skills/customer-success-qbr/SKILL.md · 113 lines

How it starts

The opening of the file, as written. The whole thing — 113 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Customer Success QBR

A QBR is not a product demo or a support recap. It is a business conversation that proves the value you delivered, aligns on the customer's goals, and opens the door to expansion and renewal. Run badly - usage stats to a champion-only room - it trains the customer that QBRs are skippable, and the renewal conversation starts cold at day 90. Run well, it is the single best retention tool you have.

Operating procedure

Follow the steps in order: the room decides whether the meeting matters, the pre-work decides whether you have anything to say, and the value section must land before any expansion ask is credible.

Step 1: Gather inputs

Collect these before building anything. Where a number is unverified, label it a guess and confirm it with the champion before the meeting.

  1. The customer's stated goals from last quarter, in their exact words (from the prior QBR notes or kickoff doc). If none exist, the first agenda item becomes setting them.
  2. Contract facts: ARR, renewal date, products owned, seats licensed vs. active.
  3. Usage data mapped to business outcomes: hours saved, revenue influenced, cost avoided, risk reduced - validated with the champion, not asserted.
  4. Health inputs: adoption depth and breadth, executive engagement in the last quarter, support ticket volume and sentiment, escalation history.
  5. Attendee list with titles. Identify the economic buyer and executive sponsor explicitly.

Step 2: Get the right room or escalate

A QBR with only your champion is a status call. Require the economic buyer or executive sponsor - the people who renew and expand. If they decline twice in a row, treat the absence itself as a churn signal: log it in the health score (executive engagement goes red) and escalate internally. Do not run the full QBR format for a champion-only room; downgrade it to a working session and rebook the executive review.

Step 3: Score account health before the meeting

Build the score from leading indicators, not lagging ones. Weight four components:

Read the full file on GitHub · 113 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. 11d ago Changed · +2 lines d968381d082f
  2. 1mo ago First seen · 111 lines · 135 tokens per session scan A 1f9212720651

Subscribe to this mod's changes

customer-success-qbr is a skill published in the GitHub repository SkillMedev/skills (19 stars, last pushed 3d ago), licensed MIT. It adds 135 tokens to every session and 1,929 once invoked, about $0.0005 per session on Opus 5.5. 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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