• Create onboarding plan template

  Build reusable onboarding templates with timelines, milestones, and stakeholder alignment.

• Summarize onboarding feedback

  Analyze feedback from recent onboarding experiences to identify wins, blockers, and suggestions.

• Identify best practices for high-touch onboarding

  Research how leading B2B companies structure high-touch onboarding journeys.

• Suggest proactive playbooks

  Recommend outreach playbooks for at-risk customers with goals, triggers, and CTAs.

• Brainstorm retention incentives

  Generate creative retention strategies with tested and novel ideas for at-risk accounts.

• Benchmark CS org structure

  Compare customer success organizational structures and headcount ratios across similar companies.

• Benchmark success metrics by industry

  Research top success metrics for customer health scoring with industry benchmarks and citations.

• Evaluate CS tooling stacks

  Research typical Customer Success tech stacks for different company stages with examples.

• Competitive enablement summary

  Research how competitors support enterprise customers post-sale with resources and team structures.

• Outline success metrics for segment customers

  Create draft lists of success metrics with adoption goals, engagement targets, and renewal benchmarks.

• Evaluate CSAT score distribution

  Analyze CSAT survey data to calculate averages, identify outliers, and summarize feedback themes.

• Analyze support ticket trends

  Identify top recurring issues from support tickets and provide root cause summaries.

• Spot early signs of churn

  Review customer usage data to identify at-risk accounts based on usage patterns and support interactions.

• Standardize customer health scoring

  Build health scoring rubrics with usage metrics, NPS, renewal status, and ticket volume.

• Design customer health score mock-up

  Create visual mock-ups of color-coded health score gauges for customer dashboards.

• Visualize customer journey map

  Create visual journey maps showing lifecycle stages and pain points for customer success planning.

• Illustrate escalation process flow

  Create diagrams showing internal escalation processes from CSM to Support to Engineering.

• Build a visual customer maturity model

  Create images showing customer maturity stages with behavior patterns and CS touchpoints.