Customer Success Toolkit

Who This Bundle Is 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 scores, interaction history.

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

Memory — context retention for 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 feedback.

Customer Success Manager — end-to-end customer success management.

How to Use

1. Onboard your customer with Customer Onboarding Agent
2. Track account health in Notion
3. Gather 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 company 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

• 30%+ reduction in churn
• Increased NPS
• Growing upsell/cross-sell revenue
• Satisfied customer advocates