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customer-success-manager

Codify customer success playbooks for onboarding, adoption, retention, and health scoring.

467|103|Updated Jan 13, 2026
Search Tags:#onboarding#playbooks#retention#health-scoring#customer-success#expansion#advocacy
One-click install
npx skills add https://github.com/borghei/Claude-Skills --skill customer-success-manager
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: customer-success-manager
Source: https://github.com/borghei/Claude-Skills/tree/main/sales-success/customer-success-manager
Command: npx skills add https://github.com/borghei/Claude-Skills --skill customer-success-manager

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill codifies proven customer success practices to streamline onboarding, drive product adoption, reduce churn, and unlock expansion through health scoring and advocacy.

Core Features & Use Cases

  • Onboarding playbooks and checklists to standardize kickoff and setup.
  • Adoption and value realization tracking to maximize product usage.
  • Retention and expansion enablement, including health scoring and risk management.
  • Reference programs and customer advocacy templates to scale social proof.

Quick Start

Onboard a new customer with a 30-day plan, establish success milestones, and initialize a health score baseline. Then create a Success Plan for the account and identify key stakeholders.

Frequently Asked Questions about customer-success-manager

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

FAQPage Schema
How do I build a customer onboarding playbook to standardize account setup?▼

Customer onboarding playbooks standardize kickoff and setup by codifying 30-day plans, success milestones, and checklists to establish baseline health scores for new accounts.

What is customer health scoring and how does it help with retention?▼

Customer health scoring enables proactive retention by tracking product adoption and value realization, allowing teams to manage renewal readiness and mitigate churn risks before escalation.

How can I track product adoption and value realization across the customer lifecycle?▼

Track product adoption and value realization by applying structured templates across the lifecycle, monitoring usage patterns to maximize product engagement and identify expansion opportunities.

What's the best way to identify expansion opportunities within existing accounts?▼

Identify expansion opportunities by applying health scoring and advocacy programs, using reference templates to scale social proof and unlock revenue growth from existing customer relationships.

Can I create customer advocacy templates and reference programs with this approach?▼

Yes, customer advocacy templates and reference programs scale social proof by codifying structured playbooks that transform successful accounts into advocates through standardized programs.

When do I need structured playbooks for renewal readiness and risk management?▼

Structured playbooks for renewal readiness and risk management are needed when proactively managing account health, requiring checklists and templates to standardize mitigation workflows across the lifecycle.

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