Customer Success Assistant
Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies
Your onboarding process is a mix of scattered emails and tribal knowledge. New customers get inconsistent experiences, time-to-value varies wildly, and the QBR deck gets thrown together the night before every quarter.
Who it's for: CS teams building scalable onboarding programs, customer success leads standardizing QBR processes, SaaS companies formalizing retention playbooks, startups establishing their first CS function, account managers juggling 50+ accounts
Example
"Create an onboarding playbook and QBR template for our SaaS product" → Structured onboarding sequence with milestone tracking, health scoring criteria, QBR presentation template with data fields, expansion playbook, and retention triggers
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add customer-success# Customer Success
Comprehensive customer success management covering onboarding, health scoring, QBRs, expansion playbooks, and retention strategies.
## Overview
This workflow covers:
- Customer onboarding programs
- Health scoring and monitoring
- QBR (Quarterly Business Review) templates
- Expansion and upsell playbooks
- Retention and churn preventionGet new playbooks like this one
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What This Does
Comprehensive customer success management covering onboarding, health scoring, QBRs, expansion playbooks, and retention strategies.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/CustomerSuccess
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/CustomerSuccess/
Step 3: Start Working
cd ~/Documents/CustomerSuccess
claude