Agent skill

Customer Success And Retention

by manojbajaj95 in manojbajaj95/claude-gtm-plugin

Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization.

MITAuto-check passedSales & Support

Install Customer Success And Retention

skills CLI
$ npx skills add manojbajaj95/claude-gtm-plugin --skill customer-success-and-retention -a claude-code

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

GitHub CLI
$ gh skill install manojbajaj95/claude-gtm-plugin customer-success-and-retention --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/manojbajaj95/claude-gtm-plugin.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/customer-success-and-retention .claude/skills/customer-success-and-retention && 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-and-retention
GitHub stars
105
Token cost
~3k tokens
SKILL.md length
1,219 words
Files
1
Skills in repo
52
Repo updated
First seen
Licence
MIT

At a glance

Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization.

  • Works in 7 steps: Map customer goals and success criteria → Define key milestones and timeline → Create onboarding checklist → …
  • Designing customer onboarding flows
  • SKILL.md covers Workspace Context, Operating Contract, Quick Reference and Part 1: Core Principles, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Customer Success And Retention is an agent skill from manojbajaj95/claude-gtm-plugin. Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization. Use when designing customer onboarding flows, reducing churn, building health scores, creating retention systems, designing upsells, or improving customer lifetime value. Covers proactive engagement, cancel flows, dunning, re-engagement, and the full customer lifecycle.

Its SKILL.md is about 3k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering Customer success. The licence is MIT.

When your agent uses it

  • Designing customer onboarding flows
  • Building health scores
  • Creating retention systems
  • Designing upsells

Example prompts

  • “/customer-success-and-retention”

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Map customer goals and success criteria
  2. Define key milestones and timeline
  3. Create onboarding checklist
  4. Design enablement content
  5. Set up automated touchpoints
  6. Define handoff from sales
  7. Measure time-to-value

What it can do on your machine

Read from SKILL.md and the folder at commit 0830a46. 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

    No scripts in the folder and no shell commands in SKILL.md.

    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 And Retention loads about 3k tokens when it runs. Until then it costs about 114 tokens; SKILL.md has 1,219 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~114
When it runs · the whole SKILL.md, loaded when a task matches
~3k

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); files beside SKILL.md are not scanned.

SKILL.md

The full file from manojbajaj95/claude-gtm-plugin at commit 0830a46, republished under its MIT licence (© manojbajaj95). 1,219 words, ~2,984 tokens.

Download SKILL.mdSave it as .claude/skills/customer-success-and-retention/SKILL.md (or your agent's skills folder).
name
customer-success-and-retention
description
Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization. Use when designing customer onboarding flows, reducing churn, building health scores, creating retention systems, designing upsells, or improving customer lifetime value. Covers proactive engagement, cancel flows, dunning, re-engagement, and the full customer lifecycle.
metadata.version
1.0.0
metadata.merged_from
customer-success-manager, customer-success, churn-prevention, retain, retention-engine

Customer Success & Retention

Workspace Context

Read bootstrap context before asking questions: strategy/brand.md for brand, audience, offer, channels, tools, constraints, and metrics; about/me.md for personal voice; content/ideas.md and content/calendar.md for content planning. Use legacy product-marketing context files only as fallback. Save generated drafts to content/<platform>/drafts/YYYY-MM-DD_short-topic-slug.md, and route durable learnings back to strategy/brand.md, about/me.md, or content/ideas.md.

Operating Contract

This skill is self-contained for its frontmatter scope: use its local instructions, references, scripts, and assets as the playbook; ask only for missing task-specific inputs; hand off to adjacent skills instead of expanding scope; and return an actionable artifact, decision, plan, draft, or diagnostic.

Comprehensive framework for customer success, retention, and lifetime value maximization.

Quick Reference

SituationUse This Skill For
Designing onboarding flowsOnboarding Excellence
Reducing churnChurn Prevention & Recovery
Building health monitoringHealth Score Models
Improving LTVRetention & Ascension
Cancel flow optimizationCancel Flow Design
Payment failuresDunning & Recovery

Part 1: Core Principles

Time to Value Is Everything

The faster users get value, the more likely they stick. Measure and optimize time to first value moment. Remove every obstacle between signup and aha moment.

Proactive Beats Reactive

Reach out before problems escalate. Health scores predict churn before it happens. Intervention when metrics dip is worth 10x intervention after cancellation request.

Segment for Relevance

Not all customers are the same. High-touch for enterprise, tech-touch for SMB, self-serve for individuals. Match effort to customer value and needs.

Measure Leading Indicators

Revenue is a lagging indicator. Track: engagement, feature adoption, support tickets, NPS changes.

Make Expansion Natural

Upselling should feel like helping, not selling. When customers outgrow their tier, expansion is a solution.


Part 2: Customer Onboarding Design

Onboarding Workflow
  1. Map customer goals and success criteria
  2. Define key milestones and timeline
  3. Create onboarding checklist
  4. Design enablement content
  5. Set up automated touchpoints
  6. Define handoff from sales
  7. Measure time-to-value
Activation Milestones
MilestoneTarget TimeD30 Retention Impact
Account createdT+0Baseline
Profile completeT+5 min+8%
First core actionT+24 hr+15%
First value experienceT+3 days+25%
3-day active streakT+7 days+35%
Onboarding Patterns
ApproachBest ForRisk
Product-firstSimple products, B2CBlank slate overwhelm
Guided setupProducts needing personalizationFriction before value
Value-firstProducts with demo dataMay not feel "real"

Part 3: Health Scoring

Customer Health Score (100 points)
DimensionWeightSignals
Usage frequency25%DAU/MAU ratio, sessions, last login
Feature depth20%Feature adoption %, core feature use
Engagement20%Time on app, actions per session
Satisfaction15%NPS, CSAT, support sentiment
Growth10%Seat additions, plan upgrades
Relationship10%Community participation, referrals
Health Score Thresholds
ScoreStatusAction
80-100HealthyUpsell opportunities
60-79StableMonitor
40-59At RiskAutomated intervention
0-39CriticalHuman outreach
Churn Risk Scoring
LevelScoreAction
Low0-29Continue normal engagement
Medium30-49Automated re-engagement
High50-69Personalized intervention
Critical70+Human outreach (call/email)

Part 4: Churn Prevention

Churn Types & Solutions
TypeCauseSolution
VoluntaryCustomer chooses to cancelCancel flows, save offers, exit surveys
InvoluntaryPayment failsDunning emails, smart retries, card updaters

Voluntary churn is typically 50-70% of total. Involuntary is 30-50% but easier to fix.

Risk Signals
SignalRisk LevelTimeframe
Login frequency drops 50%+High2-4 weeks before cancel
Key feature usage stopsHigh1-3 weeks before cancel
Support tickets spike then stopHigh1-2 weeks before cancel
Billing page visits increaseHighDays before cancel
Team seats removedHigh1-2 weeks before cancel
Data export initiatedCriticalDays before cancel
NPS score drops below 6Medium1-3 months before cancel
Proactive Interventions
TriggerIntervention
Usage drop >50% for 2 weeks"We noticed you haven't used [feature]. Need help?" email
Approaching plan limitUpgrade nudge
No login for 14 daysRe-engagement email with product updates
NPS detractor (0-6)Personal follow-up within 24 hours

Part 5: Cancel Flow Design

The Cancel Flow Structure
Trigger → Survey → Dynamic Offer → Confirmation → Post-Cancel
Exit Survey Design
ReasonWhat It Tells You
Too expensivePrice sensitivity, may respond to discount
Not using it enoughLow engagement, may respond to pause/onboarding
Missing a featureProduct gap, show roadmap
Switching to competitorCompetitive pressure
Technical issuesProduct quality, escalate to support
Temporary / seasonalUsage pattern, offer pause
Save Offer Mapping
Cancel ReasonPrimary OfferFallback Offer
Too expensiveDiscount (20-30% for 2-3 months)Downgrade
Not usingPause (1-3 months)Free onboarding
Missing featureRoadmap previewWorkaround guide
CompetitorCompetitive comparison + discountFeedback session
Technical issuesEscalate to supportCredit + priority fix
Show full SKILL.md (489 more words)Show less
Save Offer Types
  • Discount: 20-30% for 2-3 months (avoid 50%+)
  • Pause: 1-3 months max, 60-80% eventually return
  • Downgrade: Show what they keep vs. lose
  • Feature unlock: Extend trial of higher tier
  • Personal outreach: For high-value accounts

Part 6: Involuntary Churn (Dunning)

The Dunning Stack
Pre-dunning → Smart retry → Dunning emails → Grace period → Hard cancel
Pre-Dunning (Prevent Failures)
  • Card expiry alerts: 30, 15, 7 days before
  • Backup payment method prompt at signup
  • Card updater services (Visa/MC auto-update)
  • Pre-billing notification for annual plans
Smart Retry Logic
Decline TypeRetry Strategy
Soft declineRetry 3-5 times over 7-10 days
Hard declineDon't retry — ask for new card
Authentication requiredSend customer to update payment
Dunning Email Sequence
EmailTimingContent
1Day 0"Your payment didn't go through. Update your card."
2Day 3"Quick reminder — update your payment."
3Day 7"Your account will be paused in 3 days."
4Day 10"Last chance to keep your account active."

Part 7: Re-engagement & Retention

Re-engagement Triggers
TriggerConditionChannelMax Frequency
Early dormancy3-7 days inactivePush4×/month
Mid dormancy7-14 days inactiveEmail2×/month
Onboarding dropIncomplete onboardingEmail3×/month
Feature discoveryUnused high-value featureIn-app1×/month
Streak at riskStreak expires in 6 hoursPushAs needed
Habit Formation (Hook Model)
PhaseGoalExamples
TriggerCreate the cuePush notifications, email digest
ActionMinimum viable behaviorOne-click action, simple daily task
Variable RewardUnpredictable valueSocial recognition, progress unlocks
InvestmentUser commits somethingProfile data, settings, connections
Gamification Elements
  • Badge rarity: Common → Rare → Epic → Legendary
  • Progress levels: 5 levels with XP ranges
  • Streak systems: 7-day → 30-day → 100-day → 365-day

Part 8: LTV Maximization

The LTV Equation
LTV = (Average Revenue Per Customer × Average Customer Lifespan) - CAC

To maximize LTV:

  • INCREASE Revenue Per Customer (upsells, cross-sells)
  • INCREASE Customer Lifespan (reduce churn)
  • DECREASE CAC (get referrals)
Ascension Ladder
Level 1: Entry Offer → Solves first problem
    ↓
Level 2: Core Offer → Deeper solution
    ↓
Level 3: Premium Offer → Advanced/faster results
    ↓
Level 4: Done-For-You → They pay you to do it
    ↓
Level 5: Ongoing Relationship → Retainer/subscription
Retention Levers
  1. Onboarding Excellence — Get them a win in first 24-48 hours
  2. Engagement Systems — Keep them using regularly
  3. Success Milestones — Make progress visible and celebrated
  4. Community/Connection — Create belonging
  5. Ascension Triggers — Move to next level at right time

Part 9: Metrics & Measurement

Key Metrics
MetricFormulaTarget
Monthly churn rateChurned / Start-of-month<5% B2C, <2% B2B
Revenue churn (net)(Lost MRR - Expansion) / Start MRRNegative
Cancel flow save rateSaved / Total cancel sessions25-35%
Dunning recovery rateRecovered / Total failures50-60%
Time to cancelDays from signal to cancelTrack trend
Cohort Analysis

Segment by:

  • Acquisition channel
  • Plan type
  • Tenure
  • Cancel reason
  • Save offer type

Part 10: Segmentation Strategy

Customer Segment Approach
├── Enterprise (high-touch)
│   ├── Dedicated CSM
│   ├── Custom success plans
│   └── Executive sponsors
├── Mid-market (mid-touch)
│   ├── Pooled CSM model
│   ├── Templated playbooks
│   └── Regular check-ins
└── SMB (tech-touch)
    ├── Automated journeys
    ├── Self-service resources
    └── Trigger-based outreach

Common Mistakes

  1. No cancel flow — Even simple survey + offer saves 10-15%
  2. Same offer for every reason — Match offer to reason
  3. Discounts too deep — 50%+ trains customers to cancel-for-deals
  4. Ignoring involuntary churn — Often 30-50% of total
  5. No dunning emails — Letting payment failures silently cancel
  6. Guilt-trip copy — Damages brand trust
  7. Pausing too long — Beyond 3 months rarely reactivates

  • marketing-automation: For onboarding and win-back sequences
  • conversion-rate-optimization: For in-app upgrade moments
  • pricing-strategy: For plan structure
  • user-onboarding: For activation optimization
  • data-and-funnel-analytics: For churn signal events

© manojbajaj95, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/customer-success-and-retention of manojbajaj95/claude-gtm-plugin.

Open the folder on GitHubat commit 0830a46

Compare with similar skills

Customer Success And Retention next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Customer Success And Retention compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Customer Success And Retention this skillmanojbajaj95/claude-gtm-plugin105—~3kAutomated safety check: PassMIT
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Youtube SearchZeroPointRepo/youtube-skills1k1 repos~1.8kAutomated safety check: PassMIT
YtZeroPointRepo/youtube-skills1k1 repos~951Automated safety check: PassMIT
Account PlanBevel-Software/Hexis100—~2.1kAutomated safety check: PassApache-2.0
Loki Modedavila7/claude-code-templates33k7 repos~7.1kAutomated safety check: WarnMIT

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Categories

Questions about Customer Success And Retention

What does Customer Success And Retention do?

Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization. Customer Success And Retention is an agent skill from manojbajaj95/claude-gtm-plugin. Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization.

When should I use Customer Success And Retention?

Customer Success And Retention fits situations like: designing customer onboarding flows; building health scores; creating retention systems; designing upsells.

How do I install Customer Success And Retention in Claude Code?

Run `npx skills add manojbajaj95/claude-gtm-plugin --skill customer-success-and-retention -a claude-code`. Or copy the skill folder (skills/customer-success-and-retention in manojbajaj95/claude-gtm-plugin) into .claude/skills/customer-success-and-retention in your project. Claude Code loads it when a task matches its description.

How do I install Customer Success And Retention in Codex?

Run `npx skills add manojbajaj95/claude-gtm-plugin --skill customer-success-and-retention -a codex`. Or copy the skill folder (skills/customer-success-and-retention in manojbajaj95/claude-gtm-plugin) into .agents/skills/customer-success-and-retention in your project. Codex loads it when a task matches its description.

Can I use Customer Success And Retention 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 manojbajaj95/claude-gtm-plugin --skill customer-success-and-retention -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-and-retention, .gemini/skills/customer-success-and-retention, .github/skills/customer-success-and-retention and .opencode/skills/customer-success-and-retention in your project.

What does Customer Success And Retention need to run?

SKILL.md names no scripts, command-line tools or credentials: Customer Success And Retention is instructions for the agent only.

Does Customer Success And Retention 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 And Retention 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. Review the folder before installing.

What licence does Customer Success And Retention use?

Customer Success And Retention is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Customer Success And Retention use?

About 3k tokens (SKILL.md is roughly 12k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Customer Success And Retention?

Skills that share tags, products or a category with Customer Success And Retention: Cs Health Scorecard (mohitagw15856/pm-claude-skills, 1.4k stars), Youtube Search (ZeroPointRepo/youtube-skills, 1k stars), Yt (ZeroPointRepo/youtube-skills, 1k stars) and Account Plan (Bevel-Software/Hexis, 100 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Customer Success And Retention?

manojbajaj95 (a GitHub user) maintains it in manojbajaj95/claude-gtm-plugin, which has 105 GitHub stars. The repository holds 52 skills in this directory. The repository was last updated on September 18, 2026.

Source: manojbajaj95/claude-gtm-plugin on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.