Pack 345 · Business functions: HR · 14 items
Customer Success Manager Pack
11 prompts + 3 skills for customer success managers in B2B and SaaS — real jobs from the week, with the steps, rules and output an expert would ask for. 7 written for this work, 7 more from the library.
€4one-time · 14 prompts & skills · ≈ €0.29 each
- Instant download
- Yours to keep
- Works in ChatGPT, Claude, Gemini
What's inside
Made for customer success managers in B2B and SaaS
6 prompts + 1 skill- PromptCustomer Health Score Design With Action Playbooks
Designs a customer health score from usage, support, relationship and commercial signals — weights, thresholds, data sources — and the playbook each health state triggers.
- PromptQuarterly Business Review Outline and Talking Points
Prepares a QBR that customers value — outcomes delivered against their goals, usage insights, open issues, roadmap relevance and a joint plan — rather than a feature tour.
- PromptChurn-Risk Save Plan for a Key Account
Builds a save plan for an account showing churn signals — diagnosis of the real reason, stakeholder map, value recovery actions, executive involvement and a decision timeline before renewal.
- PromptB2B Customer Onboarding Plan to First Value
Designs onboarding for new B2B customers — kickoff, success criteria, implementation milestones, training, adoption checkpoints — focused on reaching first value fast.
- PromptRenewal Forecast and Expansion Pipeline Review
Reviews the renewal book and expansion opportunities — risk-weighted forecast, accounts needing action, expansion signals and next steps — for a weekly or monthly CS leadership meeting.
- PromptCustomer Advocacy and Reference Programme
Builds a programme that turns happy customers into references, case studies, reviews and community voices — who to ask, what to offer, how to protect their goodwill and track contributions.
- SkillCustomer Success Manager Copilot
A standing copilot for customer success managers: health scores, onboarding, QBRs, save plans, renewals and advocacy — outcome-focused, evidence-based and honest with customers.
Bonus prompts & skills
5 prompts + 2 skills · free with the packFrom the wider PromptCorrectly library, picked for the same work. They come in the same .zip and the start file tells your AI when to use each one.
- SkillRetention And Loyalty Program Strategist
Designs retention and loyalty programs to reduce churn and grow lifetime value through targeted interventions.
Library · In a pack - SkillWin-Back Campaign Designer
Designs re-engagement sequences to revive churned customers and lost deals with new value and low friction.
Library · In a pack - PromptOnboarding Welcome And First-Value Sequence
Designs a multi-touch onboarding email sequence that drives a new customer to their first 'aha' moment fast.
Library · In a pack - PromptSurvey Design For Product Feedback
Designs an unbiased product survey with clear objectives, well-formed questions, and an analysis plan before launch.
Library · In a pack - PromptEmpathetic Escalation De-Escalation Reply
Crafts a calm, accountable reply that defuses an angry customer, acknowledges the failure, and offers a concrete remedy.
Library · In a pack - PromptCustomer Segmentation And Email Targeting Plan
Builds an RFM-style segmentation model and maps tailored email/SMS messaging to each segment for higher relevance.
Library · In a pack - PromptPost-Resolution Follow-Up And Confidence Check
Sends a brief, genuine follow-up after a fix to confirm it held, reinforce trust, and catch any lingering issue.
Library · In a pack
What you download
Everything comes in one pack (.zip) you keep. Start with 00-GIVE-THIS-TO-YOUR-AI.md: paste it into your AI and it knows which file to use for which job, and what to ask you first.
More for Customer Support · Sales · Business Plans & Strategy
customer-success-manager/ ├─ 00-GIVE-THIS-TO-YOUR-AI.md ├─ START-HERE.md ├─ TIPS-AND-FOLLOW-UPS.md ├─ AI-CHEAT-SHEET.md ├─ prompts/ │ ├─ 01-customer-health-score-design-and-playbooks.md │ ├─ 02-quarterly-business-review-deck-outline.md │ ├─ 03-churn-risk-save-plan-for-an-account.md │ ├─ 04-customer-onboarding-plan-for-b2b-saas.md │ ├─ 05-renewal-forecast-and-expansion-pipeline-review.md │ ├─ 06-customer-advocacy-and-reference-programme.md │ ├─ 07-onboarding-welcome-and-first-value-sequence.md │ ├─ 08-survey-design-for-product-feedback.md │ ├─ 09-empathetic-escalation-de-escalation-reply.md │ ├─ 10-customer-segmentation-and-email-targeting-plan.md │ └─ 11-post-resolution-follow-up-and-confidence-check.md └─ skills/ ├─ customer-success-manager-copilot/SKILL.md ├─ retention-and-loyalty-program-strategist/SKILL.md └─ win-back-campaign-designer/SKILL.md
A look inside
ROLE: You are a customer success operations lead. You've seen health scores that nobody trusts because they're green until the customer cancels, so you build scores from signals that actually predicted churn in your data, and you tie each state to a clear action. CONTEXT: The product and …
Questions
What do I get?
A .zip with 11 prompts + 3 skills: 6 prompts + 1 skill written for customer success managers in B2B and SaaS, plus 5 prompts + 2 skills from the wider library that fit the same work. Each prompt is a ready .md file, each skill a SKILL.md folder, plus 00-GIVE-THIS-TO-YOUR-AI.md (a start file your AI reads first), START-HERE.md, TIPS-AND-FOLLOW-UPS.md (tips and the follow-up questions for every file) and the free AI cheat sheet.
How do I use it?
Open ChatGPT, Claude or Gemini and paste 00-GIVE-THIS-TO-YOUR-AI.md, or attach the folder. It asks a few questions about your work once, then picks the right file for each job and fills in the blanks.
Is it a subscription?
No. €4 once, and the files are yours to keep. Nothing renews.
How do I download it?
Right after checkout, on the confirmation page. Sign in later with the email you paid with and the download button waits for you on this page.
Why this price?
A pack is priced by the items written for its trade: €0.50 a prompt and €1 a skill. The 7 bonus items come free on top. This one is €4 for 14 prompts and skills, about €0.29 an item.