skills.rest
t0ddc3by
t0ddc3byCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

cold-start-interview

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

58|21|Updated May 15, 2026
Search Tags:#configuration#customer success#escalation matrix#CRM integrations#health model#tenant verification#playbook setup
One-click install
npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill cold-start-interview-t0ddc3by
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cold-start-interview
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/csm/skills/cold-start-interview
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill cold-start-interview-t0ddc3by

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It solves the cold-start problem of configuring a CSM plugin so downstream skills can generate accurate account research, health reviews, escalation routing, and playbook output based on your company’s real motion and connected tooling.

Core Features & Use Cases

  • Configures your CSM company profile: captures CS motion, account portfolio context, health model configuration, escalation matrix routing, and playbook sources, then writes the shared config consumed by all other CSM skills.
  • Verifies integrations and tenants: probes which connectors are actually connected by making real calls and records connection status and tenant verification results.
  • Supports safe reruns and targeted operations: offers redo modes and an integration-check-only mode so you can refresh configuration without breaking existing setup.

Quick Start

Run cold-start-interview with the command /csm:cold-start-interview --full to complete a full setup including motion, portfolio context, health model, escalation matrix, playbook sources, and (optionally) outcome catalog generation later.

Frequently Asked Questions about cold-start-interview

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I configure a customer success workflow for a fresh CRM install?▼

Configuring a customer success workflow for a fresh install involves running a cold-start interview that captures your CS motion, health model, escalation matrix, and playbook sources, writing the shared config consumed by all downstream skills.

What is the best way to verify CRM integrations and tenant connections before launching playbooks?▼

Verifying CRM integrations requires making actual tool calls to probe connected connectors and record connection status alongside tenant verification results, rather than relying on simple declaration checks.

Can I refresh my health model and escalation matrix setup without breaking the existing configuration?▼

You can refresh your health model and escalation matrix setup without breaking existing configuration by using targeted redo modes or an integration-check-only mode to safely rerun specific sections.

Does this setup process support YAML-defined skill routing for customer success portfolios?▼

The setup process requires YAML-defined skill routing to build a fully configured CSM company profile and apply gated filesystem writes to fixed config paths for your portfolio context.

Why does my customer success plugin need a cold-start configuration profile?▼

A customer success plugin needs a cold-start configuration profile so downstream skills can generate accurate account research, health reviews, escalation routing, and playbook output based on your company's real motion and connected tooling.

Related Skills

Explore More Marketing & Sales Skills→
indranilbanerjeeindranilbanerjee
726

integrations

Generate a dashboard of connected and available MCP connectors from configuration.

Community
Intermediate
papdawinpapdawin

api-gateway

Automate multi-tenant routing and orchestration for voice assistant backends.

Community
Intermediate
t0ddc3byt0ddc3by
58

taro-play-runner

Select and execute TARO customer success plays with outreach and action steps.

Community
Advanced
fivetranfivetran
70

build-connector

Automate end-to-end Fivetran Connector SDK development for unsupported APIs.

Official
Advanced