+
Claude Skills for CS Teams
Browse Vitally’s library of Claude Skills for Customer Success professionals — designed to handle the prep work, so you can spend your time on the parts of your day that actually require a human touch.
Skills Library
The hard part of CS isn’t the call, the QBR, or the follow-up email. It’s the hour you spend assembling the context to do any of them well. These Skills cut that hour down to minutes.
QBR Preparations
Builds the first draft of your Quarterly Business Review as a slide-by-slide narrative — the story that goes on the slides and the talking points that go underneath them. Leads with customer outcomes, not product metrics. Positions expansion as value, not an ask.
What You Get
A full QBR outline with key messages, supporting content, and speaker notes for each slide. Gaps are marked with placeholders, not invented data.
Tags
QBR
EBR
Quarterly Reviews
Retention
Pre-Call Account Brief
Turns whatever you have on an account — CRM notes, usage data, support tickets, prior call notes — into a one-page brief you can actually read before you walk into the meeting. Optimized for five to 20 minutes of prep time.
What You Get
A TL;DR, recent activity, open action items, usage highlights, red flags, and five concrete talking points. Scannable on a phone. No filler.
Tags
Meeting Prep
Account Health
CRM
Post-Call Follow-Up Email
Takes your call notes or a transcript and turns them into a polished recap email with a specific subject line, a concise summary, and clearly owned action items. Calibrated to the relationship — warm for established accounts, measured for newer ones, direct when the call surfaced friction.
What You Get
A send-ready email. Subject line that's actually findable six weeks from now. Action items with owners and dates, not vague commitments.
Tags
Action Items
Customer Communication
Churn Risk & Renewal Prep
Takes the signals you've collected — or the gut feeling you can't quite articulate yet — and translates them into a structured risk assessment and a meeting plan. Surfaces counter-signals too, so you go in with an honest read, not just anxiety.
What You Get
A risk level, a confidence rating, a narrative summary of what's happening, and a full conversation plan — including scripts for the hard moments.
Tags
Renewals
Churn Risk
Retention
At-Risk Accounts
Proactive Outreach
Drafts a personalized proactive email for one of four common CS moments: onboarding check-ins, milestone notes, feature announcements, or re-engagement nudges. Short by default, specific by design. No “hope this finds you well.”
What You Get
A complete, send-ready email — usually 60 to 120 words — that sounds like you, not a template.
Tags
Outreach
Onboarding
Re-Engagement
Thank you! Your CS Skills are unlocked and ready for download.
![Claude Skills for CSMs: How AI Can Help You Scale [Download The Skills]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/6a19e8a9b84c3c8abff62ddf_claude-cowork-for-cs.jpg)
What is a Claude Skill?
A Claude Skill is a structured prompt that tells Claude exactly how to behave for a specific task. When you describe what you're trying to do, Claude activates the right skill automatically — you don't need to name it or configure anything mid-conversation. These five skills were built by the Vitally team specifically for Customer Success workflows.
Do I need to use Vitally to use these skills?
No. These skills work with any version of Claude — the web app, Claude Code, or Cowork. That said, if you're a Vitally user, the skills are designed to recognize data structures you'd naturally export from Vitally (health scores, success plan status, conversation logs) and reference them directly in the output.
How do I install them?
If you're using Claude on the web, go to Customize, create a new Skill, and paste in the instructions from the skill's SKILL.md file. If you're using Claude Code or Cowork, drop the entire skills folder into your project and Claude will discover them automatically. The README in the pack walks through both options.
Can I customize the skills?
Yes, and you should. These are starting points. If your team uses a specific QBR template, edit the QBR skill to match it. If your follow-up emails always have a particular sign-off or tone, add that. The more you tailor them to your workflow, the better the output.
What do I need to provide to get useful output?
Real data. Each skill will tell you exactly what to paste in. The more specific your input — actual usage numbers, real CRM notes, a transcript rather than "we talked about onboarding" — the more useful the output. If you don't have much, the skill will ask you one focused question rather than generating something generic.
Will Claude make decisions for me?
No. Every output is a draft. The skills remove the blank-page problem and the data-assembly work — they don't send emails, make renewal calls, or decide which accounts are at risk. That judgment is yours. Review everything before it goes anywhere.
Why did Vitally build these?
We've spent years watching CSMs spend an outsized portion of their time on the work around the job — assembling data, drafting emails from scratch, building QBR decks from scattered sources. These skills are our attempt to compress that overhead. The actual job — building relationships, making judgment calls, navigating hard renewals — that part's still yours.
How do the skills work together?
They chain well. For a renewal-stage account: run Churn Risk and Renewal Prep to assess the situation, then Pre-Call Account Brief before the meeting, then Post-Call Follow-Up Email after. Each one feeds the next.
