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Found 11 Skills
SaaS subscription lifecycle management - billing, upgrades, downgrades, churn prevention, and revenue optimization
Use this skill when building health scores, predicting churn, identifying expansion signals, or running QBRs. Triggers on customer success, health scores, churn prediction, expansion signals, customer QBRs, onboarding playbooks, NRR optimization, and any task requiring customer success strategy or operations.
Write a structured escalation brief for an at-risk customer account. Use when an account has escalated, when a customer is threatening churn, when a P1 customer issue needs executive attention, or when preparing an internal save play. Produces a crisp escalation brief with account context, timeline, root cause, business impact, and a clear resolution plan.
Design onboarding playbooks, welcome sequences, milestone tracking, and time-to-value acceleration
Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization. Use when designing customer onboarding flows, reducing churn, building health scores, creating retention systems, designing upsells, or improving customer lifetime value. Covers proactive engagement, cancel flows, dunning, re-engagement, and the full customer lifecycle.
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.
[production-grade internal] Audits and optimizes conversion funnels, implements CRO best practices for signup/onboarding/paywall/forms, designs A/B test experiments, builds growth loops, and prevents churn. Activated in the GROW phase alongside Growth Marketer. Routed via the production-grade orchestrator.
Use when consolidating product usage, health, and sentiment signals for lifecycle programs.
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.
Retention and churn prevention specialist covering cancel flow design, proactive health scoring, payment recovery, dunning sequences, and win-back campaigns. Use when the user wants to reduce churn, build cancellation flows, create exit surveys, recover failed payments, set up dunning sequences, identify at-risk customers, run win-back campaigns, or improve customer retention. Also triggers for 'save rate', 'cancel flow', 'churn rate', 'dunning', 'failed payments', 'churned customers', or any customer retention question.
Designing free-to-paid conversion flows for SaaS products. Trigger moments, paywall design, value demonstration, upsell vs downsell, win-back flows, churn prevention. Honest about paywall-everywhere (gates everything aggressively), free-forever-trap (no upgrade path surfaces), and value-triggered-upgrade (paywall surfaces at moments of demonstrated value) patterns. Triggers on upgrade flow, paywall, free-to-paid, freemium conversion, trial conversion, plan upgrade, subscription upgrade, win-back flow, churn prevention. Also triggers when free-to-paid conversion is low, when paywalls are blocking the wrong moments, or when upgrade flows are being scoped for the first time.