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offboardinglisted

Runs a departure well: the data handover, the honest exit conversation, and the door left open. Trigger whenever the user says "offboarding", "they are leaving", "they gave notice", "churn process", "wind down", "transition them off", "they are not renewing", "how do I hand this back", "exit conversation", or names an account and a termination in the same breath. It separates what you owe them contractually from what you owe them professionally, gets the exit interview that nobody asks for, and treats the departing champion as a future pipeline event rather than a closed record. Use renewal-risk while the decision is still open and a save is possible, and churn-postmortem afterwards for the internal analysis of why it happened.
CSPulse/customer-success-skills · ★ 1 · Data & Documents · score 67
Install: claude install-skill CSPulse/customer-success-skills
# Offboarding The decision is made. Everything in this skill assumes that, and the single most damaging thing you can do here is keep trying to reverse it. Three jobs, in order: get their data out cleanly, learn why in a way that is actually true, and leave the relationship in a state that can come back. The failure this exists to prevent: **the account that goes cold the moment it is marked closed lost.** The last two weeks get no attention, the data export is slow, the final conversation never happens, and a customer who left for a solvable reason becomes a customer who tells people you were fine until you stopped caring. --- ## What this needs **Shared context.** If an `account-context` document exists, read it first, particularly the contract shapes and what customer success owns at the end of a term. Where it is absent, carry on and name the assumption. **Minimum: the account and the end date.** Enough for the wind-down plan, the questions and the handover. **Better with** the contract, for notice, data retention and deletion obligations, the final invoice position and any wind-down period you already owe. **Best with** the account history and the original business case, because the exit conversation is much sharper when you can ask about the specific thing they bought it to do. --- ## Step 0: Confirm it is actually over Two checks, because running this skill on a live decision costs you the account you could still have kept. - **Has the decision been made b