# Customer Success Skills for AI agents > 30 open-source Agent Skills for customer success and retention in B2B SaaS. Churn > prediction, renewal forecasting, QBR preparation, expansion discovery, escalation > management, voice of customer, board reporting and CS operations. Works with Claude Code, > Claude, Codex, Cursor, Gemini CLI, Copilot and any agent supporting the Agent Skills > standard. MIT licensed. Every skill is built on a shared evidence standard: each number carries its source and date, gaps are printed as `UNKNOWN — requires X` rather than filled with plausible values, and no probability is stated without a cited backtest. ## Install ``` npx skills add gaintrace/customer-success-skills # or, in Claude Code: /plugin marketplace add gaintrace/customer-success-skills /plugin install customer-success@customer-success-skills ``` ## Foundation - [cs-context](https://gaintrace.github.io/customer-success-skills/skills/cs-context.md): Captures the commercial model, segments, data sources and coverage that every other skill needs — and houses the shared reference libraries. ## Risk - [churn-risk](https://gaintrace.github.io/customer-success-skills/skills/churn-risk.md): Seven-family risk sweep with override floors, compound-pattern detection, ARR-weighted ranking and an intervention plan. - [save-play](https://gaintrace.github.io/customer-success-skills/skills/save-play.md): War-room plan for a red account: root-cause diagnosis, the matching play, commitments, exec engagement, and the stop-loss decision. - [churn-postmortem](https://gaintrace.github.io/customer-success-skills/skills/churn-postmortem.md): Loss review that finds the true root cause, the earliest detectable signal, and the systemic fix — then tunes the risk model. ## Renewal - [renewal-prep](https://gaintrace.github.io/customer-success-skills/skills/renewal-prep.md): The T-180 → close stage-gate runbook, governed by the opt-out deadline, with MEDDPICC-for-renewals and the paper process. - [renewal-negotiation](https://gaintrace.github.io/customer-success-skills/skills/renewal-negotiation.md): Uplift justification, the concession ladder, procurement handling, and multi-year structuring. - [renewal-forecast](https://gaintrace.github.io/customer-success-skills/skills/renewal-forecast.md): Evidence-based forecast categories, the ARR bridge, GRR/NRR with every edge case, scenarios and forecast accuracy. ## Meetings & relationship - [pre-call-brief](https://gaintrace.github.io/customer-success-skills/skills/pre-call-brief.md): The one-pager that makes you the best-prepared person in the room, built around a single walk-out commitment. - [qbr-builder](https://gaintrace.github.io/customer-success-skills/skills/qbr-builder.md): QBR/EBR anchored on the customer's objectives, with quantified value realisation and SMART goals for next quarter. - [post-call-followup](https://gaintrace.github.io/customer-success-skills/skills/post-call-followup.md): Customer recap, internal notes, CRM updates and downstream triggers — with a hard wall between internal and external. - [proactive-outreach](https://gaintrace.github.io/customer-success-skills/skills/proactive-outreach.md): Trigger-based outreach that gets replies, with a full trigger catalogue and a message library. - [stakeholder-map](https://gaintrace.github.io/customer-success-skills/skills/stakeholder-map.md): Who matters, how strong each relationship is, where the single points of failure are, and the plan to close them. - [exec-escalation-comms](https://gaintrace.github.io/customer-success-skills/skills/exec-escalation-comms.md): 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. ## Growth & value - [expansion-finder](https://gaintrace.github.io/customer-success-skills/skills/expansion-finder.md): Ranked, sized expansion pipeline from existing data — gated on health so trust is never spent for a quota. - [value-case](https://gaintrace.github.io/customer-success-skills/skills/value-case.md): Proves, measures and defends what a customer actually got for their money — impact hypothesis, baseline, KPIs, the arithmetic, and the one-page value case. - [customer-advocacy](https://gaintrace.github.io/customer-success-skills/skills/customer-advocacy.md): 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. ## Lifecycle - [onboarding-plan](https://gaintrace.github.io/customer-success-skills/skills/onboarding-plan.md): Onboarding plan built backwards from time-to-value, with the activation event as the finish line. - [success-plan](https://gaintrace.github.io/customer-success-skills/skills/success-plan.md): Mutual success plan with SMART goals, baselines, joint owners and a review cadence that survives contact with reality. - [book-of-business-triage](https://gaintrace.github.io/customer-success-skills/skills/book-of-business-triage.md): Monday-morning prioritisation of a whole portfolio against real capacity. ## Leadership - [retention-report](https://gaintrace.github.io/customer-success-skills/skills/retention-report.md): The monthly report leadership reads: ARR bridge, retention metrics, health migration matrix, drivers and decisions requested. - [exec-retention-review](https://gaintrace.github.io/customer-success-skills/skills/exec-retention-review.md): The board and exec-staff narrative — what happened, what it means, what we are doing, what we need. - [voice-of-customer](https://gaintrace.github.io/customer-success-skills/skills/voice-of-customer.md): Synthesises NPS, CSAT, tickets, transcripts and churn reasons into themes with ARR attached. - [coverage-and-capacity](https://gaintrace.github.io/customer-success-skills/skills/coverage-and-capacity.md): Segmentation, coverage model, CSM capacity and the headcount case. ## CS Ops - [health-score-designer](https://gaintrace.github.io/customer-success-skills/skills/health-score-designer.md): Designs, calibrates, backtests and audits a health score people will actually trust. - [cs-data-audit](https://gaintrace.github.io/customer-success-skills/skills/cs-data-audit.md): Instrumentation and data-quality audit with a prioritised remediation plan. - [cs-playbook-designer](https://gaintrace.github.io/customer-success-skills/skills/cs-playbook-designer.md): Turns plays into triggered, measurable automations — and kills the ones that do not work. ## Forward-deployed engineering - [fde-account-plan](https://gaintrace.github.io/customer-success-skills/skills/fde-account-plan.md): Technical account plan: architecture as deployed, deployment risk, custom work, and the path back to product. - [fde-scoping](https://gaintrace.github.io/customer-success-skills/skills/fde-scoping.md): 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. - [integration-health](https://gaintrace.github.io/customer-success-skills/skills/integration-health.md): Whether the integrations wired into an account are actually working — per connector, per error class, including the failures that raise no alert. - [custom-vs-product](https://gaintrace.github.io/customer-success-skills/skills/custom-vs-product.md): Build bespoke, generalise, work around, or say no — priced on the carrying cost, not the build cost. ## Optional - [Repository](https://github.com/gaintrace/customer-success-skills): the source of every skill, its references, scripts and evals - [The Skill Standard](https://github.com/gaintrace/customer-success-skills/blob/main/docs/SKILL-STANDARD.md): the binding authoring contract - [The Evidence Standard](https://github.com/gaintrace/customer-success-skills/blob/main/skills/cs-context/references/evidence-standard.md): provenance, evidence tiers, confidence criteria, the Coverage Ledger - [The Operating Rules](https://github.com/gaintrace/customer-success-skills/blob/main/skills/cs-context/references/operating-rules.md): 24 named rules with the revenue consequence of breaking each - [Worked Example](https://github.com/gaintrace/customer-success-skills/blob/main/docs/worked-example.md): a complete churn risk assessment, annotated - [GainTrace](https://gaintrace.com): a contributor to this library; an AI customer success platform