Set up Claude for customer success. QBR prep, health scoring, renewals, escalations. Ready-to-use skills and commands. Free workspace builder.
Customer success is context-heavy work. You're tracking dozens of accounts, each with their own history, health signals, renewal dates, and stakeholder dynamics.
Everything Claude needs to act like your most organized team member.
QBR Builder: takes your account data and produces a complete QBR deck outline. ROI calculations, usage trends, success highlights, and recommendations for next quarter.
/morning-brief: your account portfolio at a glance. Health changes, upcoming renewals, open issues, and today's priorities.
Open thefroject.com. Pick Customer Success as your role. Answer a few questions about your accounts, tools, and workflow. Download the workspace.
With MCP connections, Claude can read from your CRM, support tools, and analytics platforms. Everything runs locally on your machine.
The Renewal Strategist skill builds a prioritized plan based on health, contract value, and timing. The /morning-brief command flags upcoming renewals daily.
Yes. Generate one workspace with your shared playbooks and processes. Each person can add their own account context.
MCP connections work with most CS platforms. The /hatch command walks you through connecting your specific tools.