Customer Success Plan

Q: What is a Claude Code skill and how does the Customer Success Plan skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Customer Success Plan is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Sales · Sub-category: customer-success · Last updated: 2026-05-30

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. Produces a structured success plan with business goals, milestones, success metrics, ownership, and a 90-180 day roadmap.

From the source SKILL.md

This skill produces a joint customer success plan — a living document shared between the CSM and the customer that aligns on outcomes, milestones, and mutual commitments. Output is ready to co-author with the customer in a kickoff call or QBR.

What this skill does

Customer Success Plan is a community-contributed Claude Code skill in the customer-success sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/customer-success-plan/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan. Produces a structured success plan with business goals, milestones, success metrics, ownership, and a 90-180 day roadmap.

Who uses this skill

The Customer Success Plan Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 77,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/customer-success-plan
curl -L https://claudskills.com/skills/customer-success-plan/SKILL.md \
  -o ~/.claude/skills/customer-success-plan/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/customer-success-plan/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/customer-success-plan/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\customer-success-plan\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Frequently asked questions

How do I install the Customer Success Plan Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/customer-success-plan/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Customer Success Plan skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Customer Success Plan skill?

Use Customer Success Plan when your Claude Code task falls under the Sales category — specifically in the customer success area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Customer Success Plan" or describe the task and let Claude pick). Browse related skills at /category/sales/.

What is a Claude Code skill and how does the Customer Success Plan skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Customer Success Plan is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Source: https://github.com/mohitagw15856/pm-claude-skills/blob/44f69a541fc71f603586daad003d2e70a594b8a6/skills/customer-success-plan/SKILL.md
License: MIT
Author: mohitagw15856
Website: https://medium.com/product-powerhouse/claude-skills-the-ai-feature-thats-quietly-changing-how-product-managers-work-aad5d8d0640a

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

mohitagw15856. (2026). Customer Success Plan [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/customer-success-plan/

BibTeX

@misc{customer-success-plan-2026,
  author    = {mohitagw15856},
  title     = {Customer Success Plan [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/customer-success-plan/}
}

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