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expansion-onboarding

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Launch expansion with plan, milestones, and kickoff

Content & Communication#milestones#human-in-the-loop#customer success#expansion onboarding#ocv log#kickoff agenda#deal-to-execution
Authort0ddc3by
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Expansion onboarding for Customer Success can stall when CSQL details, success criteria, and a milestone-driven kickoff plan are not assembled into a consistent set of execution-ready artifacts.

Core Features & Use Cases

  • Builds a 5-phase expansion kickoff package that classifies the expansion source, scaffolds a success plan, logs OCV entry details, sets M1–M5 milestones, and produces a kickoff agenda.
  • Creates and safely updates account context artifacts by writing expansion success-plan, OCV log, and milestone files into the context/ directory with explicit human confirmation for each write.
  • Supports two starting modes: csql-driven expansion (requires a confirmed CSQL close and CSQL ID) and csm-led expansion (no CSQL ID needed).
  • Example use case: when an expansion deal is marked won, generate the success plan scaffold, an OCV entry for the expansion opportunity, and a 90-day milestone set plus a kickoff agenda for the CSM to run.

Quick Start

Run expansion onboarding for Acme Corp — adding Analytics Pro, using csql mode with csql_id provided.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: expansion-onboarding
Download link: https://github.com/t0ddc3by/claude-for-customer-success/archive/main.zip#expansion-onboarding

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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