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SKILL verified MIT Self-run

Customer Success

skill-zime-ai-zime-gtm-skills-customer-success · by zime-ai

Audits a periodic QBR or account health-review call transcript against a rubric covering value delivered, usage breadth, open issues, and forward alignment, or sweeps a CRM export for accounts overdue for a health review. Use when reviewing a QBR or ongoing health check-in, distinct from a renewal-risk-triggered or expansion-triggered conversation.

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Install

$ agentstack add skill-zime-ai-zime-gtm-skills-customer-success

✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • Prompt-injection patterns
  • Secret / credential exfiltration
  • Dangerous shell & filesystem operations
  • Untrusted network calls
  • Known-malicious package signatures

What it can access

  • Network access No
  • Filesystem access No
  • Shell / process execution No
  • Environment & secrets No
  • Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

View the full security report →

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Reliability & compatibility

Security review passed
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Declared compatibility

Claude CodeClaude Desktop

Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.

Preview Execution monitoring

We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.

How agent discovery & health will work →
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About

GTM Customer Success Audit

Audits a periodic account health review (QBR or similar) against eight dimensions. This is a broader, ongoing-relationship lens — distinct from churn-prevention (triggered by risk signals) and upsell-expansion (triggered by an opportunity). Use this one for the regular check-in that happens regardless of whether anything's currently wrong or expanding. Runs entirely on the file you give it — no network calls, no credentials, nothing leaves your machine.

When to use this

  • A CSM is prepping for or reviewing a QBR and wants a structured read.
  • A CS lead wants to spot-check whether periodic reviews are substantive or

just a status-update formality.

  • RevOps wants to sweep for accounts overdue for a health review.

Modes

Dispatch on the input file's extension.

Transcript mode (.txt, .vtt, .json, .md)

claude "run customer-success on ./calls/acme-qbr.txt"

Score against references/rubric.md. Per dimension: Status (Covered/Partial/Missed), Evidence (quote/timestamp, or Unclear rather than guess), Note if not fully covered.

Close with a one-line overall account read and the single most useful follow-up action. Run the reads-well-too check first.

CSV mode (.csv)

claude "run customer-success on ./exports/accounts.csv"

Structural sweep only. Check whether accounts have a health-review field populated within a reasonable window (e.g. last 90 days) and flag those that don't, sorted by ARR descending.

Sample data

assets/sample-transcript.txt — synthetic QBR call.

What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the current session.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

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Versions

  • v0.1.0 Imported from the upstream source.