Success Agent

Onboarding Plan

Build 30-60-90 day onboarding plans that compress time-to-value and establish early wins. Use when user needs onboarding plan, first 90 days roadmap, time-to-value strategy, or new customer activation plan. Do not use when customer hasn't gone live yet — use implementation-planning for pre-go-live deployment.

Adoption Playbook

Design product adoption strategies that make usage habitual across an existing customer base. Use when user needs adoption strategy, feature rollout plan, user expansion, or usage growth plan. Do not use when customer is in their first 90 days — use onboarding-plan instead.

Health Analysis

Assess customer health with multi-dimensional scoring and leading indicator detection. Use when user needs health scoring, risk assessment, portfolio analysis, or account health check. Do not use when customer is already at-risk and needs intervention — use churn-prevention to act on the diagnosis.

Expansion Playbook

Grow customer accounts through upsell, cross-sell, and land-and-expand strategies. Use when user needs expansion strategy, whitespace analysis, upsell plan, or account growth playbook. Do not use when renewal is upcoming and needs attention first — use renewal-strategy to secure the base before growing.

Churn Prevention

Design and execute save plays for at-risk customers before they decide to leave. Use when user needs churn intervention, save strategy, competitive threat response, or at-risk account plan. Do not use for general health assessment — use health-analysis to diagnose first, then come here to act.

Renewal Strategy

Plan and execute successful renewals with stakeholder alignment and risk mitigation. Use when user needs renewal planning, negotiation prep, renewal timeline, or renewal risk management. Do not use when customer is actively churning — use churn-prevention first to stabilize before renewing.

QBR Preparation

Prepare quarterly business reviews that tell value stories, not feature stories. Use when user needs QBR deck, executive review content, value presentation, or strategic customer meeting prep. Do not use when renewal negotiation prep is the primary goal — use renewal-strategy instead.

Training Content

Create customer training materials that drive behavior change, not just attendance. Use when user needs training materials, enablement content, certification curriculum, or education program. Do not use for planning the overall adoption strategy — use adoption-playbook instead.

Escalation Management

Handle customer escalations with speed, empathy, and structured resolution plans. Use when user needs escalation response, crisis management, executive complaint handling, or incident communication. Do not use when analyzing health signals without an active crisis — use health-analysis instead.

Customer Advocacy

Build advocate programs that turn satisfied customers into references, speakers, and growth engines. Use when user needs advocacy program, reference cultivation, champion development, or customer advisory board (CAB). Do not use when account health is not green — use health-analysis first.

Implementation Planning

Plan complex customer implementations with stakeholder mapping, phased milestones, and risk registers. Use when user needs implementation plan, go-live roadmap, deployment strategy, or post-sale handoff plan. Do not use when customer is already live and needs first-90-days onboarding — use onboarding-plan instead.

Support Analysis

Extract customer intelligence from support data — tickets are the unfiltered voice of the customer. Use when user needs support pattern analysis, ticket trends, support-to-health correlation, or product feedback synthesis. Do not use when handling an active escalation — use escalation-management to respond first.

Executive Briefing

Prepare for a high-stakes meeting with a C-level executive — research, exec-appropriate content, talk track, exec-level questions and answers, the right ask. Use when user has a meeting with a CFO/CEO/CTO/COO and needs prep. Do not use when the meeting is with manager-level (run discovery-prep) or when enabling a champion for THEIR exec meeting (use champion-enablement).

Proof Of Value

Design a proof-of-value engagement that proves measurable business impact with a real baseline and a CFO-ready number — not just that the product works. Use when user needs POV planning, ROI validation, value measurement, or CFO-ready value evidence. Do not use when the question is technical ("does it work?") — use @file:poc-planning; when scoping delivery effort — use @file:implementation-scoping.