Customer Success Plan

Build a joint customer success plan for a specific account. Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan. Produces a structured success plan with business goals, milestones, success metrics, ownership, and a 90-180 day roadmap.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

What to give it

• Account name — and industry
• Product / plan purchased
• Key stakeholders — customer champion and economic buyer
• Customer's stated business goals — why did they buy? What problem are they solving?
• Contract term and renewal date
• Current onboarding stage — new customer / expanding / post-QBR / pre-renewal
• Seats / licenses / usage purchased
• Any known risks — adoption gaps, champion uncertainty, competing priorities

Related skills