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Customer success plan with milestones and governance v1.0.0

Use this resource to structure a shared success plan with a key account

New

  • 352 downloads
  • 154 likes
  • 139 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install customer-success-planning

With 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 login

The agent formalizes the outcomes the customer wants and their KPIs, breaks objectives into milestones with owners, then sets the review cadence (QBR, EBR) and escalation triggers. You get a plan canvas ready to validate with the customer.

Mostly picked by

Updated November 2, 2026

Card for the “Customer success plan with milestones and governance” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • assets/success_plan_canvas.md: success plan canvas
  • SKILL.md: four-step framework (objectives, milestones, governance, proof)

Good fit for

  • You are starting the engagement with a key account
  • You are preparing a quarterly review that must show impact

Not for

    Tags

    • customer success
    • milestones
    • QBR

    About

    You say

    “Draft the success plan for our key account for the year: three objectives, quarterly milestones and a monthly review.”

    Card for the “Customer success plan with milestones and governance” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to structure a shared success plan with a key account
    3. Review and adjust the result

    Content preview

    Files

    • assets/success_plan_canvas.md1.1 KB
    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.4 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/account-management/skills/success-planning-framework
    Licence
    Apache-2.0

    Notice

    « success-planning-framework » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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