Customer Success Claude Skills
Skills for retention work — onboarding plans, churn-risk review, renewals, and QBR preparation.
Every skill below is free to use with a free Agentman account.
- Churn Prevention AnalystThis skill should be used when identifying at-risk customers, designing churn prevention interventions, or analyzing churn patterns. It provides risk signal taxonomies, intervention playbooks, save offer frameworks, and win-back sequence design. Use for proactive churn prevention, reactive save motions, or post-churn analysis.
- Customer Onboarding PlaybookThis skill should be used when designing, executing, or improving customer onboarding programs. It provides milestone frameworks, health scoring methodologies, risk intervention triggers, and handoff protocols. Use for onboarding program design, individual customer onboarding, health monitoring, or identifying at-risk customers during implementation.
- Qbr ArchitectThis skill should be used when preparing, conducting, or following up on Quarterly Business Reviews with customers. It provides deck structures by customer tier, success metric presentation frameworks, expansion opportunity identification, risk discussion framing, and action item generation. Use for QBR preparation, executive presentation design, or strategic account planning.
Build your own customer success skills library
Clone any skill here, edit it for how your team works, and use it from Claude, ChatGPT, or your own agents. Free to start — up to 10 private skills and 3 members, no credit card.