Customer Success.
Pre-call prep, follow-ups, account health, handovers. 5 skills. Click any to see the full skill spec.
/csm-account-prep→
Prepare for a customer success meeting by gathering all account data from Attio, Gmail, call transcripts, and calendar. Use when prepping for a client call, QBR, or check-in.
/csm-follow-up-email→
Draft a follow-up email after a customer success call. Reads the most recent call transcript and drafts a concise follow-up. Use after any client meeting.
/csm-handover→
Generate a beautifully formatted CSM account handover document for transitioning a client from one CSM to another. Use when a client account is being reassigned, when onboarding a new CSM, or when anyone says "handover", "transition account", "hand off client", or "CSM handover". Requires company name and the from/to CSM names.
/csm-handover-shared→
Generate a beautifully formatted CSM account handover document for transitioning a client from one CSM to another. Use when a client account is being reassigned, when onboarding a new CSM, or when anyone says "handover", "transition account", "hand off client", or "CSM handover". Requires company name and the from/to CSM names.
/csm-health-check→
Run a quick health check across all active accounts — flag at-risk clients, unanswered emails, and upcoming renewals. Use for weekly CSM review.