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Found 27 Skills
Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on `bulk-operations`; defers activity-creation specifics to `sales-execution`.
Build and execute customer retention strategies for a solopreneur business. Use when reducing churn, improving customer lifetime value, building loyalty programs, re-engaging inactive users, or creating retention-focused product and communication strategies. Covers churn analysis, retention cohorts, lifecycle marketing, win-back campaigns, and loyalty mechanics. Trigger on "customer retention", "reduce churn", "keep customers", "improve retention", "churn rate", "customer loyalty", "win-back campaign".
When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save offer,' 'dunning,' 'failed payment recovery,' 'win-back,' 'retention,' 'exit survey,' 'pause subscription,' or 'involuntary churn.' This skill covers voluntary churn (cancel flows, save offers, exit surveys) and involuntary churn (dunning, payment recovery). For post-cancel win-back email sequences, see email-sequence. For in-app upgrade paywalls, see paywall-upgrade-cro.
Craft a clear, empathetic End-of-Life (EOL) message that communicates product or feature discontinuation, explains the rationale, addresses customer impact, provides transition support, and positions
This skill should be used when the user asks to "create email automations", "build CRM workflows", "marketing automation", "lead nurture sequences", "automation flows", or mentions CRM, email automation, or marketing automation systems. Creates strategic automation that nurtures leads and converts customers.
Map and analyze the customer journey across Awareness, Consideration, Decision, Usage, and Advocacy stages. Use this skill when the user needs to understand the customer experience end-to-end, identify drop-off points, optimize touchpoints, or improve conversion — even if they say 'where are we losing customers', 'what's our funnel look like', or 'map the user experience'.
Designs complete onboarding, activation, retention, and expansion lifecycles for SaaS products. Use when the user mentions 'onboarding lifecycle,' 'activation strategy,' 'user onboarding,' 'time to value,' 'aha moment,' 'onboarding audit,' 'retention lifecycle,' or 'lifecycle design.'
Transform your go-to-market strategy using Wes Bush's PLG framework to make your product the primary driver of customer acquisition, activation, and retention Use when: **Launching a SaaS product** and deciding between free trial, freemium, or sales-led models; **Reducing customer acquisition costs** by letting the product do the selling; **Designing user onboarding** that drives users to value quickly; **Converting free users to paid** through product-qualified leads (PQLs); **Fighting churn...
Expert in onboarding, adoption, and retention strategies. Specializes in turning users into advocates through structured success plans and proactive health monitoring. Use when designing onboarding flows, creating success plans, or improving customer retention.
Expert customer lifecycle marketing guidance for retention, expansion, and advocacy. Use when designing onboarding programs, creating upsell strategies, preventing churn, building referral programs, or writing customer success content. Use for NPS programs, win-back campaigns, customer segmentation, and lifecycle email sequences.
/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.
Acquisition is expensive. Retention is profitable. Customer success is the discipline of ensuring customers achieve their desired outcomes with your product - which leads to retention, expansion, and advocacy. This skill covers onboarding that activates, health scoring that predicts, retention plays that save, and expansion strategies that grow accounts. Use when "keywords, file_patterns, contexts, " mentioned.