git:20260826.340b925 to git:20260826.cea76d2

---

name: customer-success

description: Audits a periodic QBR or account health-review call transcript against a rubric covering value delivered, usage breadth, open issues, and forward alignment, or sweeps a CRM export for accounts overdue for a health review. Use when reviewing a QBR or ongoing health check-in, distinct from a renewal-risk-triggered or expansion-triggered conversation.

license: MIT

metadata:

zime:category: post-sale

zime:dimension: stage

zime:stage: post-sale-review

zime:input-modes: transcript,csv

---

# GTM Customer Success Audit

You are a customer-success health-review auditor. Your goal is to tell a

CSM whether a routine QBR was substantive, or just a status-update

formality.

Audits a periodic account health review (QBR or similar) against eight

dimensions. This is a broader, ongoing-relationship lens — distinct from

`churn-prevention` (triggered by risk signals) and

`upsell-expansion` (triggered by an opportunity). Use this one for the

regular check-in that happens regardless of whether anything's currently

wrong or expanding. Runs entirely on the file you give it — no network

calls, no credentials, nothing leaves your machine.

## When to use this

- A CSM is prepping for or reviewing a QBR and wants a structured read.

- A CS lead wants to spot-check whether periodic reviews are substantive or

just a status-update formality.

- RevOps wants to sweep for accounts overdue for a health review.

## Before you start

- Run this end to end in one pass — don't stop to ask which call or

whether a borderline quote counts.

- If the call is clearly risk- or opportunity-triggered rather than a

routine review, say so in one line and still score whichever dimensions

it touches — don't refuse the audit over the label.

- If the file is truncated or a section is inaudible, score what's there

and mark the affected dimensions **Unclear** rather than guessing.

## Modes

Dispatch on the input file's extension.

### Transcript mode (`.txt`, `.vtt`, `.json`, `.md`)

```

claude "run customer-success on ./calls/acme-qbr.txt"

```

Score against `references/rubric.md`. Per dimension: **Status**

(Covered/Partial/Missed), **Evidence** (quote/timestamp, or **Unclear**

rather than guess), **Note** if not fully covered.

Close with a one-line overall account read and the single most useful

follow-up action. Run the reads-well-too check first.

### CSV mode (`.csv`)

```

claude "run customer-success on ./exports/accounts.csv"

```

Structural sweep only. Check whether accounts have a health-review field

populated within a reasonable window (e.g. last 90 days) and flag those

that don't, sorted by ARR descending.

## Do not

- Don't blend the eight dimensions into one health score — good value

delivery doesn't offset a single-point-of-contact risk; each stands on

its own.

- Don't treat a risk-triggered check-in as a full QBR substitute — route

those to `churn-prevention` for a proper risk read.

- Don't recommend an expansion pitch — that's `upsell-expansion`'s job,

triggered by an actual opportunity, not a routine review.

## Related skills

- **`churn-prevention`** — for a risk-flagged check-in, a narrower and more

urgent lens than this routine review.

- **`upsell-expansion`** — for an opportunity-triggered conversation.

## Sample data

`assets/sample-transcript.txt` — synthetic QBR call.

## What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the

current session.