Claude workspace for CS teams. QBRs, health scoring, renewal playbooks, stakeholder updates. 16 CS skills included.
A pre-configured workspace for customer success teams. The wizard picks templates that fit your role, your tools, and how you actually work — so Claude is useful from the first prompt instead of needing to be re-briefed every session.
Pick Customer Success as your role in the wizard, answer a few questions about your tools and projects, then download a ready-to-use workspace. Run /hatch to connect your data and you're set.
Yes. Give it the account data, usage metrics, and open tickets. It builds the narrative, highlights wins, flags risks, and suggests recommendations.
You define what signals matter for your accounts. Usage trends, support volume, engagement frequency. Claude analyzes the patterns and flags at-risk accounts.
Yes. Check-in emails, milestone messages, escalation updates, renewal reminders. Professional and personal, in your tone. Not canned responses.
Yes. It generates onboarding plans based on the customer's plan, size, and goals. Steps, timelines, success criteria, and check-in cadence.
If you give it the data, yes. It looks for patterns across accounts: declining usage, fewer logins, support spikes, missed meetings. Early warnings, not post-mortems.
That's who it's built for. The busywork (QBR prep, status updates, account briefs) is where you lose hours. Claude handles that so you spend time on the relationship.