CSM playbooks.
Six skills that make the core CSM workflows consistent for everyone — prep, follow-up, health check, handover, the Monday briefing, and the weekly account notes.
The CSM playbook system
Six Claude Code skills standardize the core CSM workflows (five you invoke on demand, plus weekly-account-notes which runs on a schedule). They share one discipline: pull from real sources first (Attio, Gmail, tl;dv, Granola, Calendar, Slack), then produce a consistent artifact — and never fabricate pricing, dates, or commitments that aren’t in the record. They are installed in every CSM’s ~/.claude/skills/ (see Tooling).
/csm-account-prep
A one-page brief: account snapshot, recent activity, open items, talking points, risks.
/csm-follow-up-email
Reads the full transcript, then drafts a short follow-up with clear owners and dates.
/csm-health-check
Red/Yellow/Green dashboard across your book — at-risk, needs-attention, healthy.
/csm-handover
An 8-section handover PDF + Slack post + intro email, every time an account moves CSM.
/csm-monday-briefing
Mines last week's meetings for product knowledge and upsell signal, banks it in a living KB, and coaches three moves.
Weekly Account Notes
A weekly run that posts a structured note on every Attio account you touched and emails you a summary. Copy-paste prompt to install.
Which playbook, when
| Trigger | Skill | Output |
|---|---|---|
| Prepping for any client call, QBR, or check-in | /csm-account-prep | One-page meeting brief |
| Right after a client meeting | /csm-follow-up-email | Drafted follow-up email (transcript-grounded) |
| Weekly book review | /csm-health-check | Risk dashboard + prioritized action list |
| Reassigning an account to another CSM | /csm-handover | PDF in Drive + Slack post + Attio note + intro email |
| Every Monday, before the week's calls | /csm-monday-briefing | Enablement briefing + three updated KB files |
| Every Friday evening (scheduled) | Weekly Account Notes | A note on every touched Attio account + a Gmail summary |
Source: the csm-account-prep, csm-follow-up-email, csm-health-check, and csm-handover SKILL.md files (Google Drive, current 2026-05-21) and the CSM Claude Code Setup guide.