Who This Bundle Is For

For Customer Success managers and teams responsible for customer retention and revenue growth from your existing customer base.

What's Included

MCP Servers

Notion — knowledge base and account tracking. Health score, interaction history.

Google Drive — onboarding materials, case studies, best practices.

Memory — remembering context about customers and their needs.

Skills

Customer Success — customer success methodologies, metrics, and processes.

Churn Prevention Playbook — churn prevention strategies.

Agents

Customer Onboarding Agent — creates personalized onboarding plans.

Churn Prevention Agent — identifies risks and recommends retention strategies.

Customer Feedback Agent — collects and analyzes customer feedback.

Customer Success Manager — full-cycle customer success management.

How to Use

1. Onboard your customer with Customer Onboarding Agent
2. Track account health in Notion
3. Collect feedback with Customer Feedback Agent
4. Prevent churn with Churn Prevention Agent

Example Prompt

Create a 30-60-90 onboarding plan for:
- Product: B2B analytics platform
- Customer: e-commerce with 50+ employees
- Customer goals: increase conversion by 20%
- Key stakeholders: CMO, Head of Analytics

Health Score Model

┌─────────────────────────────────────────────┐
│              HEALTH SCORE                   │
├─────────────────────────────────────────────┤
│  ● Product Usage      ███████░░░  70%       │
│  ● Support Tickets    █████████░  90%       │
│  ● NPS Score          ████████░░  80%       │
│  ● Feature Adoption   ██████░░░░  60%       │
│  ● Engagement         ████████░░  80%       │
├─────────────────────────────────────────────┤
│  OVERALL:             ████████░░  76%       │
│  STATUS: 🟡 At Risk                         │
└─────────────────────────────────────────────┘

Results

• Reduce churn by 30%+
• Increase NPS
• Grow upsell/cross-sell opportunities
• Build satisfied customer advocates