RevOpsCustomer · Success
Success Planning Framework
Use to structure collaborative success plans with milestones, KPIs, and governance.
by GTM Agents·Apache-2.0·★ 230 on GitHub·updated 2026-04-03
claude plugin marketplace add gtmagents/gtm-agentsWhat this skill does
- 1Documents customer-defined outcomes, KPIs, and time horizons in a co-authored success plan canvas.
- 2Breaks objectives into measurable milestones with owners, due dates, and required assets or roadmap dependencies.
- 3Sets governance layer: review cadence, communication channels, and escalation triggers so plans stay active.
- 4Captures progress, blockers, and new opportunities each cycle and feeds results back into health scoring.
When to use
- Kicking off a new strategic account or large expansion where joint execution alignment is critical.
- Preparing a QBR with a clear milestones-vs-actuals narrative that ties to customer outcomes.
- Aligning internal CS, product, and sales stakeholders on what 'done' looks like for a complex implementation.
Best for
Revenue OperationsCustomer Success Manager
Format
FrameworkTemplate
Frequently asked questions
What is Success Planning Framework?
Success Planning Framework is a Claude Code skill for revops by GTM Agents. Use to structure collaborative success plans with milestones, KPIs, and governance.
When should I use Success Planning Framework?
Kicking off a new strategic account or large expansion where joint execution alignment is critical. Preparing a QBR with a clear milestones-vs-actuals narrative that ties to customer outcomes.
How do I install Success Planning Framework?
Run the install command (claude plugin marketplace add gtmagents/gtm-agents). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.
Is Success Planning Framework free to use?
Yes. Success Planning Framework is open source under the Apache-2.0 license, published in the gtmagents/gtm-agents repository on GitHub.
Source repository
gtmagents/gtm-agents★ 230 · 39 forks
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