skills.rest
keboola
keboolaOFFICIAL
Explore all skills by this author →
Website𝕏@KeboolaDevsGitHub

cs

Automate customer success workflows in the Keboola CRM platform.

Updated Jun 15, 2026
Search Tags:#onboarding#CRM#account management#customer success#revenue analytics#business reviews
One-click install
npx skills add https://github.com/keboola/crm-plugin --skill cs-keboola
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cs
Source: https://github.com/keboola/crm-plugin/tree/main/keboola-crm/skills/cs
Command: npx skills add https://github.com/keboola/crm-plugin --skill cs-keboola

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill simplifies and streamlines customer success workflows within the Keboola CRM platform, enhancing the ability of Customer Success Managers to handle post-sales account relationships, onboarding, health monitoring, and renewal planning.

Core Features & Use Cases

  • Account Handover: Manage structured account transfers between team members.
  • Onboarding Plans: Create and execute onboarding plans for new accounts.
  • Customer Journey: Generate and manage customer journeys for active contracts.
  • Business Reviews: Create and manage QBRs, EBRs, and check-ins.
  • Account Health Monitoring: Monitor account health and flag risks.
  • Pipeline Intelligence: View all opportunities for an account.
  • Revenue Analytics: Analyze NRR and cohort retention.

Quick Start

To begin managing a new account, run 'crm handovers brief OPP_ID' to read the handover brief and then create an onboarding plan with 'crm onboarding create ACCOUNT_ID'.

Frequently Asked Questions about cs

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

FAQPage Schema
How do I automate customer onboarding workflows for new CRM accounts?▼

Automate customer onboarding by running the CRM CLI command to read the handover brief, then generate an onboarding plan for the new account to execute structured onboarding workflows.

What is the best way to manage account handovers between customer success managers?▼

Manage account handovers by using the CRM platform to create structured account transfers, allowing customer success managers to read handover briefs and seamlessly execute relationship transitions.

How do I track account health and flag risks for active customer contracts?▼

Track account health by monitoring active contracts within the CRM, which automatically flags risks during the customer journey and provides visibility into renewal planning.

Can I create and manage quarterly business reviews within the Keboola CRM platform?▼

Yes, you can create and manage QBRs, EBRs, and check-ins directly within the CRM platform to conduct structured business reviews and monitor ongoing account relationships.

Do I need CRM API and CLI tools to analyze revenue analytics like NRR and cohort retention?▼

Yes, analyzing revenue analytics like NRR and cohort retention requires access to the CRM API and CRM CLI tools to query and process account pipeline intelligence data.

What limitations should I expect when automating customer success workflows with this CRM Skill?▼

This CRM Skill is limited to automating workflows within the Keboola CRM platform, requiring CRM API and CLI tool access, and cannot manage external post-sales account relationships.

Related Skills

keboolakeboola

account-enrichment

Enrich and validate account data by querying external sources and updating CRM records.

Official
Advanced
tabooestabooes
1

saas-revenue-growth-metrics

Calculate SaaS revenue and retention metrics to diagnose momentum and product-market fit.

Community
Advanced
qa-amanqa-aman
19

health-scorecard

Create a standardized customer health scorecard with six weighted dimensions and composite scores.

Community
Advanced
mtsatryanmtsatryan
1

customer-success-manager

Orchestrate onboarding, health monitoring, and renewal strategies for customer accounts.

Community
Advanced