A comprehensive retention operating system that uses automated scoring models and playbooks to transform clients into long-term revenue engines.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install afrexai-client-success
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install afrexai-client-success using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Client Success & Revenue Expansion OS?
The Client Success & Revenue Expansion OS is a high-performance framework designed to manage the entire customer lifecycle for B2B and B2C subscription businesses. By integrating this skill into your workflow with Openclaw Skills, you gain access to sophisticated health scoring models, structured onboarding playbooks, and automated intervention patterns. The core value proposition lies in its ability to transition client management from reactive firefighting to a proactive, data-driven revenue engine.
This system provides technical specifications for monitoring client engagement, financial health, and usage depth. It empowers account managers and founders to identify churn risks before they materialize and systematically uncover expansion opportunities through structured triggers and pricing psychology.
Client Success & Revenue Expansion OS Use Cases
- Auditing or designing an end-to-end retention strategy for subscription models.
- Implementing a 90-day onboarding foundation to reduce early-stage churn.
- Detecting and responding to 14 distinct churn signals with specialized save playbooks.
- Preparing and running high-leverage Quarterly Business Reviews (QBRs) with automated metric templates.
- Calculating and optimizing Net Revenue Retention (NRR) through upsells and expansion revenue.
How Client Success & Revenue Expansion OS Works
- Multi-Dimensional Scoring: The system evaluates every account weekly across usage, engagement, financial, relationship, and outcome dimensions.
- Risk Tiering: Accounts are automatically categorized into Healthy, Monitor, At-Risk, or Critical tiers based on a 0-100 score.
- Lifecycle Automation: The skill triggers specific playbooks based on the client's journey, from Day 0 onboarding to annual renewal cycles.
- Proactive Intervention: Automated alerts flag sudden score drops or high-severity signals like data export requests, initiating immediate save sequences.
- Revenue Expansion: The system identifies usage ceilings and success milestones to suggest timely upsell conversations and pricing adjustments.
Client Success & Revenue Expansion OS Setup
To deploy this skill within your Openclaw Skills environment, initialize the configuration with your specific business metrics:
# Install the Client Success Skill
openclaw install client-success-os
# Configure your primary KPIs and health weights
openclaw configure client-success-os --weights usage:30,engagement:25,financial:20
Ensure your CRM or data source is connected to allow the health score model to pull real-time usage and payment signals.
Client Success & Revenue Expansion OS Data Schema & Taxonomy
The skill organizes retention data using structured YAML schemas and Markdown reporting templates:
| Data Component | Format | Description |
|---|---|---|
| Health Score Model | YAML | Weighted dimensions (0-100) including usage depth and sentiment. |
| Onboarding Playbook | YAML | Day-by-day task lists from Day 0 to Day 90 graduation. |
| Value Reports | Markdown | Monthly performance summaries highlighting ROI and KPI trends. |
| Churn Signals | Table | 14 ranked triggers with severity levels and response times. |
| Metrics Dashboard | YAML | Tracks Gross Churn, Logo Churn, and NRR distribution. |
Client Success & Revenue Expansion OS Advanced Features
- Segmented Retention Strategies: Custom touchpoint cadences based on revenue tiers (Enterprise vs. SMB).
- Automated Payment Recovery: Multi-stage sequences to handle involuntary churn caused by credit card failures.
- Pause vs. Cancel Framework: Logic-based negotiation paths to offer account pauses instead of permanent cancellations.
- Reactivation Sequences: Time-decayed win-back campaigns (7 to 180 days) designed to recover lost accounts.
- Multi-Threaded Relationship Tracking: Monitoring stakeholder breadth to prevent churn when a single champion leaves.
SKILL.md
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