customer-success-plan

# Customer Success Plan Skill This skill produces a joint customer success plan — a living document shared between the CSM and the customer that aligns on outcomes, milestones, and mutual commitments. Output is ready to co-author with the customer in a kickoff call or QBR. ## Required Inputs Ask the user for these if not provided: - **Account name** and industry - **Product / plan purchased** - **Key stakeholders** — customer champion and economic buyer - **Customer's stated business goals** — why did they buy? What problem are they solving? - **Contract term and renewal date** - **Current onboarding stage** (new customer / expanding / post-QBR / pre-renewal) - **Seats / licenses / usage purchased** - **Any known risks** — adoption gaps, champion uncertainty, competing priorities ## Output Structure --- # Customer Success Plan: [Account Name] **Product:** [Product name / plan tier] **Contract term:** [Start date → Renewal date] **CSM:** [Name] **Customer champion:** [Name, Title] **Customer executive sponsor:** [Name, Title — if known] **Last updated:** [Date] **Status:** [Active / Under review / Completed] --- ## 1. Partnership Objectives > *What does success look like for [Account Name] at contract end?* [Write 2–3 sentences describing the customer's core objective in plain English — what they are trying to achieve in their business, not what features they are using.] **Primary business goal:** [e.g. Reduce time-to-hire by 30% across engineering teams] **Seconda...