t0ddc3by/claude-for-customer-success

t0ddc3by/claude-for-customer-success

Skill Claude Code

Diagnose and resolve onboarding blockers — anything preventing a customer from reaching their next milestone on time. Classifies blockers by type and severity, routes to the correct resolution path per your escalation matrix, and produces a clear action plan with named owners and deadlines. Reads escalation thresholds…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Generate the onboarding graduation handoff document — the structured transfer of account context from the onboarding CSM to the post-onboarding team (CSM, AE, support, or partner). Reads graduation criteria, escalation contacts, and handoff format from your onboarding profile. Pulls account history from CRM and PM…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Prepare for an onboarding kickoff — generates a customized customer-facing agenda and an internal pre-kickoff checklist. Reads your kickoff format, required attendees, onboarding model, and milestone targets from your onboarding profile. Pulls account-specific context (segment, contract start date, AE/CSM owner, known…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Track milestone progress across one account or your full onboarding book of business. Reads milestone framework, at-risk signals, and escalation thresholds from your onboarding profile. Pulls current milestone status from your PM connector (Asana, Linear, Jira, or Monday) if configured, or from CSM input. Use --status…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Generate, update, or summarize the customer-facing onboarding plan document. The plan is the primary shared artifact between the CSM and the customer team — it defines the milestone timeline, ownership at each stage, first priorities, communication cadence, and success criteria placeholder. Reads onboarding model…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Define, refine, and track onboarding success criteria with the customer. Produces a structured success criteria document — typically 3–5 measurable outcomes the customer commits to achieving by the end of onboarding. Reads your criteria format, review cadence, and methodology from your onboarding profile. Use --define…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Time-to-value analysis for onboarding performance — single account or portfolio. Reads TtV targets by segment and milestone framework from your onboarding profile. Analyzes actual milestone completion dates against targets to assess pace, surface pattern signals, and produce recommendations for accounts that are…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Root cause analysis of a closed churn or contraction event — signal timeline reconstruction, root cause categorization, lessons captured, and portfolio pattern flagging. Surfaces whether the signals that led to this churn are present in other active accounts and recommends pre-emptive actions. Use within 30 days of a…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Root cause analysis for individual customer churn events and cohort-level churn pattern analysis. Produces structured RCA with root cause taxonomy, contributing factors, timeline reconstruction, and remediation pathway. Scoped to full cancellation — contract contraction redirected to renewals:downgrade-analysis.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Extract and flag renewal-relevant contract terms for a specific account — auto-renewal mechanics, price protection clauses, termination rights, MFN provisions, payment terms, and data portability obligations. Surfaces the commercial constraints and legal requirements that must be respected before any renewal offer…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Analyzes customer contract downgrade requests (contraction only) and produces a value chain failure map, counter-proposal inputs, and recommended response strategy for CSM/AM negotiation. Scoped to contraction scenarios — full cancellation redirected to renewals:churn-rca.

t0ddc3by/claude-for-customer-success

Skill Claude Code

Generate an executive-ready renewal summary for a strategic account — written for CRO, CEO, or board consumption. Surfaces commercial status, relationship health, risk tier, save strategy, and recommended executive action in a format calibrated for leaders who need the bottom line without raw signal data. Suppresses…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Identify and qualify expansion signals in a renewal account — seat growth, usage expansion, product line upsell, and adjacent team opportunities. Maps each signal to a qualification tier (early signal / pipeline-ready / qualified) and recommends a TARO play for conversion. Use during pre-renewal research, QBR prep, or…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build a renewal negotiation brief for a specific account — pricing anchor, walk-away position, discount authority check, objection handling, and competitive counter-positioning. Use before any price conversation, contract negotiation, or renewal close call. Pulls commercial context from CRM and call recordings when…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Plan and execute a price increase for a single account or a cohort of accounts — rationale framing, customer communication, approval routing, and objection handling. Validates the increase against your configured policy and escalation thresholds before any customer communication is drafted. Use 60–90 days before a…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Build a weighted renewal forecast for your book of business with scenario modeling (best / likely / worst), pipeline breakdown by stage, 90/60/30-day cohort analysis, and GRR/NRR projections against your configured targets. Pulls live CRM data when a connector is available; falls back to manual input. Every forecast…

t0ddc3by/claude-for-customer-success

Skill Claude Code

Structured churn risk assessment for a single renewal account. Aggregates signals across product usage, engagement, support history, sentiment, and relationship health into a risk tier (Low / Medium / High / Critical) with an escalation routing recommendation and TARO play suggestion. Use at the 90/60/30-day outreach…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Orchestrates the six-phase annual (or mid-year) planning cycle: forecast scenarios → UoG three-scenario capacity modeling → quota sensitivity → comp simulation → baseline save → change communication. Each phase gates on human approval before the next begins. Invokes unit-of-growth-calculator for capacity modeling.…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Produces a three-part communication package for sensitive planning changes: (1) data-backed rationale memo for reps, (2) FAQ with top 5 anticipated objections and data responses, (3) rollout sequence with audience, channel, and order. Triggered automatically by annual-planning-workflow for territory, quota, or comp…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Converts rolling sales forecast into CS resource demand using UoG formulas. Runs three-scenario capacity check (P10/P50/P90 from scenario-modeling). Compares projected CSM demand to current headcount and UoG annual plan baseline. Surfaces CS capacity gaps with a hiring lead time flag. Updates when SA1 forecast moves…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Models comp plan payout scenarios before plan is finalized. Stress-tests OTE, accelerators, and threshold structures against attainment distributions (50/65/75/85/100%). Surfaces cost-to-company and unintended payout behaviors. G3 applies — all outputs require HR + Finance dual review before rep distribution.…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Overall CRM health score plus rep-level hygiene scorecard across three dimensions: completeness, accuracy, and recency. Produces weekly hygiene report for RevOps review before sharing with Sales managers. Never writes to CRM — all corrections are proposals. Triggers: 'CRM hygiene', 'data quality', 'hygiene report'…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Traces conflicting numbers from different sources (CRM vs. Finance Sheets vs. CS platform) to their root cause. Applies data authority hierarchy: HubSpot > Finance Sheets > CS platform > Slack/Linear. Produces a reconciliation memo with source attribution and recommended resolution. Never silently resolves conflicts.…

t0ddc3by/claude-for-customer-success

Skill Claude CodeCodex

Manages the lifecycle of Customer Success Qualified Leads (CSQLs) — create, update, close, and query operations — with persistent filesystem storage, status state machine enforcement, and inter-skill contract consumption from csm:expansion-business-case.