Workjet
Pack Marketplace
All packs

Customer Success (B2B SaaS)

customer-success.pack.json · v1.0.0 · by Workjet

Account health, QBRs, renewals, expansion, and churn-risk — for B2B SaaS customer-success teams.

Entity
Account
Profiles
4
Skills
15
Workflows · Automations
1 · 1

Install

Authenticate to Workjet, download the pack JSON, and POST it to /packs/install. Idempotent — re-installing upgrades in place.

Terminal 
curl -L -o customer-success.pack.json \
  https://workjet.dev/packs/customer-success.pack.json

curl -X POST https://api.workjet.dev/packs/install \
  -H "Authorization: Bearer $WORKJET_API_KEY" \
  -H "Content-Type: application/json" \
  --data @customer-success.pack.json

Workspace profiles

Ship with these roles. Each is a pane layout + a skill palette + recommended tools.

CSM

Default

Book owner — value delivery, QBRs, renewals, expansion.

qbr-deck-draftervalue-memo-drafterhealth-score-explainerrenewal-risk-memoexpansion-play-spottermeeting-prep-brief

CS Lead

Portfolio oversight, escalations, team coaching.

book-review-digestchurn-risk-memoexecutive-sponsor-briefingcalibration-for-renewals

CS Ops

Health model, forecast accuracy, playbook maintenance.

forecast-variance-commentaryhealth-score-calibrationproduct-feedback-synthesizer

Renewals / AE Partner

Owns renewal paper + expansion close.

expansion-proposal-drafterrenewal-risk-memocase-study-drafter

Skills

15 peer-tested skills, each with system prompt + tool wiring + example inputs.

QBR Deck Drafter

qbr-deck-drafter

Account + quarter data → outcome-first QBR deck.

qbr

Value Memo Drafter

value-memo-drafter

Pre-renewal — quantified value summary for the customer.

renewals

Health Score Explainer

health-score-explainer

Health move → plain-English explanation with drivers.

health

Renewal Risk Memo

renewal-risk-memo

120-day risk call memo for the renewal forecast.

renewals

Churn Risk Memo

churn-risk-memo

Red account → deep memo with save plan.

retention

Expansion Play Spotter

expansion-play-spotter

Account signals → expansion hypothesis with quantified ask.

expansion

Executive Sponsor Briefing

executive-sponsor-briefing

Exec sponsor → 5-min ping-or-meeting briefing doc.

escalations

Meeting Prep Brief

meeting-prep-brief

Upcoming customer meeting → prep pack with goals, data, traps.

qbr

Book Review Digest

book-review-digest

Weekly digest of a CSM's book for the CS lead.

management

Renewal Forecast Calibration

calibration-for-renewals

CSM forecasts → cross-book calibration with outlier flags.

forecast

Forecast Variance Commentary

forecast-variance-commentary

Forecast vs. actual → commentary + playbook updates.

forecast

Health Score Calibration

health-score-calibration

Score-to-outcome check with model adjustments.

health

Expansion Proposal Drafter

expansion-proposal-drafter

Expansion play → customer-ready proposal with pricing + outcome.

expansion

Case Study Drafter

case-study-drafter

Customer win → publishable case study with metrics + quote.

marketing-liaison

Product Feedback Synthesizer

product-feedback-synthesizer

Customer asks across the book → ranked product feedback for PM.

product-liaison

Workflows

Renewal 120-Day Pack

sequential

Risk memo → value memo → QBR.

  1. Risk memo renewal-risk-memo
  2. Value memo value-memo-drafter

Automations

Monday Book Digest

0 8 * * 1

Monday 8am — per-CSM book digest: renewal cadence, red accounts, expansion motion.

tz: America/New_York

Recommended tools

MCP connectors this pack assumes. Install them from the Workjet tool palette.

gmailslackgoogle-drivesalesforce