t0ddc3byCommunity·74 Agent Skills Included

claude-for-customer-success

Customer success workflows: health, renewals, onboarding, expansion, churn

Automates customer success work across the full lifecycle: account research, call prep, QBRs, success plans, health reviews, risk flags, renewal forecasting, churn analysis, and expansion qualification. Replaces manual CRM digging, spreadsheet tracking, and blank-page document drafting with structured, evidence-cited outputs. Applies configurable guardrails so health scores, escalation routing, and revenue language stay accurate and review-ready.

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npx skills add t0ddc3by/claude-for-customer-success --all -g -y

Available:

Each plugin's CLAUDE.md instructs the agent to load the user's company profile and plugin config before running skills, and enforces shared guardrails on health scores, escalation routing, data freshness, and confidential account data.

All Skills in This Repository (74)

Pure Emerald Level Indicators

📦 In Repo

t0ddc3by

renewal-readiness

Assess customer renewal readiness and generate a structured action plan.

risk-flag

Generate structured risk memos for at-risk customer accounts with severity and escalation routing.

qbr-builder

Draft or review QBR documents with evidence-backed claims and internal/external separation.

success-plan-progress-review

Reconcile success plan canvases with milestone updates into progress review artifacts.

success-plan-canvas

Generate structured Customer Success Plan canvas documents in Markdown.

account-research

Generate one-page account briefs from CRM, CS platform, and call-recording data.

value-statement

Generate evidence-based value statements from realized account outcomes.

expansion-business-case

Generates evidence-based expansion business cases for CSM-led proposals or CSQL sales handoffs.

cold-start-interview

Configure a CSM company profile with motion, health model, and escalation matrix.

success-plan-builder

Build customer success plans with measurable criteria, milestones, and joint commitments.

expansion-onboarding

Classify expansion scenarios and scaffold success plans with M1–M5 milestones.

stakeholder-map

Builds account stakeholder maps with roles, gap analysis, and sponsor risk assessment.

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Frequently Asked Questions

FAQPage Schema

How to install claude-for-customer-success?▼

Run `npx skills add t0ddc3by/claude-for-customer-success --all -g -y` in your terminal to install all plugins and skills globally.

What does this customer success suite do?▼

It covers the full CS lifecycle: account research, call prep, QBR building, success plans, health reviews, risk escalation, renewal readiness, churn analysis, and expansion qualification. Each of the six plugins (CSM, CS Ops, Renewals, Onboarding, RevOps, Handoff) targets a specific CS function.

Do I need to configure it before using the skills?▼

Yes. Each plugin runs a cold-start interview that captures your CS motion, health model, escalation matrix, and integrations, then writes a config profile every skill reads. Without setup, skills stop and prompt you to configure first.

Does it connect to my CRM and CS platform?▼

Yes. Skills can pull live data from Salesforce, HubSpot, Gainsight, Totango, ChurnZero, Gong, and document storage when connectors are configured. Without connectors, you paste account context and the skills still work.

Can non-technical CSMs use this without coding?▼

Yes. After installation and the guided setup interview, you trigger skills with plain-English requests like 'build the QBR for Acme' or 'run a risk assessment' and the agent handles the rest.