Customer Success Manager
Draft executive business reviews and renewal-ready account narratives with health, ARR, NPS, and value-delivered tables for solo founders wearing a CSM hat.
Overview
customer-success-manager is an agent skill most often used in Grow (also Operate) that fills an Executive Business Review template with renewal, health, and value-delivered narratives.
Install
npx skills add https://github.com/alirezarezvani/claude-skills --skill customer-success-managerWhat is this skill?
- Executive Business Review skeleton with partnership summary metrics (ARR, seats, health, NPS, renewal countdown)
- Strategic alignment tables mapping customer priorities to product contribution scores
- Value Delivered section with before/after outcome rows and estimated business value
- Account classification tiers: Strategic, Enterprise, Key Account
- Fill-in markdown structure agents can complete from CRM or spreadsheet exports
- EBR template includes 3 major narrative sections: Partnership Summary, Strategic Alignment, and Value Delivered
Adoption & trust: 646 installs on skills.sh; 17.5k GitHub stars; 3/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have customer data scattered across notes and spreadsheets but no consistent executive review doc for renewals or expansion talks.
Who is it for?
Solo SaaS founders preparing renewal or QBR decks who want a structured CSM document without hiring a full success team.
Skip if: Pre-revenue builders with no accounts to review, or teams that need live Salesforce or HubSpot API automation instead of a static template.
When should I use this skill?
You need an Executive Business Review or renewal-ready account brief with ARR, health score, alignment tables, and value metrics filled in.
What do I get? / Deliverables
You receive a completed EBR-style markdown brief with metrics tables and alignment sections ready to send or present to a key account stakeholder.
- Completed Executive Business Review markdown document
- Strategic alignment and value-delivered tables ready for presentation or email
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Retention and expansion storytelling sit in Grow once you have paying customers and need structured lifecycle reviews. The template is built around renewal dates, health scores, and quantified outcomes—classic customer lifecycle documentation.
Where it fits
Populate renewal countdown and NPS for an annual plan review two weeks before contract end.
Frame pilot ROI tables when converting a design partner from trial to paid tier.
How it compares
Markdown EBR template skill—not a support ticket triage bot or product analytics MCP integration.
Common Questions / FAQ
Who is customer-success-manager for?
Indie and solo SaaS operators who manage key accounts themselves and need executive-ready renewal and success review documents.
When should I use customer-success-manager?
In Grow before renewal or QBR calls; in Operate when documenting at-risk strategic accounts; in Validate when framing pilot outcomes for an early design partner.
Is customer-success-manager safe to install?
The skill only defines document structure—avoid pasting live customer PII into untrusted agents and review the Security Audits panel on this page before install.
SKILL.md
READMESKILL.md - Customer Success Manager
# Executive Business Review **Customer:** [Customer Name] **Date:** [Review Date] **Prepared for:** [Executive Name, Title] **Prepared by:** [CSM Name] | [VP Customer Success Name] **Classification:** [Strategic / Enterprise / Key Account] --- ## 1. Partnership Summary | Metric | Value | |--------|-------| | Partnership Duration | [X months/years] | | Current ARR | $[Amount] | | Lifetime Value to Date | $[Amount] | | Current Plan | [Tier] | | Licensed Seats | [Number] | | Active Seats | [Number] | | Health Score | [Score]/100 ([Green/Yellow/Red]) | | NPS Score | [Score] | | Renewal Date | [Date] ([X] days remaining) | --- ## 2. Strategic Alignment ### Customer's Business Priorities (This Year) 1. **[Priority 1]** -- [How our solution supports this] 2. **[Priority 2]** -- [How our solution supports this] 3. **[Priority 3]** -- [How our solution supports this] ### Alignment Assessment | Business Priority | Our Contribution | Alignment Score | |-------------------|-----------------|----------------| | [Priority 1] | [Specific contribution] | [Strong / Moderate / Weak] | | [Priority 2] | [Specific contribution] | [Strong / Moderate / Weak] | | [Priority 3] | [Specific contribution] | [Strong / Moderate / Weak] | --- ## 3. Value Delivered ### Quantified Business Impact | Outcome | Metric | Before | After | Business Value | |---------|--------|--------|-------|---------------| | [e.g., Operational efficiency] | [Hours saved/week] | [Baseline] | [Current] | $[Estimated value] | | [e.g., Revenue acceleration] | [Deal velocity] | [Baseline] | [Current] | $[Estimated value] | | [e.g., Risk reduction] | [Error rate] | [Baseline] | [Current] | $[Estimated value] | **Total Estimated Business Value:** $[Amount] **ROI:** [X]x return on investment ### Key Achievements This Period 1. [Achievement 1 with measurable outcome] 2. [Achievement 2 with measurable outcome] 3. [Achievement 3 with measurable outcome] --- ## 4. Adoption and Engagement Scorecard ### Platform Utilisation | Module | Adoption Status | Usage Depth | Benchmark | Assessment | |--------|---------------|-------------|-----------|------------| | [Module 1] | Fully Adopted | [High/Med/Low] | [Benchmark] | [Above/At/Below] | | [Module 2] | Partially Adopted | [High/Med/Low] | [Benchmark] | [Above/At/Below] | | [Module 3] | Not Adopted | -- | -- | Opportunity | ### Engagement Health | Indicator | Current | Previous Period | Trend | |-----------|---------|----------------|-------| | Executive Engagement | [Score] | [Score] | [Up/Down/Stable] | | Stakeholder Breadth | [# contacts] | [# contacts] | [Up/Down/Stable] | | Meeting Participation | [%] | [%] | [Up/Down/Stable] | | Feature Request Activity | [Count] | [Count] | [Up/Down/Stable] | --- ## 5. Account Health Overview ### Health Score Trend (Last 4 Quarters) | Quarter | Overall | Usage | Engagement | Support | Relationship | |---------|---------|-------|------------|---------|-------------| | [Q-3] | [Score] | [Score] | [Score] | [Score] | [Score] | | [Q-2] | [Score] | [Score] | [Score] | [Score] | [Score] | | [Q-1] | [Score] | [Score] | [Score] | [Score] | [Score] | | Current | [Score] | [Score] | [Score] | [Score] | [Score] | ### Risk Assessment | Risk Factor | Level | Details | Mitigation | |------------|-------|---------|-----------| | [Risk 1] | [High/Med/Low] | [Description] | [Action] | | [Risk 2] | [High/Med/Low] | [Description] | [Action] | --- ## 6. Support and Service Quality | Metric | This Period | SLA Target | Status | |--------|------------|-----------|--------| | Total Tickets | [Number] | -- | | | Avg First Response | [Hours] | [Hours] | [Met / Not Met] | | Avg Resolution Time | [Hours] | [Hours] | [Met / Not Met] | | Escalations | [Number] | 0 | | | CSAT Score | [Score] | [Target] | [Above / Below] | | Critical Issues | [Number] | 0 | | ### Notable Support Interactions - [Summary of any significant support events and resolution] --- ## 7. Product Roadmap Alignment ### Features D