Use to structure collaborative success plans with milestones, KPIs, and governance.
SkillScore91Maintained
Automatic
◆Customer Success pack
Last verified 8/23/2026
What it changes
Passed 20 of 22 test cases with the skill, and 12 of 22 without it.
Without skill55%
With skill91%
Checks it passed that the model alone missed
includes objective, milestone, and KPI columns
requires assigning explicit owners to each milestone
requires explicit status tracking for logged risks and actions
and 5 more in the full report
8 fixed12 passed either way2 still failing0 broke
Pass-rate lift
+36 pp
Tokens
-28%
Agent turns
0%
Response time
-38%
Model gemini-3.6-flashMeasured 8/23/2026v120 of 22 cases passed with skill
Tokens, turns and time describe resource use, not a dollar price.
See it in action
One of 8 test cases the skill fixed. Same model, same prompt, with and without the skill.
1 of 8
Prompt
When maintaining an active risk and action tracking document for strategic accounts, what two mandatory tracking attributes must be assigned to every logged item?
What was checked, without and with the skill
Checked
Without skill
With skill
requires explicit status tracking for logged risks and actions
Missed
Passed
requires clear accountability assignment for logged risks and actions
Passed
Passed
case-13 · gemini-3.6-flash · 8/23/2026 · answers are capped and redacted
What's inside
The instructions your model reads when the skill loads.
SKILL.md26 lines2 files
Success Planning Framework Skill
When to Use
Kicking off strategic accounts, renewals, or large expansions.
Preparing QBR/EBR sessions that require clear impact narratives.
Aligning internal and customer stakeholders on joint execution plans.
Framework
Objective Definition – document customer outcomes, KPIs, and time horizons.
Milestone Architecture – break objectives into measurable milestones with owners.
Governance Layer – set review cadence, communication channels, and escalation triggers.
Proof & Assets – link data, case studies, product roadmap elements required per milestone.
Measurement & Feedback – capture progress, blockers, and new opportunities each cycle.
Templates
Success Plan Canvas: See assets/success_plan_canvas.md for objectives and milestones.
Success plan table (objective, milestone, KPI, owner, due date).
Governance charter outline (cadence, audience, agenda, inputs).
Risk/action log with status + accountability.
Tips
Keep milestones customer-value focused before internal metrics.
Co-create live with stakeholders to drive commitment.
Pair with account-health-framework outputs to keep signals current.