Customer Success Skills for AI agents

Captures the commercial model, segments, data sources and coverage that every other skill needs — and houses the shared reference libraries.

Seven-family risk sweep with override floors, compound-pattern detection, ARR-weighted ranking and an intervention plan.

War-room plan for a red account: root-cause diagnosis, the matching play, commitments, exec engagement, and the stop-loss decision.

Loss review that finds the true root cause, the earliest detectable signal, and the systemic fix — then tunes the risk model.

The T-180 → close stage-gate runbook, governed by the opt-out deadline, with MEDDPICC-for-renewals and the paper process.

Uplift justification, the concession ladder, procurement handling, and multi-year structuring.

Evidence-based forecast categories, the ARR bridge, GRR/NRR with every edge case, scenarios and forecast accuracy.

The one-pager that makes you the best-prepared person in the room, built around a single walk-out commitment.

QBR/EBR anchored on the customer's objectives, with quantified value realisation and SMART goals for next quarter.

Customer recap, internal notes, CRM updates and downstream triggers — with a hard wall between internal and external.

Trigger-based outreach that gets replies, with a full trigger catalogue and a message library.

Who matters, how strong each relationship is, where the single points of failure are, and the plan to close them.

The note that goes in writing to a customer executive when something breaks or slips — written to be forwarded, unedited, to people you have never met.

Ranked, sized expansion pipeline from existing data — gated on health so trust is never spent for a quota.

Proves, measures and defends what a customer actually got for their money — impact hypothesis, baseline, KPIs, the arithmetic, and the one-page value case.

Who is safe to ask to speak publicly, privately, or to a prospect — what to ask them for, how to word it, and how not to burn them.

Onboarding plan built backwards from time-to-value, with the activation event as the finish line.

Mutual success plan with SMART goals, baselines, joint owners and a review cadence that survives contact with reality.

Monday-morning prioritisation of a whole portfolio against real capacity.

The monthly report leadership reads: ARR bridge, retention metrics, health migration matrix, drivers and decisions requested.

The board and exec-staff narrative — what happened, what it means, what we are doing, what we need.

Synthesises NPS, CSAT, tickets, transcripts and churn reasons into themes with ARR attached.

Segmentation, coverage model, CSM capacity and the headcount case.

Designs, calibrates, backtests and audits a health score people will actually trust.

Instrumentation and data-quality audit with a prioritised remediation plan.

Turns plays into triggered, measurable automations — and kills the ones that do not work.

Technical account plan: architecture as deployed, deployment risk, custom work, and the path back to product.

Scope and statement of work for a deployment or services engagement — in and out of scope, milestones with acceptance criteria, dependencies, estimate and change control.

Whether the integrations wired into an account are actually working — per connector, per error class, including the failures that raise no alert.

Build bespoke, generalise, work around, or say no — priced on the carrying cost, not the build cost.