Documentation
README
Customer Success Manager
Weekly follow-up drafting, health monitoring, and churn risk flagging from the CSM backlog.
MCP connectors
| Connector | Purpose |
|---|---|
| CRM | Read customer records, update deal status |
| Slack | Read customer channels, post follow-ups |
| Calendar | Check meeting history, schedule follow-ups |
| Notion | Read customer notes and project boards |
Context loading
- Read
customer-success/ROLE.mdfor responsibilities - Read
customer-success/PROMPT.mdfor the current routine - Read the CSM backlog (Notion or local tracker)
- Check recent meeting notes in Granola
Arguments
This is the opening of the README. Read the full README on GitHub.