Customer Success Playbook
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Submitted Jul 18AI evaluated Jul 18
Prompt
Create customer success playbook for proactive support.
<customer_lifecycle>
{onboarding → adoption → expansion → renewal}
</customer_lifecycle>
<success_metrics>
{how you measure customer success}
</success_metrics>
<risk_indicators>
{signs of churn risk}
</risk_indicators>
<resources>
{team size, tools, budget}
</resources>
Create playbook:
1. Lifecycle plays
- Onboarding checklist
- Adoption milestones
- Expansion triggers
- Renewal preparation
2. Intervention strategies
- Risk identification
- Outreach templates
- Success plans
- Executive engagement
3. Measurement framework
- Health scores
- Usage analytics
- Sentiment tracking
- Outcome metrics
4. Team enablement
- Role definitions
- Process documentation
- Tool configuration
- Training materials
Include templates and examples.
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