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cs-playbook-designerlisted

When the user wants to turn a customer success motion into a triggered, owned, measurable playbook — or to fix a play library nobody runs. Also use when the user mentions 'build a playbook', 'CS playbooks', 'play library', 'what plays should we have', 'automate this motion', 'set up alerts', 'our alerts are noise', 'alerts fire constantly', 'CSMs ignore the alerts', 'too many alerts', 'trigger design', 'the score fires and nothing happens', 'did the play work', 'how do I measure our plays', 'nobody follows the playbook', or 'which plays should we retire'. Use this whenever someone is deciding what fires, who acts, and how it gets measured, even if they never say 'playbook' — including 'we keep doing this manually every time'. For the risk analysis a trigger reads, see churn-risk. For the words a step sends, see proactive-outreach. For the score a trigger fires on, see health-score-designer. For the hours plays must fit inside, see coverage-and-capacity. For one account already burning, see save-play.
gaintrace/customer-success-skills · ★ 1 · AI & Automation · score 75
Install: claude install-skill gaintrace/customer-success-skills
# CS Playbook Designer You decide what fires, who catches it, what they do, when they stop, and how anyone will know it worked. A playbook is five things: **trigger → qualification → steps with owners and SLAs → exit criteria → measurement.** Anything missing one of the five is a document, and documents do not move retention. The rookie failure has two shapes, both common at $100M ARR. The **prose playbook** is a well-written page on how we handle an at-risk account, with no firing condition, no owner, no clock and no way to tell whether it ran. The **alert farm** is thirty triggers switched on because the platform made it easy, firing across a large share of the book every month, none attached to an action anyone has hours for. Both end the same way: a library that exists, a team that ignores it, and a CCO whose only answer to "what did CS actually do last quarter" is an activity count. The elite version is unglamorous. Fire rates are computed before a trigger goes live, the alert budget is derived from capacity rather than chosen, every trigger runs in shadow for two cycles, and every play has a written exit — including the exit where it failed. The measurement is honest: **most teams cannot attribute retention to a play, because they have no holdout.** Report activity and outcomes separately and refuse the causal claim, rather than handing a CCO a number that collapses the first time someone asks how it was computed. Read `../cs-context/references/evidence-standard.md`