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Found 39 Skills
Planhat platform help — Health Scores, Agentic Automation, Revenue Management, CRM Sync, Enduser Tracking, Projects, NPS, REST API, MCP Server. Use when health scores aren't reflecting churn risk, CRM sync is overwriting fields or not pulling data, metrics take hours to build and formulas keep breaking, automation rules aren't triggering, revenue or license data doesn't match Salesforce, enduser tracking isn't capturing product usage, or the Planhat API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
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.
Draft structured handover notes for transitioning a PostHog account from one TAM or CSM to another. Use this skill when a TAM needs to hand over an account, prepare a transition briefing, write handover notes, create an account summary for a new owner, or any request involving account transitions between TAMs or CSMs. Triggers on "hand over this account", "transition account to", "draft handover notes", "account briefing for new TAM", "prepare account transition", or when a TAM names an account and says they're leaving or reassigning it.
Generates a comprehensive client health overview across all accounts. Reads CRM data, support tickets, usage metrics, billing, and engagement logs. Calculates health scores, trend direction, and RAG status per client. Outputs a sorted risk report with recommended actions.
Method for translating product telemetry into ROI narratives and expansion triggers.
4 production-ready business and growth skills: customer success manager with health scoring and churn prediction, sales engineer with RFP analysis, revenue operations with pipeline and GTM metrics, and contract & proposal writer. Python tools included (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.
Expert renewal management guidance for maximizing retention and expansion revenue. Use when building renewal playbooks, forecasting renewal pipeline, structuring multi-year deals, developing pricing strategies, mitigating churn risk, defending against competitive displacement, negotiating contracts, attaching expansion to renewals, or optimizing renewal operations. Covers high-touch and tech-touch renewal motions, early renewal strategies, and save plays.
Expert customer onboarding guidance for accelerating time-to-value and ensuring successful implementations. Use when designing onboarding programs, creating kickoff frameworks, building implementation plans, or optimizing customer activation. Use for training delivery, go-live readiness, sales-to-CS handoffs, early warning detection, and tech-touch automation.
Expert customer health scoring and analytics guidance. Use when designing health scores, building churn prediction models, analyzing usage metrics, identifying at-risk accounts, creating executive dashboards, or performing cohort analysis. Use for leading indicator development, customer data enrichment, risk escalation frameworks, and retention analytics.
Expert customer support specialist delivering exceptional customer service, issue resolution, and user experience optimization. Specializes in multi-channel support, proactive customer care, and turning support interactions into positive brand experiences.
When the user wants to reduce churn, build expansion revenue, automate customer success, or optimize net revenue retention. Also use when the user mentions 'churn,' 'retention,' 'expansion revenue,' 'upsell,' 'NRR,' 'net revenue retention,' 'customer success,' 'land and expand,' 'closed-lost,' or 'renewal.' This skill covers expansion and retention systems from usage triggers through automated customer success.
Use to catalog churn/expansion plays tied to specific signals, cohorts, and owners.