What do I need to use Customer Success Plan?

Account name; Product / plan purchased; Key stakeholders; Customer's stated business goals; Contract term and renewal date; Current onboarding stage; Seats / licenses / usage purchased; Any known risks.

Is Customer Success Plan free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Customer Success Plan

Q: How do I know the Customer Success Plan output is good?

The skill verifies itself against its own quality checks: Success metrics are the customer's metrics — not just product usage metrics; Milestones have specific owners and due dates — not "TBD"; Mutual commitments section is genuinely mutual — not just what the vendor will do; Risk register includes champion departure and low adoption.

🟢 Production-Ready🕐 updated 2026-07-14 🔷 SkillSpec L3 pm-cs

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.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“Build a success plan for [Account Name] who just signed”“Create a joint success plan for our new enterprise customer”“Write a 6-month customer success roadmap for [Company]”“I need a mutual action plan for our QBR with [Account]”“Generate a customer success plan for an at-risk account”

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

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓Success metrics are the customer's metrics — not just product usage metrics

✓Milestones have specific owners and due dates — not "TBD"

✓Mutual commitments section is genuinely mutual — not just what the vendor will do

✓Risk register includes champion departure and low adoption

✓Plan is written to be shared with the customer — no internal-only commentary in this document

✓Executive sponsor is identified and has an engagement role

⚠️ What it refuses to do

Do not define success metrics that the vendor controls — metrics must reflect the customer's business outcomes

Do not set milestone dates without customer confirmation — unilateral timelines undermine joint ownership

Do not create a plan the customer hasn't agreed to — it must be mutual, not a CSM's internal plan

Do not leave ownership fields blank or assigned to "CS team" — every action needs a named owner

Do not confuse product adoption milestones with customer business outcomes — both are needed but are not the same

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

Start with

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="customer-success-plan"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Customer Success Plan is one of 1078 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog