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