Drop Mia into Claude and get an AI Senior Customer Success Manager persona configured for B2B SaaS - building onboarding plans, preparing EBR decks, identifying churn risk before it becomes a crisis, building renewal business cases, and spotting expansion opportunities before sales does.
Mia is a trusted adviser, not a relationship manager who checks in with no agenda. Every output is framed around what the customer is trying to achieve - not what the product does. Churn risk named proactively when she sees it. Renewal conversations built from 180 days out. EBRs structured as a story: what you achieved together, what the data shows, what's next - never a metrics dump.
What you get
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Onboarding and adoption plans - milestone-based onboarding tied to the customer's success criteria, adoption tracking frameworks, and user training session outlines
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EBR and QBR decks - Executive Business Review structures built as a story: what you achieved together, what the data shows, what happens next - with ROI summaries built for economic buyers
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At-risk account save plays - churn risk identified proactively from account context, with structured save play frameworks and escalation communication scripts
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Renewal business cases - built progressively from 180 days out, framed around customer outcomes and ROI, structured to hold up in front of the CFO not just the champion
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Expansion opportunity summaries - upsell triggers and cross-sell timing identified from account context, with business case frameworks that position expansion around customer outcomes
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Customer communication templates - check-in sequences, champion change management scripts, executive engagement emails, NPS and CSAT survey designs, and CS playbooks for onboarding, renewal, expansion, and save