t0ddc3by/claude-for-customer-success

t0ddc3by/claude-for-customer-success

Skill Claude Code

Assess CSM capacity and coverage across the book — current load vs. target ratios, coverage gaps by segment and motion, headcount recommendations, and account redistribution options. Use for quarterly planning cycles, headcount requests, CSM departure coverage, or when Red-tier concentration suggests a coverage…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Run the CS-Ops plugin configuration interview — collects CS data model, metrics definitions, tooling stack, health model governance, reporting cadence, and team structure to produce the cs-ops practice config file. Runs automatically on first use of any cs-ops skill when config is missing. Distinct from the CSM…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Update the CS-Ops plugin configuration — segment definitions, CSM ratios, health thresholds, playbook settings, escalation matrix, data quality rules, and reporting defaults. After organizational changes (territory restructure, headcount change, segment redefinition), or when audit outputs reveal configuration…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Audit CRM and CS platform data quality against configured field requirements — completeness, staleness, consistency, and orphaned records. Use before reporting cycles, after CSM transitions, or when analytics outputs appear unreliable. Produces a field-level data quality scorecard with a prioritized remediation…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Audit the portfolio health model — distribution analysis, component weight validation, threshold calibration, signal freshness, and predictive accuracy assessment. Use quarterly or when churn patterns diverge from health classifications. Produces an ops-level health model assessment with calibration recommendations…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Generate a CS metrics dashboard — portfolio health snapshot, retention metrics, CSM performance summary, renewal pipeline view, and leading indicator trends. Use for weekly leadership reporting, monthly executive summaries, quarterly board presentations, or any stakeholder audience requiring a structured CS metrics…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Audit the CS playbook for coverage gaps, trigger specificity, outcome measurability, play adoption rates, and dead plays. Use quarterly or when churn patterns suggest the playbook is missing key scenarios. Produces an ops-level playbook assessment with specific gap and improvement recommendations. Distinct from the…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Create or update CS Ops process documentation — SOPs, governance records, handoff guides, decision logs, and data quality standards. Use when a CS process needs to be codified, a governance decision needs a permanent record, or a recurring workflow needs a repeatable SOP. Produces publication-ready Markdown…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Analyze the CS book by segment — ARR distribution, health distribution per segment, CSM coverage ratios, motion-to-segment fit, and reclassification candidates. Use for quarterly planning, headcount requests, CS motion calibration, or when leadership asks "how is [segment] performing?" Produces a segment analysis…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Pre-call and pre-meeting account brief — pulls CRM data, health signals, call history, and usage context into a structured one-page snapshot. Use before any customer call, QBR, health review, or stakeholder meeting. Works standalone (paste context) or with connected CRM, CS Platform, and call recording tools.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Pre-call preparation brief — agenda, attendee context, recommended talking points, and questions calibrated to your CS motion and account state. Use 24-48 hours before any customer call: kickoff, QBR, health check, renewal conversation, or ad-hoc check-in. Pairs with account-research for full context.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Create, update, or close a formal escalation record for any escalation type — technical (unresolved P1/P2), customer complaint, executive escalation request, or internal process failure. Distinct from risk-flag's escalation output: this skill manages the escalation lifecycle, produces stakeholder communications, and…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Generate a customer-facing expansion proposal (csm-led) or a CSQL Qualification Package for Sales handoff (csql) based on account health, usage signals, and expansion opportunity context. Applies 5 constraints, 5 expert checks, and 5 anti-pattern guards before output generation.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Five-phase expansion onboarding skill for Customer Success Managers. Classifies the expansion type (csql or csm-led), scaffolds the success plan, logs the OCV entry, sets M1–M5 milestones, and produces a kickoff agenda — all in a single guided session. Requires accountname, csmname, and expansionproduct; all other…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Structured health review for one account or a portfolio cohort — health signal breakdown, trend analysis, risk classification, and recommended actions. Use for weekly account reviews, portfolio triage, or when a health alert fires. Applies your configured health model components and thresholds.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build or review a Quarterly Business Review — value delivered against success criteria, metrics summary, next-period priorities, and executive narrative. Use for QBR prep, mid-quarter health reviews, and executive business reviews. Produces an internal working document and a customer-facing deliverable separately.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Assess renewal readiness for an account — health, relationship, value delivery, stakeholder coverage, and commercial risk — and produce a renewal action plan. Use 90–180 days before renewal to identify and close gaps before the commercial conversation begins. Produces an internal readiness brief, a renewal timeline…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Structured risk memo for an at-risk account — signals present, severity assessment, escalation routing from your configured matrix, and recommended intervention. Use when a health alert fires, a churn signal is detected, or you need to communicate account risk to leadership. Produces a CSM brief and an…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build or update a stakeholder map for an account — contacts, roles, influence, relationship health, engagement gaps, and sponsor risk assessment. Use when preparing for a QBR, after an org change, or when relationship coverage feels thin. Produces both an internal analysis and a clean contact reference.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build or update a customer success plan — account-specific success criteria, measurable milestones, engagement cadence, and mutual commitments. Use at kickoff for new accounts, when success criteria have drifted, or when an account needs a plan reset. Produces a co-authored document, not a CSM internal tracker.

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Generates and refreshes structured Customer Success Plan canvas documents for a specific account and lifecycle stage. Supports three plan types: initial onboarding, pre-expansion, and pre-renewal review. OCV-aware: reads Outcome & Value Catalog snapshot data to surface gaps and delivered outcomes.

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Reviews an existing success plan canvas and generates a structured progress review artifact with milestone scorecard, OCV outcome ratings, CSM action list, and optional customer-facing summary and QBR pre-work note.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Select and execute a TARO play (Trigger, Action, Resource, Outcome) from your configured playbook for an account situation. Use when a health alert fires, a lifecycle stage transition occurs, or you need a structured play for a common CS motion — adoption push, executive re-engagement, at-risk recovery, or expansion…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build a value statement for an account — what value has been realized, against which success criteria, with what evidence. Use before a QBR, executive check-in, renewal conversation, or when preparing an expansion signal handoff to the AE. Produces two versions: an internal analysis (with health signals and expansion…