Agent skill

Customer Success Manager

by alirezarezvani in alirezarezvani/claude-skills

Scores customer health, churn risk and expansion potential from a JSON export of account data, using three Python scripts that need no extra libraries.

MITAuto-check passedSales & Support

Install Customer Success Manager

skills CLI
$ npx skills add alirezarezvani/claude-skills --skill customer-success-manager -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install alirezarezvani/claude-skills customer-success-manager --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/alirezarezvani/claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/business-growth/skills/customer-success-manager .claude/skills/customer-success-manager && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
customer-success-manager
GitHub stars
28k
Used in
1 other repo
Token cost
~2.3k tokens
SKILL.md length
670 words
Files
13 (incl. scripts, references, assets)
Skills in repo
342
Repo updated
First seen
Licence
MIT

At a glance

Scores customer health, churn risk and expansion potential from a JSON export of account data, using three Python scripts that need no extra libraries.

  • Works in 3 steps: health_score_calculator.py → churn_risk_analyzer.py → expansion_opportunity_scorer.py
  • Scoring a customer portfolio to see which accounts are healthy or at risk
  • SKILL.md covers Table of Contents, Input Requirements, Output Formats and How to Use, plus 5 more sections
  • Runs Python scripts from its folder; calls python

What it does

Three command-line scripts read a JSON file of customer records and produce repeatable results. health_score_calculator.py scores each account from usage, engagement, support and relationship data with a trend comparison, churn_risk_analyzer.py sorts accounts into risk tiers using contract end dates and warning signals, and expansion_opportunity_scorer.py ranks upsell chances from seat usage, module adoption and department reach.

They rely only on the Python standard library, call no APIs and use no machine-learning models. Output is readable text by default, or JSON with --format json for pipelines. A sample data file shows the expected fields, and the skill bundles templates for onboarding checklists, success plans, quarterly business reviews and executive business reviews, plus reference notes on metrics benchmarks, playbooks and the health-scoring framework.

When your agent uses it

  • Scoring a customer portfolio to see which accounts are healthy or at risk
  • Prioritizing accounts for retention outreach ahead of renewal
  • Finding upsell and expansion candidates from product usage data
  • Preparing a quarterly business review or success plan from a template

Example prompts

  • “Run the health score calculator on ./data/customers.json and list the five weakest accounts.”
  • “Which accounts in this export are most likely to churn before their contract end date?”
  • “Find expansion opportunities among our Enterprise customers using seat usage and module adoption.”

Requirements

  • Python 3 (standard library only)

Workflow steps

3 steps, taken from the step headings in SKILL.md.

  1. health_score_calculator.py
  2. churn_risk_analyzer.py
  3. expansion_opportunity_scorer.py

What it can do on your machine

Read from SKILL.md and the folder at commit 19392f7. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 3 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Customer Success Manager loads about 2.3k tokens when it runs, and up to ~9.4k if it reads all its reference files. Until then it costs about 145 tokens; SKILL.md has 670 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~145
When it runs · the whole SKILL.md, loaded when a task matches
~2.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~9.4k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from alirezarezvani/claude-skills at commit 19392f7, republished under its MIT licence (© alirezarezvani). 670 words, ~2,306 tokens.

Download SKILL.mdSave it as .claude/skills/customer-success-manager/SKILL.md (or your agent's skills folder). This skill also uses 12 other files; get the full folder from GitHub.
name
customer-success-manager
description
Monitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success. Use when analyzing customer accounts, reviewing retention metrics, scoring at-risk customers, or when the user mentions churn, customer health scores, upsell opportunities, expansion revenue, retention analysis, or customer analytics. Runs three Python CLI tools to produce deterministic health scores, churn risk tiers, and prioritized expansion recommendations across Enterprise, Mid-Market, and SMB segments.
license
MIT
metadata.version
1.0.0
metadata.author
Alireza Rezvani
metadata.category
business-growth
metadata.domain
customer-success
metadata.updated
2026-02-06
metadata.python-tools
health_score_calculator.py, churn_risk_analyzer.py, expansion_opportunity_scorer.py
metadata.tech-stack
customer-success, saas-metrics, health-scoring

Customer Success Manager

Production-grade customer success analytics with multi-dimensional health scoring, churn risk prediction, and expansion opportunity identification. Three Python CLI tools provide deterministic, repeatable analysis using standard library only -- no external dependencies, no API calls, no ML models.


Table of Contents


Input Requirements

All scripts accept a JSON file as positional input argument. See assets/sample_customer_data.json for complete schema examples and sample data.

Health Score Calculator

Required fields per customer object: customer_id, name, segment, arr, and nested objects usage (login_frequency, feature_adoption, dau_mau_ratio), engagement (support_ticket_volume, meeting_attendance, nps_score, csat_score), support (open_tickets, escalation_rate, avg_resolution_hours), relationship (executive_sponsor_engagement, multi_threading_depth, renewal_sentiment), and previous_period scores for trend analysis.

Churn Risk Analyzer

Required fields per customer object: customer_id, name, segment, arr, contract_end_date, and nested objects usage_decline, engagement_drop, support_issues, relationship_signals, and commercial_factors.

Expansion Opportunity Scorer

Required fields per customer object: customer_id, name, segment, arr, and nested objects contract (licensed_seats, active_seats, plan_tier, available_tiers), product_usage (per-module adoption flags and usage percentages), and departments (current and potential).


Output Formats

All scripts support two output formats via the --format flag:

  • text (default): Human-readable formatted output for terminal viewing
  • json: Machine-readable JSON output for integrations and pipelines

How to Use

Quick Start
bash
# Health scoring
python scripts/health_score_calculator.py assets/sample_customer_data.json
python scripts/health_score_calculator.py assets/sample_customer_data.json --format json

# Churn risk analysis
python scripts/churn_risk_analyzer.py assets/sample_customer_data.json
python scripts/churn_risk_analyzer.py assets/sample_customer_data.json --format json

# Expansion opportunity scoring
python scripts/expansion_opportunity_scorer.py assets/sample_customer_data.json
python scripts/expansion_opportunity_scorer.py assets/sample_customer_data.json --format json
Workflow Integration
bash
# 1. Score customer health across portfolio
python scripts/health_score_calculator.py customer_portfolio.json --format json > health_results.json
# Verify: confirm health_results.json contains the expected number of customer records before continuing

# 2. Identify at-risk accounts
python scripts/churn_risk_analyzer.py customer_portfolio.json --format json > risk_results.json
# Verify: confirm risk_results.json is non-empty and risk tiers are present for each customer

# 3. Find expansion opportunities in healthy accounts
python scripts/expansion_opportunity_scorer.py customer_portfolio.json --format json > expansion_results.json
# Verify: confirm expansion_results.json lists opportunities ranked by priority

# 4. Prepare QBR using templates
# Reference: assets/qbr_template.md

Error handling: If a script exits with an error, check that:

  • The input JSON matches the required schema for that script (see Input Requirements above)
  • All required fields are present and correctly typed
  • Python 3.7+ is being used (python --version)
  • Output files from prior steps are non-empty before piping into subsequent steps

Scripts

1. health_score_calculator.py

Purpose: Multi-dimensional customer health scoring with trend analysis and segment-aware benchmarking.

Dimensions and Weights:

DimensionWeightMetrics
Usage30%Login frequency, feature adoption, DAU/MAU ratio
Engagement25%Support ticket volume, meeting attendance, NPS/CSAT
Support20%Open tickets, escalation rate, avg resolution time
Relationship25%Executive sponsor engagement, multi-threading depth, renewal sentiment

Classification:

  • Green (75-100): Healthy -- customer achieving value
  • Yellow (50-74): Needs attention -- monitor closely
  • Red (0-49): At risk -- immediate intervention required

Usage:

bash
python scripts/health_score_calculator.py customer_data.json
python scripts/health_score_calculator.py customer_data.json --format json
2. churn_risk_analyzer.py

Purpose: Identify at-risk accounts with behavioral signal detection and tier-based intervention recommendations.

Risk Signal Weights:

Signal CategoryWeightIndicators
Usage Decline30%Login trend, feature adoption change, DAU/MAU change
Engagement Drop25%Meeting cancellations, response time, NPS change
Support Issues20%Open escalations, unresolved critical, satisfaction trend
Relationship Signals15%Champion left, sponsor change, competitor mentions
Commercial Factors10%Contract type, pricing complaints, budget cuts

Risk Tiers:

  • Critical (80-100): Immediate executive escalation
  • High (60-79): Urgent CSM intervention
  • Medium (40-59): Proactive outreach
  • Low (0-39): Standard monitoring

Usage:

bash
python scripts/churn_risk_analyzer.py customer_data.json
python scripts/churn_risk_analyzer.py customer_data.json --format json
Show full SKILL.md (251 more words)Show less
3. expansion_opportunity_scorer.py

Purpose: Identify upsell, cross-sell, and expansion opportunities with revenue estimation and priority ranking.

Expansion Types:

  • Upsell: Upgrade to higher tier or more of existing product
  • Cross-sell: Add new product modules
  • Expansion: Additional seats or departments

Usage:

bash
python scripts/expansion_opportunity_scorer.py customer_data.json
python scripts/expansion_opportunity_scorer.py customer_data.json --format json

Reference Guides

ReferenceDescription
references/health-scoring-framework.mdComplete health scoring methodology, dimension definitions, weighting rationale, threshold calibration
references/cs-playbooks.mdIntervention playbooks for each risk tier, onboarding, renewal, expansion, and escalation procedures
references/cs-metrics-benchmarks.mdIndustry benchmarks for NRR, GRR, churn rates, health scores, expansion rates by segment and industry

Templates

TemplatePurpose
assets/qbr_template.mdQuarterly Business Review presentation structure
assets/success_plan_template.mdCustomer success plan with goals, milestones, and metrics
assets/onboarding_checklist_template.md90-day onboarding checklist with phase gates
assets/executive_business_review_template.mdExecutive stakeholder review for strategic accounts

Best Practices

  1. Combine signals: Use all three scripts together for a complete customer picture
  2. Act on trends, not snapshots: A declining Green is more urgent than a stable Yellow
  3. Calibrate thresholds: Adjust segment benchmarks based on your product and industry per references/health-scoring-framework.md
  4. Prepare with data: Run scripts before every QBR and executive meeting; reference references/cs-playbooks.md for intervention guidance

Limitations

  • No real-time data: Scripts analyze point-in-time snapshots from JSON input files
  • No CRM integration: Data must be exported manually from your CRM/CS platform
  • Deterministic only: No predictive ML -- scoring is algorithmic based on weighted signals
  • Threshold tuning: Default thresholds are industry-standard but may need calibration for your business
  • Revenue estimates: Expansion revenue estimates are approximations based on usage patterns

Last Updated: February 2026 Tools: 3 Python CLI tools Dependencies: Python 3.7+ standard library only

© alirezarezvani, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 12 other files (scripts, references, assets) in business-growth/skills/customer-success-manager of alirezarezvani/claude-skills.

  • SKILL.md
  • 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

Open the folder on GitHubat commit 19392f7

Used in 1 other repository

We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in alirezarezvani/claude-skills, which our catalogue first saw on October 7, 2026.

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Works with

Categories

Questions about Customer Success Manager

What does Customer Success Manager do?

Scores customer health, churn risk and expansion potential from a JSON export of account data, using three Python scripts that need no extra libraries. Three command-line scripts read a JSON file of customer records and produce repeatable results.py ranks upsell chances from seat usage, module adoption and department reach.

When should I use Customer Success Manager?

Customer Success Manager fits situations like: scoring a customer portfolio to see which accounts are healthy or at risk; prioritizing accounts for retention outreach ahead of renewal; finding upsell and expansion candidates from product usage data; preparing a quarterly business review or success plan from a template.

How do I install Customer Success Manager in Claude Code?

Run `npx skills add alirezarezvani/claude-skills --skill customer-success-manager -a claude-code`. Or copy the skill folder (business-growth/skills/customer-success-manager in alirezarezvani/claude-skills) into .claude/skills/customer-success-manager in your project. Claude Code loads it when a task matches its description.

How do I install Customer Success Manager in Codex?

Run `npx skills add alirezarezvani/claude-skills --skill customer-success-manager -a codex`. Or copy the skill folder (business-growth/skills/customer-success-manager in alirezarezvani/claude-skills) into .agents/skills/customer-success-manager in your project. Codex loads it when a task matches its description.

Can I use Customer Success Manager in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add alirezarezvani/claude-skills --skill customer-success-manager -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/customer-success-manager, .gemini/skills/customer-success-manager, .github/skills/customer-success-manager and .opencode/skills/customer-success-manager in your project.

What does Customer Success Manager need to run?

Going by SKILL.md and its folder, Customer Success Manager needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3 (standard library only).

Does Customer Success Manager access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Customer Success Manager safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Customer Success Manager use?

Customer Success Manager is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Customer Success Manager use?

About 2.3k tokens (SKILL.md is roughly 9.2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 7.1k tokens, read only when the agent opens those files.

What are the alternatives to Customer Success Manager?

Skills that share tags, products or a category with Customer Success Manager: Task Forest (dongshuyan/compass-skills, 753 stars), 1688 Buyer Opportunity Tracker (next-1688/1688-customer-opportunity, 553 stars), Faq Shortcuts (kishormorol/cli-faq-shortcuts, 127 stars) and Review Analyzer Skill (buluslan/review-analyzer-skill, 131 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Customer Success Manager?

alirezarezvani (a GitHub user) maintains it in alirezarezvani/claude-skills, which has 27,938 GitHub stars. The repository holds 342 skills in this directory. The repository was last updated on August 30, 2026.

Source: alirezarezvani/claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.