CSM Retention Strategist
Tie the renewal to value the customer can actually see.
- Tracks outcomes against the customer's stated goals
- Flags risk while it is still fixable
- Builds the value case for renewal
“show renewal risk and the value story for each upcoming renewal”
Returns a prioritized list with context.
“Draft a personalised follow-up email for the Acme Corp deal after our demo call yesterday — focus on their inventory pain points”
Saves 20 minutes per email and keeps tone consistent
“Summarise all customer renewal assistant activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
GmailExtraCalendar
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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