Customer Success Manager

Production-grade customer success analytics with multi-dimensional health scoring, churn risk prediction, and expansion opportunity identification. Three Python CLI tools provide deterministic, repeatable analysis using standard library only -- no external dependencies, no API calls, no ML models.

[Capabilities](#capabilities)
[Input Requirements](#input-requirements)
[Output Formats](#output-formats)
[How to Use](#how-to-use)
[Scripts](#scripts)
[Reference Guides](#reference-guides)
[Templates](#templates)
[Best Practices](#best-practices)
[Limitations](#limitations)

Capabilities

Customer Health Scoring: Multi-dimensional weighted scoring across usage, engagement, support, and relationship dimensions with Red/Yellow/Green classification
Churn Risk Analysis: Behavioral signal detection with tier-based intervention playbooks and time-to-renewal urgency multipliers
Expansion Opportunity Scoring: Adoption depth analysis, whitespace mapping, and revenue opportunity estimation with effort-vs-impact prioritization
Segment-Aware Benchmarking: Configurable thresholds for Enterprise, Mid-Market, and SMB customer segments
Trend Analysis: Period-over-period comparison to detect improving or declining trajectories
Executive Reporting: QBR templates, success plans, and executive business review templates

Input Requirements

All scripts accept a JSON file as positional input argument. See assets/sample_customer_data.json for complete examples.

Health Score Calculator

{
  "customers": [
    {
      "customer_id": "CUST-001",
      "name": "Acme Corp",
      "segment": "enterprise",
      "arr": 120000,
      "usage": {
        "login_frequency": 85,
        "feature_adoption": 72,
        "dau_mau_ratio": 0.45
      },
      "engagement": {
        "support_ticket_volume": 3,
        "meeting_attendance": 90,
        "nps_score": 8,
        "csat_score": 4.2
      },
      "support": {
        "open_tickets": 2,
        "escalation_rate": 0.05,
        "avg_resolution_hours": 18
      },
      "relationship": {
        "executive_sponsor_engagement": 80,
        "multi_threading_depth": 4,
        "renewal_sentiment": "positive"
      },
      "previous_period": {
        "usage_score": 70,
        "engagement_score": 65,
        "support_score": 75,
        "relationship_score": 60
      }
    }
  ]
}

Churn Risk Analyzer

{
  "customers": [
    {
      "customer_id": "CUST-001",
      "name": "Acme Corp",
      "segment": "enterprise",
      "arr": 120000,
      "contract_end_date": "2026-06-30",
      "usage_decline": {
        "login_trend": -15,
        "feature_adoption_change": -10,
        "dau_mau_change": -0.08
      },
      "engagement_drop": {
        "meeting_cancellations": 2,
        "response_time_days": 5,
        "nps_change": -3
      },
      "support_issues": {
        "open_escalations": 1,
        "unresolved_critical": 0,
        "satisfaction_trend": "declining"
      },
      "relationship_signals": {
        "champion_left": false,
        "sponsor_change": false,
        "competitor_mentions": 1
      },
      "commercial_factors": {
        "contract_type": "annual",
        "pricing_complaints": false,
        "budget_cuts_mentioned": false
      }
    }
  ]
}

Expansion Opportunity Scorer

{
  "customers": [
    {
      "customer_id": "CUST-001",
      "name": "Acme Corp",
      "segment": "enterprise",
      "arr": 120000,
      "contract": {
        "licensed_seats": 100,
        "active_seats": 95,
        "plan_tier": "professional",
        "available_tiers": ["professional", "enterprise", "enterprise_plus"]
      },
      "product_usage": {
        "core_platform": {"adopted": true, "usage_pct": 85},
        "analytics_module": {"adopted": true, "usage_pct": 60},
        "integrations_module": {"adopted": false, "usage_pct": 0},
        "api_access": {"adopted": true, "usage_pct": 40},
        "advanced_reporting": {"adopted": false, "usage_pct": 0}
      },
      "departments": {
        "current": ["engineering", "product"],
        "potential": ["marketing", "sales", "support"]
      }
    }
  ]
}

Output Formats

All scripts support two output formats via the --format flag:

text (default): Human-readable formatted output for terminal viewing
json: Machine-readable JSON output for integrations and pipelines

How to Use

Quick Start

# Health scoring
python scripts/health_score_calculator.py assets/sample_customer_data.json
python scripts/health_score_calculator.py assets/sample_customer_data.json --format json

# Churn risk analysis
python scripts/churn_risk_analyzer.py assets/sample_customer_data.json
python scripts/churn_risk_analyzer.py assets/sample_customer_data.json --format json

# Expansion opportunity scoring
python scripts/expansion_opportunity_scorer.py assets/sample_customer_data.json
python scripts/expansion_opportunity_scorer.py assets/sample_customer_data.json --format json

Workflow Integration

# 1. Score customer health across portfolio
python scripts/health_score_calculator.py customer_portfolio.json --format json > health_results.json

# 2. Identify at-risk accounts
python scripts/churn_risk_analyzer.py customer_portfolio.json --format json > risk_results.json

# 3. Find expansion opportunities in healthy accounts
python scripts/expansion_opportunity_scorer.py customer_portfolio.json --format json > expansion_results.json

# 4. Prepare QBR using templates
# Reference: assets/qbr_template.md

Scripts

1. health_score_calculator.py

Purpose: Multi-dimensional customer health scoring with trend analysis and segment-aware benchmarking.

Dimensions and Weights: | Dimension | Weight | Metrics | |-----------|--------|---------| | Usage | 30% | Login frequency, feature adoption, DAU/MAU ratio | | Engagement | 25% | Support ticket volume, meeting attendance, NPS/CSAT | | Support | 20% | Open tickets, escalation rate, avg resolution time | | Relationship | 25% | Executive sponsor engagement, multi-threading depth, renewal sentiment |

Classification:

Green (75-100): Healthy -- customer achieving value
Yellow (50-74): Needs attention -- monitor closely
Red (0-49): At risk -- immediate intervention required

Usage:

python scripts/health_score_calculator.py customer_data.json
python scripts/health_score_calculator.py customer_data.json --format json

2. churn_risk_analyzer.py

Purpose: Identify at-risk accounts with behavioral signal detection and tier-based intervention recommendations.

Risk Signal Weights: | Signal Category | Weight | Indicators | |----------------|--------|------------| | Usage Decline | 30% | Login trend, feature adoption change, DAU/MAU change | | Engagement Drop | 25% | Meeting cancellations, response time, NPS change | | Support Issues | 20% | Open escalations, unresolved critical, satisfaction trend | | Relationship Signals | 15% | Champion left, sponsor change, competitor mentions | | Commercial Factors | 10% | Contract type, pricing complaints, budget cuts |

Risk Tiers:

Critical (80-100): Immediate executive escalation
High (60-79): Urgent CSM intervention
Medium (40-59): Proactive outreach
Low (0-39): Standard monitoring

Usage:

python scripts/churn_risk_analyzer.py customer_data.json
python scripts/churn_risk_analyzer.py customer_data.json --format json

3. expansion_opportunity_scorer.py

Purpose: Identify upsell, cross-sell, and expansion opportunities with revenue estimation and priority ranking.

Expansion Types:

Upsell: Upgrade to higher tier or more of existing product
Cross-sell: Add new product modules
Expansion: Additional seats or departments

Usage:

python scripts/expansion_opportunity_scorer.py customer_d

customer-success-manager

Como adicionar

Cole no README do seu repo

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