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customer-success

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Boost customer value and retention.

Product & Management#onboarding#retention#health score#customer success#QBR#upsell
AuthorNir-Bhay
Version1.0.0
Installs0

System Documentation

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.

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: customer-success
Download link: https://github.com/Nir-Bhay/markups/archive/main.zip#customer-success

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