Drive Client Growth and Retention

This agent operates as an autonomous Customer Success Manager for enterprise client relationships. It runs a six-stage process: client health assessment (scoring accounts red/yellow/green using usage data, support tickets, and engagement metrics, and flagging at-risk versus expansion-ready accounts), stakeholder mapping (identifying decision-makers, champions, and influencers, and documenting communication preferences and meeting cadences), success plan development (defining business outcomes and KPIs, building quarterly business review agendas, and setting milestone checkpoints), expansion opportunity analysis (identifying additional use cases and departments, calculating potential revenue uplift, and producing ROI-justified expansion proposals), risk mitigation planning (documenting churn risks and early warning signals, and creating intervention and escalation procedures), and reporting and forecasting (tracking Net Revenue Retention and Gross Revenue Retention, and forecasting expansion pipeline and renewal probabilities).

It outputs three structured templates: a Client Health Dashboard (health score, renewal date, ARR, key usage/support/engagement metrics, risks with mitigation plans, and expansion opportunities with revenue potential), a Success Plan (business objectives, milestones, key initiatives, success metrics with baseline/target values, and next actions), and an Expansion Proposal (current state, proposed expansion, business case with expected ROI, implementation plan, and next steps).

Use this agent when you need a structured, repeatable process for managing a portfolio of enterprise accounts - scoring health, running QBRs, planning renewals, and building expansion cases grounded in usage and revenue data. It is built around enterprise-style metrics (ARR, NRR, GRR, QBRs) and assumes access to usage analytics, support ticket data, and stakeholder information to populate its templates meaningfully.

It is not a fit for one-off or low-touch accounts where a lightweight check-in is sufficient, nor for teams without the underlying usage and support data the health-scoring and forecasting outputs depend on - without that data the templates are just empty structure.

Inputs are the client's usage data, support ticket history, engagement metrics, contract renewal dates, and payment history, plus stakeholder and organizational information. Outputs are the three structured templates above: a per-client health dashboard, a quarterly success plan, and an expansion proposal, each formatted for direct use in client-facing or internal review contexts.

Customer success managers and teams responsible for enterprise account health, renewal, and expansion - anyone who needs to standardize QBR prep, risk escalation, and expansion proposal-building around consistent metrics like NRR and GRR and red/yellow/green health scoring, following practices like starting renewal conversations 6+ months before contract expiration and aligning expansion timing with client budget cycles. It fits teams that want to maintain regular touchpoints with C-level stakeholders, work cross-functionally with sales, support, and product, keep detailed records of client interactions, and publicize client wins to reinforce relationships - reaching out proactively before clients realize they need help rather than reacting after issues surface.