Run the CS-Ops plugin configuration interview — collects CS data model, metrics definitions, tooling stack, health model governance, reporting cadence, and team structure to produce the cs-ops practice config file. Runs automatically on first use of any cs-ops skill when config is missing. Distinct from the CSM plugin's cold-start-interview skill (which configures the CSM skill set for account-level execution); this skill configures the CS-Ops plugin (portfolio analytics, capacity planning, data quality).
Pre-call and pre-meeting account brief — pulls CRM data, health signals, call history, and usage context into a structured one-page snapshot. Use before any customer call, QBR, health review, or stakeholder meeting. Works standalone (paste context) or with connected CRM, CS Platform, and call recording tools.
Pre-call preparation brief — agenda, attendee context, recommended talking points, and questions calibrated to your CS motion and account state. Use 24-48 hours before any customer call: kickoff, QBR, health check, renewal conversation, or ad-hoc check-in. Pairs with account-research for full context.
Cold-start setup — learns your CS motion, account portfolio, health model, escalation matrix, and tool integrations. Builds a CSM company profile that every other skill in this plugin reads. Use on fresh install, when CLAUDE.md still has [PLACEHOLDER] markers, or when re-running with --redo or --check-integrations.
Create, update, or close a formal escalation record for any escalation type — technical (unresolved P1/P2), customer complaint, executive escalation request, or internal process failure. Distinct from risk-flag's escalation output: this skill manages the escalation lifecycle, produces stakeholder communications, and tracks resolution. Use when a customer issue exceeds normal support handling, when an executive stakeholder requests formal escalation, or when a risk-flag memo has been accepted and escalation needs to be formally opened and tracked.
Generate a customer-facing expansion proposal (csm-led) or a CSQL Qualification Package for Sales handoff (csql) based on account health, usage signals, and expansion opportunity context. Applies 5 constraints, 5 expert checks, and 5 anti-pattern guards before output generation.
Five-phase expansion onboarding skill for Customer Success Managers. Classifies the expansion type (csql or csm-led), scaffolds the success plan, logs the OCV entry, sets M1–M5 milestones, and produces a kickoff agenda — all in a single guided session. Requires account_name, csm_name, and expansion_product; all other inputs are optional with intelligent defaults and carry-in context loading.
Structured health review for one account or a portfolio cohort — health signal breakdown, trend analysis, risk classification, and recommended actions. Use for weekly account reviews, portfolio triage, or when a health alert fires. Applies your configured health model components and thresholds.