customer success

Reduce churn by 30-50% — AI Customer Success system

The retention system that replaces a $8K/mo CS manager

Replaces

$8K/mo CS manager

Saves

$96K/year

Your cost

Free

About

A complete customer success system that turns reactive firefighting into proactive retention. Not generic check-in templates. A structured, data-driven approach that scores account health, detects churn risk before it's too late, and generates playbooks for every scenario — onboarding, renewals, expansion, and saves.

The Health Scorer builds a weighted 100-point model customized to your product's engagement patterns. The Churn Risk Detector analyzes usage, support, and engagement signals to flag at-risk accounts with specific interventions. The Renewal Playbook Writer generates stakeholder-specific conversation scripts 120 days before renewal.

Built from CS playbooks that achieved 95%+ net revenue retention at SaaS companies from $1M to $100M ARR. Every prompt includes concrete frameworks, not abstract advice.

What makes this different

  • Weighted health scoring — customizable 100-point model, not a generic red/yellow/green
  • Proactive churn detection — identifies risk 90+ days before renewal, not after cancellation
  • Stakeholder-specific scripts — different talk tracks for champions, economic buyers, and detractors
  • Expansion intelligence — identifies upsell timing with ROI projections, not just gut feel

What’s included

  • 7 production-ready AI prompts (health scorer, onboarding builder, churn detector, QBR generator, renewal playbook, expansion finder, save play designer)
  • 4 reference frameworks (health score model, onboarding milestones, churn signal playbook, expansion scoring rubric)
  • Platform setup guides (Claude Projects, Custom GPTs)
  • OpenClaw-compatible SKILL.md for autonomous agent execution
  • Step-by-step quickstart guide

The system — 7 prompts

1

Customer Health Scorer

Structured interview that builds a weighted 100-point health scoring model for any account

Run once
2

Onboarding Sequence Builder

Generate a 90-day onboarding plan with milestones, email sequences, and escalation triggers

Needs: Customer Health Scorer
3

Churn Risk Detector

Analyze customer data to identify churn risk level, contributing factors, and recommended interventions

4

QBR Prep Generator

Produce a complete Quarterly Business Review package with ROI analysis and strategic recommendations

Needs: Customer Health Scorer
5

Renewal Playbook Writer

Generate renewal strategy with stakeholder mapping, conversation scripts, and objection handling

Needs: Customer Health Scorer
6

Expansion Opportunity Finder

Identify upsell and cross-sell opportunities with ROI projections and champion outreach

Needs: Customer Health Scorer
7

Save Play Designer

Design rescue plays for at-risk accounts with root cause diagnosis, concession framework, and win-back sequences

Needs: Churn Risk Detector

Frameworks

Health Score Model

Weighted health scoring framework with 6 dimensions and customizable thresholds

Onboarding Milestone Template

90-day onboarding milestone template with success criteria and escalation rules

Churn Signal Playbook

Churn signals ranked by severity with response playbooks

Expansion Scoring Rubric

Weighted scoring framework for identifying and prioritizing expansion opportunities

Tools

  • Claude, ChatGPT, or any LLM
  • CRM with account data (HubSpot, Salesforce, Gainsight)
  • Product analytics platform (Mixpanel, Amplitude, Pendo)
  • Customer success platform (Gainsight, Totango, ChurnZero)
  • Survey tool (Delighted, NPS via Intercom)
  • Slack or Teams for internal escalation workflows