Purpose
Separate onboarding, recurring review, churn prevention, executive reporting, and expansion planning so client-success work stays stage-aware and actionable.
Use when
- The main router has identified a post-sale or account-management request.
- The user needs help choosing the right client-success stage.
- A request could be onboarding, review, risk, or growth work and needs a tighter route.
Required inputs
- Client-success objective and account stage.
- Known account history, risks, goals, or renewal timing [if known].
- Deliverable type requested by the user.
Safety/authority
- Do not claim client outcomes, risks, or approvals that are not evidenced.
- Keep renewal, pricing, and expansion recommendations draft-only unless explicitly approved.
- Separate diagnostic review from upsell planning when the evidence is thin.
Workflow
- Clarify whether the work is onboarding, recurring review, churn prevention, executive summary, or expansion planning.
- Select the nearest skill:
- onboarding setup:
client-onboarding-plan
- routine account review:
monthly-client-review
- churn/risk diagnosis:
churn-risk-early-warning
- leadership-facing recap:
qbr-executive-summary-draft
- retention and growth assessment:
retention-and-upsell-review
- packaged expansion ideas:
service-expansion-planner
- Keep the route to 1–3 skills and only chain review into expansion when the user actually wants both.
- Optionally pair with
cross-asset-consistency-check when the deliverable includes multi-touch client messaging or decks.
- If the exact skill is unavailable, choose the closest same-stage client-success alternative or ask for clarification.
Output format
- Client-success stage: ...
- Selected skills (1-3): ...
- Missing inputs: ...
- Optional quality layer: ...
- Risk or approval notes: ...
- Next step prompt: ...
Quality checks
- The route matches the account lifecycle stage.
- Review, risk, and expansion work are not merged by default.
- The selected stack is minimal.
- Unknown account evidence is stated clearly.
Related skills
agency-router, client-onboarding-plan, monthly-client-review, churn-risk-early-warning, qbr-executive-summary-draft, retention-and-upsell-review, service-expansion-planner
1---2name: client-success-router3description: Route onboarding, review, retention, and expansion work to the right client-success skill with concise lifecycle clarification.4---56## Purpose78Separate onboarding, recurring review, churn prevention, executive reporting, and expansion planning so client-success work stays stage-aware and actionable.910## Use when1112- The main router has identified a post-sale or account-management request.13- The user needs help choosing the right client-success stage.14- A request could be onboarding, review, risk, or growth work and needs a tighter route.1516## Required inputs1718- Client-success objective and account stage.19- Known account history, risks, goals, or renewal timing [if known].20- Deliverable type requested by the user.2122## Safety/authority2324- Do not claim client outcomes, risks, or approvals that are not evidenced.25- Keep renewal, pricing, and expansion recommendations draft-only unless explicitly approved.26- Separate diagnostic review from upsell planning when the evidence is thin.2728## Workflow29301. Clarify whether the work is onboarding, recurring review, churn prevention, executive summary, or expansion planning.312. Select the nearest skill:32 - onboarding setup: `client-onboarding-plan`33 - routine account review: `monthly-client-review`34 - churn/risk diagnosis: `churn-risk-early-warning`35 - leadership-facing recap: `qbr-executive-summary-draft`36 - retention and growth assessment: `retention-and-upsell-review`37 - packaged expansion ideas: `service-expansion-planner`383. Keep the route to 1–3 skills and only chain review into expansion when the user actually wants both.394. Optionally pair with `cross-asset-consistency-check` when the deliverable includes multi-touch client messaging or decks.405. If the exact skill is unavailable, choose the closest same-stage client-success alternative or ask for clarification.4142## Output format4344```45- Client-success stage: ...46- Selected skills (1-3): ...47- Missing inputs: ...48- Optional quality layer: ...49- Risk or approval notes: ...50- Next step prompt: ...51```5253## Quality checks5455- The route matches the account lifecycle stage.56- Review, risk, and expansion work are not merged by default.57- The selected stack is minimal.58- Unknown account evidence is stated clearly.5960## Related skills6162agency-router, client-onboarding-plan, monthly-client-review, churn-risk-early-warning, qbr-executive-summary-draft, retention-and-upsell-review, service-expansion-planner
danthamanvoiss