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sf-customer-success

Generate post-sale customer success workflows and seven core deliverables for Salesforce.

15|Updated Jan 27, 2026
Search Tags:#adoption#customer-success#renewal#health-score#csm#qbr
One-click install
npx skills add https://github.com/sfdc-brendan/Demo-Lab --skill sf-customer-success
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sf-customer-success
Source: https://github.com/sfdc-brendan/Demo-Lab/tree/main/subagents/CustomerSuccess
Command: npx skills add https://github.com/sfdc-brendan/Demo-Lab --skill sf-customer-success

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Empowers Salesforce Customer Success Managers to own the post-sale relationship with a repeatable playbook that drives adoption, health, expansion, and renewal while surfacing risk early.

Core Features & Use Cases

  • Delivers seven core artifacts: Success Plan, Adoption Scorecard, Health Check, Expansion Opportunity Map, QBR Deck, Risk Mitigation Plan, and Feature Adoption Playbook, plus loadable templates and VoC synthesis for cross-sell/upsell.
  • Supports cross-skill delegation and governance with a clear RACI and handoff model to DSE, SE, BA, value engineers, and deployment teams.
  • Provides on-demand references and templates to accelerate engagement across multi-cloud footprints (Sales Cloud, Service Cloud, Data Cloud, etc.).

Quick Start

Create a sample post-go-live engagement plan for a mid-size customer to validate the seven deliverables.

Frequently Asked Questions about sf-customer-success

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

FAQPage Schema
How do I create a customer success plan for a multi-cloud Salesforce deployment?▼

Create a customer success plan by loading structured post-sale engagement templates that generate a Success Plan, Adoption Scorecard, and Feature Adoption Playbook tailored for multi-cloud Salesforce footprints to drive measurable adoption and retention.

What deliverables should a quarterly business review include for a SaaS renewal?▼

A QBR deliverable for a SaaS renewal should include a QBR Deck, Health Check, and Expansion Opportunity Map to synthesize value realization, surface adoption risks, and justify renewal terms using structured post-sale governance workflows.

How do I calculate a customer health score to identify churn risk?▼

Calculate customer health scores by applying an Adoption Scorecard and Risk Mitigation Plan to evaluate adoption metrics, enforce cross-skill delegation, and surface early renewal risks across multi-cloud Salesforce environments.

Can I manage post-sale customer engagements without dedicated customer success software?▼

Yes, you can manage post-sale engagements using loadable templates and on-demand references that enforce RACI governance, cross-skill handoffs, and structured workflows for adoption, expansion, and renewal without dedicated software.

What is the best way to structure cross-sell and upsell opportunities from existing accounts?▼

The best way to structure upsell opportunities is by generating an Expansion Opportunity Map and synthesizing Voice of Customer data to identify cross-sell potential across multi-cloud Salesforce footprints using repeatable post-sale playbooks.

When should I use a formal RACI model for customer success handoffs?▼

Use a formal RACI model for customer success handoffs when coordinating cross-skill delegation to deployment teams, value engineers, and business analysts across multi-cloud Salesforce environments to enforce governance and renewal-ready practices.

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