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customer-success-plan

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Build a joint customer success plan for a specific account. Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan. Produces a structured success plan with business goals, milestones, success metrics, ownership, and a 90-180 day roadmap.

skills/customer-success-plan/SKILL.md

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Nov 10, 2026
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# 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

Work from what is given. If any of these is missing, still produce the complete output: fill each gap with a reasonable assumption marked *(assumed, confirm)* and list those assumptions at the end. Ask a question first only when the core subject itself is missing (there is nothing to write about).
- **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**
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