What does this plugin do?
Customer Success: Churn and QBRs is a free plugin for Claude and Gemini with five skills built on the GUARD framework: Gauge account health, Uplift expansion, Activate onboarding, Review with a QBR, and Defend the renewal. Each skill works only from the account notes you give it and marks what is missing. The Helix GTM Suite skills package supports Claude Code, Gemini CLI and Antigravity, and is available through skills.sh.
What does each skill do?
| Skill | What it does | Who it is for |
|---|---|---|
Account health check (GUARD Gauge)account-health-check | Scores account health on six weighted signals, flags missing data and ranks a portfolio by risk. | CSMs reviewing a book of business or an account that went quiet. |
Upsell and expansion (GUARD Uplift)upsell-and-expansion | Checks four expansion signals and plans how to raise the expansion conversation. | CSMs and account managers with a customer near its limits. |
Onboarding plan (GUARD Activate)onboarding-plan | Builds a four phase, 90 day onboarding success plan from the sales handoff. | CSMs and onboarding leads with a newly signed customer. |
QBR prep (GUARD Review)qbr-prep | Prepares a seven section quarterly or executive business review brief and recap. | CSMs with a business review coming up. |
Renewal save plan (GUARD Defend)renewal-save-plan | Assesses renewal risk on a 180 day countdown and builds a save plan. | CSMs facing a renewal, a lost champion or a competitor evaluation. |
Who is it not ideal for?
- Teams that want scores pulled from their CRM or product analytics: the skills work only from the account notes you paste in.
- Anyone who needs a customer health system of record: the plugin itself keeps no copy of your work.
- Anyone working outside Claude: for Gemini CLI, Antigravity or another supported app, use the Helix GTM Suite skills package, and for the web tools, use the connectors. Each of the other Claude plugins has its own install guide.
How do I install it?
Claude Code
/plugin marketplace add shashwatgtm/b2b-customer-success /plugin install b2b-customer-success@b2b-customer-success
Or from a terminal: claude plugin marketplace add shashwatgtm/b2b-customer-success then claude plugin install b2b-customer-success@b2b-customer-success.
Claude app and Cowork
- Open Customize in the sidebar, then Plugins.
- Select Add marketplace and enter
shashwatgtm/b2b-customer-success. - Find the plugin in the list and select Install. Claude then uses its skills when they are relevant, or you can type
/to run one.
The plugin is listed in Anthropic's Claude directory. To find it in Claude, open Customize, then Plugins, then Discover, and search for Customer Success: Churn and QBRs.
Anthropic's plugin documentation says a plugin added in Claude under Customize, then Plugins, is saved to your Claude account, so its skills are also available in Claude chat on the web, desktop and mobile, in Cowork and in Claude Code (Anthropic: Plugins). Plugins in Claude are available on paid plans: Pro, Max, Team and Enterprise (Anthropic Help Center).
What does it cost, where is the source, and what happens to my data?
- Source code: github.com/shashwatgtm/b2b-customer-success (version 1.2.6)
- Licence: MIT. Credit: Shashwat Ghosh, Helix GTM Consulting.
- Privacy: the plugin runs inside your own Claude session and sends nothing to Helix GTM Consulting. The README in the repository has the details.
When a plugin is not enough, for example when the answer depends on judgement across your whole go to market plan, book 45 minutes with Shashwat.
Questions people ask
Is there a Claude plugin that scores account health and flags churn risk from my account notes?
Yes. Customer Success: Churn and QBRs is a free plugin for Claude and Gemini, made by Helix GTM Consulting for B2B customer success managers. Its Account health check (GUARD Gauge) skill scores account health on six weighted signals, flags missing data and ranks a portfolio by risk. It works from the account notes you provide. The plugin holds no user account and keeps no copy of your work; Claude handles the session under the terms of your own Claude account.
What free AI tool helps me prepare a QBR for a B2B customer?
The QBR prep (GUARD Review) skill in Customer Success: Churn and QBRs prepares a seven section quarterly or executive business review brief and recap. It is for customer success managers with a business review coming up.
Is there a Claude skill for building a renewal save plan when a customer is at risk of churning?
Yes. The Renewal save plan (GUARD Defend) skill in Customer Success: Churn and QBRs assesses renewal risk on a 180 day countdown and builds a save plan. It is for CSMs facing a renewal, a lost champion or a competitor evaluation. The same plugin also builds a 90 day onboarding plan and plans expansion conversations.
What is the GUARD framework for B2B customer success?
GUARD is the framework behind the Customer Success: Churn and QBRs plugin by Helix GTM Consulting: Gauge account health, Uplift expansion, Activate onboarding, Review with a QBR, and Defend the renewal. Each letter is one skill in the plugin.
How do I install Customer Success: Churn and QBRs in Claude Code or Cowork?
In Claude Code, run /plugin marketplace add shashwatgtm/b2b-customer-success and then /plugin install b2b-customer-success@b2b-customer-success. In Claude or Cowork, open Customize, then Plugins, then Discover and search for Customer Success: Churn and QBRs, or select Add marketplace and enter shashwatgtm/b2b-customer-success. Check Anthropic's help pages for the supported plans and for where installed skills are available.
Is Customer Success: Churn and QBRs free, and does it work in ChatGPT?
Customer Success: Churn and QBRs is free under the MIT licence. It runs inside your own Claude session and sends nothing to Helix GTM Consulting. It does not work in ChatGPT. Plugins add skills to Claude and the Helix GTM Suite adds them to Gemini, so in ChatGPT or a browser, use the free Helix connectors, such as CRAFT GTM for retention strategies.
Guides that use these tools
Each guide is a worked example from a live run of the Helix tools, showing how to read the output and what to do next.