process-audit-worksheet

Name: process-audit-worksheet
Availability: InStock
Author: stephenrogan

Audit CS processes to classify steps as AGENT, HUMAN, or HUMAN+.

1|Updated Mar 23, 2026

Search Tags:#automation #workflow #audit #measurement #process #customer-success #cs

Ready to run

npx skills add https://github.com/stephenrogan/csm-skills --skill process-audit-worksheet

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: process-audit-worksheet
Source: https://github.com/stephenrogan/csm-skills/tree/main/skills/process-audit-worksheet
Command: npx skills add https://github.com/stephenrogan/csm-skills --skill process-audit-worksheet

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Audits CS processes to determine which steps can be automated versus require human judgment, and quantifies the production vs. judgment split to reveal automation opportunities.

Core Features & Use Cases

Classification framework to label each step as AGENT, HUMAN, or HUMAN+.
Pressure testing to validate classifications and guardrails.
Quantification metrics: total steps, agent density, and time reclamation.
Use cases include onboarding, renewal workflows, QBR preparation, escalation protocols, and health reviews.

Quick Start

Provide a CS process in step-by-step form and run the classification workflow to output the AGENT/HUMAN/HUMAN+ breakdown.

Frequently Asked Questions about process-audit-worksheet

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

FAQPage Schema

How do I identify which customer success workflow steps to automate versus require human judgment?▼

To identify which customer success workflow steps to automate, audit your process to classify each step as AGENT, HUMAN, or HUMAN+. This quantifies the production versus judgment split to reveal precise automation opportunities.

What is the best way to audit CS processes for automation opportunities at scale?▼

The best way to audit CS processes for automation opportunities is applying a structured four-step classification framework. This methodology pressure tests your workflow steps and outputs quantification metrics like agent density and time reclamation.

Can I analyze onboarding and renewal workflows to measure agent density and time reclamation?▼

Yes, you can analyze onboarding and renewal workflows to measure agent density and time reclamation. The audit framework applies to these CS operations to assess agent readiness and calculate the total steps eligible for automation.

How do I pressure test CS escalation protocols and health reviews for automation readiness?▼

To pressure test CS escalation protocols and health reviews for automation readiness, validate your AGENT, HUMAN, and HUMAN+ classifications against established guardrails. This ensures your automation boundaries hold up under operational stress.

Does the process audit framework work for QBR preparation and health review workflows?▼

Yes, the process audit framework works for QBR preparation and health review workflows. It evaluates these CS processes by breaking down total steps and quantifying the production versus judgment split to pinpoint automation priorities.

Why should I quantify the production versus judgment split in my CS operations?▼

You should quantify the production versus judgment split in your CS operations to clearly distinguish routine tasks from complex decisions. This classification reveals automation opportunities and calculates time reclamation across your workflows.