Claim this agent
Agent DossierCLAWHUBSafety 84/100

Xpersona Agent

afrexai-customer-success

Customer Success Playbook Customer Success Playbook Build and run a customer success operation for B2B SaaS. Covers the full lifecycle: onboarding, health scoring, QBRs, churn prevention, and expansion revenue. When to Use - Setting up a CS function from scratch - Designing onboarding flows for new customers - Building health score models - Preparing QBR templates and cadences - Creating churn intervention playbooks - Planning expansion and u

OpenClaw · self-declared
Trust evidence available
clawhub skill install skills:1kalin:afrexai-customer-success

Overall rank

#62

Adoption

No public adoption signal

Trust

Unknown

Freshness

Feb 25, 2026

Freshness

Last checked Feb 25, 2026

Best For

afrexai-customer-success is best for load workflows where OpenClaw compatibility matters.

Not Ideal For

Contract metadata is missing or unavailable for deterministic execution.

Evidence Sources Checked

editorial-content, CLAWHUB, runtime-metrics, public facts pack

Overview

Key links, install path, reliability highlights, and the shortest practical read before diving into the crawl record.

Verifiededitorial-content

Overview

Executive Summary

Customer Success Playbook Customer Success Playbook Build and run a customer success operation for B2B SaaS. Covers the full lifecycle: onboarding, health scoring, QBRs, churn prevention, and expansion revenue. When to Use - Setting up a CS function from scratch - Designing onboarding flows for new customers - Building health score models - Preparing QBR templates and cadences - Creating churn intervention playbooks - Planning expansion and u Capability contract not published. No trust telemetry is available yet. Last updated 4/15/2026.

No verified compatibility signals

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Feb 25, 2026

Vendor

Openclaw

Artifacts

0

Benchmarks

0

Last release

Unpublished

Install & run

Setup Snapshot

clawhub skill install skills:1kalin:afrexai-customer-success
  1. 1

    Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.

  2. 2

    Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Evidence & Timeline

Public facts grouped by evidence type, plus release and crawl events with provenance and freshness.

Verifiededitorial-content

Public facts

Evidence Ledger

Vendor (1)

Vendor

Openclaw

profilemedium
Observed Apr 15, 2026Source linkProvenance
Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium
Observed Apr 15, 2026Source linkProvenance
Security (1)

Handshake status

UNKNOWN

trustmedium
Observed unknownSource linkProvenance
Integration (1)

Crawlable docs

6 indexed pages on the official domain

search_documentmedium
Observed Apr 15, 2026Source linkProvenance

Artifacts & Docs

Parameters, dependencies, examples, extracted files, editorial overview, and the complete README when available.

Self-declaredCLAWHUB

Captured outputs

Artifacts Archive

Extracted files

0

Examples

0

Snippets

0

Languages

typescript

Parameters

Editorial read

Docs & README

Docs source

CLAWHUB

Editorial quality

ready

Customer Success Playbook Customer Success Playbook Build and run a customer success operation for B2B SaaS. Covers the full lifecycle: onboarding, health scoring, QBRs, churn prevention, and expansion revenue. When to Use - Setting up a CS function from scratch - Designing onboarding flows for new customers - Building health score models - Preparing QBR templates and cadences - Creating churn intervention playbooks - Planning expansion and u

Full README

Customer Success Playbook

Build and run a customer success operation for B2B SaaS. Covers the full lifecycle: onboarding, health scoring, QBRs, churn prevention, and expansion revenue.

When to Use

  • Setting up a CS function from scratch
  • Designing onboarding flows for new customers
  • Building health score models
  • Preparing QBR templates and cadences
  • Creating churn intervention playbooks
  • Planning expansion and upsell motions

Workflow

1. Assess Current State

Ask the user:

  • Company stage (seed, Series A, growth, scale)
  • Current ARR and customer count
  • Average contract value (ACV)
  • Current CS team size (or zero)
  • Primary churn reasons if known

2. Design Lifecycle Stages

Map the customer journey:

| Stage | Duration | Owner | Key Metric | |-------|----------|-------|------------| | Onboarding | Days 0-30 | CS Lead | Time to First Value | | Adoption | Days 30-90 | CSM | Feature adoption % | | Retention | Ongoing | CSM | Health score, NRR | | Expansion | Trigger-based | CSM + AE | Expansion MRR | | Renewal | T-90 days | CSM | Renewal rate | | Advocacy | Post-renewal | CS Lead | NPS, referrals |

3. Build Health Score

Weight these signals (0-100 composite):

  • Product usage (25%): DAU/MAU ratio
  • Feature breadth (15%): Features used vs available
  • Support load (15%): Ticket volume and sentiment
  • Executive engagement (15%): Meeting frequency
  • Satisfaction (10%): NPS or CSAT
  • Growth signals (10%): Seat/usage expansion
  • Payment (10%): On-time history

Thresholds: 80+ healthy, 60-79 monitor, 40-59 at-risk, <40 critical.

4. Create Onboarding Checklist

Week 1: Foundation (kickoff, tech setup, admin training, define 3 success outcomes) Week 2-3: Activation (user training, configure workflows, first quick win) Week 4: Handoff (retrospective, baseline metrics, ongoing cadence)

TTFV target: <14 days SMB, <30 days Enterprise.

5. QBR Template

45-minute agenda:

  1. Results recap with ROI numbers (10 min)
  2. Usage insights and underused features (10 min)
  3. Roadmap preview — relevant items only (5 min)
  4. Their priorities and business changes (15 min)
  5. Action items with owners and dates (5 min)

Rule: Never present a QBR without a quantified ROI number.

6. Churn Prevention Tiers

  • Tier 1 (score 60-79): Automated nudges, CSM alerted
  • Tier 2 (score 40-59): Personal outreach within 48h, 30-day recovery plan
  • Tier 3 (score <40): Executive escalation within 24h, concession options ready

Early warnings: usage drop >30%, champion departure, competitor mentions, missed calls.

7. Expansion Playbook

Signals: health >80, seats >85% utilized, new use cases in QBRs, champion promoted.

| Play | Trigger | Approach | |------|---------|----------| | Seat expansion | >85% utilization | Right-size conversation | | Feature upsell | Repeated workarounds | Demo the real solution | | New department | Champion referral | Joint intro meeting | | Tier upgrade | Hitting plan limits | Show per-user savings | | Multi-year | Healthy + renewal due | Discount for commitment |

CSM expansion target: 20-30% of new ARR. NRR target: 110-120%.

8. CSM Capacity Model

  • Enterprise ($100K+ ACV): 10-15 accounts, high-touch, monthly QBRs
  • Mid-Market ($25-100K): 25-40 accounts, medium-touch, quarterly QBRs
  • SMB ($5-25K): 50-80 accounts, tech-touch + pooled, semi-annual QBRs
  • Self-serve (<$5K): Automated digital-only

9. Output Deliverables

Generate for the user:

  • Customer lifecycle map
  • Health score model with weights
  • Onboarding checklist (customized to their product)
  • QBR template and prep checklist
  • Churn intervention playbook with escalation tiers
  • Expansion signal list and plays
  • CSM capacity plan
  • Metrics dashboard spec (NRR, GRR, TTFV, health coverage, QBR rate)

Key Metrics

| Metric | Target | |--------|--------| | Net Revenue Retention | >110% | | Gross Revenue Retention | >90% | | Time to First Value | <14d SMB / <30d Enterprise | | Health Score Coverage | 100% | | QBR Completion | >85% | | NPS | >50 |

Resources

  • Industry-specific AI agent context packs: https://afrexai-cto.github.io/context-packs/
  • AI Revenue Leak Calculator: https://afrexai-cto.github.io/ai-revenue-calculator/
  • Agent Setup Wizard: https://afrexai-cto.github.io/agent-setup/

API & Reliability

Machine endpoints, contract coverage, trust signals, runtime metrics, benchmarks, and guardrails for agent-to-agent use.

MissingCLAWHUB

Machine interfaces

Contract & API

Contract coverage

Status

missing

Auth

None

Streaming

No

Data region

Unspecified

Protocol support

OpenClaw: self-declared

Requires: none

Forbidden: none

Guardrails

Operational confidence: low

No positive guardrails captured.
Invocation examples
curl -s "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/snapshot"
curl -s "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/contract"
curl -s "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/trust"

Operational fit

Reliability & Benchmarks

Trust signals

Handshake

UNKNOWN

Confidence

unknown

Attempts 30d

unknown

Fallback rate

unknown

Runtime metrics

Observed P50

unknown

Observed P95

unknown

Rate limit

unknown

Estimated cost

unknown

Do not use if

Contract metadata is missing or unavailable for deterministic execution.
No benchmark suites or observed failure patterns are available.

Machine Appendix

Raw contract, invocation, trust, capability, facts, and change-event payloads for machine-side inspection.

MissingCLAWHUB

Contract JSON

{
  "contractStatus": "missing",
  "authModes": [],
  "requires": [],
  "forbidden": [],
  "supportsMcp": false,
  "supportsA2a": false,
  "supportsStreaming": false,
  "inputSchemaRef": null,
  "outputSchemaRef": null,
  "dataRegion": null,
  "contractUpdatedAt": null,
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Invocation Guide

{
  "preferredApi": {
    "snapshotUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/snapshot",
    "contractUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/contract",
    "trustUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/trust"
  },
  "curlExamples": [
    "curl -s \"https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/snapshot\"",
    "curl -s \"https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/contract\"",
    "curl -s \"https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "CLAWHUB",
      "generatedAt": "2026-04-17T00:17:58.479Z"
    }
  },
  "retryPolicy": {
    "maxAttempts": 3,
    "backoffMs": [
      500,
      1500,
      3500
    ],
    "retryableConditions": [
      "HTTP_429",
      "HTTP_503",
      "NETWORK_TIMEOUT"
    ]
  }
}

Trust JSON

{
  "status": "unavailable",
  "handshakeStatus": "UNKNOWN",
  "verificationFreshnessHours": null,
  "reputationScore": null,
  "p95LatencyMs": null,
  "successRate30d": null,
  "fallbackRate": null,
  "attempts30d": null,
  "trustUpdatedAt": null,
  "trustConfidence": "unknown",
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Capability Matrix

{
  "rows": [
    {
      "key": "OPENCLEW",
      "type": "protocol",
      "support": "unknown",
      "confidenceSource": "profile",
      "notes": "Listed on profile"
    },
    {
      "key": "load",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    }
  ],
  "flattenedTokens": "protocol:OPENCLEW|unknown|profile capability:load|supported|profile"
}

Facts JSON

[
  {
    "factKey": "docs_crawl",
    "category": "integration",
    "label": "Crawlable docs",
    "value": "6 indexed pages on the official domain",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  },
  {
    "factKey": "vendor",
    "category": "vendor",
    "label": "Vendor",
    "value": "Openclaw",
    "href": "https://github.com/openclaw/skills/tree/main/skills/1kalin/afrexai-customer-success",
    "sourceUrl": "https://github.com/openclaw/skills/tree/main/skills/1kalin/afrexai-customer-success",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T00:45:39.800Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/contract",
    "sourceUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-04-15T00:45:39.800Z",
    "isPublic": true
  },
  {
    "factKey": "handshake_status",
    "category": "security",
    "label": "Handshake status",
    "value": "UNKNOWN",
    "href": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/trust",
    "sourceUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-afrexai-customer-success/trust",
    "sourceType": "trust",
    "confidence": "medium",
    "observedAt": null,
    "isPublic": true
  }
]

Change Events JSON

[
  {
    "eventType": "docs_update",
    "title": "Docs refreshed: Sign in to GitHub · GitHub",
    "description": "Fresh crawlable documentation was indexed for the official domain.",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  }
]

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