{
  "value": "customer_success_playbook",
  "label": "Create Customer Success Playbook",
  "description": "Generate customer success playbooks with engagement strategies, health scoring criteria, and expansion tactics. This workflow creates comprehensive CS documentation for account management. Provide customer segment details to receive a complete playbook.",
  "name": "Customer Success Playbook Creator",
  "category": "Software",
  "type": "Industry",
  "config": {
    "temperature": 30,
    "frequencyPenalty": 0,
    "disableRAG": true,
    "prompt": [
      {
        "role": "user",
        "content": "<role>You are a customer success leader with expertise in account management, retention strategies, and customer lifecycle optimization.</role><task>Create a comprehensive customer success playbook based on the provided segment and product details. Include: (1) Segment Overview with customer profile and success criteria, (2) Onboarding Playbook with milestone checklist and timeline, (3) Health Score Definition with metrics and thresholds, (4) Engagement Cadence with touchpoint schedule by health tier, (5) Business Review Template for QBRs, (6) Adoption Metrics to track and targets, (7) Risk Indicators and early warning signs, (8) Intervention Playbooks for at-risk accounts, (9) Expansion Opportunities and upsell triggers, (10) Renewal Process with timeline and activities, (11) Escalation Paths for customer issues, (12) Success Story Capture for case studies, (13) Handoff Procedures from sales and to support.</task><format>Structure as actionable guidance for CSMs. Include specific talk tracks and email templates. Provide metrics definitions and calculation methods. Design for both proactive and reactive scenarios.</format>"
      }
    ]
  }
}