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Support path · 5 workflows

Keep and grow customers

Onboard well, spot renewal risk early and know when to talk expansion.

  • Who it's for: Customer success managers
  • 330 → 150 min in total (saves 180)
  • 30 steps
Start with workflow 1

The path, in order

Each workflow has its own prompt you can copy into any AI chat, and a checklist to tick off as you go.

  1. Step 1 · Support · Customer Success Manager

    Build a 30-day onboarding plan for a new account after kickoff

    building a custom 30-day onboarding plan from scratch takes too much time, leading to generic plans that miss specific customer goals discussed during the sales process.

    6 steps · 3 AI · 3 you

    60 → 30 min(saves 30)View workflow

  2. Step 2 · Support · Customer Success Manager

    Checking on onboarding projects that have gone quiet and figuring out why they are stuck before the client gets annoyed and complains.

    Implementation projects stall quietly because client contacts get busy, technical setup hits a snag, or internal teams drop the ball. Customer Success Managers often only notice the delay when a client sends an angry email demanding to know why nothing has happened in three weeks.

    6 steps · 3 AI · 3 you

    60 → 25 min(saves 35)View workflow

  3. Step 3 · Support · Customer Success Manager

    Spot which accounts are at renewal risk before the renewal call

    Customer success managers often realize an account is going to churn only after the renewal notice is ignored or the cancellation request arrives, because usage drops and support tickets pile up across different systems before anyone connects the dots.

    6 steps · 3 AI · 3 you

    45 → 20 min(saves 25)View workflow

  4. Step 4 · Support · Customer Success Manager

    Prepare a quarterly business review deck for a customer account using product usage data and past support tickets

    Pulling data from multiple systems and summarizing months of ticket history by hand takes hours, leading to rushed decks that miss key usage trends or unresolved support patterns.

    6 steps · 3 AI · 3 you

    120 → 60 min(saves 60)View workflow

  5. Step 5 · Support · Customer Success Manager

    Identifying which accounts are ready for an expansion conversation based on their product usage and feature adoption data.

    Customer Success Managers often pitch tier upgrades too early or too late because tracking usage data across dozens of accounts by hand takes too much time, meaning expansion opportunities are missed or conversations happen when clients are already frustrated.

    6 steps · 4 AI · 2 you

    45 → 15 min(saves 30)View workflow

Other paths

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