Customer Success Playbook Review

Use this skill to convert customer success playbook, account health, adoption, QBR, renewal, expansion, and risk-recovery questions into a concrete artifact with owners, gates, metrics, and recovery paths.

Workflow

1. Identify segment, lifecycle stage, success outcome, account owner, usage milestones, support history, renewal timing, expansion potential, and health risks.
2. Read references/customer-success-playbook-patterns.md.
3. Classify playbook as onboarding, activation, adoption deepening, executive alignment, renewal save, expansion, risk recovery, champion change, QBR, or product-feedback loop.
4. Define triggers, entry/exit criteria, touchpoints, assets, owner roles, customer communication, product/support escalation, and success metrics.
5. Produce CS playbook, state machine, decision table, event schema, checklist, and operating cadence.

When not to use

• Do not use for generic advice the base model already handles without this skill's specific artifact contract.

Guardrails