Designs lifecycle / email-automation flows — onboarding, activation, winback, churn-save — as multi-step trigger, message, timing, and branch maps anchored to an activation…
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…
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4).
Customer feedback, NPS, CSAT, CES, Voice of Customer strategy across platforms — survey design, response rate optimization, closed-loop feedback, text analytics, benchmarking,…
Customer success strategy across platforms — health scores, churn prevention, onboarding playbooks, expansion revenue, QBRs, CS metrics, platform comparison.
Medallia platform help — Experience Cloud, NPS/CSAT/CES surveys, digital experience analytics (DXA), contact center intelligence, employee listening, experience orchestration,…
Pendo platform help — product analytics, in-app guides, session replay, NPS/CSAT surveys, feature adoption tracking, Leo AI.
Planhat platform help — Health Scores, Agentic Automation, Revenue Management, CRM Sync, Enduser Tracking, Projects, NPS, REST API, MCP Server.
Qualtrics XM platform help — CX surveys (NPS/CSAT/CES), Employee Experience (EX) pulse surveys, Strategy & Research, Experience Agents AI, XM Directory, dashboards, REST API v3,…
SurveyMonkey platform help — survey creation, question types, skip logic, advanced branching, email/SMS/web collectors, response analytics, cross-tabulation, AI thematic analysis,…
Totango platform help — SuccessBLOCs, SuccessPlays, Health Scores, Customer 360, Touchpoints, Customer Data Hub, Unison AI, Catalyst, email campaigns, REST API.
Typeform platform help — conversational forms, surveys, quizzes, video forms, Workflow Builder, Embed SDK, Create/Responses/Webhooks API.
Vitally platform help — Health Scores, Playbooks, Projects, Automation, AI copilot, NPS, Dashboards, REST API.
Whatfix platform help — Digital Adoption Platform (DAP), in-app Flows, Smart Tips, Beacons, Task Lists, Self Help widget, Product Analytics (funnels, Sankey charts, cohorts),…
Expert customer success manager specializing in customer retention, growth, and advocacy. Masters account health monitoring, strategic relationship building, and driving customer…
Use this for support SOPs, onboarding, ticket triage, customer success playbooks, retention, churn reduction, and feedback loops.
Reduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences.
Sales qualification and client discovery. Use when starting a new client engagement, qualifying leads, identifying pain points, or calculating ROI for automation proposals.
Use when the user needs to create a marketing agency proposal, pitch deck outline, client onboarding document, scope of work, service level agreement, or agency capabilities…
Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes.
Finds every vendor and supplier contract approaching its renewal or expiry date from email — surfacing the deadline, notice period, auto-renewal risk, and whether a renegotiation…
Reduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences.
Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies
Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization.
Audit any product from a Customer Success Manager perspective -- evaluate onboarding flow completeness, self-service help infrastructure, customer health signal tracking, support…
Monitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success.
Expert in onboarding, adoption, and retention strategies. Specializes in turning users into advocates through structured success plans and proactive health monitoring.
Build a joint customer success plan for a specific account. Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan.
Designs customer success programs that reduce churn, increase expansion revenue, and build customer advocacy.
Use when QBR narrative work depends on approved evidence, sourced outcomes, and visible confidence instead of vague customer-success claims.
续费风险分析 Skill是面向续费报告的产品级 Hermes Skill，年级、册别、单元、知识点和难度通过参数传入。 Workflow: institution_renewal_insight.run.
Reads all policy renewal dates, calculates days until renewal, filters to policies renewing within 60 days, and categorizes each as shop/auto-renew/coverage-review.
Monthly renewal watch scanning all policy renewal dates and flagging anything renewing within 60 days.
Activate when: an insurance agent wants to keep clients renewing and buying more lines; 'how do I stop losing clients at renewal', cross-sell/round-out accounts, book retention;…
Writes a structured renewal alert to vault/insurance/open-loops.md with policy type, carrier, renewal date, current premium, prior year premium (if available for change…
Strukturierte, quantitative IT-Vertragsrisikoanalyse für den EU/DACH-Rechtsraum (Österreich, Deutschland, Schweiz, EU).
Finds every software license, SaaS subscription, and IT service contract approaching renewal or expiry from email — surfacing the deadline, seat count, cost, and whether a renewal…
Universal front door for ALL work across 9 personas (CEO/strategist, consultant, sales AE, pre-sales, marketer, developer, QA, customer-success) — brainstorms WHEN intent is vague…
Use when renewal risk signals from usage, support, CRM, stakeholder notes, or commercial context need safe intake and confidence grading.
Manage the customer renewal process with health-based playbooks, timeline tracking, and risk mitigation strategies
Renewal orchestration playbook - risk identification, renewal motion design, multi-thread engagement, commercial negotiation, and expansion-at-renewal plays.
Build a structured renewal playbook for a customer account. Use when asked to plan a renewal, structure a renewal negotiation, prepare for an expansion conversation, or build a…
Predicts client renewal likelihood based on health score signals. Analyzes engagement, support, adoption, satisfaction, billing, stakeholder, and usage data to calculate a…
Assesses how ready each customer is to renew based on their email sentiment, engagement level, open issues, and any renewal conversations already in progress.
Zeigt Verträge mit ablaufenden Kündigungsfristen an und warnt rechtzeitig, bevor Verlängerungs-/Kündigungsfenster schließen. Relevant insbesondere bei § 309 Nr.
展示具有即将到来的取消截止日期的合同，在通知窗口关闭前发出预警， 基于维护的续约登记册运行。当用户询问"什么即将续约""哪些续约即将到期" "我们是否错过了取消窗口""将此添加到续约追踪器"时使用，或按计划运行。 接收来自 saas-msa-review 的交接数据。
SaaS churn and retention analysis: cohort-based churn rates, retention curves, revenue churn vs logo churn, at-risk customer identification, expansion vs contraction MRR, churn…
Renewal: Schriftsatz-, Brief- und Memo-Bausteine: konkreter Spezialworkflow mit Sachverhaltsklärung, Rechtsrahmen, Belegen, Risikoampel und verwertbarem Output.