Customer Success Playbook Generator
Skill Verified ActiveCustomer success playbook generator for lifecycle stages: onboarding, adoption, expansion, renewal, churn prevention. Creates playbooks with triggers, actions, owners, and health indicators. Domain-aware: adapts to compliance and onboarding requirements from domain-context.md. Use when someone says "customer success", "CS playbook", "onboarding playbook", "churn prevention", "renewal", "expansion", "customer health", "lifecycle", "adoption", "NRR".
To provide structured, actionable customer success playbooks tailored to specific lifecycle stages and customer segments, driving proactive engagement and measurable outcomes.
Features
- Generates playbooks for onboarding, adoption, expansion, renewal, and churn prevention.
- Defines health indicators, triggers, and intervention actions for each lifecycle stage.
- Adapts outputs based on domain-specific context from `domain-context.md`.
- Supports segmented playbooks for different customer types.
- Provides templates for rescue plans and CSM scripts.
Use Cases
- Creating a new customer onboarding playbook tailored to compliance requirements.
- Developing an expansion playbook triggered by seat utilization metrics.
- Defining a churn prevention playbook based on risk signals.
- Standardizing renewal communication timelines and actions.
Non-Goals
- Executing playbooks automatically; the output is a guide for human action.
- Replacing direct customer interaction; it supports and structures it.
- General-purpose CRM or analytics; it focuses on playbook generation.
- Providing domain context; users must supply this via `domain-context.md`.
Workflow
- Clarify context (lifecycle stage, segment, pain point)
- Generate playbook for selected stage (e.g., Onboarding, Adoption)
- Adapt playbook to domain context
- Output playbook (Chat, File, Notion)
Practices
- Customer Success Strategy
- Lifecycle Management
- Proactive Intervention
- Domain-Specific Adaptation
Code Execution
- info:LoggingThe README mentions a 'Usage Logger' hook that logs skill execution to `audit.jsonl`, providing an audit trail for actions taken.
Compliance
- info:Telemetry opt-inThe README mentions a 'Usage Logger' hook that logs skill execution, but the opt-in/opt-out mechanism and details of collected fields are not explicitly documented.
Installation
First, add the marketplace
/plugin marketplace add marfoerst/the-pragmatic-pm/plugin install the-pragmatic-pm@the-pragmatic-pmQuality Score
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