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Customer Success Manager

Scores customer health, churn risk and expansion potential from account data using weighted models

Source Download skill
Repository
alirezarezvani/claude-skills
Stars
29,149
Licence
MIT
Files
13 files

What it does

Once installed, the agent can analyse a file of customer account data and produce health scores (green, yellow, red), churn risk tiers with suggested interventions, and ranked upsell or expansion opportunities. It uses fixed, rule-based formulas from three bundled Python scripts rather than guessing, so results are repeatable. It can also fill in quarterly business review, onboarding and success plan templates.

Great for

  • Customer success managers reviewing a portfolio of SaaS accounts before renewal meetings
  • Revenue or account teams looking for prioritised upsell candidates
  • Analysts who want a transparent, editable scoring baseline before building a custom model

Skip it if

  • Teams without structured per-customer usage and support data, since the scripts require specific nested JSON fields and will fail or produce weak results otherwise
  • Making final decisions on individual customer contracts or pricing without human review, because the weights and thresholds are generic defaults and not validated against your business

Try asking

  • “Score the health of all customers in my customer_portfolio.json and list the red accounts”
  • “Which accounts have the highest churn risk this quarter, and what intervention does each tier suggest?”
  • “Find expansion opportunities among healthy accounts and rank them by priority”
  • “Draft a QBR deck outline for a enterprise customer using the QBR template”
Step-by-step guide: how to use Customer Success ManagerInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 13 original files, the MIT licence and an attribution note.

    customer-success-manager.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip customer-success-manager.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip customer-success-manager.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Start by running the scripts on the included sample_customer_data.json to see the expected input and output before using real customer data
  • Review and adjust the weights and segment thresholds in the script constants to match your own business before relying on the scores
  • Remove or anonymise customer names and contract details if you share the data with an AI service

What's inside

  • assets/executive_business_review_template.md
  • assets/expected_output.json
  • assets/onboarding_checklist_template.md
  • assets/qbr_template.md
  • assets/sample_customer_data.json
  • assets/success_plan_template.md
  • references/cs-metrics-benchmarks.md
  • references/cs-playbooks.md
  • references/health-scoring-framework.md
  • scripts/churn_risk_analyzer.py
  • scripts/expansion_opportunity_scorer.py
  • scripts/health_score_calculator.py
  • SKILL.md

Redistributed unmodified from alirezarezvani/claude-skills under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.