Agent skill · marketing growth · claude-office-skills

customer-success

Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies

Why this skill is useful

Provides specific onboarding frameworks and health scoring models that enhance customer success strategies beyond generic practices.

What it needs

About 6k tokens when loaded. Last updated 2026-01-31. 363 stars on the source repository.

What this skill does

Customer Success Comprehensive customer success management covering onboarding, health scoring, QBRs, expansion playbooks, and retention strategies. Overview This skill covers: Customer onboarding programs Health scoring and monitoring QBR (Quarterly Business Review) templates Expansion and upsell playbooks Retention and churn prevention --- Customer Onboarding Onboarding Program Structure Onboarding Checklist --- Health Scoring Health Score Model Health Score Automation --- QBR (Quarterly Business Review) QBR Template --- Expansion Playbook Expansion Triggers Expansion Conversation Framework --- Retention Strategies Churn Risk Playbook --- Output Example Request: "Create a QBR presentation for a customer" Output: --- Customer Success Skill - Part of Claude Office Skills

How to use it

Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:

@skills claude-office-skills/customer-success

View the source on GitHub

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