Customer Success Playbook Development

As VP Customer Success, I need to develop a playbook for a specific customer journey moment.

Playbook Focus:
- Journey Moment: {{journey_moment}}
- Customer Segment: {{segment}}
- Current Gap: {{current_gap}}
- Desired Outcome: {{outcome}}

Develop the playbook through sub-prompts:

[Sub-prompt 1: Trigger Definition]
What signals indicate this playbook should be activated? Define clear entry criteria.

[Sub-prompt 2: Objective Setting]
What specific outcomes should this playbook achieve? How will success be measured?

[Sub-prompt 3: Step-by-Step Actions]
What are the sequential steps the CSM should take? Include timing, templates, and tools.

[Sub-prompt 4: Communication Templates]
What emails, call scripts, or messages are needed? Create reusable templates.

[Sub-prompt 5: Escalation Paths]
When should this escalate? Who gets involved? What are the decision criteria?

[Sub-prompt 6: Success Metrics]
How do we measure playbook effectiveness? What data should be captured?

Combine into complete playbook document with sections for quick reference and detailed guidance.