customer-success-plan
Build a joint customer success plan for a specific account. Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan. Produces a structured success plan with business goals, milestones, success metrics, ownership, and a 90-180 day roadmap.
npx skills add mohitagw15856/pm-claude-skills --skill customer-success-plan --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# 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 --- # Customer Success Plan: [Account Name] **Product:** [Product name / plan tier] **Contract term:** [Start date → Renewal date] **CSM:** [Name] **Customer champion:** [Name, Title] **Customer executive sponsor:** [Name, Title — if known] **Last updated:** [Date] **Status:** [Active / Under review / Completed] --- ## 1. Partnership Objectives > *What does success look like for [Accoun
- Required Inputs
- Output Structure
- 1. Partnership Objectives
- 2. Success Metrics
- 3. Milestone Roadmap
- Phase 1: Onboard (Month 1)
- Phase 2: Adopt (Months 2–3)
- Phase 3: Value (Months 4–6)
- Phase 4: Renew & Expand (Months 7–12)
- 4. Mutual Commitments
- 5. Stakeholder Engagement Plan
- 6. Risk & Mitigation
- 7. Communication Plan
- 8. Escalation Path
What does the customer-success-plan skill do?
Build a joint customer success plan for a specific account. Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan. Produces a structured success plan with business goals, milestones, success metrics, ownership, and a 90-180 day roadmap.
How do I install it?
Run `npx skills add mohitagw15856/pm-claude-skills --skill customer-success-plan --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From mohitagw15856/pm-claude-skills, a repository with 1,255 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.