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Add a conditional skill for products with recurring human relationships. Covers success plans, health evidence, renewal/expansion signals, QBRs, handoffs, escalation, and closed-loop Voice of Customer. The skill is conditional: it declines and routes away when the product has no accounts, renewals, QBRs, or customer-success team. Includes: - SKILL.md with conditional frontmatter, trigger sections, four product- model adaptations (B2B subscription, transactional, public-service, internal product), core artifacts, privacy and human-judgment boundaries, and routing to product-analytics-and-measurement, product-adoption, product-experimentation, go-to-market, and product-lifecycle-learning. - README.md with all five required human-facing sections. - references/discovery-brief.md surveying existing content and defining ownership boundaries and routing. - references/privacy-and-human-judgment.md with consent framework, surveillance-risk guidance, decision-support rules, and data classification tiers. - templates/applicability-decision.md, templates/success-plan.md, templates/health-risk-record.md, and templates/escalation-and- feedback-closure.md. - evals/evals.json with 5 output-quality cases covering B2B subscription, internal-tool decline (negative trigger), public-service routing, renewal-risk with mixed signals, and conflicting health evidence. - Updated root README.md catalog section, references/skill-triggers.md, and regenerated marketplace/Codex/llms.txt catalogs. Co-authored-by: username <username> Co-authored-by: factory-droid[bot] <138933559+factory-droid[bot]@users.noreply.github.com>
2.2 KiB
2.2 KiB
Success Plan
A structured record of the customer's desired outcomes, aligned product capabilities, measurable milestones, and assigned relationship owner. This is a living artifact — update it at each QBR or health review.
Customer Context
- Customer: [name or identifier]
- Product model: [B2B Subscription / Transactional / Public Service / Internal Product]
- Relationship owner: [named CS team member]
- Plan period: [start date] to [end date]
- Last updated: [date]
Desired Outcomes
What does the customer want to achieve? Each outcome must be measurable.
| # | Outcome | Success Metric | Target | Current | Trend |
|---|---|---|---|---|---|
| 1 | [e.g., reduce manual data entry] | [e.g., hours saved/week] | [target] | [current] | [↑/→/↓] |
| 2 | [outcome] | [metric] | [target] | [current] | [trend] |
| 3 | [outcome] | [metric] | [target] | [current] | [trend] |
Product-Capability Alignment
| Outcome | Supporting Capability | Adoption Status | Evidence |
|---|---|---|---|
| [outcome #] | [feature or capability] | [adopted / partial / not adopted] | [adoption signal from product-adoption] |
| [outcome #] | [capability] | [status] | [evidence] |
Milestones and Evidence Gates
| Milestone | Target Date | Evidence Required | Status |
|---|---|---|---|
| [e.g., complete onboarding] | [date] | [e.g., activation rate > threshold] | [on-track / at-risk / missed] |
| [milestone] | [date] | [evidence] | [status] |
Risk Register
| Risk | Likelihood | Impact | Mitigation | Owner |
|---|---|---|---|---|
| [risk description] | [high/med/low] | [high/med/low] | [what we're doing about it] | [name] |
| [risk] | [likelihood] | [impact] | [mitigation] | [owner] |
QBR / Review Notes
| Date | Key Discussion | Decisions | Follow-Up |
|---|---|---|---|
| [date] | [summary] | [decisions made] | [actions assigned] |
Plan Health Summary
- Overall: [on-track / at-risk / critical]
- Strongest dimension: [which outcome has the best evidence]
- Weakest dimension: [which outcome has the weakest or conflicting evidence]
- Next review: [date]