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Found 24 Skills
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.
Design, optimize, and communicate SaaS pricing — tier structure, value metrics, pricing pages, and price increase strategy. Use when building a pricing model from scratch, redesigning existing pricing, planning a price increase, or improving a pricing page. Trigger keywords: pricing tiers, pricing page, price increase, packaging, value metric, per seat pricing, usage-based pricing, freemium, good-better-best, pricing strategy, monetization, pricing page conversion, Van Westendorp. NOT for broader product strategy — use product-strategist for that. NOT for customer success or renewals — use customer-success-manager for expansion revenue.
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero 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).
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.
Totango platform help — SuccessBLOCs, SuccessPlays, Health Scores, Customer 360, Touchpoints, Customer Data Hub, Unison AI, Catalyst, email campaigns, REST API. Use when implementation is taking too long and you need a setup plan, SuccessPlays aren't triggering or running on the wrong accounts, health scores don't match actual churn risk, integrations keep breaking or disconnecting from Salesforce or HubSpot, reports and dashboards feel rigid and you can't build custom views, Totango API returns errors or you need to query accounts, or you're migrating to Totango from Gainsight or ChurnZero. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
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 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.
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.
Use to catalog churn/expansion plays tied to specific signals, cohorts, and owners.
Predicts client renewal likelihood based on health score signals. Analyzes engagement, support, adoption, satisfaction, billing, stakeholder, and usage data to calculate a weighted Health Score (0-100), classify renewal risk, and generate a prioritized action plan with early warning signals and recommended save plays.
Vitally platform help — Health Scores, Playbooks, Projects, Automation, AI copilot, NPS, Dashboards, REST API. Use when health scores aren't reflecting reality, playbook automations aren't triggering, Salesforce or HubSpot sync is broken, onboarding projects are stalling, NPS surveys aren't reaching users, Vitally AI summaries seem off, custom traits aren't updating via API, or dashboards show stale data. Do NOT use for general customer success strategy (use /sales-customer-success) or survey design methodology (use /sales-customer-feedback).
Method for translating product telemetry into ROI narratives and expansion triggers.