Customer Success Bundle | Prompeteer.ai

Onboarding playbooks, QBR templates, churn analysis, expansion plays, health-score modeling, and renewal motion skills for CSMs.

Included Skills (40)

  1. SaaS Customer Success — Analyzes customer health, predicts churn, and identifies expansion opportunities for SaaS businesses using deterministic scoring models and retention analysis.
  2. Pricing Strategy — Design, optimize, and communicate SaaS pricing — tier structure, value metrics, pricing pages, and price increase strategy. Use when building a pricing model from scratch, redesigning existing pricing, planning a price increase, or improving a pricing page. Trigger keywords: pricing tiers, pricing page, price increase, packaging, value metric, per seat pricing, usage-based pricing, freemium, good-better-best, pricing strategy, monetization, pricing page conversion, Van Westendorp. NOT for broader product strategy — use product-strategist for that. NOT for customer success or renewals — use customer-success-manager for expansion revenue.
  3. Chief Customer Officer Advisor — Chief Customer Officer advisory for startups: retention decomposition (gross retention vs NRR honesty, churn root-cause taxonomy), customer segmentation strategy (differential investment across tiers + ICP fit scoring), CS team coverage model (pooled vs named CSM thresholds + ratio math), and CS team org evolution (CS vs Support vs AM distinctions). Use when designing retention strategy, segmenting customers for differential investment, sizing CS team, or sequencing CS hires. Strategic only — does not duplicate engineering/business-growth tactical skills.
  4. Churn Prevention — Reduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences. Use when designing or optimizing a cancel flow, building save offers, setting up dunning emails, or reducing failed-payment churn. Trigger keywords: cancel flow, churn reduction, save offers, dunning, exit survey, payment recovery, win-back, involuntary churn, failed payments, cancel page. NOT for customer health scoring or expansion revenue — use customer-success-manager for that.
  5. Chief Customer Officer Advisor — Chief Customer Officer advisory for startups: retention decomposition (gross retention vs NRR honesty, churn root-cause taxonomy), customer segmentation strategy (differential investment across tiers + ICP fit scoring), CS team coverage model (pooled vs named CSM thresholds + ratio math), and CS team org evolution (CS vs Support vs AM distinctions). Use when designing retention strategy, segmenting customers for differential investment, sizing CS team, or sequencing CS hires. Strategic only — does not duplicate engineering/business-growth tactical skills.
  6. In-App Upgrade Optimization — This skill helps optimize in-app paywalls, upgrade screens, and upsell flows to convert free users to paid subscriptions.
  7. Cloud Security Assessor — Assess cloud infrastructure for security misconfigurations, IAM privilege escalation, and public exposure across AWS, Azure, and GCP environments.
  8. Security Incident Responder — This skill classifies, triages, and manages declared security incidents, determining severity, escalation paths, and initiating forensic evidence collection for security teams.
  9. M5Stack Device Onboarding — This skill automates M5Stack ESP32 device onboarding by detecting the device, flashing firmware, and installing the Claude Buddy MicroPython app.
  10. Onboarding Cro — When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value. Also use when the user mentions "onboarding flow," "activation rate," "user activation," "first-run experience," "empty states," "onboarding checklist," "aha moment," or "new user experience." For signup/registration optimization, see signup-flow-cro. For ongoing email sequences, see email-sequence.
  11. Cro Advisor — Revenue leadership for B2B SaaS companies. Revenue forecasting, sales model design, pricing strategy, net revenue retention, and sales team scaling. Use when designing the revenue engine, setting quotas, modeling NRR, evaluating pricing, building board forecasts, or when user mentions CRO, chief revenue officer, revenue strategy, sales model, ARR growth, NRR, expansion revenue, churn, pricing strategy, or sales capacity.
  12. Knowledge Ops — Use when a Head of Ops, Knowledge Manager, or TPM-Internal needs to author, validate, or clean up company SOPs and internal runbooks (procurement intake, vendor offboarding, incident-comms cascade, employee onboarding) — including 5W2H completeness checks (Who-What-When-Where-Why-How-HowMuch), cross-link and orphan-page validation across a sprawling Notion/Confluence/Obsidian wiki, KB ingestion + hygiene reporting, and runbook step verification (named owner, expected duration, observable success signal, rollback path, escalation contact). Pairs Ishikawa's 5W2H method, Gawande's *The Checklist Manifesto*, ISO 9001, ITIL v4, and Google SRE Workbook runbook discipline with deterministic stdlib-only Python tools that score completeness, detect anti-patterns, and emit prioritized cleanup lists (e.g., "validate this runbook before it goes into rotation", "audit our Confluence wiki for stale and orphaned SOPs").
  13. Design System — Captures the user's brand identity once via a 10-question onboarding wizard (primary/accent HEX + heading + body Google Fonts + design style editorial/technical/minimal/playful + default output directory + syntax theme + TOC behavior + optional logo/company), validates body-text and link contrast against WCAG 2.2 AA, derives 12 CSS custom properties in HSL space, and stores the result for every markdown-html converter to consume. Use before any markdown-html conversion. Triggers on first-run onboarding ("set up the brand", "configure markdown-html", "run onboarding"), on explicit reset ("reset the design system", "re-onboard"), and is checked by every converter via config_loader.py before rendering. Refuses to save if body-text contrast fails AA 4.5:1 or the output dir isn't writable. Precedence: project (./.markdown-html/) > global (~/.config/markdown-html/) > built-in defaults; MARKDOWN_HTML_NO_CONFIG=1 bypasses.
  14. Iso42001 Specialist — ISO/IEC 42001:2023 AI Management System (AIMS) specialist for compliance teams running internal audits. Three decisions: (1) Where are the gaps against Clauses 4-10 and what do we close first? (2) What goes in the AI risk register and which Annex A controls treat each risk? (3) What's the 12-month internal audit plan that satisfies Clause 9.2? Use when preparing for certification, scoping internal audit cycles, or onboarding AI systems into an existing ISMS (27001) / QMS (13485) program. NOT an executive AI strategy skill (see chief-ai-officer-advisor). NOT EU AI Act compliance (see compliance-team-eu-ai-act).
  15. Alert Rule Optimizer — Optimizes alert rules and escalation policies for monitoring platforms, reducing noise and improving incident response for DevOps teams.
  16. Code Documentation Generator — Generates comprehensive documentation for undocumented codebases, including inline comments, module overviews, architecture documents, and onboarding guides for developers.
  17. Intercom Integration Skill — Integrate Intercom's customer messaging platform to add in-app support, onboarding flows, and help centers for web and mobile applications.
  18. Iso42001 Specialist — ISO/IEC 42001:2023 AI Management System (AIMS) specialist for compliance teams running internal audits. Three decisions: (1) Where are the gaps against Clauses 4-10 and what do we close first? (2) What goes in the AI risk register and which Annex A controls treat each risk? (3) What's the 12-month internal audit plan that satisfies Clause 9.2? Use when preparing for certification, scoping internal audit cycles, or onboarding AI systems into an existing ISMS (27001) / QMS (13485) program. NOT an executive AI strategy skill (see chief-ai-officer-advisor). NOT EU AI Act compliance (see compliance-team-eu-ai-act).
  19. Process Mapper — Use when a BizOps lead, COO, or process-improvement owner needs to document an end-to-end business process (procurement, employee onboarding, incident handoff, customer-onboarding, claims adjudication) in BPMN-style notation, measure cycle times by stage, surface where work spends most of its time waiting vs. being worked, and quantify the gap between processing time and total elapsed time. Pairs Lean / Six Sigma / Theory-of-Constraints canon with deterministic stdlib-only Python tools to produce a process map, a ranked bottleneck list (with severity + root-cause hypothesis), and a cycle-time analysis (P50, P90, value-add ratio, Little's-Law throughput). Distinct from sales-pipeline, system-reliability (SLO), and strategic-OKR work — this is tactical process documentation for internal operations.
  20. Procurement Optimizer — Use when running an annual SaaS audit, doing category-level spend review, or rationalizing the supplier base — when the user needs a spend audit, spend categorization (UNSPSC-aligned with Pareto breakdown and industry profiles), purchasing-cycle analysis (bottleneck categories per Goldratt's Theory of Constraints), or risk-balanced supplier consolidation that refuses single-source recommendations for tier-1 categories without a documented break-glass plan. Triggers on "spend audit", "SaaS audit", "spend categorization", "supplier rationalization", "supplier consolidation", "category strategy", "duplicate SaaS", "renewal cluster".
  21. Vendor Management — Use when reviewing, scoring, or auditing third-party SaaS / vendor relationships — running a vendor scorecard with industry tuning, tracking SLA compliance with credit-claim flags, classifying third-party risk across 4 risk vectors, preparing a tier-1 vendor review, or auditing the SaaS portfolio. Forks context so large vendor catalogs (50-500 line items) and SLA logs don't pollute the parent thread. Triggers on "vendor SLA", "vendor scorecard", "third-party risk", "TPRM", "vendor review", "supplier performance", "vendor health check", "renewal review".
  22. Page Cro — When the user wants to optimize, improve, or increase conversions on any marketing page — including homepage, landing pages, pricing pages, feature pages, or blog posts. Also use when the user says "CRO," "conversion rate optimization," "this page isn't converting," "improve conversions," or "why isn't this page working." For signup/registration flows, see signup-flow-cro. For post-signup activation, see onboarding-cro. For forms outside of signup, see form-cro. For popups/modals, see popup-cro.
  23. Signup Flow Cro — When the user wants to optimize signup, registration, account creation, or trial activation flows. Also use when the user mentions "signup conversions," "registration friction," "signup form optimization," "free trial signup," "reduce signup dropoff," or "account creation flow." For post-signup onboarding, see onboarding-cro. For lead capture forms (not account creation), see form-cro.
  24. Google Cloud Recipe Onboarding — >-
  25. Aims Audit — /cs:aims-audit <scope> — ISO/IEC 42001 AIMS internal-audit 6-question forcing interrogation. Use before certification stage 1, before annual internal audit cycles, or when onboarding a new AI system into an existing AIMS.
  26. Email Sequence — When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program. Also use when the user mentions "email sequence," "drip campaign," "nurture sequence," "onboarding emails," "welcome sequence," "re-engagement emails," "email automation," or "lifecycle emails." For in-app onboarding, see onboarding-cro.
  27. Cco Review — /cs:cco-review <plan> — Retention-obsessed Chief Customer Officer interrogation of any plan that touches customer retention, segmentation, CS team sizing, or CS team hiring. Use when gross retention is slipping, before approving CSM headcount, or when deciding which customer segments to keep or fire.
  28. Markdown HTML Orchestrator — Use when a user wants to convert any markdown file in their Claude project into a single-file, lightly-interactive HTML — long-form documents (specs, plans, RFCs, reports, explainers), code reviews with diffs and severity-tagged annotations, or slide decks. Triggers on "convert this markdown to HTML", "make this an HTML file", "turn this into an interactive document", "render this report as HTML", "PR writeup as HTML", "slides from this markdown". Forks context to route to one of three converter sub-skills (md-document, md-review, md-slides) based on a deterministic doctype classifier, after the user has run the design-system onboarding once. Refuses if input is under 100 lines (per Shihipar — markdown still wins below the threshold) or design-system isn't onboarded. Distinct from Anthropic's official Playground plugin (which is interactive prompt-tuning controls with sliders/knobs/prompt-copy-back) and from marketing/landing/ (which is a landing-page generator).
  29. Md Document — Converts long-form markdown (specs, RFCs, reports, plans, explainers) into a single-file, lightly-interactive HTML document with sticky TOC, scrollspy, search filter, code-copy buttons, and design-system-driven brand tokens. Triggers when the markdown-html-orchestrator classifies an input as DOCUMENT, or when invoked directly via /cs:md-document. Reads the design-system config via config_loader.py and inlines the user's 12 derived CSS custom properties; refuses to render if onboarding hasn't run. Single-file output — Google Fonts + Prism.js CDN are the only externals; no framework runtime, no build step. Use after orchestrator routing or after design-system onboarding is confirmed.
  30. Onboarding Optimization Assistant — This skill helps optimize user onboarding flows, activation rates, and first-run experiences to improve time-to-value for users.
  31. Minimalist Business Review — Evaluate business decisions using minimalist entrepreneur principles, focusing on community, simplicity, and profitability for lean startups.
  32. Codebase Onboarding Assistant — Analyze codebases to generate onboarding documentation for engineers, tech leads, and contractors, enabling faster knowledge transfer and project ramp-up.
  33. Finance Skills — Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance request doesn't obviously match one skill and you need to pick the right one (e.g., 'analyze these financials', 'how healthy are my SaaS metrics').
  34. TLS Certificate Automation — Automates free TLS certificate acquisition and renewal using Certbot, simplifying HTTPS setup for web server administrators and developers.
  35. International Expansion Strategy — Provides international market expansion strategies, assisting businesses with market selection, entry modes, localization, and go-to-market planning for new regions.
  36. Board Deck Builder — Assembles comprehensive board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives. Covers structure, narrative framework, bad news delivery, and common mistakes.
  37. Cs Onboard — Founder onboarding interview that captures company context across 7 dimensions. Invoke with /cs:setup for initial interview or /cs:update for quarterly refresh. Generates ~/.claude/company-context.md used by all C-suite advisor skills. Use when setting up the C-suite advisors for the first time, or when company context is missing or more than 90 days old — e.g. after a fundraise or pivot.
  38. Developer Onboarding Guide — Generates onboarding guides for new developers using codebase knowledge graphs, accelerating project understanding and team integration.
  39. Business Growth Skills — Router/index for the 4 business & growth skills bundled in this plugin: customer-success-manager (health scoring, churn risk, expansion), sales-engineer (RFP analysis, competitive matrices, PoC planning), revenue-operations (pipeline, forecast accuracy, GTM efficiency), and contract-and-proposal-writer. Use when a growth/revenue request doesn't obviously match one skill and you need to pick the right one (e.g., 'which accounts are at risk', 'should we bid on this RFP').
  40. Litigation Triage Assessor — Assess initial commercial litigation documents and facts in Illinois contract, fiduciary duty, and governance disputes to identify causes of action, defenses, counterclaims, relevant statutes, and case law. Use when reviewing new case files, onboarding clients for complex litigation, or when assessing a dispute's potential.