millitool
business-growth/

success_plan_template

**Account Executive:** [AE Name]

successplantemplate
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# Customer Success Plan

**Customer:** [Customer Name]
**CSM:** [CSM Name]
**Account Executive:** [AE Name]
**Plan Created:** [Date]
**Last Updated:** [Date]
**Review Cadence:** [Monthly / Quarterly]

---

## 1. Customer Overview

| Field | Details |
|-------|---------|
| Industry | [Industry] |
| Company Size | [Employees] |
| Segment | [Enterprise / Mid-Market / SMB] |
| ARR | $[Amount] |
| Contract Start | [Date] |
| Renewal Date | [Date] |
| Plan Tier | [Tier name] |
| Licensed Seats | [Numb
How to Use

Recommended: Install to project (local)

mkdir -p .claude/skills
curl -o .claude/skills/success_plan_template.md \
  https://raw.githubusercontent.com/alirezarezvani/claude-skills/main/business-growth/customer-success-manager/assets/success_plan_template.md

Skill is scoped to this project only. Add .claude/skills/ to your .gitignoreif you don't want to commit it.

Alternative: Clone full repo

git clone https://github.com/alirezarezvani/claude-skills

Then reference at business-growth/customer-success-manager/assets/success_plan_template.md

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