Customer Success: Churn and QBRs

Skills

5 in the Claude listing

• Account health checkFind which B2B accounts are at risk of churn and why, and which need your attention this week.
• Onboarding planBuild a 90-day onboarding and success plan for a new B2B customer, and turn messy implementation notes into an executive status update.
• Qbr prepPrepare a QBR or EBR for a B2B customer: the review brief, an optional slide deck and the recap email afterwards.
• Renewal save planSpot B2B renewal risk early and build a plan to save the account.
• Upsell and expansionFind upsell, cross-sell and expansion openings in B2B accounts and build the business case to pitch them.