home / Business & Operations / Customer Success Skill by @claude-office-skills

Customer Success Skill by @claude-office-skills

FREE

github stars★ 546updatedJan 2026repo@claude-office-skills

$git clone https://github.com/claude-office-skills/skills

The skill is the customer-success folder inside that repository. Copy it into the folder your agent loads skills from; check your agent's documentation for where that is.

about Customer Success Skill by @claude-office-skills

Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies.

our take

Covers the customer success playbook: onboarding programmes and checklists, health scoring, quarterly business reviews, expansion plays and retention strategy.

when to use it

You are setting up a customer success function
You need a health score and a review cadence
You want an onboarding checklist for new accounts

before you install

Health scores must be calibrated against real churn data
Templates need adapting to your product and customer size

what's inside

The original SKILL.md is organised into these sections:

Overview
Customer Onboarding
Onboarding Program Structure
Onboarding Checklist
Health Scoring
Health Score Model
Health Score Automation
QBR (Quarterly Business Review)
QBR Template
{Company Name} | {Quarter} {Year}
Agenda (60 minutes)
1. Executive Summary

source and license

Written and maintained by @claude-office-skills. It is published under the MIT license, which allows reuse with attribution. SkillDirectory does not claim authorship: this page adds our own review and links back to the original, and the skill's text belongs to its author.

View the full SKILL.md on GitHub ↗

Read the opening of the original SKILL.md

# Customer Success

Comprehensive customer success management covering onboarding, health scoring, QBRs, expansion playbooks, and retention strategies.

## Overview

This skill covers:
- Customer onboarding programs
- Health scoring and monitoring
- QBR (Quarterly Business Review) templates
- Expansion and upsell playbooks
- Retention and churn prevention

---

## Customer Onboarding

### Onboarding Program Structure

```yaml
onboarding_phases:
  phase_1_kickoff:
    duration: "Week 1"
    goals:
      - establish_relationship
      - set_expectations
      - gather_requirements
    activities:
      - kickoff_call: 60min
      - intro_to_support_channels
      - share_onboarding_plan
      - schedule_implementation
    deliverables:
      - success_plan_document
      - timeline_with_milestones
      
  phase_2_implementation:
    duration: "Week 2-3"
    goals:
      - technical_setup
      - data_migration
      - integration_configuration
    activities:
…

Excerpt only, quoted from the author's repository. Open the repository for the complete file.

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