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Nir-Bhay
Nir-BhayCOMMUNITY
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customer-success

Structure customer health scoring, lifecycle management, and churn prevention playbooks.

19|5|Updated Nov 23, 2025
Search Tags:#onboarding#retention#health score#customer success#QBR#upsell
One-click install
npx skills add https://github.com/Nir-Bhay/markups --skill customer-success-nir-bhay
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: customer-success
Source: https://github.com/Nir-Bhay/markups/tree/main/.agents/skills/customer-success
Command: npx skills add https://github.com/Nir-Bhay/markups --skill customer-success-nir-bhay

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill provides a comprehensive framework and tools for Customer Success Managers to effectively manage customer onboarding, drive retention, identify upsell opportunities, and monitor customer health.

Core Features & Use Cases

  • Health Scoring: Implements a weighted framework to calculate customer health based on product usage, engagement, support metrics, business outcomes, and relationship strength.
  • Lifecycle Management: Outlines key goals, touchpoints, and metrics for each phase of the customer lifecycle (Onboarding, Adoption, Optimization, Renewal).
  • Playbooks: Offers structured playbooks for churn prevention and expansion, including identifying signals and conversation frameworks.
  • QBR Template: Provides a ready-to-use template for Quarterly Business Reviews.

Quick Start

Use the customer-success skill to generate a QBR template for a new client.

Frequently Asked Questions about customer-success

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

FAQPage Schema
How do I calculate customer health scores based on product usage and engagement?▼

Customer health scores are calculated using a weighted framework that evaluates product usage, engagement levels, support metrics, business outcomes, and relationship strength to monitor overall account health.

What is the best way to structure a customer onboarding process for retention?▼

Customer onboarding for retention is structured through lifecycle management, defining key goals, touchpoints, and metrics for each phase from Onboarding through Adoption, Optimization, and Renewal.

Can I use a playbook to prevent customer churn and identify upsell opportunities?▼

Yes, structured playbooks provide conversation frameworks and signal identification specifically designed for churn prevention and account expansion to drive customer growth.

How do I generate a QBR template for a Quarterly Business Review?▼

You can generate a ready-to-use QBR template by leveraging the customer success framework, which provides structured sections for reviewing business outcomes and account health.

What metrics should I track for customer lifecycle management and account expansion?▼

Customer lifecycle management tracks defined metrics across onboarding, adoption, optimization, and renewal phases to measure progress, ensure customer success, and identify upsell opportunities.

Does this customer success framework require any specific dependencies or platforms?▼

This customer success framework operates without external dependencies, providing a standalone reference structure for health scoring, lifecycle management, and churn prevention.

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