# Customer Success

> 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.

- **Type:** Skill
- **Install:** `agentstack add skill-zime-ai-zime-gtm-skills-customer-success`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [zime-ai](https://agentstack.voostack.com/s/zime-ai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [zime-ai](https://github.com/zime-ai)
- **Source:** https://github.com/zime-ai/zime-gtm-skills/tree/main/skills/customer-success
- **Website:** https://zime.ai

## Install

```sh
agentstack add skill-zime-ai-zime-gtm-skills-customer-success
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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.

- **Author:** [zime-ai](https://github.com/zime-ai)
- **Source:** [zime-ai/zime-gtm-skills](https://github.com/zime-ai/zime-gtm-skills)
- **License:** MIT
- **Homepage:** https://zime.ai

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-zime-ai-zime-gtm-skills-customer-success
- Seller: https://agentstack.voostack.com/s/zime-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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