t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Monitors contact and account data freshness. Flags records where title, company, or contact data has likely changed and enrichment is overdue. Decay signals: contact title unchanged >18 months, account employee count stale >12 months, primary contact no email activity >6 months, account domain change detected.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Independently scores each open opportunity as Commit / Best Case / Pipeline using CRM activity data — without relying on rep self-reporting. Surfaces delta vs. rep's stated forecast category when classification disagrees by more than one tier. Triggers: 'deal classification', 'classify the pipeline', 'commit vs best…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Manages the complete deal desk approval routing workflow: submit → review → route → decide → log. Assembles context brief (discount rationale, competitive context, Tier 1 churn risk signal) before routing to approver. Enforces SLA (24h standard, 4h final 2 weeks of quarter). SLA breach escalates to #revops-ops.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Scores each open opportunity on five dimensions (activity recency, stakeholder coverage, stage-age ratio, competitive signal, rep forecast accuracy history). Composite 0–100 score. Deals below 50 flagged for next-best-action. Triggers: 'deal health', 'health score', 'which deals are at risk', 'pipeline health', 'risky…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Links every closed/won opportunity to its downstream CS trajectory using the OCV Outcome Catalog. At deal close: checks catalog completeness (OCV entry, trigger match, measurement source). At 30/60/90/180-day checkpoints: assesses L0–L3 rubric level per OCV entry. When OCV catalog is absent: falls back to structural…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Flags deals where discount exceeds the approved threshold for that segment. Routes approval to the correct authority based on discount depth using thresholds from company profile. Tracks discount frequency by rep and segment. Never approves deals autonomously. Triggers: 'discount approval', 'discount threshold'…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Identifies duplicate accounts, contacts, and opportunities in HubSpot. Produces merge candidates with confidence scores (High/Medium/Low). Never merges autonomously — all merges require Write-tier human confirmation. Triggers: 'duplicates', 'merge candidates', 'duplicate accounts', 'duplicate contacts', 'clean up CRM…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Three-tier churn signal model starting at deal close (not renewal). Tier 1 fires at close using configurable rule-mode thresholds (or cohort-mode correlations when 6+ months of data available). Tier 2 fires 30–90 days post-onboarding on behavioral signals. Tier 3 fires 90–120 days pre-renewal on late-stage risk. Every…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Tracks required field completion rates by stage gate across both Sales new-logo pipeline and CS expansion/renewal pipeline. Flags missing data that will break downstream forecasting before quarter close. CS expansion gates include OCV entry reference, commercial terms, and churn risk resolution. Escalates deals in…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Compares submitted forecast to actual closed/won outcomes. Classifies variance by root cause: rep-level, deal-size band, stage-entry, seasonal, or product/segment. Surfaces systemic patterns — not one-off explanations. Minimum: 3 deals or 2 consecutive quarters before a pattern is surfaced. Triggers: 'why did we…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Monitors unit economics of growth against the UoG annual plan baseline on three vectors: new logo/Sales-owned (CAC, time-to-first-value, ARR-at-12-months), expansion NRR/CS-owned (NRR by cohort vs. modeled), retention GRR/CS-owned (GRR vs. modeled). Vectors 2–3 are CS accountability signals routed to CS leadership.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Weekly cross-functional metrics report covering five sections: revenue system pipeline (new logo + expansion + renewal pipelines across Sales and CS), handoff quality (RevOps/CS ops), CS capacity status (leadership), early churn flags with account names (#cs-leadership only), outcome realization summary (aggregate to…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Monitors plan-vs-actual drift against the UoG baseline. Fires a replan recommendation when actuals diverge >15% from P50 plan, CS headroom crosses 10%, AE attainment runs >20pp below plan for 2+ months, or a material territory event occurs. Produces a replan recommendation memo with supporting data. Triggers…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Produces specific, rationale-backed interventions for deals flagged at-risk by deal-health-scoring or pipeline-velocity-tracking. Intervention types: executive sponsor escalation, competitive response, procurement/legal acceleration, CS pre-close engagement, closed/lost reclassification. Not generic nudges — every…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Scans deal notes and opportunity fields for payment terms, contract structures, and custom provisions outside the standard playbook. Detection patterns: payment terms net >30 days, multi-year ramps/price locks, SLA commitments, data residency requirements, indemnification carve-outs, source code escrow. Routes to…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Outcome Statement Builder -- transform raw product or service capabilities into structured, verifiable outcome statements using the Seven-Stage Value Chain, then assign tangible business metrics and generate a multi-level achievement rubric. Use during Outcome Catalog development to convert capability inputs into…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Maps each customer to their L0–L3 rubric level on their referenced OCV entries at OCV-defined verification milestones (e.g., 90-day, 180-day). Portfolio view: % at each rubric level per OCV entry. Surfaces systemic L0 persistence (>40% of accounts stuck at L0 past 90-day milestone) as a delivery pattern signal.…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Calculates pipeline coverage ratio by segment, rep, and quarter. Flags when coverage falls below the threshold derived from win rate (not a universal 3x). Produces an exposure ranking and week-over-week trend. Use when assessing pipeline health before a forecast call, board review, or quarter-close. Triggers…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Tracks average sales cycle time by segment, rep, and deal size. Flags deals aging past 1.5x historical average for their current stage. Surfaces velocity trend vs. prior quarter. Triggers: 'pipeline velocity', 'cycle time', 'deals aging', 'stalling pipeline', 'how long are deals taking'.
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Builds quota models from UoG-confirmed AE headcount and revenue target. Models structural achievability at five attainment levels (50/65/75/85/100%). Flags when hitting plan requires attainment above the 75th percentile of historical actuals. Used inside annual-planning-workflow Phase 4 or standalone. Triggers: 'quota…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Produces weekly or monthly executive revenue narrative by coordinating outputs from all rev-ops agents. Five sections: forecast + pipeline, pipeline health, CS capacity status, NRR trajectory, top 3 risks with recommended owner and action. One decision required per brief. Delivered as [DRAFT] for RevOps lead review…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Identifies deal structures leaving money on the table before close: underpriced professional services, missing expansion clauses in multi-year deals, renewal terms misaligned with ARR classification, missing success milestone gates for expansion. Fires at Negotiation stage — before close locks the structure. Triggers…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Scores each closed/won deal on five handoff dimensions (0–100). Pass threshold: 80. Below-threshold deals trigger a Linear issue assigned to the AE manager with 48-hour SLA. CS onboarding proceeds but CSM is notified of open issue. Dimensions: OCV entry referenced, trigger match, measurement source accessible…
t0ddc3by/claude-for-customer-success
Skill Claude CodeCodex
Builds P10/P50/P90 range forecasts from current pipeline state. Models win rate sensitivity, slip scenarios, and enterprise concentration risk. Produces structured scenario output consumed by annual-planning-workflow for three-scenario UoG capacity modeling. Triggers: 'forecast scenarios', 'P10 P50 P90', 'range…
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