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Customer success: onboarding, health score and reviews v1.0.0
Use this resource to structure customer success: onboarding, health, reviews and retention
New
- 427 downloads
- 203 likes
- 223 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install customer-success-onboarding-healthWith no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.
First time: connect the CLI with
npx --yes palatekit@latest loginThe agent designs the phased onboarding program, a customer health score model with its automations, and a quarterly business review template. It also proposes expansion and churn prevention plans.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- MIT
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What you get
- SKILL.md: phased onboarding program and checklist
- SKILL.md: health score model, quarterly business review (QBR) template and retention plans
Good fit for
- Your customers churn without any early warning signs
- You want regular quarterly reviews for your key accounts
Not for
Tags
- customer success
- onboarding
- churn
- review
About
You say
“Build a health score for our accounts from usage, support tickets and payments, then a QBR template.”
Skill published by claude-office-skills under the MIT license, delivered in its original version.
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How to use it
- Install the skill in your agent's skills folder
- Ask your agent to structure customer success: onboarding, health, reviews and retention
- Review and adjust the result
Content preview
Files
- LICENSE1.1 KB
- NOTICE-PALATEKIT.md0.5 KB
- SKILL.md13.1 KB
Origin and licence
Listed unmodified
- Author
- claude-office-skills
- Source
- github.com/claude-office-skills/skills/tree/9c4c7d5cd2813a8936bf2c9fdb174ea883b85a11/customer-success
- Licence
- MIT
Notice
« customer-success » (claude-office-skills, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
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